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Avalara Help Center

Set up Managed Returns

This article applies to:

We can prepare and file tax returns on your behalf with Managed Returns. If you've purchased it, set up Managed Returns now.

If you've purchased Returns for Small Business instead of Managed Returns, learn how to set up Returns for Small Business.

Before you begin

Gather the information you need to set up Managed Returns.

If you want multiple companies to file returns as a single reporting entity, make sure they all have the same parent company in AvaTax.

  1. Review where you collect and pay tax.
    Make sure we know everywhere you collect and pay tax.  Confirm the tax types and effective date for each jurisdiction.
  2. Import missing transactions.
    Verify that all transactions for this filing period are in our platform (for annual returns, for example, make sure you have all transactions for this year). If a jurisdiction requires you to make early payments on any returns that you want Avalara to file for you, add those prior payments to Managed Returns as well.
  3. Complete a funding power of attorney.
    This way, we can pay on your behalf. 
  4. Set up your tax returns.
    Let us know where, which forms, and how often to file.
Tip icon If you need to file returns in Canada, you cannot set them up directly in Managed Returns. Submit a case with your company name and filing terms. Learn more about Canadian filing requirements.

See also

File taxes on your own
Reconcile and file using Returns
Monthly Returns cycle
Add users and assign permissions

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