Taxation dashboard
The taxation dashboard provides visualization and fine-grained data on US and international tax for transactions in AWS Marketplace. This dashboard can be accessed from the AWS Marketplace Management Portal Insights tab under Finance operations.
You can export and download data (as .csv or Microsoft Excel files) from any chart, graph, and table on the Amazon QuickSight dashboard. For more information, see Exporting data from visuals in the Amazon QuickSight User Guide.
For operational and financial processes, review the following topics.
Topics
Refresh frequency of the taxation dashboard
Dashboards are updated daily. If the latest transaction data received from upstream systems is delayed, there might be a 1–2 day delay for the latest data to reflect on the dashboards.
Section 1: Controls
This section of the dashboard provides filters to refine your taxation data. You can also add a filter to an analysis, such as the range of dates that you want to include in visuals. The filters selected within the controls update the data that is displayed in the metrics, trends, breakdowns, and granular data sections.
For more information about filtering, see Filtering data on Amazon QuickSight in the Amazon QuickSight User Guide.
Control descriptions
| Control name | Description |
|---|---|
| Invoice ID | The AWS ID assigned to the charges billed to the customer. |
| Taxed customer AWS account ID | The AWS ID of the account that was taxed for the product subscription. |
| AWS seller of record | An identifier of the business entity that facilitated the transaction. |
| Taxed customer country | The two-character country code associated with the taxed customer |
| Taxed customer state or region | The billing address state or region associated with the taxed customer. |
| Taxed customer city | The billing address city associated with the taxed customer |
| Taxable | Source transactions that are taxable, non-taxable, and tax refunds. |
| Tax liable party |
Either If no taxes are collected, there's no value shown. The seller must determine whether some taxes were collected for each invoice, as the seller is liable for tax collection. |
| Tax type | The type of tax that is applied to the transaction. The possible values are
None, Sales, and SellerUse, Tax
registration type, VAT (Value-Added Tax), CNPJ ,
IGST, CT. |
Section 2: Filters date
This section of the dashboard provides filters to refine records based on invoice dates
for a specified date range. The filter selected within invoice date updates the data displayed
in the metrics, trends, breakdowns, and granular data sections. For example, if you select the
date filter Past 30 days, then all sections will reflect data associated to
invoices taxed within the last 30 days.
Section 3: Metrics
This section of the dashboard displays key performance indicators (KPI) to visualize metrics related to tax, including taxable amount, non-taxable amount, tax amount, number of invoices taxed, and total number of transactions. You can update the date range by updating the date filter in the Filters section.
Section 4: Tax trends
This section of the dashboard provides taxation trends for a specified date range. You can view the trends by a specified date aggregation—such as daily, month-over-month, quarter-over-quarter, or year-over-year—to gain insight into taxation. The following taxation trends information is available:
-
Tax trends - amounts – Provides a snapshot of both the taxable and tax amounts for the selected period of time by invoice date.
-
Tax trends - number of invoices – Provides a snapshot of the number of invoices for the selected period of time by invoice date.
Section 5: Breakdowns
This section of the dashboard provides you with tax metrics for your business by invoice ID, tax type, product title, and customer geography.
Section 6: Granular data
This section of the dashboard displays the granular tax data for your organization’s transactions in AWS Marketplace.
Granular data descriptions
| Column | Description |
|---|---|
| Invoice ID | The AWS ID assigned to the charges billed to the customer. |
| Line item ID | A unique identifier for a line item. Refund transactions have the same line item ID as their forward tax transactions. |
| Customer bill ID | Customer bill ID |
| Tax liable party |
Either If no taxes are collected, there's no value shown. The seller must determine whether some taxes were collected for each invoice, as the seller is liable for tax collection. |
| Transaction type code | The type code of the transaction. Values include:
Refund transactions share the line item ID with their original forward transactions. |
| Product ID | The friendly unique identifier for the software product. |
| Product title | The name of the product purchased. |
| Product tax code | A standard code to identify the tax properties for a product. You choose the properties when you create or modify the product. |
| Invoice date | The date the customer was billed and taxed for the product subscription. |
| Taxed customer AWS account ID | The AWS account ID of the taxed customer. |
| Taxed customer country | The two-character country code associated with the taxed customer. |
| Taxed customer state or region | The billing address state or region associated with the taxed customer. |
| Taxed customer city | The billing address city associated with the taxed customer. |
| Taxed customer postal code | The postal code used for tax calculations. |
| Tax type | The type of tax that is applied to the transaction. The possible values are
None, Sales, and SellerUse, Tax
registration type, VAT, CNPJ, IGST,
CT. |
| Jurisdiction level | The jurisdiction level of the address that is used for tax location. The possible
values are State, County, City, and
District. |
| Taxed jurisdiction | The name of the taxed jurisdiction. |
| Display price taxability type | The taxability type for the price that appears to customers. All AWS Marketplace offerings are exclusive. |
| Tax jurisdiction rate | The tax rate that is applied at the jurisdiction level. |
| Tax amount | The tax that is charged at the jurisdiction level. |
| Tax currency | The currency of the charged taxed. For example, if the transaction is in US dollars, the entry is USD. |
| Tax calculation reason code | Whether the transaction is taxable, not taxable, exempt, or zero-rated, organized by the jurisdiction level. |
| Date used for tax calculation | The date that is used for calculating tax on the transaction. |
| Customer exemption certificate ID | The certificate ID of the exemption certificate. |
| Customer exemption certificate ID domain | Where the certificate is being stored in Amazon systems. |
| Customer exemption certificate level | The jurisdiction level that supplied the exemption. |
| Customer exemption code | The code that specifies the exemption. For example, RESALE. |
| Transaction reference ID | A unique identifier for the transaction that helps you correlate transactions across AWS Marketplace reports. |
| AWS seller of record | An identifier of the business entity that facilitated the transaction. |
Note
Total tax amounts and total buyer charges have moved to the AWS tax share and Gross revenue fields in the Billed revenue dashboard.
US exemption codes
| Exemption code | Description |
|---|---|
| 501C | 501C Organization |
| AP | Agriculture Production |
| CO | Charitable Organization |
| DIRECT | Direct Pay Permit |
| DISTSBT | Distributor |
| DP | United Nations/Diplomat |
| DV | Disabled Veteran |
| EDI | Education Institution |
| FG | Federal Government |
| HCP | Health Care Provider |
| HO | Hospital (Nonprofit or State) |
| INSUR | Insurance |
| IPM | IPM |
| LB | Library |
| MPU | Multiple Point of Use Exemption; Digital Products/Software Exemption |
| NA | Native American |
| NAI | Native American Individual |
| NP | Nonprofit Organization |
| NPR | Nonprofit Religious Organization |
| OT | Other |
| RESALE | Reseller |
| SBE | Small Business Exemption |
| SLG | State/Local Government |
EU exemption codes
| Exemption code | Description |
|---|---|
| SpecialOrg | Organizations that are exempt from being charged VAT. |
| SpecialZone | An area that's tax exempt. |
| SplitPayment | Buyer makes payment of any VAT stated on an invoice directly to the tax authority. |
