TM 00561 AFC Comprehensive Guide To Reports And Data Files

TM_00561_AFC%20Comprehensive%20Guide%20to%20Reports%20and%20Data%20Files

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AvaTax for Communications
Comprehensive Guide to Reports and Data Files
Document: TM_00561_0013
Date: 12/21/2017
All trade names referenced herein are either trademarks or registered trademarks of their respective companies.
© Avalara, Inc. 2017. CONFIDENTIAL
Avalara for Communications - Contact Information
Address
Avalara, Inc.
513 South Mangum Street, Suite 100
Durham, North Carolina, 27701
Toll Free
800-525-8175
Corporate Site
http://communications.avalara.com/
Comms Platform Site
https://communications.avalara.net
Email
communicationsupport@avalara.com
Document Revision History
The Revision History log lists the date and description of the most recent revisions or versions of the
document.
Date
Version
Description
04/27/2016
0001
Initial version of document.
06/16/2016
0002
Updated description for Transaction/Service Report (TSR) to include note that
any excluded jurisdictions will appear as unknown or not be included in the
report.
06/24/2016
0003
Updated Sections 2.1.1 Transaction/Service Report, 2.1.2 No Tax Log Report,
2.2.1 Detail Log Report, 2.3.2 Tax Compliance Reports, 2.3.3 Non-Billable
Compliance Amounts, 2.3.4 Billable Non-Compliance Amounts with note that
SaaS Standard clients will receive a CSV version of reports in addition to the
existing version.
07/22/2016
0004
Added Section 2.1.7 Transaction Count Report, Appendix D – International
NPANXX IDs, Section 2.1.2 Audit Transaction/Service Report, and Section 2.1.5
Audit Reconciliation Report.
08/25/2016
0005
Miscellaneous updates in Sections 2.1.1, 2.1.2, 2.1.4 and 2.1.5 regarding
report availability by product. Also updated column header within the
International NPANXX IDs table in Section 8 – Appendix D.
09/26/2016
0006
Updated Section 2.2.1 Detail Log Report and Section 2.4.5 Customsort Utility
to reflect the addition of new columns for extended optional fields. Added
Senegal to the International NPANXX IDs table in Section 8, Appendix D. Also
added a new Section 2.2.2 for Bridge Conference Reports.
12/22/2016
0007
Included alternate spelling for the country ‘Colombia’ in Sections 5 and 8.
02/24/2017
0008
References to ‘reverse’ tax calculations in the AFC engine have been updated
and renamed to reflect the current naming convention which is ‘tax inclusive’
calculations. As a result, minor references in Section 2.14 Reconciliation
Report and Section 2.1.5 Audit Reconciliation have been updated.
03/24/2017
0009
Updated report extension in Section 2.2.1 Detail Log Report as well as sample
data in Section 2.1.3 No Tax Log Report.
05/25/2017
0010
Updated Appendix A – Supported Country Codes
06/27/2017
0011
Updated Section 2.2.1 Detail Log Report to include columns for bundled
transactions in the detail log report.
10/25/2017
0012
Updated Avalara contact information (address and support site).
12/21/2017
0013
Updated Appendix A – Supported Country Codes and Appendix D International
NPANXX IDs with 6 new countries.
Q u i c k R e f e r e n c e G u i d e t o I n f o r m a t i o n a l F i l e s | i
Copyright 2017 Avalara, Inc.
Table of Contents
Overview ............................................................................................................................................ 1
Report Descriptions ........................................................................................................................... 3
AFC Engine Reports ..................................................................................................................... 3
Transaction/Service Report ................................................................................................... 3
Audit Transaction/Service Report .......................................................................................... 5
No Tax Log Report ................................................................................................................. 7
Reconciliation Report ............................................................................................................ 9
Audit Reconciliation Report ................................................................................................. 11
Eztax Log (logfilename.log) .................................................................................................. 13
Transaction Count Report ................................................................................................... 14
Batch Processor & Stored Procedure Reports ........................................................................... 17
Detail Log Report ................................................................................................................. 17
Bridge Conferencing Report ................................................................................................ 21
Compliance Reports .................................................................................................................. 22
Customer Billable Amounts ................................................................................................. 22
Tax Compliance Amounts .................................................................................................... 24
Non-Billable Compliance Amounts ...................................................................................... 25
Billable Non-Compliance Amounts ...................................................................................... 26
Billable Amounts Combined with Non-Billable Amounts ..................................................... 27
Custom and Sorting Reports ..................................................................................................... 28
srtcomma20 Utility, (Outputfilename.ext) .......................................................................... 28
srtcomma20l Utility, (Outputfilename.ext) ......................................................................... 30
srtcomma20ld Utility, (Outputfilename.ext) ....................................................................... 32
srtcommadetail Utility, (Outputfilename.ext) ..................................................................... 35
customsort Utility, (Outputfilename.ext) ............................................................................ 37
STRG Utility, (Outputfilename.ext) ...................................................................................... 41
Ezlogns Utility, Comma delimited log.ext, ........................................................................... 42
Ezlogcust Utility, Comma delimited log.ext ......................................................................... 43
Ezlogcustios Utility, Comma delimited log.ext ..................................................................... 45
Ezlogcustpts Utility, Comma delimited log.ext .................................................................... 47
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Copyright 2017 Avalara, Inc.
Ezlogcustptslnl Utility, Comma delimited log.ext ................................................................ 49
Srtcdf20 and srtcdf20p, Outputfile.ext, ............................................................................... 51
Other Reports ........................................................................................................................... 53
Output_ASCIILOG.ext .......................................................................................................... 53
File Descriptions ............................................................................................................................... 55
Tax Type Files ............................................................................................................................ 55
tax_type.exp ........................................................................................................................ 55
Zip Address to PCode Cross Reference Files ............................................................................. 57
all_adr.txt ............................................................................................................................ 57
Calculation Type Files ................................................................................................................ 59
calculationType.txt .............................................................................................................. 59
FIPS Code Cross Reference to PCode Files ................................................................................ 60
fipspcd.txt , pcdfips.txt ........................................................................................................ 60
NPANXX Cross Reference to PCode Files ................................................................................... 61
npanxx7.txt .......................................................................................................................... 61
Transaction/Service Pair List and Description Files ................................................................... 62
transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt ...................... 62
Further information ......................................................................................................................... 63
Appendix A – Supported Country Codes .......................................................................................... 64
Appendix B – Supported States, Territories and Provinces ............................................................... 68
USA States and Territories ........................................................................................................ 68
Canadian Provinces and Territories ........................................................................................... 69
Brazilian States .......................................................................................................................... 70
Appendix C – AFC Sorting & Reporting Utilities ................................................................................ 71
Appendix D – International NPANXX IDs ........................................................................................... 73
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Copyright 2017 Avalara, Inc.
Overview
AvaTax for Communications (AFC) provides clients with numerous informational reports and files which
contain mappings, cross-reference tables and data that can be helpful for building and maintaining an
indirect tax-integrated billing system.
While the AFC engine is designed to generate some of these reports and files by default, there are many
which are not automatically created; however, the data remains available and can be provided to clients
if requested.
Please note that changes or settings in configuration options may impact the ability of AFC to generate
reports automatically. In an effort to identify reports that are generated by default versus data that
remains available to create reports by request of the client, the following terms are referenced
throughout this document:
Generated By Default: The AFC product routinely generates or creates the appropriate reports.
The reports may or may not be provided to the client automatically.
Received By Default: The AFC product routinely distributes or delivers the generated reports.
Available Upon Request: No reports are routinely generated or distributed; however, the data to
create such reports is available. A change in configuration options, settings or a formal request to
Avalara can allow the report to be generated.
The table below provides a high-level overview of the various reports and files available by AFC product.
Please reference Section 2 Report Descriptions or Section 3 File Descriptions to determine specific details
such as, if data is generated by default, distributed by default or available upon request.
AFC License
AFC SaaS Standard
AFC SaaS Pro
Transaction/Service Report
Audit Transaction/Service Report
No Tax Log Report
Reconciliation Report
Audit Reconciliation Report
EZtax Log
Transaction Count Report
Detail Log Report
Bridge Conferencing Report
EZtax_20 Utility
Customer Billable Amounts
Tax Compliance Amounts
Non-Billable Compliance Amounts
Billable Non-Compliance Amounts
Billable Amounts Combined with Non-Billable
Amounts
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Copyright 2017 Avalara, Inc.
AFC License
AFC SaaS Standard
AFC SaaS Pro
Srtcomma20 Utility
Srtcomma20l Utility
Srtcomma20ld Utility
Srtcommadetail Utility
Customsort Utility
STRG Utility
Ezlogns Utility
Ezlogcust Utility
Ezlogcustios Utility
Ezlogcustpts Utility
Ezlogcustptslnl Utility
Srtcdf20, srtcdf20p
ASCIILOG Utility
Tax_type.exp
All_adr.txt
Calculationtype.txt
Fipspcd.txt, pcdfips.txt
Npanxx7.txt
Transerv.txt, transervdesc.txt,
transerserdescsau.txt
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Copyright 2017 Avalara, Inc.
Report Descriptions
AFC Engine Reports
Transaction/Service Report
Description
By default, all clients receive the Transaction/Service Jurisdiction Report (TSR). This is the main revenue
report and includes original revenue generated for jurisdictions. However, this report does not provide
local level details for jurisdictions due to memory issues.
Note: Any excluded taxing jurisdictions will appear as unknown or not be included in the report.
Report Format and Sample Data
Extension
.tsr
File
Format
Comma Delimited
Sample
Data
Column Headers
TSR (Bundled version) – Original Format
Jurisdiction, BundlePackage, BundleId, TransactionType, ServiceType, Charge
TSR (Non-Bundled version) – Original Format
Jurisdiction, TransactionType, ServiceType, Charge
Definitions for Transaction Service Reports
Column Name
Description
Jurisdiction
Area subject to its own distinct tax regulations.
BundlePackage
Numeric for bundled package.
BundleId
Identifier for the bundle package.
TransactionType
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
ServiceType
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
Charge
Amount charged.
Sample
TSR (Bundled version)
USA, 20000, 20001, 5, 6, 300.000000
USA, 20000, 20001, 16, 6, 400.000000
USA, 20000, 20001, 19, 6, 300.000000
USA, 21000, 21001, 5, 6, 272.288730
USA, 21000, 21001, 16, 6, 363.051640
TSR (Non-Bundled version)
USA, 5, 6, 1300.000000
USA, 16, 6, 2900.000000
USA, 19, 6, 1300.000000
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Copyright 2017 Avalara, Inc.
CAN, 5, 6, 650.000000
CAN, 16, 6, 1450.000000
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
Transaction Service Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Logging Directory
AFC SaaS Standard
Report zip file
AFC SaaS Pro
Emailed in zip file if
requested.
Upon request, this report can be
produced and provided.
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Copyright 2017 Avalara, Inc.
Audit Transaction/Service Report
Description
By default, all clients receive the Audit Transaction/Service Jurisdiction Report (TSR). This report is
produced in addition to the original TSR. Similar to the original TSR, the report contains the main
revenue report and includes original revenue generated for jurisdictions. However, this report does not
provide local level details for jurisdictions due to memory issues. This audit version of the TSR is in CSV
format and includes two additional columns, Start Date and End Date, which contain a timestamp for the
report as well as headers for each of the columns of data.
Note: Any excluded taxing jurisdictions will appear as unknown or not be included in the report.
Report Format and Sample Data
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
Extension
_audit.tsr.csv
File
Format
Comma Delimited
Sample
Data
Column Headers
TSR (Bundled version) – CSV Format
Jurisdiction, BundlePackage, BundleId, TransactionType, ServiceType, Charge, Start Date, End Date
TSR (Non-Bundled version) – CSV Format
Jurisdiction, TransactionType, ServiceType, Charge, Start Date, End Date
Definitions for Audit Transaction Service Reports
Column Name
Description
Jurisdiction
Area subject to its own distinct tax regulations.
BundlePackage
Numeric for bundled package.
BundleId
Identifier for the bundle package.
TransactionType
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
ServiceType
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
Charge
Amount charged.
Start Date
Timestamp (date and time) session was initiated.
End Date
Timestamp (date and time) session was terminated.
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Copyright 2017 Avalara, Inc.
Sample
TSR (Bundled version) – CSV Format
Jurisdiction
BundleP
kg
BundleId
Trans
Svc
Charge
Start Date
End Date
USA
20000
20001
5
6
30
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20001
16
6
40
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20001
19
6
30
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20002
1
1
1.2
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20002
1
2
0.9
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20002
2
1
0.3
07/12/16 17:31:43
07/12/16 17:31:48
USA
20000
20002
5
6
17.1
07/12/16 17:31:43
07/12/16 17:31:48
TSR (Non-Bundled version) – CSV Format
Jurisdiction
Trans
Svc
Charge
Start Date
End Date
USA
1
1
100
07/18/16 15:37:37
07/18/16 15:37:39
USA
13
11
100
07/18/16 15:37:37
07/18/16 15:37:39
KS
1
1
100
07/18/16 15:37:37
07/18/16 15:37:39
KS
13
11
100
07/18/16 15:37:37
07/18/16 15:37:39
USA
1
1
100
07/18/16 15:39:19
07/18/16 15:39:20
Availability of Reports
Audit Transaction Service Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Logging Directory
In addition to the existing report
provided in original format, this
audit version of the report is
produced and provided in CSV
format.
