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Avalara Help Center

Avalara Returns Excise Pro User Guide

This article applies to:Avalara Excise

 

This document applies to new users, and Excise Pro.  Content last updated 4/11/2016. 
Help Center documentation is confidential and proprietary to Avalara clients.

Avalara Returns Excise Pro is a web-based system that lets you enter tax return data to generate motor fuel tax returns and schedules in compliance with tax jurisdiction rules. When you have completed these steps you are ready to begin using the software.

Click the icon next to the headers for how-to steps located in the Avalara Help Center (AHC) online documentation pages.

The AHC main page lists other useful topics, like how to open support cases, holiday closures, how to build your own AHC e-book, and to keep tabs on 'What's New' on the site.  Bookmark it for easy reference!

Setup steps before filing 

  • Sign in 

  • Sign out

  • Navigating the software

  • Company information

  • Taxpayer contacts

  • Taxpayer preferences

Prepare your schedule data 

  • Create a tax session

  • Add schedule transactions to the import file

Import your schedules 

  • Import the data file  

  • Troubleshoot the file import  

Generate and review your return 

  • Generate a tax return

  • View tax return

  • Print and save tax return 

Filing period completion 

  • Filing the tax session 

Create an eFile 

  • Create a new eFile

  • Recreating an existing eFile

  • Save and view the eFile 

  • Submit an eFile

  • How to find what format is required

Transmit the eFile 

File transmission from Returns Excise Pro is available currently in selected states. 

Filing period completion 

After you have successfully filed for a period, it is recommended that you update the status in the grid in order to show that the filing is no longer open and to prevent inadvertent changes to the filed data after you submit the file to the tax jurisdiction.

Additional operations to aid in filing

Click the icon next to the headers.

  • Add dashboard widgets 

Each user can design their own dashboard with widgets, or personalize shortcut buttons on the Home tab.  Support cases are submitted using a dashboard widget.

  • Query session by schedule and/or product 

This lets you select only the records you want to see by a specific field value. For example, if you want to find the total gallons of a single product code on records imported, or to see a single record by bill of lading number.

  • Query session advanced options 

    • Copy records 

    • Mass change records 

    • Delete records 

  • Express view 

This is a fast way to query your filing history across multiple tax sessions and produce reports that can be printed. Express View is useful when preparing for an audit.

  • Filing an Amended Return 

You may be requested by the state (or other tax jurisdiction) to file an amended return to correct errors that were in your original return.  

WalkMe on-screen tutorials 

Many of the steps are available as a tutorial.  Just click Walk Me Through from your software's home page.

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Only WalkMe topics for which you have license permission will play on your instance of the software.

Tax filing checklist

Save and print this page for reference in completing your returns and filing them.

If there any changes to your company address, phone numbers, or personnel names, update them before you begin filing:

  • Company information
  • Taxpayer contacts 
  • Taxpayer preferences

Avalara-Acheck.png Prepare your schedule data 

____  Prepare your import file

____  Review the import file for missing information

____  Create the tax session

Avalara-Acheck.png Import your schedules 

____  Review tax validation if there are critical errors

____  Correct any errors

____  Repeat if necessary until the file passes validation

Avalara-Acheck.png Create and review your return  

____  Generate the tax return

____  Review your return and the attached schedule detail

Avalara-Acheck.png File your return 

____  Save and print your tax return

____  Create an eFile

____  Download and save the eFile

____  Transmit the eFile (if applicable)

____  Filing period completion

excisehelpcenter@avalara.com

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