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Avalara Help Center

How do I change Filing Frequency in the Admin Console?

Overview

You need to know how to change the filing frequency of a filing calendar

Environment

Avalara Returns

Resolution

Note: Only Account Admin's have the ability to make changes to the filing frequency. 

If your filing frequency changes to an early month filer, no changes are needed as Avalara files all returns by the 20th of each month.

  • For returns that require a different form for each frequency:
    • On the Tax Returns tab, click Filing Calendars
    • In the Active Filing Calendars section, find the jurisdiction and form which is no longer correct and click it
      • In the period, when it is still an active calendar, expire the calendar that is no longer correct
    • Add a new calendar in the month or period that it becomes effective
      • Select the new filing frequency
      • Save the change
  • For returns that do not require a different form for each frequency:
    • On the Tax Returns tab, click Filing Calendars
    • In the Active Filing Calendars section, find the jurisdiction and form which is no longer correct and click it.
    • In the Filing Frequency field, select the new frequency
      • A pop-up will appear advising of the default effective date
        • If you prefer a different effective date, click Confirm on the pop-up
        • In the Effective Period field, select your preferred start date of this change
    • In the Notes field, clearly document when you would like the new change to be effective.
    • Save the change
  • All new filing calendar changes will populate in the Submitted Filing Calendar section.
  • Your current filing calendar will still be visible in the Active Filing Calendar section.
  • Our Compliance team reviews and moves the newly submitted Filing Calendar to the Active Filing Calendar section during the 1st to the 10th of the month.

Note: It is suggested to leave comments in the notes section detailing when the new filing frequency should take place to make the change absolutely clear.