The audit version of the report
name is XXXX_ audit.tsr.csv.
AFC SaaS Standard
Report zip file
AFC SaaS Pro
Emailed in zip file if
requested.
Upon request, this report can be
produced and provided in CSV
format.
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Copyright 2017 Avalara, Inc.
No Tax Log Report
Description
This report contains Transaction/Service data that was processed but did not generate any taxes.
Report Format and Sample Data
Extension
.ntl
File Format
Comma Delimited but fixed length
Sample Data
Column Headers
Short Format Version: If the log file is set to short (do not display OptionalAlpha1) - Company ID, Customer Number,
Transaction Type, Service Type, P Code, Charges
Long Format Version: If the log file is set to long (show OptionalAlpha1) - Company ID, Customer Number, Optional
Alpha 1 Field, Transaction Type, Service Type, P Code, Charges
Definitions for No Tax Log Report
Column Name
Description
Company ID
Input entered in the CompanyIdentifier field of the
TelecomTransaction or SalesUseTansaction.
Customer
Number
Input entered in the CustomerNumber field of the
TelecomTransaction or SalesUseTansaction.
Optional Alpha
1 field
Input entered in the OptionalAlpha1 field of the
TelecomTransaction or SalesUseTansaction.
Note: Only displays in long format version.
TransactionType
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
ServiceType
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
PCode
PCode for taxing jurisdiction
Charges
Amount charged
Sample
Short Format Version -
identified company, customer number 4321, 000, 0000, 1249200, 53.27000
identified company, customer number 4321, 000, 0001, 1249200, 53.27000
identified company, customer number 4321, 000, 0002, 1249200, 53.27000
Long Format Version -
identified company, customer number 4321, True, 000, 0000, 1249200, 53.27000
identified company, customer number 4321, True, 000, 0001, 1249200, 53.27000
identified company, customer number 4321, False, 000, 0002, 1249200, 53.27000
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Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
No Tax Log Report Availability
Product
Generated
by Default?
Received
by
Default?
Available Upon
Request?
Location
Note
AFC License
Logging
Directory
Only generated by default if configuration
options are set properly by the user.
AFC SaaS
Standard
Report zip file
Can set to generate by default if needed. Only
included if requested by customer. Also, in
addition to the existing format, a CSV version of
this report is available.
AFC SaaS
Pro
Emailed in zip
file if
requested.
Can set to generate by default if needed. Only
included if requested by customer.
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Copyright 2017 Avalara, Inc.
Reconciliation Report
Description
The Reconciliation Report contains the same columns as the TSR and an extra column for any tax inclusive
charge calculations. This report is only produced upon the request of the client.
Report Format and Sample Data
Extension
.rtr
File Format
Comma Delimited
Sample Data
Column Headers
Jurisdiction, BundlePkg, BundleId, Trans, Svc, Charge, CalcCharge
Definitions for Reconciliation Report
Column Name
Description
Jurisdiction
Input entered in the CompanyIdentifier field of the
TelecomTransaction or SalesUseTansaction.
BundlePkg
Numeric for bundled package.
BundleId
Identifier for the bundle package.
Trans
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
Svc
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
Charge
Amount charged.
CalCharge
Calculated amount charged.
Sample
USA, 0, 0, 10, 15, 300.000000, 300.000000
USA, 0, 0, 16, 37, 200.000000, 200.000000
CA, 0, 0, 10, 15, 300.000000, 300.000000
CA, 0, 0, 16, 37, 200.000000, 200.000000
USA, 0, 0, 10, 15, 300.000000, 300.000000
USA, 0, 0, 16, 37, 200.000000, 200.000000
CA, 0, 0, 10, 15, 300.000000, 300.000000
CA, 0, 0, 16, 37, 200.000000, 200.000000
USA, 0, 0, 10, 15, 300.000000, 300.000000
USA, 0, 0, 16, 37, 200.000000, 200.000000
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Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
Reconciliation Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC
License
Logging Directory
Only generated by default if
configuration options are set properly
by the user.
AFC SaaS
Standard
Report zip file
Can set to generate by default if
needed. Only included if requested by
customer.
AFC SaaS
Pro
Emailed in zip file if
requested.
Report is currently not available;
however, the data is accessible if
requested by the customer. It can be
implemented or created if needed.
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Copyright 2017 Avalara, Inc.
Audit Reconciliation Report
Description
The Audit Reconciliation Report contains the same columns as the Audit TSR and an extra column for any
tax inclusive charge calculations. This audit version of the reconciliation report is in CSV format and
includes two additional columns, Start Date and End Date, which contain a timestamp for the report as
well as headers for each of the columns of data.
This report is only produced upon the request of the client.
Report Format and Sample Data
Extension
_audit.rtr.csv
File
Format
Comma Delimited
Sample
Data
Column Headers
Reconciliation Report (Bundled version) – CSV Format
Jurisdiction, BundlePkg, BundleId, Trans, Svc, Charge, CalcCharge, Start Date, End Date
Reconciliation Report (Non-Bundled version) – CSV Format
Jurisdiction, Trans, Svc, Charge, CalcCharge, Start Date, End Date
Definitions for Audit Reconciliation Report
Column Name
Description
Jurisdiction
Input entered in the CompanyIdentifier field of the
TelecomTransaction or SalesUseTansaction.
BundlePkg
Numeric for bundled package.
BundleId
Identifier for the bundle package.
Trans
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
Svc
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
Charge
Amount charged.
CalCharge
Calculated amount charged.
Start Date
Timestamp (date and time) session was initiated.
End Date
Timestamp (date and time) session was terminated.
Sample
Reconciliation Report (Bundled version) – CSV Format
Jurisdiction
BundlePkg
BundleId
Trans
Svc
Charge
CalcCharge
Start Date
End Date
USA
20000
20001
5
6
30
30
07/12/16
17:31:43
07/12/16
17:31:48
USA
20000
20001
16
6
40
40
07/12/16
17:31:43
07/12/16
17:31:48
USA
20000
20001
19
6
30
30
07/12/16
17:31:43
07/12/16
17:31:48
USA
20000
20002
1
1
1.2
1.2
07/12/16
17:31:43
07/12/16
17:31:48
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Reconciliation Report (Non-Bundled version) – CSV Format
Jurisdiction
Trans
Svc
Charge
CalcCharge
Start Date
End Date
USA
3
34
-100
-100
07/12/16 17:31:16
07/12/16 17:31:20
USA
13
6
50
50
07/12/16 17:31:16
07/12/16 17:31:20
USA
13
50
15
15
07/12/16 17:31:16
07/12/16 17:31:20
USA
16
6
50
50
07/12/16 17:31:16
07/12/16 17:31:20
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
Audit Reconciliation Report Availability
Product
Generated
by Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC
License
Logging Directory
Only generated by default if
configuration options are set properly
by the user.
In addition to the existing report
provided in original format, this audit
version of the report is produced and
provided in CSV format.
The audit version of the report name is
XXXX_ audit.rtr.csv.
AFC SaaS
Standard
Report zip file
Can set to generate by default if
needed. Only included if requested by
customer.
In addition to the existing report
provided in original format, this audit
version of the report is produced and
provided in CSV format.
The audit version of the report name is
XXXX_ audit.rtr.csv.
AFC SaaS
Pro
Emailed in zip file if
requested.
Report is currently not available;
however, the data is accessible if
requested by the customer. It can be
implemented or created if needed.
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Copyright 2017 Avalara, Inc.
Eztax Log (logfilename.log)
Description
This report is used by reporting utilities to produce customer billing and compliance reports.
Report Format
Extension
.log
File Format
Binary
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
EZtax Log Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Logging Directory
This report is currently available.
AFC SaaS
Standard
This report is currently not available.
AFC SaaS Pro
This report is currently not available.
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Copyright 2017 Avalara, Inc.
Transaction Count Report
Description
This report provides a breakdown of all transactions processed. Similar to the tsr report, it will append
new entries to the end of the file, and is written out when the session is closed. By default this report is
set to generate a detailed license report. Please refer to the AFC Transaction Count Report Summary
document for additional details on this report.
Report Format
Extension
.rpt
File
Format
Comma Delimited
Sample
Data
Detail Report Column Headers
Client, Platform, Module, Market, Trans, Svc, LicenseId, Authorized, Count, Start Date, End Date
Definitions for Detail Transaction Count Report
Column Name
Description
Client
Blank by default. Will display licensed client when license
validation is active.
Platform
Blank by default. Will display licensed platform when license
validation is active.
Module
Module Description for Transaction Count
Market
Market Id for Transaction Count
Trans
Transaction Id for Transaction Count
Svc
Service Id for Transaction Count
LicenseId
0 by default. Will display license id when license validation is
active.
Authorized
True by default. Will display false when license validation is
active and module is not licensed for client.
Count
The number of transactions processed for Market/Trans/Svc.
Start Date
Timestamp (date and time) session was initiated.
End Date
Timestamp (date and time) session was terminated.
Detail Report Sample
Client
Platform
Module
Market
Trans
Svc
LicenseId
Authorized
Count
Start Date
End Date
Long
Distance
1
1
1
0
TRUE
2
07/05/2016
12:41:20
07/05/2016
12:41:31
Long
Distance
1
1
562
0
TRUE
48
07/05/2016
12:41:20
07/05/2016
12:41:31
Long
Distance
1
2
1
0
TRUE
4
07/05/2016
12:41:20
07/05/2016
12:41:31
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Copyright 2017 Avalara, Inc.
Long
Distance
1
2
5
0
TRUE
39
07/05/2016
12:41:20
07/05/2016
12:41:31
Wireless
2
6
10
0
TRUE
1
07/05/2016
12:41:20
07/05/2016
12:41:31
Wireless
2
13
6
0
TRUE
11
07/05/2016
12:41:20
07/05/2016
12:41:31
Wireless
2
13
98
0
TRUE
2
07/05/2016
12:41:20
07/05/2016
12:41:31
Local
3
7
20
0
TRUE
1
07/05/2016
12:41:20
07/05/2016
12:41:31
Summary Report Column Headers
Client, Platform, Module, Market, LicenseId, Authorized, Count, Start Date, End Date
Definitions for Summary Transaction Count Report
Column Name
Description
Client
Blank by default. Will display licensed client when license
validation is active.
Platform
Blank by default. Will display licensed platform when license
validation is active.
Module
Module Description for Transaction Count
Market
Market Id for Transaction Count
LicenseId
0 by default. Will display license id when license validation is
active.
Authorized
True by default. Will display false when license validation is
active and module is not licensed for client.
Count
The number of transactions processed for Market/Trans/Svc.
Start Date
Timestamp (date and time) session was initiated.
End Date
Timestamp (date and time) session was terminated.
Summary Report Sample
Client
Platform
Module
Market
LicenseId
Authorized
Count
Start Date
End Date
Long Distance
1
0
TRUE
93
07/05/2016 12:33:24
07/05/2016 12:33:35
Wireless
2
0
TRUE
14
07/05/2016 12:33:24
07/05/2016 12:33:35
Local
3
0
TRUE
61
07/05/2016 12:33:24
07/05/2016 12:33:35
Sales and Use
4
0
TRUE
101
07/05/2016 12:33:24
07/05/2016 12:33:35
International
5
0
TRUE
325
07/05/2016 12:33:24
07/05/2016 12:33:35
Telecom Core
6
0
TRUE
136
07/05/2016 12:33:24
07/05/2016 12:33:35
VoIP
7
0
TRUE
18
07/05/2016 12:33:24
07/05/2016 12:33:35
Cable and Satellite
8
0
TRUE
14
07/05/2016 12:33:24
07/05/2016 12:33:35
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |16 of 75
Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by the AFC Engine. Please reference the table below for additional details
regarding availability of reports by product.
Transaction Count Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working Directory
The detailed report is generated by
default. The file will be named the
same as the log file with the
extension license.rpt. If logging is
disabled, the status file name will be
used.
If logging is disabled, the status file
name will be used. The report will
not be created and/or updated until
the session is terminated.
For example, if the log is EZTax.log,
the report will be named
EZTax.license.rpt and if the log is
EZTax9.log then the report will be
named EZTax9.license.rpt.
AFC SaaS
Standard
This report is currently not available.
AFC SaaS Pro
This report is currently not available.
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Copyright 2017 Avalara, Inc.
Batch Processor & Stored Procedure Reports
Detail Log Report
Description
This report contains all the details of the Input file provided by the client combined with tax results. It is
only available to SaaS Clients as it's not produced by AFC engine.
Note: Please be aware that one input transaction may result in one or more tax results or lines of data.
