After you've set up Managed Returns for Accountants, 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.
Before you begin
- Manage client company information.
Add new client companies as needed, or edit existing companies when their TIN, BIN, or primary company address changes.
- Manage client company locations.
Add new company locations as needed, or edit the details of existing locations.
- Add or remove regions where your clients collect tax.
Monitor where your client is registered to collect tax, then add new regions or edit existing regions as needed.
- Update client return forms.
Submit new tax return filing requests as your clients register in new regions, or update an existing filing request if there's a change to the filing frequency or other information we need when filing.
- Add and review tax notices.
If your clients receive tax notices, upload them to Managed Returns for Accountants so Avalara's Compliance team can help to resolve them.