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Avalara Help Center

Edit scheduled returns in Managed Returns

This article applies to:Avalara Returns

After Avalara reviews a return you scheduled, it appears at Returns > View and add returns. On the Active list, you can edit returns that you've scheduled to be filed and keep track of regions where you might still need to schedule returns. 

  • Avalara reviews returns between the 1st and the 10th of each month, so a return you scheduled or a change you made might not show up right away.
  • Submit changes to existing scheduled returns by the last day of the month when you want to file. For example, if your filing frequency changes in March, you need to submit an updated scheduled return by March 31. 

Steps

  1. Go to Returns > View and add returns.
  2. Find the return to update and select Details next to that return.
    The Return settings page appears in which you can make the required updates.
    Note: After Avalara has filed a return at least once, you can no longer update the return details. In this case, you must create a new version of the return and expire the old one.
  3. Make the following updates as per your requirement:

A return's effective date updates automatically, but the first filing month can't be edited. To change the first filing month after you've submitted the return form, set up a new form with the updated information. The old form automatically expires during the first filing period of the new form.