Report Format and Sample Data
Detail Log Report Format and Sample Data
Extension
.csv or dtl.rpt
Note: AFC SaaS Pro – {CompanyCode}_log{YYYYMMDD}.csv; AFC SaaS Standard – {InputFilename}_dtl.rpt
File Format
Comma Delimited but fixed length
Sample Data
Column Headers
TelecomTransactionID, AdjustmentMethod, BillToCountry, BillToState, BillToCounty, BillToLocality, BillToZipcode, BillToZipP4,
BillToFipsCode, BillToNpaNxx, BillToPCode, BusinessClass, Charge, CompanyIdentifier CountyExempt, CountyPCode,
CustomerNumber, CustomerType, Date, OriginalTransactionDate*,Debit, DiscountType, ExemptionType, FacilitiesBased,
FederalExempt, FederalPCode, Franchise, Incorporated, InvoiceNumber, LifeLine, TransactionLines, LocalExempt, LocalPCode,
TransactionLocations, TransactionMinutes, Optional, Optional4, Optional5, Optional6, Optional7, Optional8, Optional9, Optional10,
OptionalAlpha1, OriginationCountry, OriginationState,OriginationCounty, OriginationLocality, OriginatinoZipCode, OriginationZipP4,
OriginationFipsCode, OriginationPCode, Regulated, Sale, ServiceClass, ServiceLevelNumber, ServiceType, StateExempt, StatePCode,
TerminationCountry, TerminationState, TerminationCounty, TerminationLocality, TerminationZipCode, TerminationZipP4,
TerminationFipsCode, TerminationNpaNxx, TerminationPCode, TransactionType, BundlePackage*, BundleId*, TransactionCharge*,
CountryISO, State, ProvinceState*, County, Locality, PCode, TaxTypeID,TaxType, TaxLevelID, TaxLevel, Rate, CalculationType,
TaxAmount, GrossSales, ExemptSaleAmount, Adjustments, NetSales, TaxDataLines, TaxDataLocations, TaxDataMinutes, Billable,
Compliance, BridgeConf, ProcessingDate*, IsAdjustment*, ErrorMessage*, OptionalField1, OptionalField2, OptionalField3,
OptionalField4, OptionalField5, OptionalField6, OptionalField7, OptionalField8, OptionalField9, OptionalField10
Definitions
Column Name
Description
Telecom TransactionID
Transaction ID used in the input transaction or derived out of the
bundle if a bundle transaction was used.
AdjustmentMethod
Adjustment setting.
BillToCountry
Bill to country for taxing jurisdiction.
BillToState
Bill to State for taxing jurisdiction.
BillToCounty
Bill to county for taxing jurisdiction.
BillToLocality
Bill to locality for taxing jurisdiction.
BillToZipcode
Bill to zip code for taxing jurisdiction.
BillToZipP4
Bill to zip code plus 4 for taxing jurisdiction.
BillToFipsCode
Bill to Fips code for taxing jurisdiction.
BillToNpaNxx
Bill to NpaNxx for taxing jurisdiction.
BillToPCode
Bill to PCode for taxing jurisdiction.
BusinessClass
Specification of business as CLEC or ILEC
Charge
Amount Charged
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Copyright 2017 Avalara, Inc.
Detail Log Report Format and Sample Data
CompanyIdentifer
Input entered in the CompanyIdentifier field of the
TelecomTransaction or SalesUseTansaction.
CountyExempt
Input entered in the CountyExempt field of the
TelecomTransaction or SalesUseTansaction.
CountyPCode
County PCode for taxing jurisdiction
CustomerNumber
Input entered in the CustomerNumber field of the
TelecomTransaction or SalesUseTansaction.
CustomerType
Input entered in the CustomerType field of the
TelecomTransaction or SalesUseTansaction.
Date
Input entered in the Date field of the TelecomTransaction or
SalesUseTansaction.
Debit
Debit transaction.
DiscountType
Input entered in the DiscountType field of the
TelecomTransaction or SalesUseTansaction.
ExemptionType
Input entered in the ExemptionType field of the
TelecomTransaction or SalesUseTansaction.
FacilitiesBased
Input entered in the FacilitiesBased field of the
TelecomTransaction or SalesUseTansaction.
ErrorMessage*
Error messages
FederalExempt
Input entered in the FederalExempt field of the
TelecomTransaction or SalesUseTansaction.
FederalPCdoe
Federal PCode for taxing jurisdiction
Franchise
Input entered in the Franchise field of the TelecomTransaction or
SalesUseTansaction.
Incorporated
Input entered in the Incorporated field of the
TelecomTransaction or SalesUseTansaction.
InvoiceNumber
Input entered in the InvoiceNumber field of the
TelecomTransaction or SalesUseTansaction.
IsAdjustment*
Flag indicating whether bundle is an adjustment or tax
calculation
Lifeline
Identifier as a Lifeline participant.
TransactionLines
Number of lines used for calculating the tax in per-line taxes.
LocalExempt
Input entered in the LocalExempt field of the
TelecomTransaction or SalesUseTansaction.
LocalPCode
Local PCode for taxing jurisdiction
TransactionLocations
Number of locations
TransactionMinutes
Number of minutes used for calculating the tax in per-minute
taxes.
Optional
Input entered in the Optional field of the TelecomTransaction or
SalesUseTansaction.
Optional4
Input entered in the Optional4 field of the TelecomTransaction or
SalesUseTansaction.
Optional5
Input entered in the Optional5 field of the TelecomTransaction or
SalesUseTansaction.
Optiional6
Input entered in the Optional6 field of the TelecomTransaction or
SalesUseTansaction.
Optional7
Input entered in the Optional7 field of the TelecomTransaction or
SalesUseTansaction.
Optional8
Input entered in the Optional8 field of the TelecomTransaction or
SalesUseTansaction.
Optional9
Input entered in the Optional9 field of the TelecomTransaction or
SalesUseTansaction.
Optional10
Input entered in the Optional10 field of the TelecomTransaction
or SalesUseTansaction.
OptionalAlpha1
Input entered in the OptionalAlpha1 field of the
TelecomTransaction or SalesUseTansaction.
OriginationCountry
Originating country for taxing jurisdiction.
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Copyright 2017 Avalara, Inc.
Detail Log Report Format and Sample Data
OriginationState
Originating state for taxing jurisdiction.
OriginationCounty
Originating county for taxing jurisdiction.
OriginalTransactionDate*
Input entered in the Date field of the TelecomTransaction or
SalesUseTansaction.
OriginationZipCode
Originating zip code for taxing jurisdiction.
OriginationZipP4
Originating zip code plus 4 for taxing jurisdiction.
OriginationFipsCode
Originating Fipscode for taxing jurisdiction.
OriginationNpaNxx
Originating NPaNxx for taxing jurisdiction.
OriginationPCode
Originating PCode for taxing jurisdiction.
ProcessingDate*
Date bundle file processed
ProvinceState*
State or province abbreviation for taxing jurisdiction.
Regulated
Input entered in the Regulated field of the TelecomTransaction
or SalesUseTansaction.
Sale
Sale amount
ServiceClass
Specification of service class
ServiceLevelNumber
Input entered in the ServiceLevelNumber field of the
TelecomTransaction or SalesUseTansaction.
ServiceType
Service Type used in the input transaction or derived out of the
bundle if a bundle transaction was used.
StateExempt
Input entered in the StateExempt field of the
TelecomTransaction or SalesUseTansaction.
StatePCode
State PCode for taxing jurisdiction.
TerminationCountry
Termination country for taxing jurisdiction.
TerminationState
Termination state for taxing jurisdiction.
TerminationCounty
Termination county for taxing jurisdiction.
TerminationLocality
Termination locality for taxing jurisdiction.
TerminationZipCode
Termination zip code for taxing jurisdiction.
TerminationZipP4
Termination zipc ode plus 4 for taxing jurisdiction.
TerminatinonFipsCode
Termination Fipscode for taxing jurisdiction.
TerminationNpaNxx
Termination NpaNxx for taxing jurisdiction.
TerminationPCode
Termination PCode for taxing jurisdiction.
TransactionType
Transaction Type used in the input transaction or derived out of
the bundle if a bundle transaction was used.
BundlePackage*
Bundle Transaction Type Value
BundleId*
Bundle Service Type Value
TransactionCharge*
Charge for Bundle
CountryISO
Three-character country code for taxing jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
PCode
PCode for taxing jurisdiction
TaxTypeID
Tax Type ID used in the input transaction or derived out of the
bundle if a bundle transaction was used.
TaxType
Tax type identifier.
TaxLevelID
Tax Level ID used in the input transaction or derived out of the
bundle if a bundle transaction was used.
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Copyright 2017 Avalara, Inc.
Detail Log Report Format and Sample Data
TaxLevel
Tax level identifier.
Rate
Rate for tax.
CalculationType
Calculation type for tax.
TaxAmount
Tax amount.
GrossSales
Gross sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
ExemptSaleAmount
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
NetSales
Net sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
TaxDataLines
Number of lines used for calculating the tax in per-line taxes.
TaxDataLocations
Number of locations.
TaxDataMinutes
Number of minutes used for calculating the tax in per-minute
taxes.
Billable
Billable flag for tax.
Compliance
Compliance flag from tax record.
BridgeConf
Flag for transactional data related to bridge conferencing.
**OptionalField1
Additional Extended Optional fields in which column headers are
defined by the user upon creation of each one.
**OptionalField2
**OptionalField3
**OptionalField4
**OptionalField5
**OptionalField6
**OptionalField7
**OptionalField8
**OptionalField9
**OptionalField10
*Note: BundlePackage, BundleId, TransactionCharge, ProcessingDate, IsAdjustment and ErrorMessage columns only apply to the detail
log report for bundled transactions.
**Note: For AFC SaaS Pro clients, the OptionalField column headers will remain until user overrides this default. Due to the level of
complexity, please contact communicationsupport@avalara.com for a sample Detail Log Report which includes columns for the
Extended Optional fields.
Sample
248184589 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
61 USA 0 169 FCC Regulatory Fee (Wireline)0 Federal
0.00331 1 0.331 100 0 0 100 0 0 0 TRUE
TRUE
248184589 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
61 USA 0 18 Fed Universal Service Fund 0 Federal
0.182 1 18.2 100 0 0 100 0 0 0 TRUE
TRUE
248184729 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |21 of 75
Copyright 2017 Avalara, Inc.
Detail Log Report Format and Sample Data
61 USA 0 169 FCC Regulatory Fee (Wireline)0 Federal
0.00331 1 0.331 100 0 0 100 0 0 0 TRUE
TRUE
248184729 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
61 USA 0 18 Fed Universal Service Fund 0 Federal
0.182 1 18.2 100 0 0 100 0 0 0 TRUE
TRUE
248184736 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
61 USA 0 169 FCC Regulatory Fee (Wireline)0 Federal
0.00331 1 0.331 100 0 0 100 0 0 0 TRUE
TRUE
248184736 0 2102300 1 100 TSY_Test FALSE 0 1 2/24/2016 12:00
FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0
FALSE 0 0 0 0 0 0 0 0 0 0
0 839300 FALSE TRUE 1 0 585 FALSE 0 2102300
61 USA 0 18 Fed Universal Service Fund 0 Federal
0.182 1 18.2 100 0 0 100 0 0 0 TRUE
TRUE
0 100 0 0 0 TRUE TRUE
Availability of Reports
This report is generated by the batch processor and stored procedures. Please reference the table below
for additional details regarding availability of reports by product.
Bridge Conferencing Report
The Bridge Conferencing feature is currently in development at this time. Please refrain from using this feature as
well as the proposed solutions and APIs until further notice.
Detail Log Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working Directory
This report is currently not available.
AFC SaaS
Standard
Report zip file
Can set to generate by default if
needed. Currently, it is included at
the request of the customer. Only
made available for clients using the
new Extended format.
In addition to the existing format, a
CSV version of this report is available.
AFC SaaS Pro
Emailed in zip file if
requested.
This report is not currently generated
by default; however, it can be set to
generate by default if needed.
Currently, it is included at the request
of the customer.
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Copyright 2017 Avalara, Inc.
Compliance Reports
Customer Billable Amounts
Description
The Customer Billable Amounts reports is summarized, fixed position customer information report
primarily used by clients for Billing purposes. Produced for clients configured for standard compliance
reporting. Never requested by SaaS Pro Clients.
Report Format and Sample Data
Extension
.csf (customer sort format)
File Format
Fixed Position
Sample Data
Column Headers
Data Specification for Output (.CSF) Files
Customer Number, Tax Type, Tax Level, Tax Amount Sign, Tax Amount, File Record Length
Data Specification for Output (.CSF) Files Sorted with SrtComma20.exe and SrtComma20l.exe
With –pcsf specified after input name
Primary Output Key, Tax Type, Tax Level, Tax Amount Sign, Tax Amount, PCode, File Record Length
Definitions for Customer Billable Amounts Data Specification for Output (.CSF) Files
Column Name
Type
Len
Positions
Note
Description
Customer
Number
A/N
20
1-20
Defines primary output key
passed from client input data
Input entered in the
CustomerNumber field of
the TelecomTransaction or
SalesUseTansaction.
Tax type
A/N
6
21-26
Telecommunications tax type (see
Tax Types table for listing)
Tax type identifier.
Tax level
A/N
1
27
0 = Federal
Tax level identifier.
1 = State
2 = County
3 = City
4 = Un-incorporated
Tax amount
sign
A
1
28
Format "+" or "-"
Numeric
Tax amount
N
11.5
29-39
Format "99999999999" zero-
filled, 5 decimal places (no
decimal point)
Tax amount.
