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Avalara Help Center

Set up Managed Returns for Accountants

Setting up Managed Returns for Accountants to automate preparation and filing tax returns for your clients involves four essential milestones. Each milestone links to detailed step-by-step instructions to help you successfully complete each one. 

Milestones

  1. Organize your team.
    Sign in to Managed Returns for Accountants, create a firm administrator, and then add other users.
  2. Add client companies.
    Set up a basic company profile for each of your clients. A company profile includes information about their company locations, where they collect tax, and contact information.
  3. Schedule client returns.
    Request funding power of attorney for each of your clients, and schedule the return forms that you want Avalara to file on their behalf.
  4. Reconcile and review liabilities.
    Review liability reports in Managed Returns for Accountants and reconcile them against the reports from your clients' business application.

After you've completed these four milestones, make sure that you keep your clients' information up-to-date, and upload tax notices that your clients receive. Avalara reviews applicable tax notices and works directly with the government until they’re resolved.

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