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Avalara Help Center

Why are my liability worksheet totals for a specific state not what I expected?

Overview

You have viewed your liability worksheet for a specific state and found that the totals were not what you expected.

Environment

Avalara Returns

Resolution

  • A possible reason for this could be tax types not matching from the transactions to the type of tax being filed on your return.
    • A simple way to verify would be to run the Sales and Sellers Use Tax Summary report to see what tax type the transactions are calculating.
    • Compare this with the tax type listed on your registration and filing calendar with the jurisdiction.
      • Each jurisdiction will have your company registered for a specific tax type to collect and remit.
    • You can also check the tax type listed in Nexus
  • Check to make sure if any carry-over credits were applied or excluded.
  • Check the return filing frequency.
    • If it is the middle of the cycle, you will see tax liability but nothing due.
    • If it is the end of the cycle, you will see previous months' liability due.
  • Check if we are set to file for that jurisdiction.
  • Check the status date of the transactions.
    • Transactions posted to AvaTax after the worksheet has been approved or approved on behalf will not be included on the return.
    • If you have a quarterly return with monthly prepayments, transactions added after the prepayment had be reported would not have been included and would need to be reported on the quarterly return.
  • Review your liabilities for any transaction discounts.
  • Try to rebuild the liability worksheet.
    • If changes to the liability were made recently, it is possible that the worksheets are still trying to build.
    • Using the rebuild worksheet function would force those changes to build at that moment, updating all liabilities for the selected state(s).
  • If nothing changes, please contact support.