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Get Started with Avalara Returns

This article applies to:Avalara AvaTax Update

Set up Returns to automate your returns process. Gather information about your business, complete your funding Power of Attorney, and schedule your returns.

Gather information about your business

Returns Timeline.png

Gather the following to make the process as smooth, fast, and accurate as possible:

  • A list of the states and jurisdictions in which you are registered to collect and remit sales and use tax
    • Tax registration documentation
    • Filing credentials, such as e-file logins
  • Company information
    • Legal company name
    • Addresses for all your locations
    • Primary contact information for the tax compliance manager
    • Bank account information (including name and address of institution) for the account used to fund your sales tax liabilities. (This is so Avalara can withdraw funds to remit your sales tax liabilities!)
  • Identify states where you want us to file a late return for you
  • Identify states that require location-based filing and registration
  • If you need to import legacy transactions, begin that process now to prevent any filing delays

Set up

What to do What to expect

1. Fund your tax liabilities and complete your POA

Give Avalara permission to draw from your account to fund your tax liabilities.
2. Schedule your returns Tell Avalara when and where you need to file and which forms you use.
3. How to file Know what to expect during your first filing period with Returns
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