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Avalara Help Center

Prerequisites for Setting up Your Account

Before you set up your account, you must collect the following information. You can find most of this information on the tax returns and business registration documents.

What information to collect for your accounting firm?

  • Legal company name
    The name of your company as used in legal documents.
  • Short name
    A short name to identify your company in the system.
  • Establishment date
    The date when the company was established.
  • Primary address
    The physical address of your company's headquarters or main location.

What information to collect for your client company?

  • Legal company name
    The name of your client company as used in legal documents.
  • Short name
    A short name to identify the client company in the system.
  • Establishment date
    The date when the company was established.
  • Primary address
    The physical address of the client company's headquarters or main location.
  • Holding structure outline
    A document outlining the client company's holding structure and relationship with its affiliates and subsidiaries.
  • Report preparer information
    The name and email address of the person responsible for preparing the transfer pricing reports.

What information to collect for your client's affiliate or subsidiary company?

  • Legal company name
    The name of the affiliate or subsidiary company (also known as entity) as used in legal documents.
  • Short name
    A short name to identify the entity in the system.
  • Establishment date
    The date when the company was established.
  • Details about the entity's relationship to the client company
    Ownership percentage and relationship in the overall holding structure.
  • A list of transaction types used by the entity
    Different kinds of transactions are taxed differently depending on the country. To generate transfer pricing reports, list all transaction types used by this company. 

When you have all the required information, you can set up your account

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