Avalara Sales Tax Reconciliation Automation
Every Monday, WebRun opens Avalara to pull tax-collected totals by state for the prior week, then opens QuickBooks to pull the corresponding tax-remittance postings, logs the comparison in a Google Sheet with variance amounts, and posts a reconciliation digest to Slack flagging any state with a variance above your threshold.
How do I reconcile sales tax collected against what was remitted each week?
WebRun pulls tax-collected totals from Avalara and remittance postings from QuickBooks every Monday, logs the side-by-side comparison in a Google Sheet with variance amounts calculated per state, and posts a digest to Slack flagging every jurisdiction where collected and remitted amounts are out of tolerance.
- Variances between collected and remitted tax are caught weekly, not at audit time
- Finance team sees a state-by-state digest without pulling two reports manually
- Flagged variances go to the team for review, no automatic adjustments are made
Built for e-commerce finance teams · multistate retailers · accounting departments · tax compliance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.avalara.comin a real browser with your saved login - no setup, no API keys. -
1
Avalara - pull tax collected by state
avalara.com
WebRun opens Avalara to pull tax collected by state. - Open Avalara Returns and navigate to the tax-collected summary for the prior week
- Export totals by state: jurisdiction, gross taxable sales, tax collected, and tax rate applied
- Note any jurisdictions flagged as having calculation exceptions
Done when Tax-collected totals by state are captured for the prior week.
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2
QuickBooks - pull tax remittance postings
- Open QuickBooks and run the Sales Tax Liability report for the same period
- Capture the remitted amount by state from the tax payments register
- Note any states where a payment was posted but Avalara shows no collection, or vice versa
Done when Tax-remittance postings by state are captured for the matching period.
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3
Google Sheets - log and compare collected vs remitted
google.com
WebRun opens Google Sheets to log and compare collected vs remitted. - Open the reconciliation spreadsheet and append a new section for this week's period
- Enter collected and remitted amounts side by side for each state, calculate the variance
- Highlight rows where the variance exceeds the defined tolerance (e.g., more than $10 or 1%)
Done when The reconciliation sheet is updated with variances calculated and out-of-tolerance rows highlighted.
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4
Slack - post reconciliation digest with variance flags
slack.com
WebRun opens Slack to post reconciliation digest with variance flags. - Post the weekly reconciliation digest to the finance channel
- Lead with a summary line: total states reconciled, total variance, and number of flags
- List each state with a variance above the tolerance, with collected and remitted amounts
Done when Finance team has the reconciliation digest in Slack with all variance flags visible.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it automatically adjust any tax postings or filings?
No. WebRun only reads, compares, and reports. Any adjustment to QuickBooks postings or Avalara returns is made by your team after reviewing the digest.
How does it know what variance threshold to flag?
You set the tolerance in the Google Sheets reconciliation template during setup, for example a dollar amount or a percentage, and WebRun highlights any state that exceeds it.
What if Avalara and QuickBooks use different period dates?
The run aligns both reports to the same date range before comparing, so a calendar-month QuickBooks report is always matched to the same calendar-month Avalara data.
Related templates
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