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Avalara Help Center

Taxpayer Contacts

This document applies to all license types.  Last updated 5/25/2017. 
Help Center documentation is confidential and proprietary to Avalara clients.

Taxpayer Contacts populate user information on returns and eFiles.

Add a record

  1. Click Maintenance > Taxpayer Contacts.
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  2. Click Add New Record.
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  3. Type or select from dropdowns the needed field information.
    • Use non-required fields and make the record descriptive to ensure the correct one is selected on your filing.
    • Required fields are marked with a red * asterisk.
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  4. Click Insert.
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Edit a record

  1. Click the grid row in Taxpayer Contacts.
  2. Edit any field and click Submit.
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  3. You can obsolete contacts no longer with your company to retain them for audit.
    • To make a contact inactive, add an obsolete date and click Submit.
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Examples

Return generation

  • Contact selection on Session Details > Form Manual Entry tab.
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  • Contact name printed on the tax return.
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eFiling

General and eFile contact selection on eFile creation Add Record > Settings tab.
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Contact segment of an EDI file.
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excisehelpcenter@avalara.com

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