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Get Started with Avalara Returns for Communications

This article applies to:

To get started with Returns for Communications, you must complete an Avalara Returns for Communications - Onboarding document

* Funding amounts are based on estimated tax liability

  1. Download the Avalara Returns for Communications - Onboarding document. All information you provide will be used to assist us in the onboarding process. 
  2. Watch the video, which takes you through each section of the Onboarding Document. Fill out the downloaded document according to the directions in the video.

    You can find instructions for each tab in the video at these times:

    1s - General Instructions tab
    31s - Basic Customer Information tab
    2:15m - Basic Filing Information tab
    3:35m - Funding POA tab
    4:00m - Filing Calendar tab
    5:25m - Compliance Calendar tab and Next Steps

     
  3. Sign the Initial Funding Authorization. The Power of Attorney Form within the Avalara Onboarding Document allows Avalara for Communications to transfer money from your bank account to our Bank of America account in order to make the necessary payments associated with your tax returns.  The first funding request will be an estimate based upon the historical data that you provide to us, plus a 10% cushion.

    Schedule for funding pulled from your account:
     

    Pull Event

    Affects Returns Due On

    ACH Pull Day

    First Pull

    Day 1 – 15*

    1st – 3rd

    Second Pull

    Day 16 - EOM*

    7th – 9th

    * Funding amounts are based on estimated tax liability
     

    Schedule for wire transfers:

    Wire Event

    Affects Returns Due On

    Wire Due Date**

    First Wire

    Day 1 – 15*

    1st

    Second Wire

    Day 16 – EOM*

    8th

    * Funding amounts are based on estimated tax liability
    ** If the due date falls on a weekend or holiday, funds are due the next business day

     
  4. Download the Sample Data File Spreadsheet to enter your data.
  5. After documentation is complete, please email it to an Onboarding Analyst.
  6. Any future inquiries that you may have can be addressed during our initial Welcome Call. 

 

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