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Adjust your firm settings

This article applies to:Avalara Returns for Accountants

Adjust your firm settings to customize your monthly filing cycle in Returns for Accountants. Client companies inherit your firm settings by default, but you can adjust the settings for individual clients if necessary.

Before you begin

Refer to the Returns for Accountants firm and company settings guide for more information about each setting.

Steps

  1. In Returns for Accountants, go to Settings > Firms.
    The firm Settings page opens.
  2. Adjust the options as needed.
  3. Select Save when you're done.

The firm settings now apply to all client companies, unless you've adjusted the settings separately for a client company.

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