Why is my Detailed Sales Tax Analysis or CSV export different than my state Report?
Why doesn't my Detailed Sales Tax Analysis or CSV export match my state Report?
Your TaxJar state Sales Tax Report has of the details you'll need to file your returns and you can view your automated sales tax Reports from your Dashboard by clicking the "Sales Tax Report" button for any state on your TaxJar Dashboard.
What does the state Report do that the Detailed Sales Tax Analysis or CSV export does not?
You may notice some differences between the totals you see in the state Report that is used for filing and a CSV of transactions or the Detailed Sales Tax Analysis.
- It's important to remember that when you view your individual State Sales Tax Reports in TaxJar you are seeing a filing-specific breakdown of your sales with additional tax logic and state-specific decisions being made, including rounding, sourcing, Marketplace Facilitator Transactions, and handling of refunds.
- The State Report is not designed or even expected to always be an exact match with either a raw CSV export of your transactions recorded in that period or the Detailed Sales Tax Analysis for that same period.
Because the state Report is created to eliminate additional breakdowns and calculations that would be required to get your sales data in a format that is ready to file, the State Report is the only TaxJar Report that you should use to file a return. You should not use the Detailed Sales Tax Analysis or a raw CSV export to file returns.
Why do I see an Expected Sales Tax Due in my Detailed Sales Tax Analysis for a Marketplace Facilitator state?
This is happening because the Detailed Sales Tax Analysis doesn't account for automatic tax collection by a Marketplace Facilitator (ex, Amazon) as your state Report will. We'd recommend using your State Report to file returns or evaluate sales in a Marketplace Facilitator state.