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Tax Filing Helper

Lodging tax is the fastest way for a growing manager to eat a 10 to 50% penalty. One beach property can owe state, county, city, and a tourism district, four returns on four dates, and Airbnb only remits some of them. Tax Filing Helper closes each month by the 20th, sorting what the platforms already handled from what you owe, reconciling what they actually remitted, and drafting every return for your sign-off.

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How to use this template

  1. Hire the template in your Sidekicks dashboard
  2. Connect your PMS, your channels, Stripe, Avalara, and QuickBooks
  3. Confirm which jurisdictions each property registers in
  4. Go live in draft, nothing files without your approval

What this does

  • Sorts every reservation into what the platform remits, what it collects for you to file, and what you owe on direct bookings
  • Resolves the full jurisdiction stack per property, state, county, city, and any special district
  • Reconciles what Airbnb says it remitted against what you expected and flags the gaps
  • Drafts each return through Avalara, and drafts the manual ones for the jurisdictions Avalara does not cover
  • Leads the memo with the count of returns, the total owed, and the due date, then asks for one yes

Saves

  • The 10 to 50% late penalty that stacks when a return slips past the 20th
  • The monthly reconciliation of platform-collected tax, the drift nobody has time to check

Workflow

Trigger
The 5th of the month, for the prior month
Runs the monthly close on the 5th, quarterly for the jurisdictions that file that way, and on demand when you ask what you owe.
Tool call
Pull the period's bookings and payouts
pms.list_reservations() + channel earnings + stripe.charges · every completed stay, the tax each platform collected, and the direct bookings that are entirely yours.
Prompt
Split, stack, and reconcile
Classifies each reservation into platform-remitted, pass-through, or your own, resolves the jurisdiction stack, computes the liability, and flags where a platform under-remitted.
Draft
Draft every return and the memo
avalara.draft_return() for the covered jurisdictions and a manual draft for the rest, wrapped in a memo that opens with the returns due, the total, and the due date.
Approval
You approve, it files
Nothing files until you say so. On approval it files through Avalara or opens the portal pre-filled, journals the tax paid into QuickBooks, and stores the confirmation.

More Sidekicks to explore.

Permit ReminderTracks permits, inspections, and insurance with 60/30/7-day warnings.New Listing BuilderWrites the Airbnb, Vrbo, and Booking listings for a new property.

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Every template drafts first. You approve what matters.

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