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.
How TrustFile manages compliance
Before you file, keep the following in mind:
- Avalara files any state form for you. We do this electronically for some states, and in others we manually prepare and file your return on your behalf. Click File and TrustFile prompts you to provide any missing information to complete the filing process.
- TrustFile doesn't yet support filing separate local returns, but we do highlight the amount of local tax owed different jurisdictions on our Liability Report. (In most states, taxes owed by local jurisdictions are collected by the states and are included in the state return.) States that require local sales tax returns to be filed independently of the state return include Alabama, Alaska, Arizona, Colorado, Idaho, and Louisiana. At this time, you'll need to file local returns manually.
TrustFile eFiling and printable returns aren't functional for all states. If you need help registering to file sales tax with state governments, Avalara partners with Peisner-Johnson to help business owners who want to collect tax in the states where they have nexus. Peisner-Johnson can also help with back-filing and other tax-related special needs.
Prepare and file a return
Once you've reconciled your transaction data, you're ready to file. Follow these steps to file your returns. Make changes to the your filing preferences for each state in the state's widget on the Current Returns page.
- If you didn't do so after importing or syncing data to TrustFile, set the form you file for each state.
- Once the form's verified, the state widget moves up in the queue. Locate the state you'd like to file your returns in, click Add registration info, and provide the requested information.
- The File button for the state turns blue when the return is ready to be filed. Click File, and then click File & Remit in the verification window. If TrustFile doesn't offer eFiling for the state, you're prompted to provide your log-in credentials for the state so we can file on your behalf. The return is submitted/filed on the Due Date.
Remember, if you're not seeing the transaction data you expect, or if any of the numbers appear to be wrong, reconcile the data and troubleshoot discrepancies.