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Avalara Help Center

How can I view and edit the current remittance account details?

Overview 

You wish to update or view the payment account information in TrustFile .

Environment 

TrustFile

Resolution 

  • You can't view the complete account details (only the name and the last 4 digits)  or edit the payment account information in TrustFile .

    • If the bank or payment account information is not correct or if it needs to be updated, then the old information must be deleted and the new account information must be added. 

    • To delete and add account, log into TrustFile , click on the Filing you wish to edit > Edit Company Info > Payment & Remittance

    • The bank information can be deleted or added from that page.  

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