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Schedule Returns for Avalara to File

This article applies to:Avalara AvaTax Update

If Avalara is filing sales tax returns for your company, schedule returns in AvaTax Update to tell Avalara where to file, which forms to submit, and at which frequency to file.

Schedule new returns by the 20th of the month of the first tax period for which Avalara is filing. For example, schedule a new return by January 20th for a January return, which Avalara files in February. This gives Avalara time to validate the information on the returns.

If you're scheduling a new return after you implement AvaTax Update, add it on the last day of the month prior to the first filing month.

Submit changes to filing calendars by the last day of the month prior to the one in which the changes will occur. For example, if the filing frequency changes in April, submit an updated filing calendar by March 31st so Avalara has time to make the change.

Returns Timeline.png

In addition to scheduling returns, you need to do a few other things so we can file for you:

  • Complete the funding power of attorney (POA) authorization to authorize Avalara to withdraw the funds from your bank account and submit them with your return.
  • Complete the registration steps set by the taxing entities in the state and local jurisdictions where your company is required to collect tax.
  • Set up e-filing credentials, along with your tax ID. You provide this information when you schedule a return in AvaTax Update.
  • See collect and remit Canadian sales tax if you need us to file and remit on your behalf in Canada.

Schedule a return

For Avalara to file taxes on your behalf, you must tell us where you collect and remit tax in AvaTax Update and schedule a return for the corresponding tax form for that jurisdiction.

For each state or jurisdiction where you plan to file a tax return, provide us with basic information about your registration with the jurisdiction. These jurisdictions should correspond to where you told us you collect and remit taxes.

You may need to set up multiple return forms in some jurisdictions. For example, certain states with location-based filing require you to submit a different form for each business location you have in the state. Also, if you're required to make recurring prepayments in a jurisdiction, automate them with prepayment forms so you don't have to make manual adjustments every filing cycle. Check your correspondence from the relevant tax authority or consult with a tax professional if you're unsure of what forms you need to use.

To schedule a return:

  1. Go to Returns > Schedule and Approve Returns.
  2. Regions where you've told us you collect and remit taxes are listed. Find the region where you want to file and click View Details to Set Up Returns.
  3. Pick the form to file.
  4. Complete the information needed to file the return.
  5. Click Save Filing Settings.

Avalara reviews the filing settings for accuracy and completeness. During this time, the return is pending. If we need additional information to process the return, we'll contact you. After we finish the review, the return becomes active. Active returns can be approved and filed.

To get the most up-to-date information on a region where you've scheduled returns, click rebuild_icon.png to fetch recent transaction data and rebuild the return.

You can edit the information for a return while it's pending.

View, edit, or expire your active scheduled returns

After a scheduled return has been reviewed, it appears under Returns > All Scheduled Returns with an active status. Use this page to view or edit the information for a specific return. Submit any changes to existing scheduled returns by the last day of the month prior to the one in which the changes will occur. For example, if your filing frequency changes in April, you need to submit an updated scheduled return by March 31st for Avalara to make the change.

You can also expire a scheduled return. If you expire a scheduled return, you continue to collecting taxes in that jurisdiction, but we'll no longer file returns in that jurisdiction with that form. Set returns to expire at the end of the current filing period, or a future filing period.

Scheduling a return form a second time automatically expires the original version during the new form's first filing period.

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