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Avalara Help Center

How can a customer monitor the returns process?

Overview

You want to know how a customer can monitor their returns while they are being processed.

Environment

Returns for Communications

Resolution

  • There are several points of contact a customer can use to monitor the returns process:
  • If we have not received the data file(s) several days before the first returns are due, we proactively email the client's contacts. This will allow the client to follow-up with their internal processes which should be delivering the files to Avalara. 
  • If the client is printing the checks, then the returns will be made available to them (and a summary report) 4-5 days prior to the due date so they can enter the amount in their accounts payable system. 
  • At the end of the month the management reports are compiled for review and reconciliation on the Avalara Communications Portal.