File record
length
39
Definitions for Data Specification for Output (.CSF) Files Sorted with SrtComma20.exe and
SrtComma20l.exe With –pcsf specified after input name
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Copyright 2017 Avalara, Inc.
Column Name
Type
Len
Positions
Note
Description
Primary
output key
A/N
20
1-20
Defines primary output key
passed from client input data
Tax type
A/N
6
21-26
Telecommunications tax type
(see Tax Types table for
listing)
Tax type identifier.
Tax level
A/N
1
27
0 = Federal
Tax level identifier.
1= State
2 = County
3 = City
4 = Un-incorporated
Tax amount
sign
A
1
28
Format "+" or "-"
Numeric
Tax amount
N
11.5
29-39
Format "99999999999" zero-
filled, 5 decimal places (no
decimal point)
Tax amount.
P Code
N
9
40-48
Permanent Code
PCode for taxing
jurisdiction
File record
length
48
Availability of Reports
This report is generated by srtcomma20l. Please reference the table below for additional details
regarding availability of reports by product.
Customer Billable Amounts Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
This report is generated by
default.
AFC SaaS
Standard
Report zip file
Clients configured for
compliance reporting
receive this report by
default. It is generated as
the batch of transactions
are processed.
AFC SaaS Pro
Emailed in zip
file if
requested.
This report is currently not
available; however, the
data is accessible if
requested by the
customer.
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Copyright 2017 Avalara, Inc.
Tax Compliance Amounts
Description
This is the primary Compliance file and provides a summarized, standard billable tax report. Clients
configured for compliance reporting receives it by default in comma delimited format. SaaS pro clients
receives it monthly (Assumed Date method 0 unless specified).
Report Format and Sample Data
Extension
.ssf
File Format
Comma Delimited
Sample Data
Column Headers
Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable
Measure, Minutes
Definitions for Tax Compliance Amounts Comma Delimited SSF File Format
Column Name
Description
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation.
Taxable
Measure
Taxable measure used for calculating the tax.
Minutes
Number of minutes used for calculating the tax
in per-minute taxes.
Sample
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000
USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000
USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000
USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875
USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400,
214.620010
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Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by srtcomma20l. Please reference the table below for additional details
regarding availability of reports by product.
Non-Billable Compliance Amounts
Description
This summarized, comma delimited report is generated only for non-billable amounts.
Report Format
Extension
.nba
File format
.ssf
Availability of Reports
This report is generated by srtcomma20l. Please reference the table below for additional details
regarding availability of reports by product.
Non Billable Amounts for Compliance Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
This file is not generated when the
[-cl] command line option is used.
Tax Compliance Amounts Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
This file is not generated when the [-cl]
command line option is used.
AFC SaaS
Standard
Report zip file
Clients configured for compliance
reporting receive this report by default.
It is generated as the batch of
transactions are processed.
In addition to the existing format, a CSV
version of this report is available.
AFC SaaS Pro
Emailed in zip
file if requested.
Reports are generated by default going
forward with assumption of Date
Method 0. Reports are generated on a
monthly basis.
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Copyright 2017 Avalara, Inc.
Non Billable Amounts for Compliance Report Availability
AFC SaaS
Standard
Report zip
file
Clients configured for compliance
reporting receive this report by
default. It is generated as the
batch of transactions are
processed.
In addition to the existing format,
a CSV version of this report is
available.
AFC SaaS Pro
Emailed in
zip file if
requested.
Reports are generated by default
going forward with assumption of
Date Method 0. Reports are
generated on a monthly basis.
Billable Non-Compliance Amounts
Description
Summarized Comma delimited report generated only for non-compliance taxes (Transactions that do not
require compliance within a jurisdiction).
Report Format
Extension
.nca
File Format
.ssf
Availability of Reports
This report is generated by srtcomma20l. Please reference the table below for additional details
regarding availability of reports by product.
Billed Non-Compliance Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
This file is generated only if there
are transactions in the AFC log that
do not require compliance with a
jurisdiction.
AFC SaaS
Standard
Report zip
file
Clients configured for compliance
reporting receive this report by
default. It is generated as the
batch of transactions are
processed.
In addition to the existing format,
a CSV version of this report is
available.
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Copyright 2017 Avalara, Inc.
Billed Non-Compliance Report Availability
AFC SaaS Pro
Emailed in
zip file if
requested.
This report is currently not
available; however, the data is
accessible if requested by the
customer.
Billable Amounts Combined with Non-Billable Amounts
Description
It contains aggregated compliance-related data from multiple files (SSF, NBA, NCA). Mainly used by our
compliance department.
Report Format
Extension
.scl
File Format
.ssf
Availability of Reports
This report is generated by the Combine SSF utility. Please reference the table below for additional
details regarding availability of reports by product.
Billable Amounts Combined with Non-Billable Amounts Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
Clients may configure
this report if needed.
AFC SaaS
Standard
Report zip file
This report is currently
not available; however,
the data is accessible if
requested by the
customer.
AFC SaaS Pro
Emailed in zip file
if requested.
Clients may request to
have this report
configured if needed.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |28 of 75
Copyright 2017 Avalara, Inc.
Custom and Sorting Reports
The Custom Sort Utility is designed to allow clients to produce taxation reports which are sorted and
summarized using client-specified fields and/or options. The utility is restricted to fields available in the
AvaTax for Communications (AFC) transaction log, which can be affected by configuration settings in the
EZtax.cfg.
This utility uses the AvaTax for Communications (AFC) API library.
srtcomma20 Utility, (Outputfilename.ext)
Description
Produces a comma-delimited file for compliance filing. User selects sort criteria and preferences.
Generates a outputfilename.ssf file for tax compliance filing.Sorted and condensed by PCode, Tax Type,
Tax Level, Tax Rate.
Also generates outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate, Tax Amount.
Report Format and Sample Data
Extension
.ssf, .csf
File Format
Comma Delimited
Sample Data
Column Headers
Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable
Measure, Minutes
Definitions for srtcomma20 Comma Delimited SSF File Format
Column Name
Description
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
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Copyright 2017 Avalara, Inc.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable
Measure
Taxable measure used for calculating the tax.
Minutes
Number of minutes used for calculating the
tax in per-minute taxes.
Sample
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000
USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000
USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000
USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875
USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400,
214.620010
Availability of Reports
This report is generated by the srtcomma20 Utility. Please reference the table below for additional
details regarding availability of reports by product.
Srtcomma20 Utility Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
Report zip file
Can request one extra report by
using any of this utility/format.
Report will be generated for
every batch of transactions as
requested.
This report will be available
soon for SaaS clients in specific
base formats.
AFC SaaS Pro
Emailed in zip
file if
requested.
Can request one extra report
with each API call by using any
of this utility/format. The
report will be generated
monthly as requested.
This report will be available
soon for SaaS clients in specific
base formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |30 of 75
Copyright 2017 Avalara, Inc.
srtcomma20l Utility, (Outputfilename.ext)
Description
Same as srtcomma20 but the .ssf file also contains the number of lines.
Report Format and Sample Data
Extension
.ssf
File Format
Comma Delimited
Sample Data
Column Headers
Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable
Measure, Minutes, Lines
PCode,, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes,
Lines
Definitions for srtcomma20l SSF File Format Key without -p option
Column Name
Description
Country
Three-character country code for taxing jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation.
Taxable
Measure
Taxable measure used for calculating the tax.
Minutes
Number of minutes used for calculating the tax in per-minute
taxes.
Lines
Number of lines used for calculating the tax in per-line taxes.
Sample
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0
USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000,
0
USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0
USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0
USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
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Copyright 2017 Avalara, Inc.
USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400,
214.620010, 0
srtcomma20l SSF File Format Key with -p option
Column Name
Description
PCode
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment caluculation.
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of minutes used for calculating the
tax in per-minute taxes.
Lines
Number of lines used for calculating the tax in
per-line taxes.
Sample
0, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0
0, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000, 0
0, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0
100, 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0
125300, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125300, 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
125300, 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
125400, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125400, 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125500, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010, 0
Availability of Reports
This report is generated by the srtcomma20l Utility. Please reference the table below for additional
details regarding availability of reports by product.
Srtcomma20l Utility Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be used to
generate this report.
AFC SaaS
Standard
Report zip
file
Can request one extra report by using any
of this utility/format. Report will be
generated for every batch of transactions
as requested.
This report will be available soon for SaaS
clients in specific base formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |32 of 75
Copyright 2017 Avalara, Inc.
srtcomma20ld Utility, (Outputfilename.ext)
Description
Same as srtcomma20l but the .ssf file also contains Discount and Calculation Types.
Report Format and Sample Data
Srtcomma20ld Utility Report Format and Sample Data
Extension
.ssf,
File Format
Comma Delimited Fixed Length
Sample Data
Column Headers
Country, State, Locality, Tax Type, Tax Level, Adjustment Type, Calculation Type, Tax Rate, Tax Amount, Gross Sale, Exempt,
Adjustments, Taxable Measure, Minutes, Lines
PCode,, Tax Type, Tax Level, Adjustment Type, Calculation Type, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments,
Taxable Measure, Minutes, Lines
Definitions for srtcomma20ld SSF File Format without -p option
Column Name
Description
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Adjustment Type
Input entered in the AdjustmentType field
of the TelecomTransaction or
SalesUseTansaction.
Calculation Type
Calculation type for tax.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail
reports.
AFC SaaS Pro
Emailed in
zip file if
requested.
Can request one extra report with each API
call by using any of this utility/format. The
report will be generated monthly as
requested.
This report will be available soon for SaaS
clients in specific base formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |33 of 75
Copyright 2017 Avalara, Inc.
Srtcomma20ld Utility Report Format and Sample Data
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable Measure
Taxable measure used for calculating the
tax.
Minutes
Number of minutes used for calculating
the tax in per-minute taxes.
Lines
Sample
USA, , , , 18, 0, 0, 1, 0.091000, 470.360800, 5168.800000, 0.000000, 0.000000, 5168.800000, 0.0, 0
USA, , , , 55, 0, 0, 1, 0.033761, 132.343120, 3920.000000, 0.000000, 0.000000, 3920.000000, 3840.0, 0
USA, , , , 169, 0, 0, 1, 0.002430, 12.560184, 5168.800000, 0.000000, 0.000000, 5168.800000, 0.0, 0
USA, , , , 170, 0, 0, 2, 0.018333, 0.293328, 80.000000, 50.320000, 0.000000, 29.680000, 0.0, 0
USA, CA, , , 9, 1, 0, 1, 0.001100, 0.704000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
USA, CA, , , 10, 1, 0, 1, 0.007200, 4.823194, 669.888000, 0.000000, 0.000000, 669.888000, 0.0, 0
USA, CA, , , 19, 1, 0, 1, 0.024300, 15.552000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
USA, CA, , , 21, 1, 0, 1, 0.001600, 1.024000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
USA, CA, , , 22, 1, 0, 1, 0.015500, 9.920000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
USA, CA, , , 23, 1, 0, 1, 0.002700, 1.728000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
Definitions for srtcomma20ld SSF File Format Key with -p option
Column Name
Description
PCode
PCode for taxing jurisdiction
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Discount Type
Input entered in the DiscountType field of the
TelecomTransaction or SalesUseTansaction.
Calculation Type
Calculation type for tax.
Adjustment Type
Adjustment type for tax.
Calc Type
Calculation type for tax.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of minutes used for calculating the
tax in per-minute taxes.
Lines
Number of lines used for calculating the tax in
per-line taxes.
Sample
253500, 9, 1, 0, 1, 0.001100, 0.704000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 10, 1, 0, 1, 0.007200, 4.823194, 669.888000, 0.000000, 0.000000, 669.888000, 0.0, 0
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Copyright 2017 Avalara, Inc.
Srtcomma20ld Utility Report Format and Sample Data
253500, 19, 1, 0, 1, 0.024300, 15.552000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 21, 1, 0, 1, 0.001600, 1.024000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 22, 1, 0, 1, 0.015500, 9.920000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 23, 1, 0, 1, 0.002700, 1.728000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 44, 1, 0, 1, 0.007200, 3.817705, 530.236821, 0.000000, 0.000000, 530.236821, 480.0, 0
253500, 60, 1, 0, 1, 0.001500, 0.960000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0
253500, 232, 1, 0, 1, 0.002700, 1.367765, 506.579556, 0.000000, 0.000000, 506.579556, 480.0, 0
Availability of Reports
This report is generated by the srtcomma20ld Utility. Please reference the table below for additional
details regarding availability of reports by product.
Srtcomma20ld Utility Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working Directory
The referenced utility can be used
to generate this report.
AFC SaaS Standard
Report zip file
Can request one extra report by
using any of this utility/format.
Report will be generated for every
batch of transactions as requested.
This report will be available soon
for SaaS clients in specific base
formats.
AFC SaaS Pro
Emailed in zip file if
requested.
Can request one extra report with
each API call by using any of this
utility/format. The report will be
generated monthly as requested.
This report will be available soon
for SaaS clients in specific base
formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |35 of 75
Copyright 2017 Avalara, Inc.
srtcommadetail Utility, (Outputfilename.ext)
Description
Same as srtcomma20 but the .ssf file includes Tax Type and Tax Level descriptions.
