Get Ready for Avalara to File Your Returns

Get Ready for Avalara to File Your Returns

Do your part so Avalara can file your returns each filing cycle

About this class

Learn what to do and when to do it so Avalara can file your returns successfully during each filing cycle. Take a tour to get oriented, review filing milestones and their timeline, and comprehend and work with returns-related figures. 

Curriculum

  • Take a tour
  • See where to review and approve returns
  • Watch for important messages as you work
  • Learn where your data comes from
  • Understand where your data comes from
  • Review important deadlines
  • Keep track of reconciliation and approval deadlines
  • Investigate differences between State Summary and State Detail views
  • Section overview
  • Understand tax type settings
  • Learn how filing frequency affects what you owe
  • Work with locked and unlocked transactions
  • Investigate differences between Amount Due and Remittance to Tax Authority
  • Section overview
  • Adjustment type: discounts and rounding
  • Adjustment type: prepayments and prior-payments
  • Adjustment type: jurisdictional
  • Adjustment type: state credits
  • Adjustment type: other
  • Learn about carry over credits
  • Understand how carryover credits affect your liability
  • Find carryover credits
  • Learn about Consumer's Use Tax
  • Understand Consumer's Use Tax
  • Understand how Consumer's Use Tax affects your returns
  • Manage your returns
  • Refresh your returns summary
  • Ask for help with your returns
  • Approve your returns
  • Work with Returns reports
  • Tax liability worksheet state summary
  • Tax liability worksheet summary return detail
  • Tax liability worksheet carryover credits

About this class

Learn what to do and when to do it so Avalara can file your returns successfully during each filing cycle. Take a tour to get oriented, review filing milestones and their timeline, and comprehend and work with returns-related figures. 

Curriculum

  • Take a tour
  • See where to review and approve returns
  • Watch for important messages as you work
  • Learn where your data comes from
  • Understand where your data comes from
  • Review important deadlines
  • Keep track of reconciliation and approval deadlines
  • Investigate differences between State Summary and State Detail views
  • Section overview
  • Understand tax type settings
  • Learn how filing frequency affects what you owe
  • Work with locked and unlocked transactions
  • Investigate differences between Amount Due and Remittance to Tax Authority
  • Section overview
  • Adjustment type: discounts and rounding
  • Adjustment type: prepayments and prior-payments
  • Adjustment type: jurisdictional
  • Adjustment type: state credits
  • Adjustment type: other
  • Learn about carry over credits
  • Understand how carryover credits affect your liability
  • Find carryover credits
  • Learn about Consumer's Use Tax
  • Understand Consumer's Use Tax
  • Understand how Consumer's Use Tax affects your returns
  • Manage your returns
  • Refresh your returns summary
  • Ask for help with your returns
  • Approve your returns
  • Work with Returns reports
  • Tax liability worksheet state summary
  • Tax liability worksheet summary return detail
  • Tax liability worksheet carryover credits