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Avalara Help Center

Edit company locations

You should regularly monitor your client's company information, which includes reviewing company locations. Make sure to update the information to ensure taxes are correctly calculated and reported on your client's returns.

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Note

If a state outlet number changes, Avalara recommends entering an end date to expire a location, and then adding a new location with the updated outlet number.

Steps

  1. In Managed Returns for Accountants, go to Filing calendars > Locations.
  2. Use filters to select the company name.
  3. In the table, select the arrow to view the company location details.
    Included in this dialog are tabs for questions, errors, and audit history for this location.
  4. Select ⋮ and then select Edit.
  5. You can edit any of the following fields:
    • 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
      • This can be edited only if the location code hasn't been used on a transaction
    • Description: Enter a description of the location
    • Address type: Indicates 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: Indicates if the location is treated as the client's default location
    • 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 required
  6. Select Save when you're finished.
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