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Lock the liability summary to prepare to file returns

This article applies to:Avalara Returns for Accountants

After you reconcile the numbers from your clients' business application against the liability summaries, lock the liability summaries so you can begin to prepare the return for filing. Locking the liability summary prevents further changes to the liability. 

Before you begin

  • Make sure you've scheduled each return that you plan to file on behalf of your clients.
  • Review your firm and company filing cycle settings. These settings impact when the liability summary automatically locks.
  • Set up or update the company information.
  • Make sure transactions are uploaded for the company you want to work with.

Steps

  1. In Returns for Accountants, go to Returns > Liability Summary.
  2. Use the Filters pane to find the summaries you want to lock.
    Summaries with the Pending approval status are ready for review and can be locked. 
  3. Select Go to view the liability.
  4. Lock liability summaries individually or in bulk:
    • Lock all liability summaries for a state: Find the state liability summary you want to lock, then select ⋮ > Lock.
      This locks the liability summaries for all returns in the state, including local jurisdiction returns.
    • Lock the liability summary for a single return: Select a state from the top table to see the individual return summaries in the lower table. Find the return liability summary you want to lock, then select ⋮ > Lock.
    • Lock all liability summaries for multiple states: Select the checkbox to the left of any liability summaries you want to lock, then select the Lock Regions icon.

After the liability summaries are locked, the status changes to Ready for Prep. You can unlock the liability summary if you need to make adjustments, or move on to preparing the return.

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