## Overview

TaxCloud offers reporting and transaction tools to help merchants track their sales and tax data. Two key reports are the **Consolidated Transaction Detail Report (Tax Report)** and the **Detail Transaction Report**. In addition to understanding what these reports show, you can also **drill down from a high-level tax report to the individual transactions** that make up those totals.

This article explains:

* The differences between the Consolidated Transaction Detail Report (Tax Report) and the Detail Transaction Report
* How returns from previous periods are handled in each report
* How to view the specific transactions behind the tax totals shown in a <DATE_TIME> tax report

## Consolidated Transaction Detail Report (Tax Report)

The Consolidated Transaction Detail Report, also known as the Tax Report, is designed to give you a high-level summary of the tax totals for a given filing period. Here’s how it works:

* **Purpose**: This report consolidates transaction data to provide an overview of the total taxes you owe for the period.
* **Returns Handling**: When a return from a previous period is processed, the negative transaction amount is reflected as a credit in the current period. This ensures that any tax adjustment related to the return is applied in the correct filing period, helping you avoid discrepancies when calculating tax due.
* **Simplified View**: The report rolls up data to give you the total tax amounts, which you would expect to see on a return. It provides a clean, consolidated view of your tax liabilities, making it easier for you to prepare and file tax returns.

### Key Features of the Consolidated Transaction Detail Report

* High-level summary of transaction and tax totals.
* Credits for returns from previous periods are applied to the current filing period.
* Ideal for filing your taxes, as it presents the tax totals that align with your returns.

## Detail Transaction Report

The Detail Transaction Report provides a more granular breakdown of your transactions, showing each transaction in detail, including original sales and any associated returns. Here’s how this report is structured:

* **Purpose**: This report gives you a complete view of all individual transactions during a filing period, including both the original transaction and any returns.
* **Returns Handling**: For returns related to transactions from a previous period, both the original transaction and the return are listed in this report. As a result, these transactions zero out, meaning the original sale and the return cancel each other out in terms of totals.
* **Detailed View**: This report does not consolidate or adjust returns in the same way as the Consolidated Transaction Detail Report. Instead, it aims to provide a comprehensive record of all transactions, making it useful for internal reviews, audits, or when you need to analyze the specific details of sales and returns.

### Key Features of the Detail Transaction Report

* A full breakdown of all transactions, including sales and returns.
* Both original transactions and returns from previous periods are included, effectively zeroing out.
* Useful for reviewing transaction details, internal audits, or research purposes.

## How to View Transaction Details from a Tax Report

You can drill down from a high-level <DATE_TIME> Tax Report to see the specific transactions that make up the total tax collected for a given state. This is especially useful for auditing and verification.

### Steps


1. From the **Tax Reporting** page, select the <DATE_TIME> period you want to view.
2. Choose one of the reporting tabs: **TaxCloud Member**, **TaxCloud Direct**, or **Merchant Responsibility**.
3. In the list of states, locate the state for which you want to view detailed transactions.
4. On the far right side of that state's row, click the **link icon**.
5. You will be automatically redirected to the **Transactions** page.
6. The transaction list will be filtered to show all individual transactions for that specific state and month, including details like **Order ID**, **Date**, **Destination**, **Sales Amount**, and **Tax Amount**.

### Why This Is Useful

This drill-down feature allows for easy auditing and verification of your tax reports. With one click, you can seamlessly navigate from a summary tax report to the underlying transaction data for any state, giving you full visibility into how your sales tax totals were calculated.

## Which Report Should You Use?

* If you’re looking to file your taxes and need a report that reflects the total tax due, the **Consolidated Transaction Detail Report (Tax Report)** is your go-to.
  * It simplifies the view by consolidating the data and showing the totals you expect to file.
* If you need to dig into the details of each transaction, especially when auditing or investigating specific sales or returns, the **Detail Transaction Report** is more suited to your needs.
  * This report will give you a thorough view of all transactions, including how returns and original sales interact.




Understanding Tax Reports and Drilling Into Transaction Details

Navigating Your Tax Dashboard

Understanding the Dashboard in Your <PERSON> Account

Navigating the TaxCloud Portal

Uploading Historical and Marketplace Transactions via CSV

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

What is TaxCloud's policy regarding Transaction import timing?

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

Uploading Transactions via CSV

How to Upload Transactions via CSV

Transactions: Import and Export

Can I edit a transaction?

How to Locate a Transaction URL in TaxCloud

Managing your transactions

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

How to manually return a transaction in TaxCloud?

