CereTax offers various pre-built reports for your reporting needs. Here, we’ll review our recommended reports for common needs. For step-by-step guidance on running reports, please see article Reports Overview.
The Sales Transaction Detail report is a CereTax favorite for reconciliation or general troubleshooting purposes. This is an Invoice Level report and contains both the Invoice Number and Customer Account fields.
Below is an example report.
The Partner Compliance Report can be used, or is typically shared with your Compliance Partner, for the purpose of reporting or filing returns. This report summarizes transactions by Geocode. It does not include any invoice identifiable information.
Below is an example report.
The Transaction Compliance Report is an alternative report that can be used for reporting or filing returns that contain invoice identifiable information, such as Invoice Number & Customer Number.
Below is an example report.
Specifically for our P2P customers, this consumer’s use compliance report provides a breakdown by tax level, including the variance between total taxes paid to vendors, any internally calculated use tax, and the CereTax calculated tax.
Below is an example report.
Specifically for our Telecommunications customers, this report summarizes Federal and State USF fees collected.
Below is an example report.
All available reports options can be found in your CereTax account. If a custom report is needed, please reach out to our support team for further assistance: support@ceretax.com
