Review and adjust transactions

Review and adjust transactions

Interpret transactions and make adjustments

About this course

What you learn
Learn about transactions and how to add, import, and edit them when needed. Create a test transaction to make sure you're set up correctly.

How long it takes
About 40 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you manage your company's sales tax, this course is for you.

Curriculum40 min

  • Discover how AvaTax works
  • What AvaTax does
  • What we consider during tax calculation
  • See what you learned
  • Make sure you're set up correctly
  • Run a test transaction
  • Use the tax calculator
  • See what you learned
  • Import transactions
  • Import transactions toolkit
  • Basics of importing transactions
  • Import transactions if you map items
  • Import transactions if you report sales by location
  • Import transactions if you use an online marketplace
  • If you get errors when you import transactions
  • Manage transactions
  • What's in a transaction
  • Add a transaction
  • Find transactions
  • Edit transactions
  • Change transaction statuses
  • Troubleshoot unexpected tax amount
  • Common reasons for unexpected tax amount
  • Use calculation review
  • Troubleshoot where you collect
  • Troubleshoot addresses
  • Troubleshoot sourcing
  • Troubleshoot item taxation
  • Troubleshoot exemptions
  • Changing tax rates and rules
  • Your business application and unexpected tax amount
  • Keep learning
  • Keep learning

About this course

What you learn
Learn about transactions and how to add, import, and edit them when needed. Create a test transaction to make sure you're set up correctly.

How long it takes
About 40 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you manage your company's sales tax, this course is for you.

Curriculum40 min

  • Discover how AvaTax works
  • What AvaTax does
  • What we consider during tax calculation
  • See what you learned
  • Make sure you're set up correctly
  • Run a test transaction
  • Use the tax calculator
  • See what you learned
  • Import transactions
  • Import transactions toolkit
  • Basics of importing transactions
  • Import transactions if you map items
  • Import transactions if you report sales by location
  • Import transactions if you use an online marketplace
  • If you get errors when you import transactions
  • Manage transactions
  • What's in a transaction
  • Add a transaction
  • Find transactions
  • Edit transactions
  • Change transaction statuses
  • Troubleshoot unexpected tax amount
  • Common reasons for unexpected tax amount
  • Use calculation review
  • Troubleshoot where you collect
  • Troubleshoot addresses
  • Troubleshoot sourcing
  • Troubleshoot item taxation
  • Troubleshoot exemptions
  • Changing tax rates and rules
  • Your business application and unexpected tax amount
  • Keep learning
  • Keep learning