Reconcile and prepare to file

Reconcile and prepare to file

Use reports to reconcile transactions as you prepare for filing

About this course

What you learn
Run reports to identify differences between transactions in your application and AvaTax. Learn what to do if the numbers don't match.

How long it takes
About 20 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you need to know how to run reports and reconcile the numbers in AvaTax with those in your business application, this course is for you.

Curriculum20 min

  • Reconcile your transactions
  • Why reconcile
  • Run reports to reconcile
  • What if the numbers don't match
  • See what you learned
  • Fix discrepancies
  • Add transactions
  • Adjust transactions
  • Void transactions
  • See what you learned
  • Keep learning
  • Keep learning

About this course

What you learn
Run reports to identify differences between transactions in your application and AvaTax. Learn what to do if the numbers don't match.

How long it takes
About 20 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you need to know how to run reports and reconcile the numbers in AvaTax with those in your business application, this course is for you.

Curriculum20 min

  • Reconcile your transactions
  • Why reconcile
  • Run reports to reconcile
  • What if the numbers don't match
  • See what you learned
  • Fix discrepancies
  • Add transactions
  • Adjust transactions
  • Void transactions
  • See what you learned
  • Keep learning
  • Keep learning