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Avalara Returns for Accountants

 

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  • Get StartedSet up Avalara Returns for Accountants
    Learn how to set up Avalara Returns for Accountants so you can file returns and remit payment on behalf of your clients.
  • 1. Set up your firm
  • 2. Add client companies
  • 3. Organize your team
  • 4. Schedule client returns
  • Set up your firm

  • Adjust your firm settings
  • Avalara Returns for Accountants firm and company settings
  • Add an account for each client
  • Add client companies

  • Add a company
  • Send a client an AvaTax account link request
  • Add where your client collects tax
  • Add a company location
  • Add bank account information to pay client tax liability
  • Adjust client company settings
  • Organize your team

  • Create a firm administrator
  • Create a user permission group
  • Add a user and set permissions
  • Organize and view companies you're responsible for
  • Customize your page view
  • Schedule a return

  • Schedule a client return
  • Schedule multiple client returns
  • Add recurring prepayments and prior payments
  • Prepare and file returnsPrepare and file returns
    Learn how to use Avalara Returns for Accountants to prepare and file returns on behalf of your clients.
  • 1. Reconcile and review liabilities
  • 2. Lock the liability summary
  • 3. Prepare a return
  • 4. File a return
  • 5. Troubleshoot return filing errors
  • 6. Upload the return filing confirmation
  • Manage transactions

  • Import external data source transactions
  • Create a custom transaction import template
  • Import a tax-only credit
  • Guidelines for using the import transactions template
  • Edit a transaction
  • Reconcile and review liabilities

  • Review the liability summary
  • Recalculate the liability summary after making adjustments
  • Add adjustments to the liability summary
  • Lock the liability summary to prepare to file returns
  • Unlock the liability summary to make adjustments
  • Review unassigned transactions that won't be reported on returns
  • Reconcile using the liability summary and reports
  • Monitor and apply carryover credits
  • Use vendor discounts and applied or excluded credits when reconciling
  • Prepare returns

  • Use the filing dashboard
  • Prepare a return
  • Understand the return form editor
  • Filing tasks column header definitions
  • State returns in Returns for Accountants
  • Local returns in Returns for Accountants
  • Manage return attachments

  • View and download a single return or filing confirmation
  • View and download return and filing confirmation PDFs
  • Upload a return filing confirmation
  • File returns

  • Identify the filing method for a return
  • File a return electronically
  • Print a return and mail it
  • File a return using an electronic data interchange (EDI) file
  • Copy a return to the web portal
  • Manage tax notices

  • Upload a representative power of attorney form
  • Upload a tax notice
  • Update a tax notice
  • Get StartedMaintain Avalara Returns for Accountants
    Make sure to keep your clients' company information up to date.
  • Update company and filing information

  • Edit where your client collects tax
  • Edit company information
  • Edit company locations
  • Update the details of a scheduled return
  • Monitor where your client is registered to collect tax
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