Industry solutions: ACCOUNTANTS

Sales tax prep and filing designed for accounting firms

Prepare and file your clients’ sales tax returns without shouldering the high cost of manual effort. Avalara’s cloud-based solution is simple to use and designed specifically for accounting firms seeking to extend their practice while focusing on their higher-value services.

Manage client returns efficiently

Scale and grow your practice

Reduce client risk

Focus on higher-value services

Manage client returns efficiently

Scale and grow your practice

Manage client returns efficiently

Scale and grow your practice

The benefits of using Managed Returns for Accountants

More efficient, more profitable

Challenge

Businesses rely on your firm to manage sales tax accurately and on time, but the time and expense of filing and remittance across thousands of state and local tax jurisdictions isn’t always a profitable use of your resources.

Solution

Avalara lets you offload the complex tax return filing process so you can focus more on audit preparation, nexus assessments, and other tax advisory services that can be more profitable for your firm.

More service, minus the drain

Challenge

Many clients that need to comply with sales tax regulations don’t have the knowledge (or staff time) to do it on their own, but accounting firms often lack the resources to help.

Solution

Give your clients the strategic consulting they really need and automate the tedious returns process with the same technology that handles over 2 million returns and prepares $8.4 billion for remittance annually.

 

Greater compliance, less risk

Challenge

With 13,000+ U.S. tax jurisdictions, managing tax returns can be error-prone, as filing schedules, requirements, and tax obligations vary.

Solution

Avalara’s cloud-based console provides a comprehensive tax content database. All the rates, forms, and filing requirements you need are built in and updated regularly.

Avalara Managed Returns for Accountants

Avalara Managed Returns for Accountants is a cloud-based sales tax returns solution designed exclusively for accounting firms. It enables you to extend your practice with sales tax preparation and filing services, and gives your clients all the benefits of a fully managed returns service while you offload the time and manual effort of providing it.
Provides an easy-to-use dashboard
Manage the filing process for all your clients and their returns from a single dashboard designed for accountant workflow, with customizable, multi-client views. There’s no need to juggle multiple spreadsheets or sign in to several systems or state websites. Everything is handled through one cloud-based system.
Automatically tracks state and local jurisdiction filing requirements

Managed Returns for Accountants automatically prepares tax returns based on the appropriate government forms and state and local requirements, eliminating the need to navigate multiple department of revenue sites.

Remits payments on your clients’ behalf

When it’s time to work with departments of revenue, we’ve got you covered. Once you approve a tax liability worksheet for your clients, we’ll handle the filing, payment, and related notice management (at your request) on behalf of your clients and keep you up to date on filing status.

Allows staff to work remotely

As a cloud-based solution, your staff can manage your clients’ sales tax returns from any location, keeping your business nimble and efficient.

Supports omnichannel data imports

Managed Returns for Accountants provides robust data import functions to easily aggregate client sales information from multiple channels and marketplaces.

Keeps client data safe

Managed Returns for Accountants provides strong security controls designed to keep your clients’ data safe. Learn more about  our security on our platform page.

How it works

Step
01

Import client sales data

Once a filing calendar is set up for your client, simply import your client’s sales data using a .csv file. Client records are now readily accessible through a single dashboard.

 

Review and approve client returns

Use a liability worksheet to review and reconcile client records. Once you approve the liability worksheet on behalf of your clients, your prep work is done.

Step
02

Review and approve client returns

Use a liability worksheet to review and reconcile client records. Once you approve the liability worksheet on behalf of your clients, your prep work is done.

Step
03

Avalara handles filing and remittance

Relax. Avalara will manage filing, remittance, and tax notice management, if requested.

Frequently asked questions


The solution covers sales and use tax forms for most state and local U.S. jurisdictions and Canada.


Tax remittance is done with a single secure transfer from your client’s bank account to the Avalara Treasury account, then disbursed on your client’s behalf to each jurisdiction. This simplifies payment for the client without putting your firm in the funds flow.


Your clients don’t need to purchase or use Avalara’s tax calculation services. A firm using Managed Returns for Accountants can import client data from Avalara AvaTax or other external sources.


Yes. Avalara provides formal training and a certification program as part of the solution to enable firms to fully support their clients’ returns.


Avalara pricing is based on the volume of returns you manage. Connect with us for a quote.


Why Avalara

Avalara handles over 2 million returns and prepares $8.4 billion of taxes for remittance annually. We’re a trusted leader in tax compliance technology and partner with leading tax experts throughout the U.S. For small shops that need additional expertise or large firms that want to embed our solutions into existing systems, Avalara makes life easier for both you and your clients.

Focus on more profitable parts of your business

Scale your business

Support client needs and expectations

Focus on more profitable parts of your business

Scale your business

Support client needs and expectations

"Avalara has been a great partner in helping our firm serve clients in a way that has historically been challenging. The ability to offer integrated tax calculation solutions across so many platforms makes Avalara our go-to sales tax solution."

—Brandon Morris
President

Accounting industry | 2–10 employees

"Avalara plays a key role in our strategic guidance, operations, systems implementation, and compliance advisory services. Avalara's extensive range of services and continuous function enhancement ensure that we can consistently design effective workflows and solutions in even the most complex scenarios."

—Tina Gregory
Systems Manager and Consulting CFO

Accounting industry | 51–200 employees

"Avalara has been a great partner in helping our firm serve clients in a way that has historically been challenging. The ability to offer integrated tax calculation solutions across so many platforms makes Avalara our go-to sales tax solution."

—Brandon Morris
President

Accounting industry | 2–10 employees

"Avalara plays a key role in our strategic guidance, operations, systems implementation, and compliance advisory services. Avalara's extensive range of services and continuous function enhancement ensure that we can consistently design effective workflows and solutions in even the most complex scenarios."

—Tina Gregory
Systems Manager and Consulting CFO

Accounting industry | 51–200 employees

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