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Upload a tax notice

This article applies to:Avalara Returns for Accountants

A tax notice is a letter or an email your client receives from a tax jurisdiction letting them know about a requirement, an adjustment, or an error involving their tax account. Receiving a tax notice doesn't necessarily mean something's wrong. Some tax notices are informational only, providing updates about tax rate or filing schedule changes. Learn how to manage tax notices in Returns for Accountants.

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Note

In cases where a company receives a tax notice and a filing power of attorney is required, make sure the company's compliance contact information is current.

Before you begin

  • Check to see if a representative power of attorney form is required by the jurisdiction that sent the notice. If it is, work with the client to complete the form and then upload it to Returns for Accountants.
  • Identify the information to be addressed for a particular return as well as any associated files to be included.
  • Contact your account administrator if you can't view notices. Only users with account-level permissions can view tax notices.

Steps

  1. In Returns for Accountants, do one of the following:
    • Go to Notices > Notices, then select the Add Tax Notice button.
    • Go to Returns > Filing Tasks, then:
      1. Filter to find the tax period and return associated with the notice.
      2. Select the return, and then select ⋮ > Create Notice.
        If you add a tax notice from the Filing Tasks screen, many of the return details required in the following steps are prepopulated.
  2. In the Add Tax Notice menu, enter all of the required company and notice information, including the company name, tax period, and filing frequency.
  3. Select Next.
  4. Enter the Form and Jurisdiction information, including the form name and filing method, and then select Next.
  5. Enter the Administrative information, including notice priority and description, and then select Next.
  6. Enter any relevant Finance Details information, including tax due, due date, and penalty & interest amounts.
  7. If you have a copy of the tax notice, upload the file 
  8. If there is a document associated with the notice, drag and drop the file to the Upload file area.
    If you prefer, you can click Browse Instead and select the file from your computer.
  9. Select Save
  10. If you don't have a power of attorney form for notices on file, you are asked if you want to proceed without a representative power of attorney form.
    A representative power of attorney form allows your firm to contact a jurisdiction on behalf of your client to resolve any tax notices that they receive. Select one of the following:
    • Yes: The notice is logged, but you should make sure to request a completed power of attorney form from the client.
    • No: The notice is not logged.

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Note

All notices are displayed in the Notices table even if you create them from the Filing Tasks page.   

After you've added a notice, make sure to update it as you work to resolve the notice.

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