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Avalara Help Center

What date is used for filing by Avalara?

Overview

I see two dates for the transaction in our transactions tab, a Doc Date and a Status Date. I need to know which of these is used for our filings and reports.

Environment

Avalara Avatax

Avalra Returns

Resolution

  • Avalara will file returns based on the DocDate (and the jurisdictions where the tax was calculated even if the amount is $0)
    • Example being if the DocDate is 1/1/16 the liability will be bucketed into the January liability for the year 2016
  • Avalara uses the same field, DocDate, for reports.
    • Example being if the DocDate is 1/1/16 the liability will be bucketed into the January reports. This is the same for all reports.