Avalara TrustFile
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.
This webinar is intended to get you up and running on TrustFile. We'll walk through your first log-in to setting up your TrustFile defaults. We'll demonstrate how to import and synchronize your transactions and best practice tips for filing your returns.
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.
Once you've verified your settings, import or synchronize your transaction data so TrustFile can generate returns.
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.
The liability report exposes discrepancies between the totals in TrustFile and your accounting system.
Troubleshoot and find answers to your questions about all things related to TrustFile.
We've gathered a list of sales tax guides that walk you through managing the sales and use tax you are collecting.
Some counties in Florida have a Discretionary Sales Surtax rate. FL DR-15 and FL DR-15CS include this surtax on lines 15(A-D). When you manually enter sales totals, TrustFile determines if surtax applies to your company based on your Company and/or Location address.
After you've reviewed your state settings, you're ready to fill out your return and file.
This guide is intended to help you if you previously used a downloadable TrustFile product (FloridaFile or NewJerseyFile) to get started using the online version of TrustFile in 2017.
Before you begin using TrustFile for Accountants, enter company information.
In the course of reconciling and troubleshooting problems with transactional data, you may need to make changes. Edit or delete transactions to reconcile problems with this data.
Once you've added companies, verify your settings. Company address settings are particularly important because TrustFile for Accountants uses them to report on tax.
You're ready to file once you: 1) import data into TrustFile for Accountants; 2) inform TrustFile for Accountants when and which forms to file, and which states they should be filed in; 3) reconcile transaction data.
Once you've added companies and verified your settings, provide sales tax data that TrustFile for Accountants can use to generate sales tax returns.
Troubleshoot and find answers to your questions about all things related to TrustFile.
The liability report exposes discrepancies between the totals in TrustFile for Accountants and your accounting software.
We've gathered a list of sales tax guides that walk you through managing the sales and use tax you are collecting.
After you've reviewed your state settings, you're ready to fill out your return and file.