You want to know if you need to import sales which you processed before using Avalara for the purpose of filling your quarterly returns.
- You need to make sure that all sales which need to be included in the quarterly return are in the Avalara Admin Console, most customers import them:
- Import with the tax calculated previously using process code 1 and the tax amount in the TotalTax column (column AP)
- To have Avalara calculate the tax amount, use process code 3
Note: You only need to add transactions if they are not already in the admin console and you want them to show on your reports, or be included in a return Avalara files. If we do not file your returns and you do not need the Avalara reports updated, you can ski[p this step.