The following reports are available in GTD Cloud Reports:
- Customer Exemption Certificate Report
- Entity/Use Code Mapping Report
- Good/Service Code Mapping Report
- Nexus and Registration Report
- Simplified Transaction Report
- Tax Totals by Invoice Report
- Tax Totals by Jurisdiction Report
- Tax Totals by State Report
- Transaction Detail Report by Line Item
- Transaction Detail Report by Line Item and Taxing Jurisdiction
Tax rules reports will be added to GTD Cloud Reports in an upcoming release.
The following table explains the contents of each report, which filters are required to run the report, and what the report is commonly used for.
Report name |
Description |
Required filters |
Use |
| Customer Exemption Certificate Report | A list of exemption certificates you uploaded with expiration dates. |
|
Use this report to see exemption certificate information for your customers. |
| Entity/Use Code Mapping Report | A list of Entity/Use Codes your customers are mapped to. |
|
Use this report to see which Sovos Entity/Use Codes are mapped to your company codes. |
| Good/Service Code Mapping Report | A list of Good/Service Codes your products are mapped to. |
|
Use this report to see which Sovos Good/Service Codes are mapped to your company codes. |
| Nexus and Registration Report | A list of all nexuses added to Global Tax Determination with registration numbers. Also shows if a nexus is active or not. |
|
Use this report to see which jurisdictions you're obligated to collect taxes in. You can also check the registration status for each nexus. |
| Simplified Transaction Report | A simplified version of the Transaction Detail Report by Line Item and Taxing Jurisdiction with fewer columns |
|
Use this report if you want a report similar to the Transaction Detail Report without the more specific details and/or have lots of data and want a report that's quicker to load and download |
| Tax Totals by Invoice Report | A summary of an organization’s gross amounts and taxes grouped by invoice instead of location. |
|
Use this report if you want to find the reason for any differences you found in the Tax Totals by State Report. You can also use this data to file your own returns if you don't have Sovos Filing. |
| Tax Totals by Jurisdiction Report | A summary of tax collected by taxing jurisdictions in a given date range. Contains tax rates, tax amounts, and taxable amounts organized by sub taxing jurisdictions within states or territories. |
|
Use this report if you want to find the reason for any differences you found in the Tax Totals by State Report. |
| Tax Totals by State Report | A summary of tax collected by state in a given date range. Contains one line for each state and tax type. The columns show the state, county, city, and district taxes as well as total tax for that state. |
|
Use this report to see if there any differences between tax amounts in GTD and tax amounts in your ledger. |
|
Transaction Detail Report by Line Item |
Shows the gross amount, the tax rate, the tax amount, the taxable amount, and the exempt amount associated with an invoice line item per row, the columns showing the breakdown of these amounts per taxing jurisdiction. |
|
Use this report to see if there any differences between the transactions in GTD and in your ledger. |
|
Transaction Detail Report by Line Item and Taxing Jurisdiction |
Shows the gross amount, the tax rate, the tax amount, the taxable amount, and the exempt amount associated with an invoice line item, broken down by individual taxing jurisdiction per row. |
|
Use this report to see if there any differences between the transactions in GTD and in your ledger. |