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Get Started with Avalara Returns

This article applies to:Avalara Returns

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

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 tax compliance manager
    • Bank account information (including name and address of institution) for 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 backfile 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
  • If your company has signed up for SST, review SST requirements
  • If you e-file your returns, check out this list of e-file registration requirements

Set up

What to do What to expect Webinars

1. Fund your tax liabilities and complete your POA

Provide Avalara permission to draw from your account to fund your tax liabilities.
 
2. Set up your filing calendar 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