Scheduled reports In this release, we’ve added the support for scheduled reports in AvaTax. Use this feature to automate the generation and distribution of frequently used reports to designated recipients at set intervals, such as monthly or quarterly.
While creating a report as an account administrator or an account user, if you select Create and download the report in the background under the Select the approximate number of transactions for your report section and mark the report as a favorite, the schedule report icon will appear for that report.
By scheduling reports, you can provide regular insights into the following:
- Tax liabilities: You can get regular updates on sales taxes collected or due, making tax management across multiple jurisdictions easier.
- Filing calendars: You can get timely reminders and clear visibility into filing deadlines, helping you comply efficiently with tax requirements.
- Exemption certificates: You can track exemption certificate statuses, expiration dates, and compliance needs, reducing business risks.
For more information, see Scheduled reports.