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Avalara Help Center

Set up Returns for Small Business

This article applies to:

We can prepare and file tax returns on your behalf with Returns for Small Business. If you don't have Returns for Small Business and are interested in learning more, contact your Account Manager for more details.

Steps

  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 AvaTax. 
  3. Link your bank account.
    Give us your payment information so we can pass it along to the tax authorities when you file returns.
  4. Set up your returns.
    Let us know where, which forms, and how often to file.

See also

File taxes on your own
Reconcile and file using Returns for Small Business

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