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Reconcile and file on your own

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

If the numbers don't match

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