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Avalara Help Center

Set up Returns

This article applies to:Avalara Returns

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

Before you begin

Gather the information you need to set up 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 the current 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 Returns as well.
  3. Complete your funding power of attorney.
    This way, we can pay on your behalf. 
  4. Schedule your 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 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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