Skip to main content
Avalara Help Center

Upload return filing confirmations

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 returns, and save the filing confirmations as PDF files using the following file name format:

  • REGION_COMPANYNAME_COMPANYID_TAXPERIOD_TAXFORMCODE
  • Example: WI_ExampleCompanyName_12345_201709_USAKADAK
    • Region: WI
    • Company name: ExampleCompanyName
    • Company ID: 12345
    • Tax period: 201709. The first four digits represent the year (2017), and the last two digits represent the month (September).
    • Tax form code: USAKADAK. The exact tax form code can be found in the Form column under Returns > Filing Tasks.

Steps

  1. In Returns for Accountants, go to Filing Tasks > Filing Confirmation Bulk Upload.
  2. Select Browse Instead, then find and select the PDF confirmation files. Use the Filters pane to identify the company and tax period.
    The file is uploaded, and you should see a message that says File(s) uploaded successfully.
  3. Select Upload to view the uploaded PDFs.
  • Was this article helpful?