Data Dictionary

Line Item Level Report

Line Item Level Report

OVERVIEWFIELDS

Overview

The Line Item Level Report from SureTax provides a highly detailed view of individual sales transactions and their associated tax liabilities, ensuring precise tax reporting and regulatory compliance. This report captures essential data such as client names, business units, and client tracking information, along with comprehensive geographical details. It includes specifics on each line item, such as SKU, unit type, service group, and item codes, along with corresponding financial metrics like total, non-taxable, and tax-exempt revenues, net revenue, and tax amounts. Detailed tax information is provided, covering various tax types, categories, and authorities, as well as exemption codes, reasons, and percentages. By incorporating transaction identifiers and customer-specific details, this report supports businesses in maintaining compliance, conducting granular financial analysis, and ensuring accurate and transparent tax reporting at the line item level.

File Type: csv

Download Sample Report: Sample Line Item Level Report

Report Fields

The report has the following fields. Click on each field to obtain more information regarding its formatting and usage.

Display Name	Field Name	Field Type
Client Name	ClientName	string
Business Unit	BusinessUnit	string
Client Tracking	ClientTracking	string
SourceGeocode	SourceGeocode	string
Country	Country	string
State	State	string
County	County	string
City	City	string
Tax District	TaxDistrict	string
Zipcode	Zipcode	string
Plus4	Plus4	string
SureTax TransID	SureTaxTransID	string
Invoice Number	InvoiceNumber	string
Customer Number	CustomerNumber	string
Line Number	LineNumber	string
SKU	SKU	string
UnitType	UnitType	UnitTypes
Unit Count	UnitCount	string
Service Group	ServiceGroup	ServiceGroup
Group Code	GroupCode	string
Service Item	ServiceItem	string
Item Code	ItemCode	string
Sales Type Code	SalesTypeCode	SalesTypeCode
Authority level	Authoritylevel	string
Tax Authority Name	TaxAuthorityName	string
Tax Type Code	TaxTypeCode	TaxTypeCodes
Tax Type Description	TaxTypeDescription	string
Tax Cat Code	TaxCatCode	string
Tax Cat Description	TaxCatDescription	string
Tax Description	TaxDescription	string
Tax Rate	TaxRate	string
Fee Rate	FeeRate	string
Pass Flag	PassFlag	PassFlag
Data Year Data Month	DataYearDataMonth	string
Exemption Code and Percentage	ExemptionCodeandPercentage	string
Exemption Reason	ExemptionReason	string
Total Revenue	TotalRevenue	string
Non Taxable Revenue	NonTaxableRevenue	string
Tax ExemptRevenue	TaxExemptRevenue	string
Net Revenue	NetRevenue	string
Tax	Tax	string
Tax On Tax	TaxOnTax	string
Total Tax	TotalTax	string
Taxable Units	TaxableUnits	string
Form 499A Line	Form499ALine	string
Part Number	PartNumber	string