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State-wise set up instructions for recurring prepayment or prior payment

If you are a new customer or Avalara doesn't have a year's worth of prepayment data for you, provide details in Excel Prepayment Template Grid and send it by the case submission form.

State Additional return form for prepayment Instructions
CA CA Prepayment

For states that require you to file on a quarterly frequency but with monthly pre-payments, add an additional return form for the pre-payment on top of the one already setup for your return.

Note: For these states, monthly prepayments are based on current period data. Therefore, no need to provide prior year data.

IA IA Monthly Deposit (different from IA Bi-Monthly pre-payments)
NJ NJ ST-51
NY

NY ST-809

Note: NY also has the PrompTax program, which is an additional payment on top of the monthly pre-payments.

VA VA Accelerated Payment For states that require once a year pre-payments, add an additional return form is required.
AZ TPT ES
WV Please create a Support Case to get the return form set up.
MA MA Monthly PrePayment For states that require a pre-payment on top of the monthly return but the payments must be separate of the filed return, an additional return form is needed.
OK OK Monthly Pre-payment
PA PA Monthly Pre-payment
AL AL 2100

One state has a separate return form for a combined return and pre-payment.

Note: To activate either return, please submit a case in addition to providing any period data that Avalara does not have 12 months prior to the start of filing.

KY KY 51A103
AR   Currently, Managed Returns does not support pre-payments for the states listed below. You must make the payments directly to the state and then report the prior payments in AvaTax so that we do not pay the same liability again.
IA IA Bi-Monthly Deposit (different from IA Monthly pre-payments)
IL  
MI  
MO  
FL If you have prepayment requirements in these states, please notify our Compliance team via case submission so they are able to activate the system calculation.
GA
KS
NC
OH

Note: For Texas, Avalara doesn't support the calculation of prepayment. However, Avalara can make the pre-payment if it is added to your scheduled returns.

Once you have scheduled any necessary return forms in AvaTax, contact our Support team to ensure your pre-payment requirements are thoroughly documented. Make sure to include whether you have a set pre-payment amount, and what that amount is, or if you want us to calculate the pre-payment based off of each state's requirements.

 

 

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