Get started with Avalara Returns for Communications

* Funding amounts are based on estimated tax liability

1. Download the Avalara Returns for Communications - Onboarding document. All information you provide will be used to assist us in the onboarding process. 
2. Watch the video, which takes you through each section of the Onboarding Document. Fill out the downloaded document according to the directions in the video.

   You can find instructions for each tab in the video at these times:
   
   1s - General Instructions tab
   31s - Basic Customer Information tab
   2:15m - Basic Filing Information tab
   3:35m - Funding POA tab
   4:00m - Filing Calendar tab
   5:25m - Compliance Calendar tab and Next Steps

    
3. Sign the Initial Funding Authorization. The Power of Attorney Form within the Avalara Onboarding Document allows Avalara for Communications to transfer money from your bank account to our Bank of America account in order to make the necessary payments associated with your tax returns.  The first funding request will be an estimate based upon the historical data that you provide to us, plus a 10% cushion.
   
   Schedule for funding pulled from your account:
    

   Pull Event	Affects Returns Due On	ACH Pull Day
   First Pull	Day 1 – 15*	1st – 3rd
   Second Pull	Day 16 - EOM*	7th – 9th

   * Funding amounts are based on estimated tax liability
    

   Schedule for wire transfers:

   Wire Event	Affects Returns Due On	Wire Due Date**
   First Wire	Day 1 – 15*	1st
   Second Wire	Day 16 – EOM*	8th

   * Funding amounts are based on estimated tax liability
   ** If the due date falls on a weekend or holiday, funds are due the next business day
   
    
4. Download the Sample Data File Spreadsheet to enter your data.
5. After documentation is complete, please email it to an Onboarding Analyst.
6. Any future inquiries that you may have can be addressed during our initial Welcome Call.