Skip to main content
Avalara Help Center

Avalara Transfer Pricing Reports for Accountants Release Notes

Release Month: July 2022

 Release Version: 22.7.2

Documentation Conventions

Convention Description
Bold Menu options, product names, screen names, attributes names, and button names
Link Weblinks or cross-reference links to the AHC articles.

Highlights

What's New

Approver workflow

After the report preparer submits the filled questionnaire, the questionnaire must be reviewed by an approver (Transfer Pricing expert in Avalara). The approver can

  • accept the questionnaire and approve it for report generation. The completed report is then available for download by the accounting firm user.

  • add comments against an answer in the questionnaire for further clarification or guidance. The questionnaire with the added comments is sent back to the report preparer.

The report preparer can accept or reject the approver's comments. To accept, the report preparer must accept each comment, edit answers as required, and submit it again to the approver. The report preparer must resolve all comments before submission. To reject, the report preparer must add comments and resubmit to approver.

Manage reports page

The Manage reports page allows the accounting firm user to view a list of reports for all clients and entities with their transaction types. The accounting firm user can view the status of reports and perform day-to-day functions, such as create new report, amend, clone, download, view history, and so on.

Report history

The accounting firm user can view all actions performed on a report for a given period. Date, time, and user details are available for direct actions, such as create, amend, clone, submit, download as well as indirect actions, such as deletion of transaction type, client company, and entity. Action history helps to maintain the audit trail for a specific report.

History is available only after a report status changes from Initiated to In progress.

Multi-User support

The accounting firm admin user can add multiple users and assign the following permissions to those users.

  • All: The user can read, edit and add other users.

  • View: The user can view only.

  • Edit: The user can view and edit. Not allowed to add other users.

Enhancement

Onboarding complete message and guide to next step

A congratulations message appears after the user has completed onboarding. The user is guided to the next steps he can perform in the system. 

 

Release Month: May 2022

 Release Version: 22.4.1

Documentation Conventions

Convention Description
Bold Menu options, product names, screen names, attributes names, and button names
Link Weblinks or cross-reference links to the AHC articles.

Highlights

What's New

An easy one-time onboarding for new customers

The onboarding process enables the accounting firm user to perform the following actions in the application.

  • The user can create an account for the company by entering firm’s details, such as firm's legal name, establishment date, address, and country.

  • The user can create a client company profile by entering its customer’s details, such as company name, establishment date, address, country, and the report preparer’s name and email address.

  • The user can add similar details of the client’s subsidiaries or affiliates, ownership percentage of the client company, and the transaction types the parties are involved in.

For more information, refer to Set up your Account

Manageable settings

Once onboard, the user can log in to the application and edit the already uploaded details, add more clients and subsidiaries. This enables the accounting firm to stay up to date. The Manage Account feature allows the user to make changes as required.

For more information, refer to Managing your Account

A guided questionnaire to create a report

The user who wants to prepare a report for the accounting firm’s client company, can capture essential information through a guided questionnaire and submit it for report generation.

For more information, refer to Create a New Report

  • Was this article helpful?