Reconcile and file on your own

Last updated
Save as PDF

This article applies to:AvaTax

Use reconciliation and filing reports at the end of each filing period to make sure you're ready to file your returns.

Some things to keep in mind:

Report data is updated every 30 minutes. See the latest transactions by going to Transactions in AvaTax.
Reconcile your transaction data each month to catch discrepancies between your business application and AvaTax
Only reconcile after all transactions and changes for the current filing period are added to AvaTax

If you have more questions about reconciliation basics, watch our reconciliation and filing overview.

Before you begin

If you use Managed Returns, manage your returns filing by reconciling your transactions and scheduled returns before approving your returns to be filed each month.

Reconciling and filing on your own

Situation	Steps to take
Each time you reconcile	Run the reports in your business application that work for the types of returns you're filing. Review the sales tax top line report in AvaTax. You're ready to file if the report totals match the totals from your business application. Filter out transactions where an online marketplace collected and remitted sales tax on your behalf To file, use the sales and sellers use tax and consumer use tax reports to file your taxes on your own
If the numbers don't match	Compare AvaTax reconciliation reports to your business application reports and reconcile any discrepancies If a transaction in your business application isn't in AvaTax, import the missing sales tax transaction or import the missing consumer use transaction or void the transaction in your business application. If a transaction in AvaTax isn't in your business application, add the transaction to your business application or void the transaction in AvaTax If the tax calculated on a transaction seems to be incorrect, go to the transaction in AvaTax, expand the line item that you want to investigate, and click Review these calculations for more details of how the tax was calculated and what you can do to change it

Situation

Steps to take

Each time you reconcile

Run the reports in your business application that work for the types of returns you're filing.
Review the sales tax top line report in AvaTax. You're ready to file if the report totals match the totals from your business application.
Filter out transactions where an online marketplace collected and remitted sales tax on your behalf
To file, use the sales and sellers use tax and consumer use tax reports to file your taxes on your own

If the numbers don't match

Compare AvaTax reconciliation reports to your business application reports and reconcile any discrepancies
If a transaction in your business application isn't in AvaTax, import the missing sales tax transaction or import the missing consumer use transaction or void the transaction in your business application.
If a transaction in AvaTax isn't in your business application, add the transaction to your business application or void the transaction in AvaTax
If the tax calculated on a transaction seems to be incorrect, go to the transaction in AvaTax, expand the line item that you want to investigate, and click Review these calculations for more details of how the tax was calculated and what you can do to change it