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.
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. After Avalara has filed a return at least once, you can no longer edit these details, and must create a new version of this form and expire the old one.
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
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.
|You can't change the filing calendar for returns related to Streamlined Sales Tax (SST), since this program requires monthly filing.|
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:
- 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.
- 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.
- 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."