Many of the administrative activities using Avalara Returns for Accountants will be completed on or from the Settings page. View and make changes to firm or company settings. Also, access to client AvaTax account transactions can be requested from here.
- To open the page, log into Returns for Accountants and select Compliance Manager. The Filing Tasks page is displayed as the default.
- At the top of the page, select Settings. Sub-pages include:
- Account Link Request
Use the Firms page to view and edit settings for the firm, including:
- General settings, for example, fees, banking information, and signature
- Contact information
- Accounts associated with the firm
- Users and permissions
- Invoice Reporting
Permissions and Users
Select these tabs to create permission groups, users, and then assign users to the permission groups. For more information, see Set up permission groups and users.
Settings > Firms > Invoice Reporting, provides usage data by client. Use this to corroborate the billing sent to you by Avalara.
Account Link Request page
To include a client using AvaTax, you must first request access to the client's transactions before their company information can be displayed in the Returns Console. A request is sent to the client's AvaTax account. Once the client approves the request, their transactions are available for returns.
Note: For non-AvaTax clients, once the client is set up in Salesforce, the account is automatically created, and associated with your firm. To view the account, go to Settings > Firms > Accounts. You can then upload the client's transactions using the import transactions template.
For more information, see Create an account link request.
Filter, view, and edit the firm's companies and company settings. Add new and edit companies, edit company status, and export the filtered company list to a spreadsheet file.
For more information, see Set up and edit a company.