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This article applies to:Avalara Excise

Click a link in the tables below to view a newly added or recently updated document.  

Click here to view topics available in WalkMe.

 

New Content

When a Return is removed from your subscription
7/18/2018
The pros and cons of removing a return from your subscription
Creating Custom Child Roles   5/24/2018 Create your own child role with custom permissions 
Support Case Information Requirements  10/27/2017 Expedite your Support Case with specific, helpful information (updates added 11/13/2017)
Business Entities with Accounts  6/2/2017 Learn to use the new Maintenance menu option
Taxpayer Contacts  4/19/2017 How to use taxpayer contacts
Tax Return Guidelines  3/2/2017 How to find and retrieve the new return guidelines
Terminal Operator Inventory  2/3/2017 Add inventory and use TO Summary
Master Data Export - Import  11/15/2016 Master data options from the Maintenance menu

 

Updated Content

Data Import Settings  5/18/2018 Clarification of matching order and Exact Match Options

5/4/2018:
Avalara Returns Excise Pro User Guide

Generate and View, Save or Print a Tax Return

Filing Period Completion

Improved the clarity and flow for all 3 pages based on user feedback.

Keep creating cases with your comments!

Generate and View, Save or Print a Tax Return
5/4/2018
 
eFile Basics
4/12/2018
Improved the clarity and flow.
Tax Return Guidelines  3/12/2018 Save notes in Comments
Use Grid Display Options  3/2/2018 Updated and added new filter function
eFile Transmit Option  2/15/2018 Added status determination and troubleshooting steps
2018 Release Schedule  11/22/2017 Releases for 2018
File and Unfile a Tax Return 9/5/2017 Mass file/unfile multiple returns
Generate, View and Print Tax Return  8/28/2017 Tax sessions options and mass generate multiple returns
Common Codes  8/16/2017 Single return generation selection

Reporting Performance Issues
 8/10/2017

In the Case Description list, added the Company name, if you have more than one. 
Rates Table  8/9/2017 Handling rate changes and late loads
Due Dates  8/8/2017 New procedures for adjusting due dates on returns
ZZ Schedules, Transactions & Scenarios  8/3/2017 Scenarios maintenance for obsolete returns
Setup Steps Before Filing  7/14/2017 Added required setup for Canadian returns
Schedule Query Wizard Mass Change Records  6/2/2017 Linked Business Entities with Accounts as mass change alternate
Business Entities Table  6/2/2017 Added delete all unlocked entities
Reporting Performance Issues  5/25/2017 Added new steps to troubleshooting
Navigation and Browser 5/22/2017 Added Edge to supported browsers
Transactions Validation  4/27/2017 Updated steps and screenshots
Schedule Query Fields  4/10/2017 Find non-matching field names
ExSTARS User Guide  1/18/2017 Updated screenshots and added some clarifications

 

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