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Edit your scheduled returns

This article applies to:Avalara Returns

After Avalara reviews a return you scheduled, it appears at Returns > All Scheduled 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. 

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  • 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. 

 

Update return details

Until Avalara files a return, you can edit return details like e-filing username and password, mailing address, and specific form-required information.

To update these details by going to Returns > All scheduled returns and clicking the pencil icon next to the return that you want to modify. When you're done making your updates, click Save Filing Settings.

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.

Update the filing frequency

If you receive a notice saying that you need to change your filing frequency so that you're filing earlier in the month, remember that Avalara always files all returns by the 20th of each month. You don't need to make any updates if your new filing deadline is on the 20th or later.

How you change the filing frequency on a form depends on the rules of the taxing jurisdiction. Some jurisdictions have different forms for different filing frequencies, while others use the same form for all of them. Only account administrators can change the filing frequency.

In jurisdictions that have the same form for each filing frequency:

  1. Go to Returns > All Scheduled Returns and click the pencil icon next to the return form you want to edit. If you can't find it in the list, use the search tool.
  2. If the form hasn't been filed for the first time yet, change the filing frequency in the Filing Frequency dropdown. If the form has been filed at least once before now, click Change the Filing Frequency, select the new filing frequency and first filing period from the dropdown menus, and click Use This Schedule.
  3. Click Save Filing Settings when you're done.

If you encounter an error, check if the form has an associated location. You can't change the filing frequency on forms with locations assigned to them. Instead, expire your current form and create a new one at the new filing frequency.

In jurisdictions that require a different form for each filing frequency:

  1. Go to Returns > All Scheduled Returns.
  2. Click Add a Tax Return Form.
  3. Select the correct jurisdiction from the dropdown menu, and click Use This next to the form you want to start filing.
  4. Fill out the form details and click Save Filing Settings to send the form to Avalara for review.
  5. Expire the old form on the first filing month of the new form.

Find return form changes that you've made, but which haven't taken effect yet, in the Pending section of the All Scheduled Returns page. Your current return form is still visible in the Active section until the change comes into effect, at which point the pending return becomes active and the original form is expired. Avalara reviews pending changes and new scheduled returns between the 1st and the 10th of each month.

Change the location code

Some jurisdictions require that returns be filed for specific locations. To change the location code used on a return in one of those jurisdictions:

  1. Go to Returns > All Scheduled Returns and click the pencil icon next to the return form you want to edit. If you can't find it in the list, use the search tool.
  2. Select one of the options in the Locations section. If you clear the selection, all transactions in the jurisdiction that aren't being used on another location-based form are used to file the return, whether or not they have a location code associated with them. 

    If the return form doesn't have a Locations section, it can't be filed by location.
  3. When you're done, click Save Filing Settings.

Remember to assign the new location code to the transactions that you want to be on this return. If you create a location but don't use it on transactions, your location-based returns can't calculate tax accurately.

Stop filing a return

If you need to stop filing a scheduled return, you have until the last day of the month before the month you're filing. For instance, if you need Avalara to stop filing a return starting in July, you'd need to expire the scheduled return by June 30. 

Go to Returns > All Scheduled Returns and click the pencil icon next to the jurisdiction that you want to stop. On the next page, scroll to How Do I Stop Filing This Return? and select the last filing period Avalara will file. 

  • Once the final filing period has passed, the return is moved to the Expired list and kept there for your records.
  • Scheduling a return form a second time automatically expires the original version during the new form's first filing period.
  • To start filing a return again in a place where you have previously expired a return, schedule a new return. Returns cannot be "unexpired."
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