All about AutoFile

ShipCompliant uses the information in your account to produce your reports. Once all your information is in and the reports are ready to go, Sovos' AutoFile team mails in your paper reports, and submits your e-file reports for you.

How to manage AutoFile settings

1. In ShipCompliant, go to Settings, then click Account Settings.
   
   
   
   
2. Select AutoFile Settings on the left-hand side of the screen.
   
   
   

   If you don’t see AutoFile Settings here, you may not have this feature enabled. Contact your account manager or Sovos support to ask about upgrading.

3. Check all the state reports that you want to e-file.
4. Fill out your bank account information. Add information for the account you want Sovos to use when writing checks and making payments on your behalf.
5. Click Save.
   
   
   
   
6. Fill out your additional preferences for:
   • Report Tolerance
   • Default Signee. Read more about report signatories here.
   • Report Email Preferences
   • FEIN number
7. Once you’ve updated each section, select Save.
   
   
   
   
8. Click the click here link in Report Frequency Preferences to manage which reports you e-file.
   • This takes you to your report settings where you can modify report subscriptions and preferences.
     Read more about managing report settings.
     
     
     
     
9. Fill out the E-file credentials section with all the usernames, passwords, and account numbers you use to access each state website.
   
   

Viewing your AutoFile dashboard

1. In ShipCompliant, go to Reports, then click Dashboard.
   
   
   
   
2. At the top of the page, you can view the total amount of money due for the month, and your number of orders, gross sales, and liters sold.
   
   
   
   
3. Below the dashboard, you can see summaries of:
   • reports that have missing data or other issues preventing filing.
   • reports that must be manually filed.
   • reports that are ready for AutoFile.
     
     
     
     
4. View additional details about all reports and fill in missing information by clicking on any of the summaries. This takes you to the Reports section.
   
   For more on AutoFile report summaries, see the following section.
   
   

Viewing and managing AutoFile reports

1. In ShipCompliant, go to Reports, then click State Reports.
   
   
   
   
2. You can filter reports on the left-hand side, by month due, state, keyword, preparation status, or report type.
   
   

3. Click the Fix button to address any missing or expired information.
   • ShipCompliant shows you what information you need to add and which reports it affects. For example, if you’re missing a license, ShipCompliant prompts you to add it for the affected report.
     
     
     
     
4. Fill in any missing information, then click Save and complete.
   
   
   
   
5. If you’ve recently added information that isn’t reflected in the report summary, click Recalculate. This updates your report summary with the latest account information.
   
   
   
   
6. Clicking on any report in the list shows more information about the report, including the filing period, number of orders, amount due, and filing status.
   
   

Viewing your AutoFile account summary

1. In ShipCompliant, go to Reports, then click Accounting.
   
   
   
   
2. This is your account summary, where you can view or download payment and check information.
   
   
   
   
   

Filing an amended return

If you realize that information on one of your filed returns has changed or was missing, you'll need to file an amended return. You may realize that your return was incorrect on your own, or a state may contact you about missing or incorrect information.

When information on one of your reports changes, you'll see an orange Fix button appear next to it.

1. Click the Fix button next to the report with changes, then click Download to download the changed report.
   
   
2. File your amended return:
   1. eFile: Go to your AutoFile Settings to find a link to the relevant state website and your login credentials. Submit your changed return according to the state process.
   2. Paper: On your changed return, you'll find address and check payment information for the state (usually at the top or bottom of the PDF). Mail your amended return according to this information. Be sure to indicate on the return that it is amended, by checking any applicable box or otherwise filling out the appropriate fields.
      
      
      
      
   3. Email: On your changed return, locate the email address for the state and submit your return to this address. If you can't find an email address, contact AutoFile or the applicable state department.

Want more on AutoFile? Check out or recent webinar, AutoFile Subscriber Training – https://event.on24.com/wcc/r/3830073/81870D3668165B35275B43C4E7300E84