How can my family access my Avalara account after I die?

The process typically involves contacting Avalara with a death certificate and proof of relationship. Our step-by-step guide walks you through the exact procedure.

💼 Work & Business

What Happens to Your Avalara Account When You Die

CRITICALTax Automation

DO NOT cancel — Avalara may be automatically calculating and filing sales tax returns. Canceling stops compliance filings and the business will incur penalties from every state where it has nexus.

Quick Facts

Tax compliance

Automated filing active

AvaTax

Real-time tax calculation

Returns

Filing returns automatically

Contract

Annual subscription

Step-by-Step Guide

Verify tax filing status

Log into Avalara and check the Returns tab. Note all states where returns are being filed automatically, upcoming deadlines, and any pending filings.

Estimated time: Day 1

Go to page

Do not cancel AvaTax integration

If AvaTax is calculating sales tax on the business website or marketplace, disabling it means no sales tax is collected on new orders — creating immediate compliance violations.

Estimated time: Day 1

Review the Avalara contract

Find the service agreement to understand the contract term, renewal date, and what services are included (AvaTax, Returns, Exemption Certificate Management, etc.).

Estimated time: Week 1

Engage a tax professional

Avalara's services are complex. Engage a CPA or tax attorney who understands multi-state sales tax to manage the transition and ensure continued compliance.

Estimated time: Week 1-2

Export compliance records

Download filing history, transaction logs, exemption certificates, and nexus analysis reports. These document years of tax compliance.

Estimated time: Week 2

Document Now Checklist

Avalara admin login email and password
Account number
Services active (AvaTax, Returns, Exemptions)
States where returns are filed
Contract renewal date
Tax professional/CPA contact

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Avalara. This guide is for informational purposes only and does not constitute legal advice.

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