Set up returns

Once the client account is provisioned or linked to your Firm account, you can begin setting up the returns experience on the client’s behalf.

The setup process ensures that Avalara has the correct jurisdictional data to accurately prepare, file, and remit returns. This workflow helps identify the client’s nexus or tax liability, guide the client through form selection, and collect the details needed for compliance approval.

Note

If the client is setting up returns for Canada, they must first complete a one-time Canada screening questionnaire. This screening consists of a small set of questions to determine whether Avalara can file Canadian returns on the client’s behalf.

If Avalara can't file the client’s Canadian returns, the client must file them independently.
If Avalara can file the client’s Canadian returns, the client can proceed to set up Canadian returns.

For details, see Answer screener questions for Canada filing requirements.

Set up return workflow

The setup process includes the following steps:

Import transactions: Import historical or active transaction data. This data is used to recommend jurisdictions where the client likely has filing obligations.
Select the region to file returns: Identify where the client is required to file based on the imported transactions or known business operations.
Select return forms to file returns: Choose one or more relevant return forms for each jurisdiction. Avalara can recommend forms based on transaction history, or partners may guide clients to select them manually.
Prepare and submit forms for review: Populate required registration and filing details (for example, filing frequency, tax account numbers). Submit each completed filing request to Avalara for approval.

Once submitted, Avalara will review the filing requests and, upon approval, convert them into active filing calendars. These calendars define the recurring filing schedule for each jurisdiction and allow Avalara to automatically generate, file, and remit returns based on incoming data from the client account.

Note

Avalara can't withdraw funds for Canadian returns. The client must fund these returns via wire transfer in CAD currency to Avalara's Canadian trust account.