Avalara Returns has several filing frequency choices available when scheduling your returns. The filing frequency you're required to use is determined by the Department of Revenue (DOR). See Returns Central for state-specific filing requirements.
Note: For companies filing monthly, quarterly, or semi-annually for Hawaii, Michigan, and/or Rhode Island, you are also required to file a yearly return for annual reconciliation.
|Monthly||Once per month.|
|Bi-monthly||Every two months.|
|Quarterly||Every three months.|
|Semi-annual||Twice a year; half-yearly.|
|Annual||Once a year.|
|Inverse-quarterly||Related to monthly filing; when selecting this frequency, you are putting your form on a monthly frequency. The first two months of a quarterly period are filed as inverse-quarterly, while the quarterly form is filed in the third month.
Generally this filing frequency is used in CA, IA, NJ, and NY. In these states, you file a quarterly return, but in the off quarter months, you make prepayments.
For example, January and February are set as inverse-quarterly returns; there is no detail to the return and the only figure is the total liability. The quarterly return in March then takes these inverse-quarterly payments and reduces the quarterly liability by the prepayment amount.
|Occasional||Some jurisdictions assign an Occasional filing frequency if the client does not have enough sales to require filing; the client only submits a return when the business has tax to remit.
Filing on an Occasional frequency means a return is only filed when there are sales to report.