A tax notice is a letter or an email you receive from a tax jurisdiction letting you know about a requirement, an adjustment, or an error involving your tax account. Receiving a tax notice doesn't necessarily mean something's wrong. Some tax notices are informational only, providing updates about tax rate or filing schedule changes. Legally, we can help you only if we file your returns.
- If you use Returns, we recommend that you send the notice to us to help determine next steps.
- If you use TrustFile, see What should I do if I receive a notice from the state for a return filed through TrustFile?
|Notice type||What it means||What you should do|
|Credit||You have a credit balance in your account.||Send the notice to us through Returns as long as it relates to sales and use tax. Our compliance team will help you understand refund and credit options.
|Discrepancy||There's an issue with a return we filed on your behalf.||Send the notice to us through Returns. After you submit a notice to us, double-check the status to find out whether you need to complete a power of attorney form or answer other questions.|
|Filing change||A jurisdiction changed how often they want you to file.||Update the filing frequency of your scheduled returns.|
|Rate change||A jurisdiction changed a tax rate.||Send the notice to us through Returns. Remember to update custom tax rules if the rate change affects them.|
|Reminder to file||You need to file soon.||Make sure that your filing frequency matches the filing information in the notice. If needed, update the filing frequency. If a state has special requirements, open a support case.|
|Procedures||Filing procedures changed.||Update your return instructions. For example, a state may send you notice letting you know that all future returns should be filed electronically.|
|Refund payment||The jurisdiction has issued you a refund or other payment.||Don't forward refund checks or similar payments to Avalara. Those are for you to keep. If you're unsure why you're receiving a payment, contact the jurisdiction that sent it to you.|
|Other||This type covers any other kind of notice, including a lack of filing notice.||Send the notice to us through Returns, and we'll help determine next steps.
Before you submit a lack of filing notice to us...