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

How to View and Share Transaction Details

Transactions: Overview

Using the Download Center for Reports

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

When does TaxCloud pull my tax funding?

Reporting

Transactions and Reporting

What is TaxCloud's Premium Trial?

How to Take Your Integration Live

Preparing For Onboarding

TaxCloud Onboarding Webinars

How to Set Up and Manage Locations

Getting Started

How Payment Methods Are Used For Billing and Tax Funding

How can I get a copy of my TaxCloud invoice receipt?

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

How to create a TaxCloud account?

Account Setup

TaxCloud Account Lockout Policy

I have a new EIN. How does that impact my TaxCloud account?

How to Close Your TaxCloud Account and Cancel Subscription

How to Use Multi-Account Login

How to add/remove a contact from your TaxCloud account.

Verify Your TaxCloud Account is Complete for Calculations

Video: How to complete your TaxCloud Business Profile

How do I reset my Password?

How to Enable & Disable Tax Collection in a State

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Account Management

Account and Billing

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

Understanding the difference between TaxCloud Starter and Premium Plans

Plans and Pricing

TaxCloud System Status

Where to Find Your API Key & Login ID

What are API calls and what do they do?

TaxCloud's APIs

Understanding Nexus Threshold Calculations

How do I confirm a rate with TaxCloud?

How do I find my Merchant Number?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What Services Does TaxCloud Provide?

What happens if I go over my allotment of orders?

What is a voluntary seller?

What is an order in TaxCloud?

Can TaxCloud help with my State Income Taxes?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

How to Speak to a member of each state's DOR

What are Home Rule States?

What is a multi-state id or sstid?

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

Understanding the Minnesota Delivery Fee

General

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

How to Add an Exemption Certificate to TaxCloud

Exemptions and Certificates

How to contact TaxCloud?

TaxCloud Audit Support Overview

Support and Resources

Michigan - Business Taxes Registration Summary of Changes

Rhode Island - Failure to Renew

Colorado SUTS Filing Reminder Notices

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Florida - Credit Memo

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

Arkansas - Excise, Waste Tire or Withholding Wage Tax

Louisiana State Sales Tax Rate Update

Does TaxCloud Handle Sales Tax License Renewals?

How to register in a new state and obtain my Sales Tax License

Indiana - Notice of Proposed Assessment

Nebraska - Enforcement of Lien Notice

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Tennessee - Notice of Overpayment

When To Forward a State Notice to Taxcloud

Wyoming - License Certificate

Connecticut - Delinquency Notice

California - CDTFA Statement of Account

State Notices and Licenses

Managing Your Tax Thresholds

South Dakota - Sales & Use Tax Return Paper Form

Does TaxCloud File in Louisiana?

Filing: State-Specific Workflows

Enabling Filing in TaxCloud (via Thresholds Page)

How can TaxCloud assist with Filing?

How do I confirm my filings have been submitted in SST / Streamline member states?

How do I know if TaxCloud is filing for me in a state?

I just got a filing frequency change notice, what should I do?

Understanding TaxCloud's Filing Costs & Filing Subscription

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

How to Request TaxCloud to Begin Filing Sales Tax Returns

How to Stop Filings with TaxCloud

Filing: Managing Filing in TaxCloud

Does TaxCloud file Withholding Tax?

Understanding Your Tax Reporting Page

What are TaxCloud Filing Fees?

What does it cost for TaxCloud to file for me in non-SST states?

Filing: General

Filing and Compliance

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

Sales Tax Holidays & Product Codes (TICs)

TaxCloud Taxability Information Codes (TIC)

Taxability and TICs

Calculating sales tax on Digital Goods

Calculating sales tax on P.O. Boxes

Does TaxCloud Calculate Sales Tax for International Orders?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

How does New York handle sales tax on apparel under \$110?

How does TaxCloud round sales tax?

Is the plus 4 zip code extension (9 digit zip) required to calculate sales tax?

Understanding the difference between sales tax and use tax

What is Sales Tax Sourcing?

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

How do I know if I've reached Economic Nexus in a state?

What is Nexus?

What is Washington B&O Tax?

Tax Concepts

Building a custom API connection with TaxCloud

Building a direct API integration with TaxCloud

Reviewing and Submitting an Exemption Certificate

How to Add and Manage Integrations in TaxCloud

Video: How to add or disable an integration

General Integrations

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Managing Exempt Customers in TaxCloud for QuickBooks Online

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error