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 Update works
  • What AvaTax Update does
  • What AvaTax Update considers
  • See what you learned
  • Make sure you're set up correctly
  • Run a test transaction
  • Use the tax calculator
  • See what you learned
  • Manage transactions
  • What's in a transaction
  • Add a transaction
  • Import transactions
  • Find transactions
  • Edit transactions
  • Change transaction statuses
  • See what you learned
  • 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 Update works
  • What AvaTax Update does
  • What AvaTax Update considers
  • See what you learned
  • Make sure you're set up correctly
  • Run a test transaction
  • Use the tax calculator
  • See what you learned
  • Manage transactions
  • What's in a transaction
  • Add a transaction
  • Import transactions
  • Find transactions
  • Edit transactions
  • Change transaction statuses
  • See what you learned
  • Keep learning
  • Keep learning