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Do I need to import transactions for a quarterly return?

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Overview

You want to know if you need to import sales which you processed before using Avalara for the purpose of filling your quarterly returns.

Environment

Avalara AvaTax

Avalara Returns

Resolution

  • You need to make sure that all sales which need to be included in the quarterly return are in the Avalara Admin Console, most customers import them:
    • Import with the tax calculated previously using process code 1 and the tax amount in the TotalTax column (column AP)
    • To have Avalara calculate the tax amount, use process code 3

 

Note: You only need to add transactions if they are not already in the admin console and you want them to show on your reports, or be included in a return Avalara files. If we do not file your returns and you do not need the Avalara reports updated, you can ski[p this step.