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Avalara Help Center

Can I unlock the returns I approved?

Overview

You approved returns, but then realized that adjustments still need to be made, so you'd like to unlock some or all states.

Environment

AvaTax Update

Resolution

  • Before submitting an unlock request, determine if one is needed:
    • Do we file the requested state(s)?
      • If we are not filing the requested state(s), then your transactions will remain unlocked and editable.
    • What frequency is set for the requested state(s)?
      • If you have a multi-month frequency (Quarterly, Semi-Annual, or Annual), changes can be made prior to the end of the filing period.
      • The exception to this would be in states where monthly prepayments are filed, such as CA.
    • Is this for the current period?
      • Periods that have been filed already by Avalara cannot be unlocked. 
    • Is it after the deadline to approve?
      • If it is after 5PM PST on the 10th and you would still like to unlock the liability worksheet, this will require an extension request.
      • There is a fee associated with this request.
        • The fee varies and will be communicated by our Reconciliations team once the request is reviewed, prior to execution.
  • Contact Support to request an unlock service for some or all states prior to the 10th.
    • Please include the list of states, or say all states, you would like unlocked.
  • The liability worksheet will re-lock at 5PM PST on the 10th, even if the 10th falls on a holiday or weekend

Next Steps

If an extension is needed, please review How can I get an extension to keep my liability worksheet unlocked to submit a request.