Avalara TrustFile
This guide provides an overview of Avalara TrustFile features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.
- Auto-file
- This guide provides an overview of the new TrustFile auto-file feature. In addition, it contains recommendations on best practices and common questions.
- Set up TrustFile Defaults
- Before you begin using TrustFile, verify your company, user, and payment settings. The company address settings are particularly important since TrustFile uses them to report on tax.
- Reconcile and Troubleshoot Discrepancies
- The liability report exposes discrepancies between the totals in TrustFile and your accounting system. If you notice a discrepancy between gross sales and tax collected in TrustFile and the gross sales and tax collected in your accounting system, use the liability worksheet to find and resolve any issues. If there aren't any discrepancies, file your return.
- Sales Tax Guides for Your Accounting Platform
- We've gathered a list of sales tax guides that walk you through managing the sales and use tax you are collecting.