A tax notice is a letter or an email your client receives from a tax jurisdiction letting them know about a requirement, an adjustment, or an error involving their tax account. Receiving a tax notice doesn't necessarily mean something's wrong. Some tax notices are informational only, providing updates about tax rate or filing schedule changes. Legally, we can help only if we filed the clients' returns.
In cases where a company receives a tax notice and a filing power of attorney is required, make sure the company's compliance contact information is current.
Use the Notices and the Returns > Filing Tasks pages to create tax notices. You have the option to upload associated notice documents here. Once created, notices are read-only.
View notices, statuses, and responses you receive from us in the Notices table.
Before you begin
- Check to see if a representative power of attorney form is required by the jurisdiction that sent the notice.
- Identify the information to be addressed for a particular return as well as any associated files to be included.
- Contact your account administrator if you can't view notices. Only users with account-level permissions can view tax notices.
To add a notice:
- In Managed Returns for Accountants, do one of the following:
- Select the Notices tab. In the right table pane, select the plus icon.
- In Returns > Filing Tasks,
- Filter to find the tax period and return associated with the notice.
- Once you locate the return you're looking for, select > Create Notice.
- In the dialog, enter information in the company, tax period, form name, and filing frequency fields. You can also include notice type, tax due, interest, penalty, and other financial information. A comment field is also provided.
- If there is a document associated with the notice, you can upload the document.
- Select Save.
- If you don't have a power of attorney form for notices on file, you are asked if you want to proceed without a representative power of attorney form.
A representative power of attorney form allows Avalara to contact a jurisdiction on your behalf to resolve any tax notices that you receive. Select one of the following:
- Yes: The notice is logged, but Avalara does not begin working to resolve the notice until a completed representative power of attorney form has been received.
- No: The notice is not logged.
All notices are displayed in the Notices table even if you create them from the Filing Tasks page.
After you've added a notice, make sure to keep track of the status of the notice.