You see an amount due that is higher than expected or off by type (for example you were expecting a prepayment to be made this month)
This is because New York is on a unique quarterly filing schedule - off by one month from other states. As a result, we are filing your taxes for the entire New York state quarterly period this month:
Q1: December 1 through February 28/29.
Q2: March 1 through May 31;
Q3: June 1 through August 31;
Q4: September 1 through November 30
In the Avalara admin console - see below instructions on how to generate a Liability Worksheet report that shows the tax calculated this month - AND - the prior accrual from March and April sales taxes.
- The Liability Worksheet Return Detail report will show you the prior accural amount
- Reports > (Under Standard Sales Tax Reports) Click Liability Worksheet Exports
- Select Reporting Entity, Report Type, and the report criteria.
- Click Generate and open the report in Excel.