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Avalara Help Center

Update client company and filing information

This article applies to:AvaTax

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.

Steps

  1. Manage client company information.
    Add new client companies as needed, or edit existing companies when their TIN, BIN, or primary company address changes.
  2. Manage client company locations.
    Add new company locations as needed, or edit the details of existing locations.
  3. 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.
  4. 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.
  5. 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.

See also

Set up Managed Returns for Accountants

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