Report Format and Sample Data
Srtcommadetail utility Report Format and Sample Data
Extension
.ssf
File Format
Comma Delimited
Sample Data
Column Headers
Country, State, Locality, PCode, Tax Type, Tax Type Description, Tax Level, Tax Level Description, Tax Rate, Tax Amount,
Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes
Definitions for srtcommadetail SSF File Format Key
Column Name
Description
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
PCode
PCode for taxing jurisdiction
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Type
Description
Description for tax type.
Tax Level
Tax level identifier
Tax Level
Description
Description for tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount.
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail
reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable Measure
Taxable measure used for calculating the
tax.
Minutes
Number of minutes used for calculating
the tax in per-minute taxes.
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Copyright 2017 Avalara, Inc.
Srtcommadetail utility Report Format and Sample Data
Sample
USA, , , , 0, 6, Federal Excise Tax, 0, Federal, 0.030000, 63.946941, 2131.564739, 0.000000, 0.000000, 2131.564739,
2376516.0
USA, CA, , , 253500, 9, P.U.C. Fee, 1, State, 0.001100, 0.072776, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0
USA, CA, , , 253500, 10, E911 Tax, 1, State, 0.006500, 0.450252, 69.269518, 0.000000, 0.000000, 69.269518, 155916.0
USA, CA, , , 253500, 19, State High Cost Fund, 1, State, 0.024300, 1.607688, 66.159998, 0.000000, 0.000000, 66.159998,
155916.0
USA, CA, , , 253500, 21, CA Teleconnect Fund, 1, State, 0.001600, 0.105856, 66.159998, 0.000000, 0.000000, 66.159998,
155916.0
USA, CA, , , 253500, 60, CA High Cost Fund A, 1, State, 0.001500, 0.099240, 66.159998, 0.000000, 0.000000, 66.159998,
155916.0
USA, CO, , , 427200, 13, State Universal Service Fund, 1, State, 0.029000, 0.026172, 0.902500, 0.000000, 0.000000,
0.902500, 1920.0
USA, CO, DENVER, , 442100, 4, District Tax, 2, County, 0.001000, 0.000211, 0.210945, 0.000000, 0.000000, 0.210945,
246.0
Availability of Reports
This report is generated by the srtcommadetail Utility. Please reference the table below for additional
details regarding availability of reports by product.
Srtcommadetail Utility Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be used to
generate this report.
AFC SaaS Standard
Report zip file
Can request one extra report by using any
of this utility/format. Report will be
generated for every batch of transactions
as requested.
This report will be available soon for SaaS
clients in specific base formats.
AFC SaaS Pro
Emailed in zip
file if requested.
Can request one extra report with each API
call by using any of this utility/format. The
report will be generated monthly as
requested.
This report will be available soon for SaaS
clients in specific base formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |37 of 75
Copyright 2017 Avalara, Inc.
customsort Utility, (Outputfilename.ext)
Description
The customsort utility is designed to allow clients to produce taxation reports which are sorted and
summarized using client-specified fields and/or options. In other words, it's a one-stop shop where clients
can generate a specific report in available base format (utility) and can include sort on additional fields.
It works from data available in the log file, so it doesn't include original revenue and has no record of
failed transactions.
Available base formats are as follows: SRTCOMMA20L, SRTCOMMA20L-P, SRTCOMMA20LD, EZLOGCUST,
EZLOGCUSTPTS
Report Format and Sample
Customsort utility Report Format
Extension
.csv, .xls
File
Format
Comma Delimited
Sample
Data
Definitions
Token
Description
OUTPUT_FILENAME_FORMAT
Format to be used for output / reports
BASE
The base format to be used.
OPTION
User supplied option.
ALGORITHM
Algorithm for calculating net taxable sale amount.
CALCULATED_VALUE_PRECISI
ON
Precision to be used in reports for calculated floating point.
DEFAULT_EXT
Precision to be used in reports for calculated floating point.
DATA_DIR
Directory specify where the EZtax data resides.
WORKING_DIR
Working directory for custom sort.
*OptionalField1
Additional Extended Optional fields in which column headers are
defined by the user upon creation of each one. Please note
these additional optional columns only apply to AFC SaaS Pro.
*OptionalField2
*OptionalField3
*OptionalField4
*OptionalField5
*OptionalField6
*OptionalField7
*OptionalField8
*OptionalField9
*OptionalField10
*Note: AFC SaaS Pro clients will have to add the columns to the report and the new column header names will appear in the report after they
have been renamed by the user. These additional optional columns are not available for AFC SaaS Standard or AFC On Prem clients.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |38 of 75
Copyright 2017 Avalara, Inc.
Configuration File Sample - srtcomma20l
/////////////////////////////////////////////////////////////////////////////////////
//// base_srtcomma20l.cfg ////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: srtcomma20l
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: NO_HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: ssf
DELIMITER: ','
DATA_DIR: C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - srtcomma20l-p
/////////////////////////////////////////////////////////////////////////////////////
//// base_srtcomma20l_p.cfg ////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: srtcomma20l-p
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: NO_HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: ssf
DELIMITER: ','
DATA_DIR: C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - srtcomma20ld
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: srtcomma20ld
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: NO_HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: ssf
DELIMITER: ','
DATA_DIR: C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - ezlogcust
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: ezlogcust
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: NO_HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: rpt
DELIMITER: ','
DATA_DIR: C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - ezlogcustpts
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: ezlogcustpts
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: NO_HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: rpt
DELIMITER: ','
DATA_DIR: C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |39 of 75
Copyright 2017 Avalara, Inc.
Custom Sort (Full Example)
Configuration File Sample
/////////////////////////////////////////////////////////////////////////////////////
//// ext_srtcomma20l.cfg ////
OUTPUT_FILENAME_FORMAT: EZtax_{%y%m%d}
BASE: srtcomma20l
FIELD: P_CODE
FIELD: CUST_NO
FIELD: INV_NO
OPTION: NBA_FILE
OPTION: NCA_FILE
OPTION: NO_DELETE_LOG
OPTION: HEADER
CALCULATED_VALUE_PRECISION: 6
DEFAULT_EXT: csv
DELIMITER: ','
Sample Input File
Sample Output Files
EZtax_160405.rpt
Custom Sort Processing Metrics
---------------------------------------------------------------------------
Start Time : Tue Apr 05 10:53:57 2016
End Time : Tue Apr 05 10:53:57 2016
Taxes Input Metrics
---------------------------------------------------------------------------
Records: 22 File: C:\BILLSOFTONLINE\KML\KML\EZTax\EZTax.log
Taxes Output Metrics
---------------------------------------------------------------------------
Summarized Records : 19 File: EZtax_160405_ssf.csv
Non-billable Records : 3 File: EZtax_160405_nba.csv
Non-compliance Records : 0 File: EZtax_160405_nca.csv
Total Summarized Records : 22
---------------------------------------------------------------------------
End of Report
EZtax_160405_nca.csv
Request
Typ e
Date
BillTo
Country ISO
BillTo
State
BillTo
County
BillTo
Loc ality
BillTo
ZipCode
Charge
Transaction
Typ e
Servic e
Typ e
Customer
Number
In voic e
Number
CalcTaxes 20160315 USA FL Brevard Cocoa Beach 32931 50 19 6 Customer 1 987654
CalcTaxes 20160315 USA FL Brevard Cocoa Beach 32931 15 19 50 Customer 1 123456
CalcTaxes 20160315 USA CA San Francisco San Francisco 94102 50 13 6 Customer 2 4567890
CalcTaxes 20160315 USA CA San Francisco San Francisco 94102 15 13 50 Customer 2 4567890
CalcTaxes 20160315 USA NY New York New York 10001 50 16 6 Customer 3 1234
CalcTaxes 20160315 USA NY New York New York 10001 25 16 36 Customer 3 5678
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |40 of 75
Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by the customsort Utility. Please reference the table below for additional
details regarding availability of reports by product.
EZtax_160405_nba.csv
EZtax_160405_ssf.csv
customsort Utility Report Availability
Product
Generated by
Default?
Received by
Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be used to
generate this report.
AFC SaaS Standard
Report zip file
Can request one extra report by using
any of this utility/format. Report will be
generated for every batch of
transactions as requested.
This report will be available soon for
SaaS clients in specific base formats.
AFC SaaS Pro
Emailed in zip file
if requested.
Can request one extra report with each
API call by using any of this
utility/format. The report will be
generated monthly as requested.
This report will be available soon for
SaaS clients in specific base formats.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |41 of 75
Copyright 2017 Avalara, Inc.
STRG Utility, (Outputfilename.ext)
Description
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
Report Format and Sample Data
Availability of Report
This report is generated by the STRG Utility. Please reference the table below for additional details
regarding availability of reports by product.
STRG Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working Directory
The referenced utility can
be used to generate this
report.
STRG Utility Report Format and Sample Data
Extension
.ssf
File Format
Comma Delimited
Sample
Data
Column Headers
PCode, Tax Type, Tax Level, Tax Rate, Tax Amount Sign, Tax Amount, File Record Length
Definitions for STRG SSF File Format Key
Column Name
Description
Length
Positions
PCode
PCode for taxing jurisdiction
9
1-9
Tax Type
Tax type identifier.
6
10-15
Tax Level
Tax level identifier.
1
16
Tax Rate
Rate for tax.
8
17-24
Tax Amount Sign
1
25
Tax Amount
11.5
26-36
File Record Length
36
Sample
0 1 2 3
1.23457E+35
------------------------------------------------------------
000000000000006000003000+00098418707
000000000000007000000580+00018387113
000000000000018000003180+00081599822
000000000000031000000039+00001000752
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |42 of 75
Copyright 2017 Avalara, Inc.
STRG Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC SaaS
Standard
This report is currently
not available.
AFC SaaS Pro
This report is currently
not available.
Ezlogns Utility, Comma delimited log.ext,
Description
Generates a comma-delimited file for customer billing. Sorting and reporting is done at the customer
level. Sorted and condensed by Customer Number, PCode, Tax Type, Tax Level, Tax Rate, Calculation
Type.
Report Format and Sample Data
Ezlog ns Utility Report Format and Sample Data
Extension
.rpt
File Format
Comma Delimited
Sample
Data
Column Headers
Country, State, County, Locality,, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes
Definitions for Ezlog ns
Column Name
Description
Sample Data
Country
Three-character country code for
taxing jurisdiction.
USA
State
State abbreviation for taxing
jurisdiction.
6
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
6
Tax Level
Tax level identifier.
0
Tax Rate
Rate for tax.
o.030000
Tax Amount
Tax amount.
29881.866905
Gross Sale
Gross sale amount. This field is used
for srtcomma20ld and
srtcommadetail reports.
996062.252444
Exempt
Exempt sale amount from tax record.
0
Adjustments
Adjustment calculation
0
Taxable
Measure
Taxable measure used for calculating
the tax.
996062.252444
Minutes
14859213
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |43 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the Ezlogns Utility. Please reference the table below for additional details
regarding availability of reports by product.
EZlog ns Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working Directory
The referenced utility can
be used to generate this
report.
AFC SaaS
Standard
This report is currently
not available.
AFC SaaS Pro
This report is currently
not available.
Ezlogcust Utility, Comma delimited log.ext
Description
Same as Ezlogns plus Lines, Locations and Customer number
Report Format and Sample Data
Ezlogcust Utility Report Format and Sample Data
Extension
.rpt
File Format
Comma Delimited
Sample
Data
Column Headers
Country, State, County, Locality,, Tax Type, Tax Level, Tax Rate, Calculation Type, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable
Measure, Minutes, Lines, Locations, Customer Number
Definitions for Ezlogcust
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |44 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the Ezlogcust Utility. Please reference the table below for additional details
regarding availability of reports by product.
EZlogcust Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
This report is currently not
available.
AFC SaaS Pro
This report is currently not
available.
Column Name
Description
Country
Three-character country code for taxing jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Calculation Type
Calculation type for tax.
Tax Amount
Tax amount
Gross Sale
Gross sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of lines used for calculating the tax in per-line taxes.
Lines
Number of locations
Locations
Number of minutes used for calculating the tax in per-minute taxes.
Customer Number
Input entered in the CustomerNumber field of the TelecomTransaction
or SalesUseTansaction.
Sample
USA, , , , 6, 0, 0.030000, RATE, 0.892576, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 1, 2143278889
USA, TX, , , 9, 1, 0.001670, RATE, 0.049687, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 0, 2143278889
USA, TX, , , 13, 1, 0.036000, RATE, 1.035438, 28.762179, 0.000000, 0.000000, 28.762179, 0.000000, 1, 0, 2143278889
USA, TX, , , 26, 1, 0.012500, RATE, 0.367089, 29.367090, 0.000000, 0.000000, 29.367090, 0.000000, 1, 0, 2143278889
USA, TX, DALLAS, DALLAS, 1, 1, 0.062500, RATE, 1.863693, 29.819089, 0.000000, 0.000000, 29.819089, 0.000000, 1, 0,
2143278889
USA, TX, DALLAS, DALLAS, 1, 3, 0.010000, RATE, 0.298022, 29.802214, 0.000000, 0.000000, 29.802214, 0.000000, 1, 0,
2143278889
USA, TX, DALLAS, DALLAS, 4, 3, 0.010000, RATE, 0.283838, 28.383766, 0.000000, 0.000000, 28.383766, 0.000000, 0, 0,
2143278889
USA, TX, DALLAS, DALLAS, 10, 3, 0.620000, PER_LINE, 0.620000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0,
2143278889
USA, TX, DALLAS, DALLAS, 51, 3, 1.350000, PER_LINE, 1.350000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0,
2143278889
USA, , , , 6, 0, 0.030000, RATE, 0.210216, 7.007192, 0.000000, 0.000000, 7.007192, 5.100000, 0, 0, 2143278889B
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |45 of 75
Copyright 2017 Avalara, Inc.
