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Avalara Help Center

Upload a return filing confirmation

This article applies to:Avalara Returns for Accountants

After you've filed returns for the month, upload the return filing confirmation files to Returns for Accountants.

Before you begin

File a return, and save the filing confirmation as a PDF file.

Steps

  1. In Returns for Accountants, go to Returns > Filing Tasks.
  2. Use the Filters pane to identify the company and tax period.
    Optional criteria can be included to locate the return form and filing period for which you want to upload a filing confirmation.
  3. Select the gray arrow on the far right of the screen to expand the Attachments menu.
  4. Find the return to which you want to attach a filing confirmation, then select the row.
  5. In the Attachments menu, select CNF.
  6. Drag a file into the upload area, or select Browse Instead to select the filing confirmation file and then select Open.
  7. Drag and drop the filing confirmation file to the Upload file area.
    You can click Browse Instead and select the file from your computer if you prefer.
  8. Select Save to save the filing confirmation to the return.

If a filing confirmation file has already been uploaded, select Delete to delete it, or Merge or replace if you need to replace it with a new file or add a new page to the existing file.

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