Prepare for Avalara to File Your Returns

Prepare for Avalara to File Your Returns

Learn what to do in AvaTax Update each month before Avalara files your returns

About this course

Find out how to review and approve your returns each month in AvaTax Update so Avalara can file them for you.

You need about an hour to take this class.

Curriculum

  • Let's go
  • Class info
  • 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
  • Congratulations!
  • Congratulations

About this course

Find out how to review and approve your returns each month in AvaTax Update so Avalara can file them for you.

You need about an hour to take this class.

Curriculum

  • Let's go
  • Class info
  • 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
  • Congratulations!
  • Congratulations