--- title: "#5 Line Detail Over Invoice Summary" description: Although the Procurement and Accounting groups typically wield the most influence on how purchasing data will be stored within the ERP, it’s very important for the Tax Department to push for storing the data at the detail line level. image: https://blog.dtstax.com/hubfs/bigstock-Businessman-Working-Dashboard--114116168.jpg --- Search Search Google [1.678.566.3740](tel:1.678.566.3740) [info@dtstax.com](mailto:info@dtstax.com?subject=Website%20Inquiry) [![DTS Smarter Sales and Use Tax Automation](https://blog.dtstax.com/hs-fs/hubfs/DynamicTaxSolutions_March2018/Images/DTS-logo.png?width=243&height=74&name=DTS-logo.png "DTS Smarter Sales and Use Tax Automation")](http://dtstax.com/) - [Solutions](http://dtstax.com/solutions/) - [Solutions Overview](http://dtstax.com/solutions/) - [TaxView Pro](http://dtstax.com/taxview-pro/) - [TaxView Express](http://dtstax.com/taxview-express/) - [Why TaxView?](http://dtstax.com/why-taxview/) - [Data Security & Privacy](http://dtstax.com/data-security-privacy/) - [Services](http://dtstax.com/services/) - [Services Overview](http://dtstax.com/services/#serv-overview) - [Account Management](http://dtstax.com/services/#account-management) - [Express Manager](http://dtstax.com/services/#express-manager) - [Diagnostic Reviews](http://dtstax.com/services/#diagnostic-reviews) - [Reverse Audits](http://dtstax.com/services/#reverse-audits) - [Reserve Studies](http://dtstax.com/services/#reserve-studies) - [Who We Serve](http://dtstax.com/who-we-serve/) - [Who We Serve](http://dtstax.com/who-we-serve/#who-we-serve) - [Who Needs TaxView](http://dtstax.com/who-we-serve/#who-needs-taxview-survey) - [Case Studies](http://dtstax.com/who-we-serve/#case-studies) - [Testimonials](http://dtstax.com/who-we-serve/#testimonials) - [Savings by Industry](http://dtstax.com/who-we-serve/#savings-by-industry) - [Company](http://dtstax.com/company/) - [About Us](http://dtstax.com/company/#about-us) - [Leadership](http://dtstax.com/company/#leadership) - [Partners](http://dtstax.com/partners/) - [Resources](http://dtstax.com/resources/) - [ROI Calculator](http://dtstax.com/roi-calculator/) - [FAQs](http://dtstax.com/faqs/) - [Pricing](http://dtstax.com/pricing-questionnaire/) - [DTS Blog](https://blog.dtstax.com/blog-dts) # DTS Blog ## #5 Line Detail Over Invoice Summary Posted by [DTS](https://blog.dtstax.com/blog-dts/author/dts) on Mar 2, 2021 9:38:54 AM - [Tweet](https://twitter.com/share) ![bigstock-Businessman-Working-Dashboard--114116168](https://blog.dtstax.com/hs-fs/hubfs/bigstock-Businessman-Working-Dashboard--114116168.jpg?width=1000&name=bigstock-Businessman-Working-Dashboard--114116168.jpg) We are half-way through our blog series and line detail over invoice summary is this week's topic. Although the Procurement and Accounting groups typically wield the most influence on how purchasing data will be stored within the ERP, it’s very important for the Tax Department to push for storing the data at the detail line level.  Sales and use tax is commonly referred to as a “form over substance” tax.  This means that the specific documentation associated with each purchasing event can weigh heavily on how different auditors may try to impose their jurisdiction’s tax. There’s no arguing that physical invoice copies will always rule the day, but many organizations lack the time, resources, and other means necessary to provide invoice copies for ever purchase that occurred during an audit period.  Further, many tax auditors prefer to utilize spreadsheets to perform an “initial” review before coming onsite for field work.  This is where line detail information can really save the day. Organizations that capture and store only summary data within the ERP tend to set themselves up for larger audit assessments and/or prolonged reviews, as this practice makes it hard to link use tax accruals with certain item purchases and also forces auditors to perform manual invoice reviews on a much larger population that may be required.  Topics: [Insider](https://blog.dtstax.com/blog-dts/tag/insider) ### Subscribe to Email Updates ### Recent Posts ### Posts by Topic - [company info (33)](https://blog.dtstax.com/blog-dts/tag/company-info) - [sales (33)](https://blog.dtstax.com/blog-dts/tag/sales) - [marketing (32)](https://blog.dtstax.com/blog-dts/tag/marketing) - [data (22)](https://blog.dtstax.com/blog-dts/tag/data) - [tax (13)](https://blog.dtstax.com/blog-dts/tag/tax) - [use and sales tax (13)](https://blog.dtstax.com/blog-dts/tag/use-and-sales-tax) - [Insider (8)](https://blog.dtstax.com/blog-dts/tag/insider) - [new products (2)](https://blog.dtstax.com/blog-dts/tag/new-products) see all # [Solutions](http://dtstax.com/solutions) - [>Overview](http://dtstax.com/solutions) - [>TaxView Pro](http://dtstax.com/taxview-pro) - [>TaxView Express](http://dtstax.com/taxview-express) - [>Why TaxView?](http://dtstax.com/why-taxview) - [>Data Security & Privacy](http://dtstax.com/data-security-privacy) # [Services](http://dtstax.com/services) - [>Services Overview](http://dtstax.com/services/#serv-overview) - [>Account Management](http://dtstax.com/services/#account-management) - [>Express Manager](http://dtstax.com/services/#express-manager) - [>Diagnostic Review](http://dtstax.com/services/#diagnostic-reviews) - [>Reverse Audits](http://dtstax.com/services/#reverse-audits) - [>Reserve Studies](http://dtstax.com/services/#reserve-studies) # [Who We Serve](http://dtstax.com/who-we-serve) - [>Who We Serve](http://dtstax.com/who-we-serve/#who-we-serve) - [>Who Needs TaxView](http://dtstax.com/who-we-serve/#who-needs-taxview-survey) - [>Case Studies](http://dtstax.com/who-we-serve/#case-studies) - [>Testimonials](http://dtstax.com/who-we-serve/#testimonials) - [>Savings by Industry](http://dtstax.com/who-we-serve/#savings-by-industry) # [Company](http://dtstax.com/company) - [>About Us](http://dtstax.com/company/#about-us) - [>Leadership](http://dtstax.com/company/#leadership) - [>Partners](http://dtstax.com/partners) - [>Site Privacy Policy](http://dtstax.com/privacy-policy) # [Resources](http://dtstax.com/resources) - [>ROI Calculator](http://dtstax.com/roi-calculator) - [>FAQs](http://dtstax.com/faqs) - [>Pricing](http://dtstax.com/pricing-questionnaire) # [Contact Us](http://dtstax.com/contact-us) ### Follow Us DTS Copyright © 2026. 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