Use the Avalara AvaTax Returns API to retrieve and review filed sales tax returns for a company

domain: developer.avalara.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate to the Avalara REST API and confirm the Returns module is enabled on the account; the Returns API endpoints are under /api/v2/companies/{companyId}/returns
  2. Call GET /api/v2/companies/{companyId}/returns to list available return filing periods; filter by year and country/region to narrow results to the jurisdiction and period of interest
  3. Retrieve a specific return summary using the appropriate endpoint and extract the filing period, jurisdiction, taxable sales, exempt sales, tax collected, and any penalty or interest amounts from the response
  4. For returns that have been filed, check the FiledDate and ReturnStatus fields to distinguish between filed, approved, and voided statuses before taking any corrective action
  5. If a return shows an unexpected liability, cross-reference the underlying transactions using the AvaTax transaction list endpoints filtered to the same jurisdiction and date range to identify contributing transactions
  6. Download the return worksheet or supporting detail if the API exposes it, or use the Avalara Admin Console to export the return detail for reconciliation with your general ledger

Known gotchas

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