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Training for every step of your journey

AvaTax

Automate sales tax calculation

AvaTax Cross-Border

AvaTax Cross-Border

Automate customs duty and import tax calculation

Managed Returns

Managed Returns

Automate sales tax filing

Returns for Small Business

Returns for Small Business

Automate sales tax filing for small business

CertCapture

Manage compliance documents

Avalara Streamlined Sales Tax

Avalara Streamlined Sales Tax

Automate sales tax calculation and returns filing through the SST program

Activate your company profile

Tell us the bare minimum to get up and running

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Troubleshoot tax amount

Troubleshoot tax amount

Understand what to look for when troubleshooting

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Import transactions

Import transactions

Correctly import transactions and avoid errors

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Set up Managed Returns

Set up Managed Returns

Set up your returns so we can file for you

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Understand the Managed Returns timeline

Understand the Managed Returns timeline

Learn when to verify and approve returns, and when we fund and file for you

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AvaTax for Communications

AvaTax for Communications

Automate communications tax calculation

Avalara for Excise

Avalara for Excise

Automate excise tax calculation and returns filing

Not currently available

Understand the basics of cross-border costs

Understand what makes up total landed cost

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Tell us where to calculate customs duties, VAT, or GST

Add places to your company profile and fine-tune settings

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Understand item classification

Understand what makes up harmonized system codes

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Import and maintain your product catalog

Tell us what you sell

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Connect your business application

Connect your business application to AvaTax Cross-Border

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Add locations and marketplaces

Add locations and marketplaces

Add your company's physical locations and online marketplaces

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Reconcile with reports

Reconcile with reports

Defend your company against audits by using reports to reconcile each month

Managed ReturnseLearningMicro-courseReturnsauto-registerAvaTax

Run reports to reveal discrepancies

Run reports to reveal discrepancies

Reveal discrepancies by comparing reports and drilling down

Managed ReturnseLearningMicro-courseReturnsauto-registerAvaTax

Optimize customer checkout

Ensure transparent checkout for your customers

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Troubleshoot tax and duty amounts

Understand what to look for when troubleshooting

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Run reports to reveal discrepancies

Compare duty calculations with your shipping invoices

Managed ReturnsMicro-courseAvaTax Cross-BordereLearningauto-register

Work with credits

Work with credits

Understand why credits happen and how to handle them

Managed ReturnseLearningMicro-courseReturnsauto-register

Manage transactions

Manage transactions

Add, find, and edit transactions

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Implement Streamlined Sales Tax

Implement Streamlined Sales Tax

Understand what's required for a successful SST implementation

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Live | Onboarding with Avalara Streamlined Sales Tax

Live | Onboarding with Avalara Streamlined Sales Tax

Join an expert to discuss SST and how to ensure a successful implementation

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Use advanced profile configuration features

Basic | Manage extemporaneous conditions for transaction processing

ExciseWorkshop recordingMore

Extract data from the Excise cloud

Extract data from the Excise cloud

Advanced | Duplicate transaction data from tax schedules and master data and store a copy locally

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File excise tax returns

File excise tax returns

Basic | Take your tax return from data load to eFile creation

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Use the Returns Excise tax filing calendar

Use the Returns Excise tax filing calendar

Advanced | Manage and track important dates and ensure on-time filing

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Use ZZ Schedules in Returns Excise

Use ZZ Schedules in Returns Excise

Basic | Explore the use cases for ZZ Schedules and how to run standard and custom schedules

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Reconcile using Returns Excise

Reconcile using Returns Excise

Advanced | Facilitate the reconciliation process using Returns Excise

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Set up REST v2 API

Set up REST v2 API

Integrate your billing application to provide a complete taxation solution for telecom and sales and use taxes

SaaS Standard FTP process

SaaS Standard FTP process

Transfer files to and from the Avalara for Communications SaaS server for processing

Map addresses using Geo

Map addresses using Geo

Use Geo for Communications to accurately assign tax jurisdictions by geocoding addresses to precise latitude-longitude pairs

Overview of the Compliance Portal

Overview of the Compliance Portal

Learn the features and functionality of the Compliance Portal

Overview of the AvaTax for Communications viewer

Overview of the AvaTax for Communications viewer

Enter transaction information and view tax calculation results as if transactions were being processed by AFC

Configure settings in the AvaTax for Communications viewer

Configure settings in the AvaTax for Communications viewer

Configure AvaTax for Communications viewer settings

Use invoice mode and tax inclusive calculations

Use invoice mode and tax inclusive calculations

Use tax inclusive calculations to determine the appropriate base sale amount

Overview of the Rate and Logic Modifier

Overview of the Rate and Logic Modifier

View the tax rate and logic information for any jurisdiction and create override files

