Skip to main content
Avalara Help Center

How to File

This article applies to:Avalara AvaTax Update

Reconcile transactions at the end of each filing period. Use these reconciliation and filing reports to make sure you're ready to file your returns.

Tips for reconciliation and filing

  • Report data is updated every hour. See the latest transactions by going to Transactions in AvaTax Update.
  • Reconcile your transaction data each month to catch discrepancies between your accounting software and AvaTax Update
  • Reconciliation and filing overview - video

Reports for reconciling transactions and filing returns

  When you're filing with Returns When you're filing on your own

Each time you reconcile...

  • Run the reports in your accounting software that work for the types of returns you're filing. If you need help with these reports, find instructions in your accounting software guide.
  • Review the Schedule and Approve Returns page in AvaTax Update under Returns > This Month's Return Filing. You're ready for Avalara to file if the tax liability totals in AvaTax Update match the totals in your accounting software.

If the numbers don't match...

  • Was this article helpful?