Before you begin
Make sure that you have read all the prerequisites for using Avalara Transfer Pricing Reports for Accountants.
- Add information about your accounting firm.
- Add information about your client companies.
- Add information about your client's entities (subsidiary or affiliated companies).
- Preview the information you have provided to ensure that all information is correct. You may
- edit the information you have provided.
- delete existing clients and entities.
- Submit the information to Avalara.
After onboarding, you can continue to use the tool to customize dashboard, edit your account, or create transfer pricing reports.