Set up Rate Overrides with the Rate and Logic Modifier

Set up Rate Overrides with the Rate and Logic Modifier

Manage rate override files to modify tax rates for a specific jurisdiction

Set up logic overrides with the Rate and Logic Modifier

Set up logic overrides with the Rate and Logic Modifier

Manage logic override files to add or remove taxes from transactions or services

Add a tax with the Rate and Logic Modifier

Add a tax with the Rate and Logic Modifier

Add taxes to a jurisdiction

Create a bundle with the Bundler application

Create a bundle with the Bundler application

Bundle transaction and service pairs

Troubleshoot Returns Excise scenarios and profiles

Troubleshoot Returns Excise scenarios and profiles

Basic | Quickly and efficiently troubleshoot transaction processing issues through Returns Excise

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Use taxpayer preferences on your returns

Use taxpayer preferences on your returns

Basic | Use taxpayer preference options to override the default values for each jurisdiction

Workshop recordingMoreExcise

Use Returns Excise custom functions

Use Returns Excise custom functions

Advanced | Understand publicly available functions and the request process for custom work

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Automate your Excise tax filing workflow

Automate your Excise tax filing workflow

Basic | Reduce your risk of penalties and automate the review and approval process of tax returns

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Understand Excise business entities

Understand Excise business entities

Advanced | Use best practices when managing business entities and accounts to resolve issues

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Use master data

Use master data

Advanced | Export and import specific types or all master data

Workshop recordingExciseMore

Use master data product and mode codes

Use master data product and mode codes

Advanced | Learn how to use product and mode codes and best practices

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Understand AvaTax usage

Understand AvaTax usage

Learn how AvaTax usage is calculated and how it impacts your bill

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Use Schedule Query Wizard

Use Schedule Query Wizard

Basic | Report against your scheduled transaction data and make mass updates to tax returns

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Use master locations

Use master locations

Advanced | Learn how locations are leveraged and impacted within the Excise platform and how to maintain this functionality

Workshop recordingExciseMore

Understand and resolve common filing issues

Understand and resolve common filing issues

Basic | Recognize and address the five most common issues when using Returns Excise

Workshop recordingExciseMore

Add and deactivate your company's CertCapture users

eLearningMicro-courseCertCaptureauto-register

Add and deactivate your company's AvaTax users

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Set up your account and company

Set up your account and company

Verify your account information and build your company hierarchy

eLearningMicro-courseCertCaptureauto-register

Add customers and documents

Add customers and documents

Add customers and process their compliance documents

eLearningMicro-courseCertCaptureauto-register

Find customers and documents

Find customers and documents

Search for customers and their documents and save custom reports

eLearningMicro-courseCertCaptureauto-register

Ask customers for documents

Ask customers for documents

Request documents from a single customer or group of customers

eLearningMicro-courseCertCaptureauto-register

Welcome to CertCapture

Welcome to CertCapture

Understand how CertCapture works

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Welcome to AvaTax

Welcome to AvaTax

Understand how AvaTax works

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Connect your business application

Connect your business application

Connect your business application to AvaTax

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Fine-tune your company profile

Manage where you collect, what you sell, and who you exempt

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Test your company profile

Make sure your company profile is set up correctly

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Locked transactions

Locked transactions

Understand your options when transactions lock

Managed ReturnseLearningMicro-courseReturnsauto-register

Recording | Onboarding with Avalara Streamlined Sales Tax

Recording | Onboarding with Avalara Streamlined Sales Tax

Watch an expert discuss SST and how to ensure a successful implementation

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Amend excise tax returns

Amend excise tax returns

Basic | Generate and file amended returns for excise

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Automate tax calculations for BigCommerce

Automate tax calculations for BigCommerce

Configure settings so AvaTax calculates tax for all your BigCommerce transactions

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After your company profile is set up

You've tested your setup - here's what's next

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Automate tax calculations for Shopify Plus

Automate tax calculations for Shopify Plus

Configure settings so AvaTax calculates tax for all your Shopify Plus transactions

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Set up Returns for Small Business

Tell us about your company and your transactions

Returns for Small BusinessMicro-courseeLearningauto-register

Set up, fund, and file your returns

Get your returns out the door

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Automate tax calculations for CommentSold

Automate tax calculations for CommentSold

Configure settings so AvaTax calculates tax for all your CommentSold transactions

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