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Keep track of how many returns you've filed for each client by generating an invoice report

This article applies to:Avalara Returns for Accountants

Learn how to generate an invoice report to help keep track of how many returns you've filed for each client account.

Steps

  1. In Returns for Accountants, go to Settings > Firms, then select Invoice Reporting.
  2. Use the Filters pane to identify the accounts and tax periods of the returns you want to track, then select Go to generate the report.
  3. Review the report details.
  4. Optionally, select Export to download a spreadsheet version or a ZIP file including the return filing confirmation files.
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