Ezlogcustios Utility, Comma delimited log.ext
Description
Same as Ezlogcust plus includes Invoice Number, Optional, Service Level Number
Report Format and Sample Data
Ezlogcustios Utility Report Format and Sample Data
Extension
.rpt
File Format
Comma Delimited
Sample
Data
Column Headers
Invoice Numeber, Optional, Service Level Number, Country, State, County, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross
Sale, Exempt, Adjustments, Taxable Measure, Minutes, Customer Number
Definitions for Ezlogcustios
Column Name
Decription
Invoice Number
Input entered in the InvoiceNumber field of the
TelecomTransaction or SalesUseTansaction.
Optional
Input entered in the Optional field of the
TelecomTransaction or SalesUseTansaction.
Service Level Number
Input entered in the ServiceLevelNumber field of
the TelecomTransaction or SalesUseTansaction.
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount
Gross Sale
Gross sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Numeric
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of lines used for calculating the tax in per-
line taxes.
Customer Number
Input entered in the CustomerNumber field of the
TelecomTransaction or SalesUseTansaction.
Sample
6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 1, 0.040000, RATE, 0.720000, 18.000000, 0.000000, 0.000000, 18.000000,
275.940002, 54, 18, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, JONES, 1, 2, 0.020000, RATE, 0.320000, 16.000000, 0.000000, 0.000000, 16.000000, 245.280014, 48,
16, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, PRATTVILLE, 1, 3, 0.025000, RATE, 0.050000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000,
6, 2, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 3, 0.030000, RATE, 0.060000, 2.000000, 0.000000, 0.000000, 2.000000,
30.660000, 6, 2, BillSoft Inc.
6, 8, 7, USA, , , , 6, 0, 0.030000, RATE, 14.312928, 477.097605, 0.000000, 0.000000, 477.097605, 5825.416504, 1140, 380, BillSoft
Inc.
6, 8, 7, USA, AL, , , 8, 1, 0.060000, RATE, 2.200486, 36.674766, 0.000000, 0.000000, 36.674766, 551.879822, 108, 36, BillSoft Inc.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |46 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the EZlogcustios Utility. Please reference the table below for additional
details regarding availability of reports by product.
EZlogcustios Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
This report is currently not
available.
AFC SaaS Pro
This report is currently not
available.
6, 8, 7, USA, AL, BALDWIN, , 10, 2, 0.690000, PER_LINE, 4.140000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2,
BillSoft Inc.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |47 of 75
Copyright 2017 Avalara, Inc.
Ezlogcustpts Utility, Comma delimited log.ext
Description
Same as Ezlogcust plus includes Pcode, Transaction type and Service Type
Report Format and Sample Data
EzlogcustptsUtility Report Format and Sample Data
Extension
.rpt
File Format
Comma Delimited
Sample
Data
Column Headers
PCode, Optional, Service Level Number, Country, State, County, Locality,Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt,
Adjustments, Taxable Measure, Minutes, Customer Number
Definitions for Ezlogcustpts
Column Name
Description
PCode
PCode for taxing jurisdiction
Optional
Input entered in the Optional field of the TelecomTransaction or
SalesUseTansaction.
Service Level Number
Input entered in the ServiceLevelNumber field of the
TelecomTransaction or SalesUseTansaction.
Country
Three-character country code for taxing jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount
Gross Sale
Gross sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation.
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of lines used for calculating the tax in per-line taxes.
Customer Number
Input entered in the CustomerNumber field of the
TelecomTransaction or SalesUseTansaction.
Sample
0, 1, 1, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 1, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 1, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 4, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 4, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 2, 1, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |48 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the Ezlogcustpts Utility.
EZlogcustpts Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
This report is currently not
available.
AFC SaaS Pro
This report is currently not
available.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |49 of 75
Copyright 2017 Avalara, Inc.
Ezlogcustptslnl Utility, Comma delimited log.ext
Description
Same as Ezlogcustpts plus the number of lines and locations are also included.
Report Format and Sample Data
Ezlogcustptslnl Utility Report Format and Sample Data
Extension
.rpt
File Format
Comma Delimited
Sample
Data
Column Headers
PCode, Optional, Service Level Number, Country, State, County, Locality,Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt,
Adjustments, Taxable Measure, Minutes, Lines, Location
Definitions for Ezlogcustptslnl
Column Name
Description
PCode
PCode for taxing jurisdiction
Optional
Input entered in the Optional field of the TelecomTransaction or
SalesUseTansaction.
Service Level Number
Service ID used in the input transaction or derived out of the bundle
if a bundle transaction was used.
Country
Three-character country code for taxing jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
Locality
Locality name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount
Gross Sale
Gross sale amount. This field is used for srtcomma20ld and
srtcommadetail reports.
Exempt
Exempt sale amount from tax record.
Adjustments
Adjustment calculation
Taxable Measure
Taxable measure used for calculating the tax.
Minutes
Number of lines used for calculating the tax in per-line taxes.
Customer Number
Input entered in the CustomerNumber field of the
TelecomTransaction or SalesUseTansaction.
Lines
Number of lines used for calculating the tax in per-line taxes.
Location
Number of locations
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |50 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the Ezlogcustptslnl Utility. Please reference the table below for additional
details regarding availability of reports by product.
EZlogcustptslnl Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
This report is currently not
available.
AFC SaaS Pro
This report is currently not
available.
Sample
0, 0, 0, USA, , , , 6, 0, 0.030000, 2.462930, 82.097663, 0.000000, 0.000000, 82.097663, 0.000000, BillSoft, Inc. , 6, 2
0, 0, 0, USA, , , , 18, 0, 0.089000, 1.157000, 13.000000, 0.000000, 0.000000, 13.000000, 0.000000, BillSoft, Inc. , 0, 0
0, 0, 0, USA, , , , 31, 0, 0.000000, 0.000000, 13.000000, 13.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc. , 0, 0
1210800, 0, 0, USA, KS, , , 13, 1, 0.048700, 1.458565, 29.949999, 0.000000, 0.000000, 29.949999, 0.000000, BillSoft, Inc. , 0, 0
1284800, 0, 0, USA, KS, SALINE, , 10, 2, 0.750000, 2.250000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc. , 3,
0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 1, 0.053000, 2.039814, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft,
Inc. , 0, 0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 2, 0.010000, 0.384871, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft,
Inc. , 0, 0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 3, 0.007500, 0.288653, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft,
Inc. , 0, 0
2502500, 0, 0, USA, NY, , , 5, 1, 0.025000, 0.925712, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2502500, 0, 0, USA, NY, , , 45, 1, 0.003750, 0.138857, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2604000, 0, 0, USA, NY, NEW YORK, , 10, 2, 1.000000, 3.000000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc.
, 3, 0
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |51 of 75
Copyright 2017 Avalara, Inc.
Srtcdf20 and srtcdf20p, Outputfile.ext,
Description
Same as srtcomma20 but in CDF format.
Report Format and Sample Data
Srtcdf20 and srtcdf20p Utility Report Format and Sample Data
Extension
.ssf, .csf
File Format
Fixed Length
Sample
Data
Column Headers
PCode, ,Tax Type, Tax Level, Tax Rate, Tax Amount Sign, Tax Amount, File Record Length
Customer Number, TaxType, Tax Level, Tax Amount Sign, Tax Amount, File Record Length
Definitions for Srtcdf20 and srtcdf20p
Column Name
Description
Length
Positions
PCode
PCode for taxing jurisdiction.
9
1-9
Tax Type
Tax type identifier.
6
10-15
Tax Level
Tax level identifier.
1
16
Tax Rate
Rate for tax.
8.5
17-24
Tax Amount Sign
Numeric
1
25
Tax Amount
Tax amount
11.5
26-36
File Record Length
36
Column Name
Description
Length
Positions
Customer Number
Input entered in the CustomerNumber
field of the TelecomTransaction or
SalesUseTansaction.
9
1-9
Tax Type
Tax type identifier.
6
21-26
Tax Level
Tax level identifier.
1
27
Tax Amount Sign
Numeric
12
28-39
Tax Amount
Tax Amount
50
40-69
File Record Length
39 or 89
Sample
0 1 2 3
1234567890123456….
------------------------------------------------------------
000000000000006000003000+00098418707
000000000000007000000580+00018387113
000000000000018000003180+00081599822
000000000000031000000039+00001000752
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |52 of 75
Copyright 2017 Avalara, Inc.
Availability of Report
This report is generated by the Srtcdf20 and srtcdf20p Utility. Please reference the table below for
additional details regarding availability of reports by product.
Srtcdf20 and srtcdf20p Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
The referenced utility can be
used to generate this report.
AFC SaaS
Standard
Report zip file
CDF users or clients may
request reports in this format.
AFC SaaS Pro
This report is currently not
available.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |53 of 75
Copyright 2017 Avalara, Inc.
Other Reports
Output_ASCIILOG.ext
Description
This report deposits the contents of the logfilename.log to an ASCII version of the log file.
Report Format and Sample Data
ASCIILog Utility Report Format and Sample Data
Extension
.csv
File Format
Comma Delimited
Sample
Data
Column Headers
Country, State, County, City, Tax Type, Tax Level, Tax Rate, Tax Amount, Charges, Exemptions, Adjustments, Net Sales, Minutes, Invoice
Number, Service Level Number, Optional, Lines, Locations, Calculation Type, Customer Number
Definitions for ASCIILog
Column Name
Description
Country
Three-character country code for taxing
jurisdiction.
State
State abbreviation for taxing jurisdiction.
County
County name for taxing jurisdiction.
City
City name for taxing jurisdiction.
Tax Type
Tax type identifier.
Tax Level
Tax level identifier.
Tax Rate
Rate for tax.
Tax Amount
Tax amount
Charges
Amount charged.
Exemptions
Input entered in the ExemptionType field of
the TelecomTransaction or
SalesUseTansaction.
Adjustments
Adjustment calculation
Net Sales
Net sale amount. This field is used for
srtcomma20ld and srtcommadetail reports.
Minutes
Number of minutes used for calculating the
tax in per-minute taxes.
Invoice Number
Input entered in the InvoiceNumber field of
the TelecomTransaction or
SalesUseTansaction.
Service Level Number
Input entered in the ServiceLevelNumber
field of the TelecomTransaction or
SalesUseTansaction.
Optional
Input entered in the Optional field of the
TelecomTransaction or SalesUseTansaction.
Lines
Number of lines used for calculating the tax
in per-line taxes.
Locations
Number of locations.
Calculation Type
Calculation type for tax.
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |54 of 75
Copyright 2017 Avalara, Inc.
Availability of Reports
This report is generated by the ASCIILog Utility. Please reference the table below for additional details
regarding availability of reports by product.
ASCIILog Utility Report Availability
Product
Generated
by Default?
Received
by Default?
Available Upon
Request?
Location
Note
AFC License
Working
Directory
This report can be created by
using the ASCIILog utility.
AFC SaaS
Standard
Report zip file
This report is not currently
generated by default;
however, it can be set to
generate by default if needed.
Currently, it is included at the
request of the customer.
Please note this report is not
recommended for larger
clients.
AFC SaaS Pro
Emailed
This report is currently not
available; however, the Detail
Log report is available to SaaS
Pro clients and is considered
equivalent in content.
Customer Number
Input entered in the CustomerNumber field
of the TelecomTransaction or
SalesUseTansaction.
Sample
USA, PA, , , 9, 1, 0.002662, 0.851840, 320.000000, 0.000000, 0.000000, 320.000000, 0.000000, 0, 0, 0, 0, 0, RATE,
93368917:1608205
USA, PA, BERKS, KEMPTON, 14, 1, 0.050000, 46.583018, 931.660350, 0.000000, 0.000000, 931.660350, 240.000000, 0, 0, 0, 0, 0,
RATE, 93368917:1608206
USA, CA, , , 10, 1, 0.007200, 4.317632, 599.671134, 0.000000, 0.000000, 599.671134, 240.000000, 0, 0, 0, 0, 0, RATE,
93368917:1608204
USA, PA, BERKS, KEMPTON, 1, 1, 0.060000, 55.899620, 931.660350, 0.000000, 0.000000, 931.660350, 240.000000, 0, 0, 0, 0, 0,
RATE, 93368917:1608206
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |55 of 75
Copyright 2017 Avalara, Inc.
File Descriptions
Tax Type Files
tax_type.exp
Description
Tax types are used by AFC to identify the specific tax to which the tax liability applies. With the large
number of taxes that exist in the telecommunications world, having the tax identified along with the
description, category and reference helps both in billing / customer service and in compliance filing.
The numeric tax type value is also used for specified exemptions and in Rate and Logic overrides. The tax
category is used for grouping taxes and for category based exemptions.
