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Avalara Help Center

Set up one step renewal

This article applies to:

The Filing steps timeline generally involves several steps. However, based on your business requirement, you can replace the entire filling steps timeline with one step to renew a license. You can also select the fields that appear in the one step renewal. 

Steps

  1. From the Avalara License Management home page, select the drop-down arrow on the navigation bar, and then select Setup.
  2. Go to System settings > One step renewal
  3. Decide when you want to use one step renewal. 
    Choose from: 
    • To never use this option, select Never. 
    • To permanently replace the timeline with one step renewal, select Always.  
    • To conditionally enable one step renewal, select When and enter the condition.  
  4. Enter the name of one step renewal in Name this form. 
  5. Select existing fields you want to include in the renewal step.  
  6. Create and add a custom field in the renewal step. 
  7. Select Save renewal

Now, when the license meets the condition for enabling one step renewal, instead of seeing the entire filling timeline, you see just one step. After adding the necessary information in this step, a license status changes to filing completed. 

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