## Introduction

This article provides a detailed guide on using the advanced search functionality to filter and find specific transactions. This feature is useful for narrowing down your transaction data based on various criteria.

## Video overview

For a visual walkthrough of filtering your Transactions Report, watch this video:

[https://www.loom.com/share/e7bbac835a4d4db6a2beebc17b0a8de1?sid=cdb075c3-78d6-468f-939c-3a74b748599d](https://www.loom.com/share/e7bbac835a4d4db6a2beebc17b0a8de1?sid=cdb075c3-78d6-468f-939c-3a74b748599d)

## Steps to use Advanced Search for Transactions


1. Navigate to **Transactions > Reports**.
2. On the **Transactions** page, click the **Advanced Search** bar (or the filter icon located on the right side of the search bar) to expand the menu and see your filter options.
3. Use the available controls and checkboxes to select your desired filters:
   * Change the **month/year**, select a specific date, or choose a range of days within a month by using the calendar icon at the top right corner of the tab.
   * You can see transactions included in tax reporting by selecting the **Captured** checkbox.
   * You can see returned transactions by checking both the **Captured** and **Returned** boxes.
   * See test transactions from your sandbox by selecting the **Only Test Transactions** box.
   * Filter by other status-related options such as **Only Filed Transactions**, **Only Authorized**, or **Only Captured**.
   * Use the text box to search for **Order ID**, **Customer ID**, or **city name**, and the **state** field to narrow the search to a specific state.
4. To apply your selected filters to the transaction list, click the **Set Filters** (or **Set Filter**) button.
5. To remove all active filters and return to the default view, click the **Clear Filters** button.

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## Summary

By using the advanced search and filter options, you can efficiently locate specific transactions within your records. This allows for more targeted analysis and easier data management. Remember to set your desired filters or clear them to view all transactions.

How to Filter Transactions with Advanced Search

Navigating Your Tax Dashboard

Understanding the Dashboard in Your <PERSON> Account

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Uploading Transactions via CSV

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Transactions: Import and Export

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Managing your transactions

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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?

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

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How do I change my default payment method?

How to Add a Payment Method in TaxCloud

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Account Setup

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How to Enable & Disable Tax Collection in a State

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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

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Understanding Nexus Threshold Calculations

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What is an order in TaxCloud?

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General

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Exemptions and Certificates

How to contact TaxCloud?

TaxCloud Audit Support Overview

Support and Resources

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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

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Arkansas - Excise, Waste Tire or Withholding Wage Tax

Louisiana State Sales Tax Rate Update

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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)

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Understanding TaxCloud's Filing Costs & Filing Subscription

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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?

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Filing: General

Filing and Compliance

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

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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?

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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