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Print and mail paper returns

This article applies to:Avalara Returns for Accountants

After you've prepared returns, it's time to file them. Learn how to print any returns that you need to mail to the Department of Revenue or local taxing authority.

Before you begin

Prepare any returns that you need to print and mail.

Steps

  1. In Returns for Accountants, go to Returns > Filing tasks.
    The Filing tasks page opens.
  2. Use the Filters pane to identify the company and tax period of the returns you want to print and mail, then select Go to view the filing tasks.
    Optionally, set the Filing method to Paper and the status to Ready for filing to view only the paper returns that are ready to file.
  3. To print a single return:
    1. Find the return you want to print, then select ⋮ > File.
      The File returns menu opens.
    2. Select the following information:
      • File via: Set this to Paper.
      • Use printer batch: If you've previously created a printer batch, select it from the list. Otherwise, select the + icon to open the Add printer batch menu, then:
        1. Enter a batch name.
          You'll use this to identify the printer batch later.
        2. Select Save.
    3. On the File returns menu, select File.
      A message is displayed to let you know that the returns have been added to the printer batch queue, and the status is changed to Sent to printer batch.
  4. To print multiples returns:
    1. Select the checkbox to the left of any returns you want to print, then select the File button.
      The File returns menu opens.
    2. Select the following information:
      • File via: Set this to Paper.
      • Use printer batch: If you've previously created a printer batch, select it from the list. Otherwise, select the + icon to open the Add printer batch menu, then:
        1. Enter a batch name.
          You'll use this to identify the printer batch later.
        2. Select Save.
    3. On the File returns menu, select File.
      A message is displayed to let you know that the returns have been added to the printer batch queue, and the status is changed to Sent to print batch.
  5. To download the printer batch, go to Returns > Printer batch.
  6. Select the tax period in the Filters menu, then select Go.
  7. Select the Edit pencil icon to the left of the printer batch.
    The printer batch details page opens.
  8. Select the Prepare batch button.
  9. After the batch has been prepared, select the Download batch button to download a ZIP file which includes:
    • A TXT file with the mailing addresses of the taxing authorities for each return included in the printer batch.
    • PDFs of each of the returns included in the printer batch.
  10. Print the returns and mail them to the appropriate taxing authorities.
  11. After you've filed the returns, update the status in Returns for Accountants:
    1. Go to Returns > Printer batch.
    2. Find the printer batch you want to mark as mailed, then select the Edit pencil icon.
    3. Select the Mark batch as mailed, then enter a Mailed date.
    4. Select Save.
      The filing task statuses are updated to Mailed.
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