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Add a company location

Company location can affect how taxes are calculated and reported on returns. To allocate sales correctly, locations need to be added to your client's company profile. Adding locations to a client’s profile allows transactions to be tracked for online marketplaces and in jurisdictions requiring location-based filing. You can also run reports or filter by location code on the Returns > Transactions page for reconciliation.

Locations can be added manually or imported. In some states, Returns for Accountants can use your client's e-filing username and password to capture locations from the taxing authority web portal. In Colorado, Returns for Accountants can automatically register your client for all of the required non-physical locations.

Before you begin

  • For location-based filing, gather the addresses and registration information of all of your clients locations in the United States
  • Find out if your client sells through online marketplaces

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Important

Once you've added locations, make sure you're passing the correct location code with each transaction from your business application to us.

Steps

To manually add a location to a company  

  1. In Managed Returns for Accountants, go to Filing calendars > Locations.
  2. Select the icon.
  3. In the Create location dialog, enter the location information:
    • Company name: Select the company
    • Location code: This should match the location code provided by the client's business application
      • This location code must also be included with any transactions associated with this location
      • If this is a marketplace location, use the name of the marketplace (such as Amazon, Etsy, eBay, etc.)
    • Description: Enter a description of the location
    • Address type: Select if this is a physical location, salesperson, or marketplace location
    • Address category: Select an address category
      For marketplace locations, select one of the following:
      • MarketplaceRemitsTax: Gross is reported, but tax is not paid because the marketplace is responsible for remitting the tax
      • SellerRemitsTax: Gross and tax are reported and paid by the client
    • Effective date: The earliest date you would report tax for this location
    • End date: Enter this only if the location has closed or is scheduled to be closed
    • Default outlet code: Select this if the location should be treated as the client's default location.
  4. Select Next.
  5. Enter the full address of the company location, then select Next.
  6. Enter the following information:
    • DBA Name: The doing business as (DBA) name used at the location
    • Outlet name: The name the client uses for the location
    • Account number: The account or registration number of the location
    • Any other requested information: Depending on the state, some additional information may be requested
  7. Select Save.

After saving the location, make sure to include the location code when you import transactions for that location.

To import locations

  1. In Managed Returns for Accountants, go to Filing calendars > Locations.
  2. Select the icon.
  3. In the Create location dialog, select Import locations > Download template.
  4. Open the LocationTemplate.xlsx file you downloaded.
  5. Enter information for each column, one row per location. For AddressTypeID and AddressCategoryID, select the AddressTypeId and AddressCategoryId tabs to see the options you can add to these columns.
  6. Save the spreadsheet.
  7. On the Import locations dialog, drop or browse to the file to upload it.
  8. Select Save.

To capture locations

  1. In Managed Returns for Accountants, go to Filing calendars > Locations.
  2. Select the icon.
  3. In the Create location dialog, select Capture locations.
  4. From the Region menu, select California, Colorado, or Texas.
    Location capture is only available for these three states.
  5. Select Capture.

To register Colorado non-physical locations only

  1. In Managed Returns for Accountants, go to Filing calendars > Locations.
  2. Select the icon.
  3. In the Create location dialog, select Register locations.
  4. From the Region menu, select Colorado. 
  5. From the Tax form code menu, select CO DR-0100 for Outlets – Colorado Retail Sales Tax Return for Outlets.
  6. Select Register.
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