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Avalara Help Center

You're New to Returns but Your Company Isn't

This article applies to:Avalara Returns

If your company already uses Returns, but you're new to using Returns, we've gathered some resources to help you learn the basic features and functionality of Returns.

Steps What's it all about Resources
1. Introduction to AvaTax Update Get an overview of every tab in AvaTax Update and the basic setup of your account.
2. Schedule returns Set up the filing frequency of the tax return forms for each state your company files. Your scheduled returns provide us the information required for us to file on your behalf and view details of each scheduled filingHoverTT.png.
3. Manage your return schedule Your monthly summary of tax activity and liability by state provides up-to-date financial information for review and reconciliationHoverTT.png with your accounting software.
4. Manage tax notices A tax noticeHoverTT.png is a notification from a tax jurisdiction informing a tax account holder of a requirement, adjustment, or error involving their tax account. 

 

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