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Avalara Returns Monthly Process

This article applies to:Avalara Returns

By filingHoverTT.png tax returns on your behalf, Returns provides you end-to-end automation of the sales tax compliance process. Even though the filing process is automated, there are still some tasks you need to complete each month as a best practice. We've gathered some resources to help you learn the monthly process for Returns. For each section below, there are videos, user guides, and recorded webinars so you can choose how you want to learn.

Steps What's it all about What to do
1. Filing overview This guide and video provide an overview of the Returns filing timeline and the tasks that you need accomplish each month to ensure we are filing in the right state at the right time for your business needs.
2. Manage the liability worksheet The liability worksheetHoverTT.png is a monthly summary of tax activity and liability by state. The worksheet provides up-to-date financial information for review and reconciliationHoverTT.png with your accounting software.
3. Obtain filing record All past taxes filed through Returns are stored and searchable in the Filing Archive. Filed returns are available in the archive by the 5th of the following month. It is recommended to save a copy of every filed return.