Avalara

Although OwnerRez offers a wide range of financial features - from payment collection to tax tracking - OwnerRez does not handle any of your tax responsibilities on your behalf, such as remitting taxes, opening accounts with tax agencies, or filing taxes. Our Avalara MyLodgeTax integration enables you to verify your tax report, synced from OwnerRez, directly in Avalara on or after the 4th of each month. 

Avalara's MyLodgeTax helps you know:

• The taxes and rates in your jurisdictions
• When to report your rental revenue
• When Avalara will file your returns
• Whether your marketplace collects taxes on your behalf

Avalara MyLodgeTax allows you to manage your lodging tax compliance with greater ease — license, calculate, file, and remit for every property, all in one place. It reduces manual effort and provides precise, real-time tax calculations for bookings across different jurisdictions and tax types.

• How OwnerRez's Avalara Integration Works
• Steps for integration
• Reporting in Avalara
• What Data is Transmitted

How OwnerRez's Avalara Integration Works

Here's how OwnerRez's Avalara integration works.

• OwnerRez reports to Avalara on an accrual basis, using the guest's departure (check-out) date as the transaction date sent to Avalara. For example, A guest checking in on September 30th and departing on October 2nd would be reported in October by OwnerRez.
• Bookings included in the monthly sync are based on their departure date that falls within the monthly reporting period.
• Although Avalara may have different due dates (such as the 5th or 10th of the month), the deadline for OwnerRez's automatic transaction synchronization is the 4th of each month. This allows users to manually verify reported transactions by running the Tax Detail report and updating data directly in Avalara if needed.
• The revenue calculation is based on total booking charges (excluding taxes), regardless of whether the payment has been completed.

Steps for Integration

Navigate to Settings > Financial > Avalara, and click Connect Avalara.

Complete the contact information, choose your selected properties in the Choose an Avalara account, and connect it to OwnerRez pop-up.

On the next page, you'll see that an Avalara connection has been initiated, and instructions provided to complete your setup by clicking the Sign Up Now button.

After you click the Sign Up Now button, you'll be asked to complete your Avalara MyLodge Tax subscription.

Once you have completed your subscription, you'll receive email confirmations from OwnerRez that your Avalara account is active and your selected properties are connected. To complete your integration, follow the instructions on the Avalara integration Instructions tab.Upon initial signup, your selected properties will be activated once the account becomes active. Please be patient, as this may take some time.

When your properties are connected, they will be listed on your Avalara integration page (Settings > Financial > Avalara).

You can use the Property Mapping button to add more properties to your connected account. If you have questions, refer to the Avalara integration Instructions tab.

Reporting in Avalara

1. Log in to your Avalara MyLodgeTax account and navigate to Taxes > Report Revenue.