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Avalara Help Center

Add client companies

After you add users, the next step is to add your client companies in Managed Returns for Accountants and adjust the settings to reflect their sales and use tax obligations. If your client has a multi-company organization, add all of the companies.

Before you begin

Steps

  1. Request a link to transactions in AvaTax.
    If any of your clients use AvaTax, send them a request to link their account to your Managed Returns for Accountants account.
  2. Add a client company.
    Begin by entering some basic information about your client's company, including their address and tax ID numbers.
  3. Organize company groups.
    Use company groups to help direct your analysts to companies for which they're responsible.
  4. Add where your client collects tax.
    Enter the states, local jurisdictions, and countries where your client is registered to collect and pay tax.
  5. Add company locations.
    Add other company locations if your client needs to file returns based on location reporting requirements.  
  6. Request funding power of attorney.
    If you didn't do this when you first added a client company, request a funding power of attorney form from each client. This document authorizes Avalara, Inc. to pay the tax on your client's behalf by withdrawing funds from their bank account.
  7. Add transactions.

Next

Schedule client returns

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