Configure and submit filing calendar overview

After a merchant selects the return form they would like to configure, the next step is to create and submit a filing calendar for approval. The filing calendar contains jurisdiction-specific details required to enable automated return filing. These include:

Filing frequency
Start (effective) date
Registration details
Responses to onboarding questions specific to each state or form

Filing calendar setup process

The setup process involves 4 main steps:

Query the filing calendar setup model
Collect required information from the merchant
Submit the filing calendar request
Monitor filing calendar request status

Key considerations

Jurisdictions and forms cause the questions for filing calendar configuration to vary. The taxForms query excludes these questions. They must be fetched via the filingCalendarRequests query per form.
Avalara uses this configuration to perform registration validations and run internal compliance workflows.
Clients need multiple filing calendars if they have multiple return forms for different states or entities.