Skip to main content
Avalara Help Center

How can I get an extension to keep my liability worksheet unlocked?

Overview

You have realized that adjustments need to be made to the liability worksheet and may require it to be kept unlocked past the 10th.

Environment

Avalara Returns

Resolution

  • Before submitting an extension 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 without needing an extension.
      • 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 have an extenstion applied. 
    • Is it after the deadline to approve?
      • If it is after 5PM PST on the 12th, we will be unable to extend the liability worksheet as it will cause issues with timely filing and pulling funds. ​​​​​
      • If it is after 5PM PST on the 10th, some of your returns may have been prepped and filed as our compliance team immediately starts that process when your worksheets have locked.
        • The return(s) can be amended to include any changes, if necessary.
  • Contact Support to request an extension to keep the liability worksheet unlocked past the 10th.
    • The latest the liability worksheet can be unlocked is 5PM PST on the 12th, even if the 12th falls on a holiday or weekend
  • 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.
  • If your filing calendar has already been approved or the locking deadline of 5PM PST on the 10th has passed, please note this in your extension request.
  • In your request please include:
    • The list of states, or say all states, you would like the extension for.
    • If this issue was caused by a connector issue or if you simply need extra time
      • If this was caused by a connector issue, please work with our Support team to resolve it
    • The time period of when you would like the liability worksheet re-locked, if prior to 5PM PST on the 12th.

 

Note: Periods that have been filed already by Avalara cannot be unlocked. 

Next steps

For more information on the liability worksheet, please review Manage the Liability Worksheet. You can also attend our Liability Worksheet Webinar.

To submit an amendment request, please review Amend and File Late.