Refer to Section 4.3.5 Tax Types in the AFC User Manual for more detailed information on tax types.
File Format and Sample
Tax_Type.exp File Format and Sample Data
File Name
tax_type.exp
File Format
tab delimited
Sample Data
Sample
Column Name
Description
TAX_TYPE
Numeric identifier for the tax
Description
Description of the tax
Reference
Reference to the high level application of the tax.
Reference
DESCRIPTION
1
Telecom Tax
2
Sales and Use Tax
3
Both Telecom and Sales and Use Tax
TAX_CAT_ID
Tax Category identifier
TAX_CAT_ID
DESCRIPTION
0
NO CATEGORY DESCRIPTION
1
SALES AND USE TAXES
2
BUSINESS TAXES
3
GROSS RECEIPTS TAXES
4
EXCISE TAXES
5
CONNECTIVITY CHARGES
6
REGULATORY CHARGES
7
E-911 CHARGES
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |56 of 75
Copyright 2017 Avalara, Inc.
File Availability and Location
tax_type.exp File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
tax_type.exp is at root level in package
All other files are in the db subdirectory
Windows
All files are in the txt subdirectory
AS/400
tax_type.exp is at root level in package
All other files are located in /eztax_db9. This is at the root of
the Integrated File System (IFS).
It is copied to the EZTAX_DB9 installation library.
all_adr.txt - ALL_ADR
The name on the left is the text file name.
The name on the right is the physical file name.
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
8
UTILITY USER TAXES
9
RIGHT OF WAY FEES
10
COMMUNICATIONS SERVICES TAX
11
CABLE REGULATORY FEES
12
RESERVED
13
VALUE ADDED TAXES
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |57 of 75
Copyright 2017 Avalara, Inc.
Zip Address to PCode Cross Reference Files
all_adr.txt
Description
The address to PCode cross-reference file has all jurisdictions recognized by AFC listed along with the
corresponding PCode.
The Zip Begin and Zip End has different meaning depending on the jurisdiction level.
Country Level: Zip Begin/End represent the ID for the country. Refer to {Appendix A} for more
information on country codes.
State/Province Level: Zip Begin/End represent the ID for the state/province.
County Level: Zip Begin/End represent the ID for the county.
City Level: Zip Begin/End represent the 5 digit (USA/Brazil) or 6 digit Canadian zip code range for
that City.
File Format and Sample
all_adr.txt File Format and Sample
File Name
all_adr.txt
File Format
Comma delimited
Sample Data
Sample
Column
Description
PCode
Numeric persisted code for tax jurisdiction
Alternate
Flag indicating if the address is an alternate address
Alternate
DESCRIPTION
0
Primary Tax Jurisdiction
1
Alternate Tax Jurisdiction
Country
Country ISO (3 bytes)
State
State Abbreviation (2 bytes)
County
County Name
City
City or Locality Name
Zip Begin
Start of the zip code range
Zip End
End of the zip code range
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Copyright 2017 Avalara, Inc.
File Availability and Location
all_adr.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
all_adr.txt is in the db subdirectory
Windows
All files are in the txt subdirectory
AS/400
all_adr.txt is located in /eztax_db9. This is at the root of the
Integrated File System (IFS).
It is copied to the EZTAX_DB9 installation library as:
all_adr.txt - ALL_ADR
The name on the left is the text file name.
The name on the right is the physical file name.
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |59 of 75
Copyright 2017 Avalara, Inc.
Calculation Type Files
calculationType.txt
Description
For the Telecommunication tax calculations, there are different rules on not only what is taxed but also
how it is taxed. This table provides descriptions for all calculation types.
For additional details, please reference the table below.
File Format and Sample
File Availability and Location
calculationType.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
calculationType.txt is in the db subdirectory
Windows
All files are in the txt subdirectory
AS/400
calculationType.txt is located in /eztax_db9. This is at the root
of the Integrated File System (IFS).
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
calculationType.txt File Format and Sample
File Name
CalculationType.txt
File Format
Comma delimited
Sample
Data
Sample
DATA_TYPE_ID
Numeric Value for Calculation Type
DESCRIPTION
Please reference table provided below for Calculation Type descriptions.
Calculation Type
Tax Applicability
Rate
Taxable Measure is multiplied by Rate
Fixed Amount
Fixed taxes represent a fixed tax that applies to the product being taxed.
Per Minute
Number of Minutes is multiplied by Rate
Per Access Line
Number of Lines is multiplied by Rate
Self-Taxing Rate (Cable)
Taxable Measure is multiplied by Self-Taxing Rate
Per Bracket
Number of Lines is multiplied by Rate based on tax bracket for line count
Fixed on Tier
Sale Amount is multiplied by Rate based on tax tier for sale amount
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Copyright 2017 Avalara, Inc.
FIPS Code Cross Reference to PCode Files
fipspcd.txt , pcdfips.txt
Description
AFC provides support for using a 10 digit Federal Information Processing Standards (FIPS) code to define
the taxing jurisdiction.
The fipspcd.txt file provides a cross reference for the PCode associated with a given FIPS code. There will
never be a single FIPS code cross referenced to more than one PCode.
The pcdfips.txt provides a cross reference for the FIPSs code(s) associated with a given PCode. There may
be multiple FIPs codes that are associated with a single PCode.
File Format and Sample
File Availability and Location
fipspcd.txt , pcdfips.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
fipspcd.txt and pcdfips.txt are in the db subdirectory
Windows
All files are in the txt subdirectory
AS/400
fipspcd.txt and pcdfips.txt are located in /eztax_db9. This is at
the root of the Integrated File System (IFS).
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
fipspcd.txt , pcdfips.txt File Format and Sample Data
File Name
fipspcd.txt, pcdfips.txt
File Format
tab delimited with summary row at beginning of file
Sample Data
Sample
Column Name
Description
Fips Code
10 digit fips code
PCode
Numeric persisted code for tax jurisdiction
Column Name
Description
PCode
Numeric persisted code for tax jurisdiction
Fips Code
10 digit fips code
C o m p r e h e n s i v e G u i d e t o R e p o r t s a n d D a t a F i l e s |61 of 75
Copyright 2017 Avalara, Inc.
NPANXX Cross Reference to PCode Files
npanxx7.txt
Description
AFC provides support for using the 6 digit North America Numbering Plan Area – Local Exchange (NPA-
NXX) code to define the taxing jurisdiction.
As a convenience, the NPA-NXX lookup and cross-reference table supports country codes for the NPA-
NXX value. Refer to {Appendix A} for more information on country codes.
File Format and Sample
File Availability and Location
npanxx7.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
Npanxx7.txt is at root level in package
All other files are in the db subdirectory
Windows
All files are in the txt subdirectory
AS/400
Npanxx7.txt is located in /eztax_db9. This is at the root of the
Integrated File System (IFS).
It is copied to the EZTAX_DB9 installation library as:
npanxx7.txt - NPANXX7
The name on the left is the text file name.
The name on the right is the physical file name.
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
npanxx7.txt File Format and Sample
File Name
npanxx7.txt
File Format
comma delimited
Sample Data
Sample
Column Name
Description
NPANXX
6 digit NPA-NXX value
Also supports numeric country code (values 0 – 999)
PCode
Numeric persisted code for tax jurisdiction
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Copyright 2017 Avalara, Inc.
Transaction/Service Pair List and Description Files
transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt
Description
AFC maps product to transaction type/service type pairs. The transaction type is a high level grouping
such as VoIP or Cellular. The service type is a more granular breakdown such as Access Charge. These
files provide the t/s pair information for reference and importation into the billing or invoice application.
File Format and Sample
File Availability and Location
transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC License
Unix
transerv.txt, transervdesc.txt, transervsau.txt and
transervdescsau.txt are in the db subdirectory.
Windows
All files are in the txt subdirectory
AS/400
transerv.txt, transervdesc.txt, transervsau.txt and
transervdescsau.txt are located in /eztax_db9. This is at the
root of the Integrated File System (IFS).
transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt File Format and Sample
File Name
Telecom Filename: transerv.txt and transervdesc.txt
Sales and Use Filename: transervsau.txt and transervdescsau.txt
File Format
comma delimited – column size is fixed
Sample Data
Sample
Column Name
Description
Alternate
Indicates whether the t/s pair is an alternate name for an existing t/s pair
Alternate
DESCRIPTION
Blank
Primary T/S Pair
A
Alternate T/S Pair
Market
Numeric Market Id
Market Name
Description of Market
Trans Type
Numeric Transaction Type
Trans Desc
Description of Transaction Value
Service Type
Numeric Service Type
Service Desc
Description of Service Value
Long Description
Additional field provided in the transervdesc.txt and transervdescsau.txt – represents a description of
the application for the t/s pair.
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Copyright 2017 Avalara, Inc.
transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt File Availability and Location
Product
Platform/Package
Location in Installation/Download Package
AFC SaaS
Standard
EZTaxWS_Std_docs_v9_1603.zip
All files are in the txt subdirectory
AFC SaaS
Pro
EZTaxWS_docs_v9_YYMM.zip
EZTaxWS_sau_docs_v9_YYMM.zip
All files are in the txt subdirectory
Further information
Please contact communicationsupport@avalara.com with any questions or if additional assistance is
needed in accessing information files.
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Copyright 2017 Avalara, Inc.
Appendix A – Supported Country Codes
Name
Iso_Code
PCode
AMERICAN SAMOA*
ASM
5340001
ANTIGUA
ATG
5250000
ARGENTINA
ARG
4481300
AUSTRALIA
AUS
4481400
AUSTRIA
AUT
4481500
AZERBAIJAN
AZE
4481600
BAHAMAS
BHS
5420000
BAHRAIN
BHR
5450000
BARBADOS
BRB
4481700
BELGIUM
BEL
4481800
BELIZE
BLZ
5240000
BERMUDA
BMU
5180000
BOLIVIA
BOL
4481900
BOSNIA AND HERZEGOVINA
BIH
5380000
BRAZIL
BRA
5430000
BULGARIA
BGR
4482000
CAMBODIA
KHM
4482100
CANADA
CAN
4482200
CHILE
CHL
5350000
CHINA
CHN
5101400
COLOMBIA
COL
5101500
COSTA RICA
CRI
5101600
CROATIA
HRV
5101700
CYPRUS
CYP
5101800
CZECH REPUBLIC
CZE
5101900
DENMARK
DNK
5102000
DOMINICA
DMA
5270000
DOMINICAN REPUBLIC
DOM
5280000
ECUADOR
ECU
5102100
EGYPT
EGY
5410000
EL SALVADOR
SLV
5290000
ESTONIA
EST
5102200
FEDERATED STATES OF
MICRONESIA*
FSM
5340002
FIJI
FJI
5105400
FINLAND
FIN
5105500
FRANCE
FRA
5105600
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Copyright 2017 Avalara, Inc.
Name
Iso_Code
PCode
GERMANY
DEU
5105700
GHANA
GHA
5105800
GREECE
GRC
5127400
GRENADA
GRD
5300000
GUAM*
GUM
5106100
GUATEMALA
GTM
5310000
GUYANA
GUY
5320000
HONDURAS
HND
5108500
HUNGARY
HUN
5108600
ICELAND
ISL
5138400
INDIA
IND
5148400
INDONESIA
IDN
5108700
IRELAND
IRL
5108800
ISRAEL
ISR
5370000
ITALY
ITA
5108900
JAMAICA
JAM
5330000
JAPAN
JPN
5109000
KENYA
KEN
5109100
KUWAIT
KWT
5460000
LATVIA
LVA
5109200
LEBANON
LBN
5390000
LITHUANIA
LTU
5109300
LUXEMBOURG
LUX
5109400
MALAYSIA
MYS
5210000
MARSHALL ISLANDS*
MHL
5340003
MAURITIUS
MUS
5113200
MEXICO
MEX
5113300
MOROCCO
MAR
5113400
NAMIBIA
NAM
5113500
NETHERLANDS
NLD
5113600
NEW ZEALAND
NZL
5113700
NICARAGUA
NIC
5340000
NIGERIA
NGA
5158400
NORTHERN MARIANA ISLANDS*
MNP
5340004
NORWAY
NOR
5114500
OMAN
OMN
5470000
PALAU*
PLW
5340005
PANAMA
PAN
5115300
PAPUA NEW GUINEA
PNG
5115400
PERU
PER
5115500
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Copyright 2017 Avalara, Inc.
Name
Iso_Code
PCode
PHILIPPINES
PHL
5360000
POLAND
POL
5115600
PORTUGAL
PRT
5115700
PUERTO RICO*
PRI
5115900
QATAR
QAT
5480000
REPUBLIC OF MALTA
MLT
5200000
REUNION ISLAND
REU
5220000
ROMANIA
ROU
5123900
RUSSIA
RUS
5124000
SAUDI ARABIA
SAU
5490000
SERBIA
SRB
5400000
SINGAPORE
SGP
5124100
SLOVAK REPUBLIC
SVK
5178400
SLOVENIA
SVN
5124200
SOUTH AFRICA
ZAF
5124300
SOUTH KOREA
KOR
5168400
SPAIN
ESP
5124400
ST KITTS AND NEVIS
KNA
5230000
ST VINCENT
VCT
5260000
SWEDEN
SWE
5124500
SWITZERLAND
CHE
5124600
TAIWAN
TWN
5124700
TANZANIA
TZA
5124800
THAILAND
THA
5124900
TRINIDAD AND TOBAGO
TTO
5125000
TURKEY
TUR
5125100
UGANDA
UGA
5125200
UKRAINE
UKR
5125300
UNITED ARAB EMIRATES
ARE
5500000
UNITED KINGDOM
GBR
5125400
UNITED STATES OF AMERICA
USA
0
UNSUPPORTED COUNTRY
UNS
5190000
URUGUAY
URY
5125500
US VIRGIN ISLANDS*
VIR
5340006
VENEZUELA
VEN
5127200
VIETNAM
VNM
5127300
ZAMBIA
ZMB
5105900
* US Territories are handled as US States and are subject to US Federal taxes.
