Set up AvaTax

Set up AvaTax

Add your first company and fine-tune settings

About this course

What you learn
Set up your company profile, connect your system to AvaTax, fine-tune your settings, and test your setup.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
Wherever you’re at with setup—just beginning, in the middle, or recently finished—this course is for you.

 

 

Rather watch an expert?

Check out a 1-hour on-demand AvaTax demo

Curriculum45 min

  • Welcome to AvaTax
  • Welcome to AvaTax
  • Get ready
  • Create your company profile
  • Tell us about your company
  • Activate your company
  • Add users
  • Add locations for location-based filing
  • Add locations for online marketplaces
  • Connect to AvaTax
  • Connect your business application to AvaTax
  • Fine-tune your company profile
  • Why fine-tune your company profile
  • Review where you collect and pay tax
  • Verify your locations
  • Map your items to Avalara tax codes
  • Exempt customers from sales tax
  • Test your company profile
  • Test your setup
  • Use your test results
  • What to do next
  • After you set up your company profile
  • Add more company profiles
  • Keep learning
  • Keep learning

About this course

What you learn
Set up your company profile, connect your system to AvaTax, fine-tune your settings, and test your setup.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
Wherever you’re at with setup—just beginning, in the middle, or recently finished—this course is for you.

 

 

Rather watch an expert?

Check out a 1-hour on-demand AvaTax demo

Curriculum45 min

  • Welcome to AvaTax
  • Welcome to AvaTax
  • Get ready
  • Create your company profile
  • Tell us about your company
  • Activate your company
  • Add users
  • Add locations for location-based filing
  • Add locations for online marketplaces
  • Connect to AvaTax
  • Connect your business application to AvaTax
  • Fine-tune your company profile
  • Why fine-tune your company profile
  • Review where you collect and pay tax
  • Verify your locations
  • Map your items to Avalara tax codes
  • Exempt customers from sales tax
  • Test your company profile
  • Test your setup
  • Use your test results
  • What to do next
  • After you set up your company profile
  • Add more company profiles
  • Keep learning
  • Keep learning