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Add a company

This article applies to:Avalara Returns for Accountants

In Returns for Accountants, a company is a model of a client's business from a sales tax and consumer use tax perspective. If your client has a multi-company organization, add all of the companies. If the client organization has parent company and child company relationships, add the parent company first.

Before you begin 

  • If your client uses AvaTax, send them an account link request instead of adding a new company.
    Their account and all companies in the account are automatically added to your Returns for Accountants account once they approve the request.
  • Make sure you've added an account for each of your clients that don't use AvaTax.
  • Take steps ahead of time to make the setup process as quick and accurate as possible by gathering information about your client's business before starting.
    You can find most of these items in the company's tax returns and business registration documents.

Steps

  1. In Returns for Accountants, select Settings > Companies.
  2. Select the + icon, then enter information in the Add company dialog box:
    • Account: This is the account associated with the company.
      You should have an account added for each of your clients. If you're adding a company so you can file returns for your own firm, add the company under your firm account.
    • Company name: The company name used on legal documents.
    • Company code: A unique code used to identify the company in Returns for Accountants. The company code can include numbers, letters, and special characters. If your client uses AvaTax, they'll also use the company code to identify the company in their business application. For more information, see Find your company code.
    • Parent company: If the company you're adding is a subsidiary, select the parent company here.
    • Separate reporting entity: If selected, the company files returns separately from the selected parent company.
    • Create new tax profile: If selected, the company has its own tax profile (including nexus settings), and does not inherit these settings from the parent company.
    • Taxpayer Identification Number (TIN): Also known as an Employer Identification Number (EIN). This number is created by the Internal Revenue Service (IRS). Contact the IRS Business and Specialty Tax Line for information or if you have other questions about the company's Taxpayer ID Number.
    • Business Identification Number (BIN): If the client does business outside the U.S., a Business ID Number is required. The client receives a government BIN for each country where the client does business.
    • Is active: If selected, the company is enabled for filing returns.
    • Default company: If selected, the company is listed as the primary company.
    • Default country: The country in which the company is located.
  3. Select Next
  4. Enter the complete address of the primary company location, then select Next.
  5. Enter First Name, Last Name, Email, and Phone Number of the company officer who can provide banking information and authorize withdrawals from their company's bank account.
  6. Select Next.
  7. Adjust the company settings, if necessary.
    • By default, all company settings are set to Inherit, which means that the Firm settings also apply to the company.
    • If any of the company settings need to be different from the Firm settings default, select the toggle to change it to Specify, and then adjust the setting options.
      Refer to the Returns for Accountants firm and company settings guide for more information about each setting.
  8. Select Save when you're done.
    The company is added to the list of companies. The status of new companies defaults to Not configured for compliance, which means you won't be able to prepare or file any returns for the company.
  9. Change the company status to Active so you can prepare and file returns for the company:
    1. Find the company in the list, then select ⋮ > Edit status.
    2. Select a status of First filing or Active.
    3. Select Update.

If the company has its own tax profile, make sure to add where they collect tax. If the company is a separate reporting entity, make sure to schedule their returns.

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