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Avalara Help Center

Get Started with Avalara Returns

Webinar description

Get ready for Avalara to file your returns. This webinar is an overview of Avalara Returns. We'll cover the necessary documents and the filing workflow.

Get ready

Before the webinar:

AAT-Get Started-Checkbox.png A list of where your company is registered to collect and pay sales and use tax

AAT-Get Started-Checkbox.png Gather together any Returns/Registration documents such as registration IDs, EINs, Efiling

AAT-Get Started-Checkbox.png Gather together Legacy Filing documents: forms, form numbers

AAT-Get Started-Checkbox.png Have sales tax compliance representative review returns documents and if possible attend webinar

AAT-Get Started-Checkbox.png Watch Avalara Introduction to On-demand Training video

AAT-Get Started-Checkbox.png  Questions? Check out our Avalara online training help

Webinar information

Audience:  New Returns users 

Objective:  In this webinar you will learn the requirements, process and resources of Returns

Agenda:

  • Funding Power of Attorney (POA) and other required documents
  • How to add filing entities
  • Filing workflow
  • Filing calendar setup and maintenance
  • Handling notices
  • Review company settings such as nexus, tax types, and locations
  • Obtaining copies of filed returns
  • Introduce the reconciliation process
  • Review help resources in the Avalara Help Center

Recorded webinar

If you can't attend a scheduled webinar, you can view one of our previously recorded webinars:

RecordedWebinars-Blue-xs.png  Get Started with Returns (32:15)

Post webinar resources

After attending this webinar, additional resources are available to you.