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Copyright 2017 Avalara, Inc.
Below is the preferred Country and State abbreviation to be used for US Territories.
PCode
Name
Country and State Abbreviation
5340001
AMERICAN SAMOA
USA,AS
5340002
FEDERATED STATES OF
MICRONESIA
USA,FM
5106100
GUAM
USA,GU
5340003
MARSHALL ISLANDS
USA,MH
5340004
NORTHERN MARIANA
ISLANDS
USA,MP
5340005
PALAU
USA,PW
5115900
PUERTO RICO
USA,PR
5340006
US VIRGIN ISLANDS
USA,VI
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Copyright 2017 Avalara, Inc.
Appendix B – Supported States, Territories and Provinces
USA States and Territories
Id
Abbv.
Name
1
AL
Alabama
2
AK
Alaska
3
AZ
Arizona
4
AR
Arkansas
5
CA
California
6
CO
Colorado
7
CT
Connecticut
8
DE
Delaware
9
DC
Washington, D.C.
10
FL
Florida
11
GA
Georgia
12
HI
Hawaii
13
ID
Idaho
14
IL
Illinois
15
IN
Indiana
16
IA
Iowa
17
KS
Kansas
18
KY
Kentucky
19
LA
Louisiana
20
ME
Maine
21
MD
Maryland
22
MA
Massachusetts
23
MI
Michigan
24
MN
Minnesota
25
MS
Mississippi
26
MO
Missouri
27
MT
Montana
28
NE
Nebraska
29
NV
Nevada
30
NH
New Hampshire
31
NJ
New Jersey
32
NM
New Mexico
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Id
Abbv.
Name
33
NY
New York
34
NC
North Carolina
35
ND
North Dakota
36
OH
Ohio
37
OK
Oklahoma
38
OR
Oregon
39
PA
Pennsylvania
40
RI
Rhode Island
41
SC
South Carolina
42
SD
South Dakota
43
TN
Tennessee
44
TX
Texas
45
UT
Utah
46
VT
Vermont
47
VA
Virginia
48
WA
Washington
49
WV
West Virginia
50
WI
Wisconsin
51
WY
Wyoming
52
GU
Guam
53
PR
Puerto Rico
54
AS
American Samoa
55
FM
Fed St of Micronesia
56
MH
Marshall Islands
57
MP
Northern Mariana Islands
58
PW
Palau
59
VI
US Virgin Islands
Canadian Provinces and Territories
Id
Abbv.
Name
1
AB
Alberta
2
BC
British Columbia
3
MB
Manitoba
4
NB
New Brunswick
5
NL or NF
Newfoundland
6
NT
Northwest Territories
7
NS
Nova Scotia
8
ON
Ontario
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Id
Abbv.
Name
9
PE
Prince Edward Island
10
QC or PQ
Quebec
11
SK
Saskatchewan
12
YT
Yukon Territory
13
NU
Nunavut
Brazilian States
Id
Abbv.
Name
1
SP
Sao Paulo
2
RJ
Rio de Janeiro
3
DF
Distrito Federal
4
SE
Sergipe
5
BA
Bahia
6
AP
Amapa
7
AC
Acre
8
AL
Alagoas
9
AM
Amazonas
10
CE
Ceara
11
ES
Espirito Santo
12
GO
Goias
13
MA
Maranhao
14
MT
Mato Grosso
15
MS
Mato Grosso do Sul
16
MG
Minas Gerais
17
PA
Para
18
PB
Paraiba
19
PR
Parana
20
PE
Pernambuco
21
PI
Piaui
22
RN
Rio Grande do Norte
23
RS
Rio Grande do Sul
24
RO
Rondonia
25
RR
Roraima
26
SC
Santa Catarina
27
TO
Tocantins
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Appendix C – AFC Sorting & Reporting Utilities
The format of compliance files may be that of any of the available AvaTax for Communications (AFC)
sorting and reporting utilities listed in the table below.
Method
Description
Example
Date Method 0
This method gathers all transactions that were
sent to our server during the previous month by
looking at start time field for each transaction
and generate the compliance files from that data
on the first of every month or requested date.
AFC uses date method 0 to generate compliance
reports, unless specified by client.
Reporting Scenario 1: Throughout the month
of January 2013, you submit several
transactions to the web service for taxation
at the time each sale occurs. The system will
generate the January 2013 compliance
reports on February 1st, 2013 for all the
transactions received in January, irrespective
of invoice date.
Date Method 1
This method processes data based on invoice
date. We gather all transactions that have an
invoice date of the previous month and generate
the compliance files from that data on the first
day of every month.
Reporting Scenario 2: Throughout the
month of January 2013, you submit
several transactions to the web service
for taxation with an invoice date of
January 2013. On February 1st, 2013,
the system will gather all transactions
with an invoice date of January 1st
through January 31st 2013 and
generate the compliance data.
Reporting Scenario 3: You send a
transaction with an invoice date of
January 15th past February 1st when
AFC runs your compliance reports, this
transaction will never show up on any
report. You will need to submit a
request to our network services to
rerun your data for January in order to
capture January data sent past
February. Additional charges apply to
rerun, or provide subsequent
compliance reports for the month.
Alternatively, you may request your
compliance reports to be generated on
a specific day of the month in order to
give you enough time to complete
processing tax calculations for your
billing cycle. Please contact
communicationsupport@avalara.com in
order to set up these preferences.
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Method
Description
Example
Date Method 2
This method processes data based on an
optional10 field. The client will fill in the
optional10 field with the year and month
(YYYYMM format) that they want the transaction
to show up in their compliance files. When AFC
runs the compliance reports, it only includes
transactions from the previous month, based
upon optional10 field.
Reporting Scenario 4: Throughout the month
of January 2013, you submit several
transactions to the web service for taxation
at the time each sale occurs. Each
transaction must include the value 201301 in
the Optional10 field. The system will
generate the January 2013 compliance
reports on February 1st, 2013 and include
the taxes for all transactions with a 201301
value in the Optional10 field. It is important
to note that if you send transactions with
201301 in the optional10 field, after the
compliance report is run on February 1, they
will be provided in any compliance reports. In
this case, you should record the transaction
as 201302 or a future period for them to be
reported upon.
Reporting Scenario 5: On February 1st 2013,
you process a batch for all January 2013
transactions. Each transaction must have a
201301 value in the Optional10 field. You
should request your reports to be generated
on the 2nd day of the month beforehand.
The system will generate your January 2013
compliance reports on the 2nd day of the
month and include the taxes for all
transactions with a 201301 value in the
Optional10 field.
Reporting Scenario 6: On February 15th, you
process an adjustment for a transaction that
took place on January 15th 2013. The Date
field of the transaction must have the date of
the original transaction (January 15th) in
order to get the appropriate tax adjustments
back, but the Optional10 field of the
transaction must have a value of 201302
since the adjustment was handled during
February. The tax adjustment will be
included in your February 2013 compliance
reports.
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Appendix D – International NPANXX IDs
NpaNxx
Country ID
Country Name
ISO_Code
Country_Code
PCode
1
AMERICAN SAMOA
ASM
684
4479900
2
ARGENTINA
ARG
54
4481300
3
AUSTRALIA
AUS
61
4481400
4
AUSTRIA
AUT
43
4481500
5
AZERBAIJAN
AZE
994
4481600
6
BARBADOS
BRB
809
4481700
7
BELGIUM
BEL
321
4481800
8
BOLIVIA
BOL
591
4481900
9
BULGARIA
BGR
359
4482000
10
CAMBODIA
KHM
855
4482100
12
CHINA
CHN
86
5101400
13
COLOMBIA
COL
57
5101500
14
COSTA RICA
CRI
506
5101600
15
CROATIA
HRV
385
5101700
16
CYPRUS
CYP
357
5101800
17
CZECH REPUBLIC
CZE
42
5101900
18
DENMARK
DNK
45
5102000
19
ECUADOR
ECU
592
5102100
20
ESTONIA
EST
372
5102200
21
FEDERATED STATES OF MICRONESIA
FSM
691
5102300
22
FIJI
FJI
679
5105400
23
FINLAND
FIN
358
5105500
24
FRANCE
FRA
331
5105600
25
GERMANY
DEU
49
5105700
26
GHANA
GHA
233
5105800
27
ZAMBIA
ZMB
260
5105900
28
GUAM
GUM
671
5106000
29
HONDURAS
HND
504
5108500
30
HUNGARY
HUN
36
5108600
31
INDONESIA
IDN
62
5108700
32
IRELAND
IRL
353
5108800
33
ITALY
ITA
39
5108900
34
JAPAN
JPN
81
5109000
35
KENYA
KEN
254
5109100
36
LATVIA
LVA
371
5109200
37
LITHUANIA
LTU
370
5109300
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NpaNxx
Country ID
Country Name
ISO_Code
Country_Code
PCode
38
LUXEMBOURG
LUX
352
5109400
39
MARSHALL ISLANDS
MHL
692
5109500
40
MAURITIUS
MUS
230
5113200
41
MEXICO
MEX
52
5113300
42
MOROCCO
MAR
212
5113400
43
NAMIBIA
NAM
264
5113500
44
NETHERLANDS
NLD
31
5113600
45
NEW ZEALAND
NZL
64
5113700
46
NORTHERN MARIANA ISLANDS
MNP
670
5113800
47
NORWAY
NOR
47
5114500
48
PALAU
PLW
680
5114600
49
PANAMA
PAN
507
5115300
50
PAPUA NEW GUINEA
PNG
675
5115400
51
PERU
PER
51
5115500
52
POLAND
POL
48
5115600
53
PORTUGAL
PRT
351
5115700
54
ROMANIA
ROU
40
5123900
56
RUSSIA
RUS
7
5124000
57
SINGAPORE
SGP
65
5124100
58
SLOVENIA
SVN
386
5124200
59
SOUTH AFRICA
ZAF
27
5124300
60
SPAIN
ESP
349
5124400
61
SWEDEN
SWE
46
5124500
62
SWITZERLAND
CHE
41
5124600
63
TAIWAN
TWN
886
5124700
64
TANZANIA
TZA
255
5124800
65
THAILAND
THA
66
5124900
67
TURKEY
TUR
90
5125100
68
UGANDA
UGA
256
5125200
69
UKRAINE
UKR
380
5125300
70
UNITED KINGDOM
GBR
44
5125400
71
URUGUAY
URY
598
5125500
73
VENEZUELA
VEN
58
5127200
74
VIETNAM
VNM
84
5127300
75
GREECE
GRC
30
5127400
76
ICELAND
ISL
352
5138400
77
INDIA
IND
356
5148400
78
NIGERIA
NGA
566
5158400
79
SOUTH KOREA
KOR
410
5168400
80
SLOVAK REPUBLIC
SVK
703
5178400
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NpaNxx
Country ID
Country Name
ISO_Code
Country_Code
PCode
82
UNSUPPORTED COUNTRY
UNS
99
5190000
83
REPUBLIC OF MALTA
MLT
356
5200000
84
MALAYSIA
MYS
60
5210000
85
REUNION ISLAND
REU
690
5220000
86
ST KITTS AND NEVIS
KNA
659
5230000
87
ANTIGUA
ATG
268
5250000
88
BELIZE
BLZ
501
5240000
89
DOMINICA
DMA
809
5270000
90
DOMINICAN REPUBLIC
DOM
809
5280000
91
EL SALVADOR
SLV
503
5290000
92
GRENADA
GRD
809
5300000
93
GUATEMALA
GTM
502
5310000
94
GUYANA
GUY
592
5320000
95
JAMAICA
JAM
809
5330000
96
NICARAGUA
NIC
505
5340000
97
ST VINCENT
VCT
809
5260000
98
CHILE
CHL
56
5350000
99
PHILIPPINES
PHL
63
5360000
100
ISRAEL
ISR
972
5370000
101
BOSNIA AND HERZEGOVINA
BIH
387
5380000
102
LEBANON
LBN
961
5390000
103
SERBIA
SRB
381
5400000
104
EGYPT
EGY
20
5410000
105
BAHAMAS
BHS
124
5420000
106
BRAZIL
BRA
55
5430000
107
SENEGAL
SEN
686
5440000
108
BAHRAIN
BHR
973
5450000
109
KUWAIT
KWT
965
5460000
110
OMAN
OMN
968
5470000
111
QATAR
QAT
974
5480000
112
SAUDI ARABIA
SAU
966
5490000
113
UNITED ARAB EMIRATES
ARE
971
5550000

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