Reconcile and file on your own

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This article applies to:Avalara AvaTax Update

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 Update.
Reconcile your transaction data each month to catch discrepancies between your business application and AvaTax Update
Only reconcile after all transactions and changes for the current filing period are added to AvaTax Update

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

Before you begin

If you use 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 Update. 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 Update reconciliation reports to your business application reports and reconcile any discrepancies If a transaction in your business application isn't in AvaTax Update, 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 Update isn't in your business application, add the transaction to your business application or void the transaction in AvaTax Update

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 Update. 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 Update reconciliation reports to your business application reports and reconcile any discrepancies
If a transaction in your business application isn't in AvaTax Update, 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 Update isn't in your business application, add the transaction to your business application or void the transaction in AvaTax Update