## Introduction

The Download Center allows you to generate and download various detailed reports for analysis and record-keeping. This guide explains how to request a report.

## Steps to Request a Report in the Download Center


1. Navigate to the **Download Center** from the left-hand menu.
2. In the **Request report** section, begin by clicking the **Select report** dropdown.
3. Choose the type of report you need from the list, which includes options like **Consolidated Transaction Detail Report**, **Jurisdiction Report**, and **Transaction Detail Report**.
4. Next, use the **Select state** dropdown if you wish to generate a report for a single state. You can also leave this set to default to get a report for all states (where applicable for that report type).
5. Click the **Date range** field to select the time period for your report. (Note: some reports cannot be generated for more than 1 year at a time.)
6. Once you have configured your report, click the **Request report** button.
7. The request will be added to the **Request History** table at the bottom of the page. Requests may take time to process. Once the **Status** shows as **Ready**, you will be able to download the file.

## Using the Download Center for the Jurisdiction Report

From your TaxCloud Download Center, you can download one of three reports that'll provide an overview of your sales tax collection in a state. After the 10th of each month, TaxCloud uses your previous month’s sales data to generate reports outlining your transactions and the jurisdictions in which you collect and remit sales tax. Here, we discuss the Jurisdiction Liability report.

### What is the Jurisdiction Liability Report?

The jurisdiction report is a comprehensive document that outlines your total sales, taxable sales, and exempt sales along with the sales tax owed in each jurisdiction. It provides a detailed summary of sales categorized by state, county, city, and special jurisdictions. This report is particularly useful for filing tax returns because it includes the jurisdiction codes necessary for completing sales tax returns, accurately.

### How do I read this report?

Reading the liability tax report is simple. The report provides an outline of sub-jurisdictions (counties, cities, and special jurisdictions) and an overview of the total sales, taxable sales, and exempt sales in each jurisdiction. All columns, when added, will equal the amounts shown on the state line.

To calculate your total estimated tax amount for the period covered by a Jurisdiction Report Excel file:


1. Open the downloaded Jurisdiction Report Excel spreadsheet.
2. Observe that the report breaks down tax information by specific jurisdictions.
3. Locate the column labeled **Tax**.
4. Create a sum of all values in the **Tax** column.
5. Use this total as the estimated tax amount for the time period selected in the report.

### Where can I find and download this report?

The Jurisdiction report can be found on your Tax Reporting tab and in your Download Center.


1. **Tax Reporting tab**: You can download your Jurisdiction reports for individual states on your Tax Reporting.

   
   1. Click the blue link next to the state in question.
   2. Select **Jurisdiction Report**.
   3. Click on the orange cloud icon on the top right corner of the page to download a copy to your device.
2. **Download Center**: You can download your Jurisdiction Report for all states for a specific period in your Download Center.

   
   1. Click on the **Download Center**.
   2. Under the **Request report** heading, click the report type dropdown and select **Jurisdiction Report**.
   3. In the date selector, ensure the correct year is selected.
   4. Click the starting month (e.g., Jan) and the ending month (e.g., Dec) to define the date range for the report. (Reports cannot be generated for more than 1 year at a time.)
   5. Click the **Request report** button.
   6. Look at the **Request History** section; the report status will initially display as **Pending**.
   7. Once the status updates to a green **Ready** button, click the three vertical dots on the right side of the report row.
   8. Select **Download** from the menu to save the file to your computer.

### Troubleshooting Tips for Download Center

* **Processing Time**: Reports may take time (up to 24 hours) to process. If the status is **Pending**, please wait and refresh the page later.
* **Download Button**: You cannot download the report until the status changes to **Ready**.

## How to Estimate Annual Tax Liability with the Jurisdiction Report

You can use the Jurisdiction Report to estimate your total tax liability for an entire year or custom date range.

### When to Use This

Follow these steps when you need to determine the total taxes estimated by TaxCloud for a specific calendar year or date range, typically for annual reconciliation or tax filing preparation.

### Step-by-Step Instructions


1. Log in to your TaxCloud account.
2. Navigate to the **Download Center** located in the sidebar menu.
3. In the **Request report** section, select **Jurisdiction Report** from the dropdown menu.
4. Configure the **Date range** by selecting the year and clicking the first and last months (e.g., January and December) to cover the full period. (Note: reports cannot be generated for more than 1 year at a time.)
5. Click the **Request report** button.
6. Wait for the report status in the **Request History** to change from **Pending** to **Ready**.
7. Click the actions menu (three dots) next to the report and select **Download**.
8. Open the downloaded Excel spreadsheet.
9. Calculate the sum of the **Tax** column to determine the total estimated tax amount for the selected period.

## Summary

The Download Center provides a convenient self-service option for accessing your data in a downloadable format. By following these steps, you can easily generate custom reports to meet your specific business needs, including jurisdiction-level liability reports for tax filing and reconciliation.

Using the Download Center for Reports

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

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?

Understanding Tax Reports and Drilling Into Transaction Details

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