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Avalara Help Center

Complete a funding power of attorney

This article applies to:Avalara Returns

If we're filing your returns, we pay the tax you owe by withdrawing from your bank account. Before this can happen, you need to complete a funding power of attorney (POA). This form authorizes us to make payments on your behalf.

To manage your funding power of attorney, go to Returns > Funding power of attorney and follow the steps provided in this section.

Be sure to send us your funding POA well in advance, at least a month from the day you plan to go live with Managed Returns.

 

Before you begin

Decide who will authorize the funding power of attorney. This person should be able to do these things:

  • Give your company's banking information to Avalara
  • Make withdrawals from your company's bank account

If you're setting up a power of attorney form for the first time, you need to have the form submitted to Avalara by the 20th of the month (so to file July returns, have the form submitted by July 20th). If you've updated your form, or are submitting a new power of attorney form, submit it by the end of the month.

Steps

  1. Go to Returns > Funding power of attorney.
  2. Select Create a power of attorney.
  3. Authorize the funding power of attorney. (If you do not have admin rights, you will not be able to authorize a power of attorney.)  
    • If you're authorized to sign, select Yes, I'm authorized to sign.
    • If you're not authorized to sign, select No, someone else at my business signs, enter the email address of the person who is authorized to sign, and select Next.
  4. Follow the instructions on the Funding Power of Attorney authorization page to complete the POA form and sign it electronically.
  5. Select Submit when you're done.
  6. After your POA is approved, let your bank know Avalara is authorized to debit your account.
     

    Tip icon

    You may need to give your bank Avalara's bank origination ID (1911995935).

On the home page, a message displays indicating that you've submitted the POA and it's waiting to be approved. When your POA is approved, the message goes away. Typically, the process takes around 30 days.

Once your POA is completed, you may see a $0 debit from Avalara to the bank account that you have linked to Managed Returns. This is a validation that the connection is working, and will fall off of your account without incurring any charge.

You can have a single, active funding POA associated with your company's returns. If you submit an updated Power of Attorney, the most recent approved version will become the active funding POA for your company and the previous version will be retired.

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