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Avalara Help Center

Download all filing confirmations for a client account

This article applies to:Avalara Returns for Accountants

Review the number of returns you've filed on behalf of a client account for each filing period, and download all filing confirmations. 

Steps

  1. In Returns for Accountants, go to Settings > Firms.
  2. Select Invoice Reporting.
  3. Use the options on the left to filter the table to find the accounts and filing periods for the returns you want to view or download.
  4. Select the export icon to open the Invoice Reporting Export menu.
  5. Select the type of download you want:
    • Grid: Download a spreadsheet that matches the information in the filtered table.
    • Attachments: Select CNF Document to download a ZIP file including the return filing confirmations for the selected filing periods. Filing confirmations are automatically added if you've filed the return via Returns for Accountants, or you can upload filing confirmations for any returns that you've filed outside of Returns for Accountants.
  6. Select Download.
    If you selected the CNF Document option, select the Download link in the confirmation message or go to the Hello, username menu > Downloads to download the ZIP file.
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