-
Working inside Avalara: what LedgerBPO does
Avalara bookkeeping services from LedgerBPO give sellers a named accountant who reconciles AvaTax calculations to the sales ledger, ties the Avalara liability worksheet to the sales tax payable account, keeps exemption certificates current in Avalara Exemption Certificate Management, tracks economic nexus, and prepares each return draft for you to approve. Avalara files under your account; we never file ourselves.
01 / 06 -
Your subscription, your data
Avalara bookkeeping services from LedgerBPO give sellers a named accountant who reconciles AvaTax calculations to the sales ledger, ties the Avalara liability worksheet to the sales tax payable account, keeps exemption certificates current in Avalara Exemption Certificate Management, tracks economic nexus, and prepares each return draft for you to approve. Avalara files under your account; we never file ourselves.
02 / 06 -
Inside your file
AvaTax transactions reconciled to invoices and the tax payable account
03 / 06 -
Reconciled on a calendar
Liability worksheet reviewed and approved by you before Avalara files
04 / 06 -
Reviewed before you see it
Exemption certificates and nexus thresholds kept current
05 / 06 -
A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Why businesses on Avalara outsource
Avalara automates the calculation, not the accounting. AvaTax charges the right rate on each invoice, but the amount it reports can drift from the ledger when invoices are voided, credit memos skip the connector, or a channel bills outside the integrated system. The liability worksheet then shows one number, the sales tax payable account another, and the return gets approved on a figure nobody reconciled.
A dedicated accountant closes that loop each period. We reconcile AvaTax transactions to sales, tie the worksheet to the ledger, chase missing exemption certificates before they become audit exposure, and watch economic nexus thresholds so registrations happen on time. You approve every return in your own Avalara account. We prepare, you sign off, and the filing runs under your name.
What we do inside Avalara
AvaTax transaction reconciliation
Each month we compare committed AvaTax transactions with invoices and credit memos in QuickBooks Online, NetSuite or Shopify, and correct any document that was voided, edited or never sent to Avalara.
Liability worksheet tie-out
Before the approval deadline we tie the Avalara Returns liability worksheet, by jurisdiction, to the sales tax payable account and explain every difference.
Return drafts you approve
We prepare the return draft and supporting workpapers. You approve the worksheet in your Avalara account, and Avalara Managed Returns files and remits under your registration, or you file it yourself.
Exemption certificate management
Missing or expired certificates in Avalara Exemption Certificate Management are requested from customers, validated against the invoice, and linked so exempt sales stop failing.
Economic nexus tracking
Sales and transaction counts by state are compared with thresholds each quarter using Avalara's nexus reporting, and new registrations are flagged to you before the first taxable sale.
Marketplace and channel reconciliation
Sales where a marketplace facilitator collects the tax are separated from your own collections so the return does not double count them.
Integrations we reconcile
- QuickBooks OnlineAvaTax for QuickBooks Online invoices reconciled to the tax payable account.
- NetSuiteAvaTax bundle transactions and tax codes tied to the NetSuite sales tax liability by nexus.
- ShopifyShopify orders calculated or reported through Avalara matched to payouts and the liability worksheet.
- Sage IntacctAvaTax calculations on Intacct order entry and AR invoices reconciled to the GL tax accounts.
- StripeStripe invoices and AvaTax calculations compared so tax is calculated once, not twice.
- Amazon Seller CentralMarketplace-facilitator sales kept out of your own remittance figures while still reported where states require it.
Migration to and from Avalara
Moving to Avalara
Implementing Avalara means mapping items to Avalara tax codes, confirming nexus settings for every state you are registered in, importing exemption certificates, and choosing which returns Avalara Managed Returns will file. We prepare the item and customer mapping, load certificates, run a parallel period against your old calculations, and reconcile the first liability worksheet before you approve anything.
Moving from Avalara
Leaving Avalara for TaxJar, Stripe Tax or manual filing needs a controlled cut-over. We export transaction history, certificates and return copies from your account, reconcile the final liability worksheet, confirm which period the last Avalara-filed return covers, and set up the replacement so the next return starts from a matched tax payable balance.
Common Avalara reconciliation problems we fix
Worksheet and ledger disagree
Voided invoices, credit memos and manual journals rarely reach AvaTax. We reconcile committed transactions to the ledger before approval so the return matches the books.
Exempt sales failing for missing certificates
Without a valid certificate on file, AvaTax taxes the sale or leaves an audit gap. We chase, validate and link certificates in Exemption Certificate Management each week.
Nexus crossed without a registration
Economic nexus thresholds are passed quietly, mid-quarter. We track sales by state and flag registrations so you are not filing late returns with penalties.
Marketplace tax double counted
Amazon or Etsy collects and remits, yet the sales also sit in your channel data. We separate facilitator-collected sales so your return reports only what you owe.
Approvals missed at the deadline
If nobody approves the worksheet, the return files on whatever Avalara calculated. We prepare the tie-out early and send you the approval request with a clear summary.
Other sales tax platforms
Frequently asked questions
Do you work inside my existing Avalara account?
Yes. You add our named accountant as a user with the roles you choose, typically transaction and returns review access. The account, registrations, funding and approval stay with you. We do not create registrations, change nexus settings or approve returns without your written sign-off.
How much do Avalara bookkeeping services cost?
Pricing depends on volume and scope, so we send a custom quote within 1 business day. The main drivers are the number of states or countries you file in, monthly transaction volume, how many exemption certificates need managing, and whether Avalara reconciliation is combined with monthly bookkeeping.
Who actually files the sales tax returns?
Either you file from the prepared draft, or Avalara Managed Returns files and remits under your account after you approve the liability worksheet. We prepare the reconciliation and draft, and we never file or remit on your behalf. Our sales tax support page explains the division of duties.
Can you reconcile Avalara to QuickBooks Online or NetSuite?
Yes. We compare committed AvaTax transactions with invoices and credit memos in the ledger, tie the tax payable account to the liability worksheet by jurisdiction, and post adjusting entries you approve. Differences are documented in a monthly exception log your CPA can review at year-end.
Do you manage exemption certificates?
Yes. We review the certificate status report in Avalara Exemption Certificate Management, request missing or expiring certificates from customers under your name, validate them against the invoice, and link them so exempt sales calculate correctly and the audit trail is complete.
Do you handle VAT or GST through Avalara?
Yes for UK VAT and Canadian GST/HST where Avalara calculates the tax. We prepare the workings; the client or their accountant submits the UK VAT return, and Canadian returns are prepared for the client's CPA. For Australia we prepare BAS workpapers for your TPB-registered BAS agent or accountant.
Ask an AI assistant to summarize this page
Opens the assistant with a prefilled prompt so you can check our claims against the page yourself.