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Avalara Help Center

Schedule your returns

This article applies to:Avalara Returns

Before we can file sales tax returns for your company, there are three things we need to know:

  • Where to file
  • Which forms to submit
  • How often to file

After you give us this information for each region where you file, we do the work of reviewing your returns.

Before you begin

  • Add all the locations where you're registered to pay sales tax, if you haven't already.
  • Make sure you schedule returns according to the monthly Returns cycle—no later than the twentieth day of the month you're filing for.
    For example, if you want us to file August returns, schedule them by August 20 so we can file them in September.   

Steps

  1. In AvaTax Update, go to Returns > All Scheduled Returns.
  2. Find the state or region where you want to set up a return and click View Details.

    Tip icon

    Don't see a region listed? Go to Settings > Manage Where You Collect and Remit Tax to add it.                 

  3. Find the form or forms you need to file. For each one, click Schedule This Return.
    If you don't know which ones to choose:
    • Review your past returns and any documents you've received from regional tax authorities.
    • Visit Returns Central, which breaks down forms and filing requirements for every state. 
  4. Fill out each form you've selected for that state.
    Fields vary by form. We need only the information pertinent to each jurisdiction.
    • Keep in mind that some states require you to file multiple returns, which means completing multiple forms.
      For example, certain location-based filing states require you to submit a different form for each business location you have in the state. 
    • Certain states may require  you to pay some tax before filing returns.
      This usually happens when your business exceeds a liability threshold. With a few exceptions, prepayment forms are available in Returns. Learn more about recurring prepayments and prior payments
  5. Click Save Filing Settings after you finish the form.
  6. Repeat steps two through six for each jurisdiction where you want us to file returns on your behalf. 

    Tip icon

    To see the latest information for a region where you've scheduled returns, click Refresh rebuild_icon.png.

The Avalara Compliance team reviews your returns for accuracy and completeness. If we need more information to process the return, we'll contact you. During our review the return is pending, which means you can still edit it.

Once your returns are active, you'll want to reconcile and file your returns each month they are due. Depending on when you go live and your return filing requirements, you might decide to file the first time on your own. 

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