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.
- 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.
- Import or Synchronize Transactions
- Once you've verified your settings, import or synchronize your transaction data so TrustFile can generate returns.
- Edit or Delete a Transaction
- In the course of reconciling and troubleshooting problems with your transaction data, you may need to make changes. Edit or delete transactions to reconcile problems with this data.
- 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.
- File a Return
- You're ready to file once you: 1) import data into TrustFile; 2) inform TrustFile when and which forms to file, and in which states they should file; and 3) reconcile your transaction data.
- Manually Enter Florida Return Values
- After you've reviewed your state settings, you're ready to fill out your return and file.
- 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.
Shortcuts
Avalara TrustFile Release Notes- Read the release notes to learn about the latest changes, improvements, and fixes to TrustFile.