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Import company locations

This article applies to:Avalara Returns for Accountants

Company location can affect how taxes are calculated and reported on returns. To allocate sales correctly, locations need to be added to your client's company profile. Adding locations to a client’s profile allows transactions to be tracked for online marketplaces and in jurisdictions requiring location-based filing. You can also run reports or filter by location code on the Returns > Transactions page for reconciliation.

Locations can be added manually or imported. In some states, Returns for Accountants can use your client's e-filing username and password to capture locations from the taxing authority web portal. In Colorado, Returns for Accountants can automatically register your client for all of the required non-physical locations.

Before you begin

  • For location-based filing, gather the addresses and registration information of all of your clients locations in the United States
  • Find out if your client sells through online marketplaces

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Important

Once you've added locations, make sure you're passing the correct location code with each transaction from your business application to us.

Steps

  1. In Returns for Accountants, go to Filing calendars > Locations.
  2. Select the icon.
  3. In the Create location dialog, select Import locations > Download template.
  4. Open the LocationTemplate.xlsx file you downloaded.
  5. Enter information for each column, one row per location.
  6. Save the spreadsheet.
  7. On the Import locations dialog, drop or browse to the file to upload it.
  8. Select Save.
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