One-time set up fee
Monthly charge
Filing fee
$100 per location
$89 per location
Up to 3 filings included in monthly fee, per location
$500 per entity (FEIN)
incl. in plus plan or higher
$75 per filing
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For US Entities using Bookkeep to automate their revenue accounting, once we complete your one-time setup, the rest is taken care of for you.
As an Avalara Managed Returns partner, we can handle all the sales tax reconciliation and filing using the leader in sales tax automation.
Your sales tax returns are completed, filed, and paid on a timely basis. You no longer need to be a spreadsheet wizard, or lose sleep over late filing penalties!
If you use Bookkeep for revenue accounting automation already, you don’t need to do anything differently.
With Avalara’s Managed Return Service, you keep the money until it is due. We inform you the amount due by the 10th of the next month and facilitate payment to each state through Avalara.
We file your taxes with the state(s) automatically when due.
Around the 12th of the month Avalara will withhold the total due for payment to each state.
Bookkeep Sales Tax Service is charged on a per location basis, meaning an entity may have 1 or more locations that require daily set aside, filing and payment.
DAVO
by Avalara
Avalara Managed Returns
Who is it for?
Pricing
Retail or restaurant, filing in a single stage, using Square, Toast, or Mindbody
Ecommerce sellers using Shopify, and filing in one or more states
One-time set up fee
Monthly charge
Filing fee
$100 per location
$89 per location
Up to 3 filings included in monthly fee, per location
$500 per entity (FEIN)
incl. in plus plan or higher
$75 per filing
Notes
Not available for cannabis POS at this time
N/A
One Location
Includes up to 3 filings.
$89
monthly cost for first location
Additional Locations
Includes up to 3 filings.
$59
monthly cost for each additional location
Additional Filings
$29
monthly cost
Prices and revenue shown in USD. Pricing is per entity.
For US entities, once we complete your one-time setup, the rest is taken care of. DAVO by Avalara completely automates sales tax – from setting funds aside daily to filing and payment.
If you use Bookkeep for revenue accounting automation already, you don’t need to do anything differently.
The exact amount of sales tax collected daily is transferred to DAVO’s secure tax holding account.
DAVO files your taxes with the state automatically when due.
DAVO pays your sales tax using the funds that are set aside daily.
Bookkeep is an Avalara managed returns partner which means we can fully automate sales tax from start to finish. We have an in-house team to work with you directly and we do all the reconciliation and communication with Avalara. Think of us as your gateway to Avalara for managed returns.
The cut off to onboard is the 19th of each month for the current months sales start date. Once you receive verification that you are onboarded we will tell you which period we will begin filing for. Previous filings are your responsibility.
Avalara managed returns will automatically withdraw from your designated bank account (you will sign a POA and designate the account during onboarding) around the 12th of the month for the previous months tax due. We will inform you before the 10th of the month how much will be withdrawn.
Yes. Bookkeep and Avalara utilize industry best practices for securing systems and customer data including storage encryption of account data, SSL for all Web interactions and layered firewall protection to secure the web and database environments.
Bookkeep does not calculate or determine the taxability or tax rates of the items you sell. It is imperative that you have your ecommerce platform, Point of Sale (“POS”) system or Accounting Software package programmed with the correct tax rates so that we provide accurate information to the State when filing your tax returns. Bookkeep will file and pay the amount of sales tax based upon the data retrieved from your POS or ecommerce software. If you have questions regarding tax rates or taxability, please consult your tax professional or state department of revenue for advice.
You will be notified by email when we have completed your sales tax filing. You will receive a copy of your sales tax return as well as a time-stamped confirmation of payment.
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