Approve returns for filing

Approve returns for filing

Review and approve the returns Avalara will file for you

About this course

What you learn
Learn about the monthly filing cycle, including how to review returns, troubleshoot variances, and approve returns before filing.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for reviewing and approving returns, this course is for you.

Curriculum45 min

  • Understand the Returns timeline
  • Discover how the filing cycle works
  • See what you learned
  • Review your returns
  • Where to review your returns
  • See what you learned
  • Troubleshoot variances
  • Check your tax types
  • Look at your transactions
  • Review vendor discounts and rounding
  • Consider other adjustments
  • See what you learned
  • Review carryover credits
  • Examine applied vs excluded credits
  • See what you learned
  • Review adjustments
  • Review jurisdictional adjustments
  • Review state credits
  • Review prepayments and prior payments
  • See what you learned
  • Review consumer use tax
  • Review consumer use tax
  • Examine consumer use tax transactions
  • See what you learned
  • Approve your returns
  • Approve your returns
  • See what you learned
  • Keep learning
  • Keep learning

About this course

What you learn
Learn about the monthly filing cycle, including how to review returns, troubleshoot variances, and approve returns before filing.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for reviewing and approving returns, this course is for you.

Curriculum45 min

  • Understand the Returns timeline
  • Discover how the filing cycle works
  • See what you learned
  • Review your returns
  • Where to review your returns
  • See what you learned
  • Troubleshoot variances
  • Check your tax types
  • Look at your transactions
  • Review vendor discounts and rounding
  • Consider other adjustments
  • See what you learned
  • Review carryover credits
  • Examine applied vs excluded credits
  • See what you learned
  • Review adjustments
  • Review jurisdictional adjustments
  • Review state credits
  • Review prepayments and prior payments
  • See what you learned
  • Review consumer use tax
  • Review consumer use tax
  • Examine consumer use tax transactions
  • See what you learned
  • Approve your returns
  • Approve your returns
  • See what you learned
  • Keep learning
  • Keep learning