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Avalara Help Center

Tax Return Guidelines

This article applies to:Avalara Excise

 

This document applies to all license types.  Content last updated 3/2/2017. 
Help Center documentation is confidential and proprietary to Avalara clients.

 

Some tax returns have Return Guidelines available.  The guideline assists you with a summary of how the software populates the return.  The guidelines are not intended to
provide tax advice.  They are not provided by the state, and are proprietary to Avalara.

As existing returns are revised or new returns added, additional guidelines will be released.  

Display the Return Guidelines

There are 2 ways to display an Avalara Return Guideline:

  1. Click Tax Filing > Return Guidelines to display the document for the current return.  
  2. If there is return guideline available, it will display on the resulting Guideline tab.
  3. Click the 'save' icon to download the pdf version to your computer.
    • If you retain saved copies, check periodically for updates to the document.
    • If not available you will see the message 'Return Guideline does not exist yet'.
  4. You can also click Tax Filing > Tax Sessions to find the guideline for a specific session.
  5. Click a session from the grid row and select Session Details.
  6. If a return guideline is available, it will show a link to display it.

View availability and updates 

Return Guidelines Name and the Return Guideline Updated Date are visible in Express View.  

  1. Click Reporting > Express View.  
  2. Select Return Information from the Data Source dropdown and click Execute.  
  3. Click the Return Guidelines Name column header to sort by existing return documents names.

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