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!
Navigating the software
Filing the tax session
File transmission from Returns Excise Pro is available currently in selected states.
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.
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.
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.
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.
Many of the steps are available as a tutorial. Just click Walk Me Through from your software's home page.
Only WalkMe topics for which you have license permission will play on your instance of the software.
Related documentation for new users
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
Prepare your schedule data
____ Prepare your import file
____ Review the import file for missing information
____ Create the tax session
Import your schedules
____ Review tax validation if there are critical errors
____ Correct any errors
____ Repeat if necessary until the file passes validation
Create and review your return
____ Generate the tax return
____ Review your return and the attached schedule detail