Set up location-based filing

About this task

Before you begin

Gather the addresses for any physical locations that your company has in US states that require location-based filing. The steps below describe how to set up location-based filing for a single location. To add many locations at once, import company locations in bulk.

About this task

You can add locations to your company profile to ease the process of filing tax returns in states that require companies to file tax returns for each physical location individually.

If you use Avalara Managed Returns, we may be able to create locations for you in regions where you've set up return forms by pulling information from your account on the tax jurisdiction's e-filing website. Unfortunately, most jurisdictions don't provide us with that information, so it's better to create locations in AvaTax yourself to make sure that you're prepared for filing.

If your platform also integrates to marketplaces, you might also need to add marketplace locations.

Steps

In AvaTax, go to Settings > Company Locations and Marketplaces .
Select Add a Location.
Add the location information:
1. Enter a location code that’s easy to remember or one already used in your business application.
2. Select Type > Location.
3. Select a category that best describes the location.
Enter the address for the location, select Validate, and then select Use Validated Address.
Enter an effective date for when you want to start calculating transactions for this location.
Enter additional information, if required for your location.
Optional: Add attributes for your location if needed for accurate tax calculation:
1. Select an option from the Attribute list, then enter the required information for the attribute.
2. Select + Attribute to add another attribute.
Select Save This Location.

Result

The location is now set up in your company profile. Use the location code to:

Track transactions
Create location-specific reports
File through Managed Returns
Filter by location code on the Transactions page in AvaTax