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Avalara Help Center

How do we change the date the Liability Worksheet populates?

Overview

You want to know how to change the date the Liability Worksheet populates so you can begin reconciliation earlier.

Environment

Avalara Returns

Resolution

  • In the Admin Console go to Settings Tax liability worksheet options > select the date (1st - 5th)
    • We will build the Liability Worksheet on that date the next filing cycle.
    • Depending on when you change the setting this will take affect the following month, or the month after
  • If the Liability Worksheet shows "No records to display." on the 5th (or later) for an active filing company, please contact support

 

Note: This does not affect your time to approve, you will still have until the 10th of the month.