Which reports are found where?
The following reports are available in GTD Cloud only:
- Customer Exemption Certificate Report
- Entity/Use Code Mapping Report
- Good/Service Code Mapping Report
- Nexus and Registration Report
- Tax Totals by Invoice Report
- Tax Totals by Jurisdiction Report
- Tax Totals by State Report
The following reports are available in Sovos Filing only:
- Compliance Detail Report
- Compliance Detail Report Summary
- Data On Hold Report
- Deleted Transaction Report
- Payment Account Amount Report
- Payment Account by Return Amount Report
- Return Data Report
- Tax Filed Report - Current Period Returns
- Tax Filed Report - Liability Summary
- Tax Filed Report - Reconciliation
The following reports are available in both GTD Cloud and Sovos Filing:
- Transaction Detail Report by Line Item
- Transaction Detail Report by Line Item and Taxing Jurisdiction
When should I use GTD reports vs Sovos Filing reports?
Reports in GTD Cloud focus on organization setup and transaction data, while reports in Sovos Filing focus on what tax amounts are being filed and where.
Use GTD Cloud reports if you want to:
- Make sure your organization is set up correctly
- Check if the tax amounts calculated by GTD match yours
- See where your organization has nexus
Use Sovos Filing reports if you want to:
- See the tax collected for a given filing period
- Check which transactions are included in which returns
- Keep track of your organization's liability