Export your return details

Introduction

You can export a return's details to see the local jurisdictions where tax was due and the transactions included on the return. This allows you to record each return's applicable jurisdictions and transactions. Exporting a return's details is critical for reconciling transactions to your returns and gaining a deeper understanding of your return payments.

Export a return's jurisdiction details

You can export a report that breaks down each return's jurisdiction details. This report can often be helpful for understanding the amount of tax due within a local jurisdiction.

Try exporting a return's jurisdiction details in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there! 
2. Select the All tab, then select the return.
3. Under Jurisdiction detail, click Export all jurisdictions.
4. On the exported CSV file, under the Tax due column, review the tax due in each local jurisdiction.

Export a return's transactions

You can export a list of the transactions included within a return. This report can help reconcile your transactions to your returns.

Try exporting a return's transactions in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there! 
2. Select the All tab, then select the return.
3. Under Transactions, click Export all transactions.

4. Under Select level of detail, choose one of the following: 

   • Transaction report — includes all transactions currently in the return.
   • Expanded transactions report — includes each transaction's line items and jurisdiction details.
   • Expanded transactions report with audit details — includes each transaction's line items and jurisdiction details, with a set of additional fields that are useful for an audit.

   Note

   The expanded transaction report tools are enterprise features available on Anrok’s Custom plan. Please submit this form to upgrade and unlock the full suite of pre-built reports.

5. When you are finished, select Generate report.