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File a return using an electronic data interchange (EDI) file

This article applies to:Avalara Returns for Accountants

After you've prepared returns, it's time to file them. For returns that can't be filed electronically from Returns for Accountants, generate an Electronic Data Interchange (EDI) file that you can upload directly to the state Department of Revenue (DoR) website.

Before you begin

  • Prepare any returns that you need to file via EDI.
  • If you plan to file multiple returns at once, review the Include payment column to see if payment will be included with each return. If you need to change this setting:
    1. On the Returns > Filing tasks screen, select the returns that you want to update.
    2. Select ⋮ > Update filing tasks.
    3. Select Include payment as the Request type.
    4. Select if you want to Include payment.
    5. Select Update.

Steps

  1. In Returns for Accountants, go to Returns > Filing Tasks.
  2. Use the Filters pane to identify the company and tax period of the returns you want to file via EDI, then select Go to view the filing tasks.
    Optionally, set the status filter to Ready For Filing to view only the returns that are ready to file.
  3. To generate a single EDI file:
    1. Find the return you want to file via EDI, then select ⋮ > Generate EDI.
      The Generate EDI menu opens.
    2. In the Generate EDI menu, select if you want to include payment information:
      • No: The EDI file does not include payment information, and you must remit payment to the DoR separately.
      • Yes: The EDI file includes the bank account information that you've selected for the client company.
    3. Select Generate EDI.
  4. To generate EDI files for multiple returns:
    1. Select the checkbox to the left of any returns you want to file via EDI, or select the checkbox in the column header to select all returns.
    2. Select the Update Filing Tasks () icon, then select Generate EDI.
      The Generate EDI menu opens with a summary of the selected returns. The Include payment option defaults to the setting from the filing task.
    3. Select Generate EDI.
  5. To download the EDI file:
    1. Select the return, then select the arrow to the far right of the grid to open the Attachments panel.
    2. Select the EDI tab.
    3. Select Download.

      clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

      Note

      The EDI file format varies depending on what the Department of Revenue accepts. If you don't see the Download option, it means that the DoR doesn't allow returns to be filed via EDI.

  6. Go to the state DoR site and upload the EDI file to file the return.
  7. After you've filed the return, update the status in Returns for Accountants and upload the filing confirmation:
    1. Go to Returns > Filing Tasks and find the return, then select ⋮ > Change Status.
    2. Select the Recon Review status, then select Update.
    3. Select ⋮ > Change Status, then select the Manually web filed status.
    4. Select Update.
    5. Upload the return filing confirmation.
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