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Maintain returns

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Guide: Avalara Managed Returns API (U.S. and Canada)

Learn how Avalara manages tax notices, including submission requirements, review processes, and client communication.

Submission requirements

To initiate a tax notice review, provide the following information:

  • The return and tax period referenced in the tax notice
  • The tax amount, penalties, and interest specified in the tax notice
  • An attachment of the official tax notice document issued by the jurisdiction

Avalara review

After a tax notice is submitted, Avalara performs these actions:

  • Researches the tax notice details
  • Resolves the tax notice

Client communication

After submission, the tax notice is accessible to the client through your platform.

  • Clients can track the tax notice status
  • Comment threads allow communication between the client and Avalara’s compliance team

Part of the Managed Returns — U.S. and Canada integration guide. Open the full “Maintain returns” milestone on Avalara to see every page in this section.