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Courses for every step of your journey
 
AvaTax workshops
AvaTax workshops
Join upcoming live workshops led by expert instructors
8 Workshops
WorkshopAvaTaxATU-w
AvaTax common tasks
AvaTax common tasks
Complete common tasks in AvaTax with these short courses
6 Courses
AvaTax
Set up AvaTax
Set up AvaTax
Add your first company and fine-tune settings
FREE
45 min
eLearningAvaTaxATU-e
Review and adjust transactions
Review and adjust transactions
Interpret transactions and make adjustments
FREE
40 min
eLearningAvaTaxATU-e
Reconcile and prepare to file
Reconcile and prepare to file
Use reports to reconcile transactions as you prepare for filing
FREE
20 min
eLearningAvaTaxATU-e
Keep AvaTax up to date
Keep AvaTax up to date
Monitor and adjust settings as your business changes
FREE
25 min
eLearningAvaTaxATU-e
AvaTax self-serve courses
4 Courses
Returns workshops
Returns workshops
Join upcoming live workshops led by expert instructors
3 Workshops
WorkshopReturnsRU-w
Returns common tasks
Returns common tasks
Complete common tasks in Returns with these short courses
4 Courses
Returns
Set up Returns
Set up Returns
Set up and schedule your returns so Avalara can file for you
FREE
30 min
eLearningReturnsRU-e
Approve returns for filing
Approve returns for filing
Review and approve the returns we file for you
FREE
45 min
eLearningReturnsRU-e
Keep Returns up to date
Keep Returns up to date
Monitor and adjust settings as your business changes
FREE
30 min
eLearningReturnsRU-e
Returns self-serve courses
3 Courses
CertCapture workshops
CertCapture workshops
Join upcoming live workshops led by expert instructors
4 Workshops
CertCaptureWorkshopCCE-w
Set up CertCapture
Set up CertCapture
Set up your account and learn how CertCapture works
FREE
45 min
CertCaptureeLearningCCE-e
Manage customers and documents
Manage customers and documents
Add and edit customer records and their compliance documents
FREE
25 min
CertCaptureeLearningCCE-e
Keep CertCapture up to date
Keep CertCapture up to date
Track customer records and request compliance documents
FREE
30 min
CertCaptureeLearningCCE-e
CertCapture self-serve courses
3 Courses
Streamlined Sales Tax
Streamlined Sales Tax
Learn about the SST program and how to ensure a successful implementation
3 Courses
More
Avalara Excise
Avalara Excise
Get started and make the most of Avalara Excise
17 Courses
More
AvaTax for Communications
AvaTax for Communications
Get started and make the most of AvaTax for Communications
12 Courses
ExpertMore
What you need to know about sales tax
What you need to know about sales tax
Find out how to comply with sales tax regulations
FREE
1 hour
eLearningTax ComplianceMore
Set up TrustFile
Set up TrustFile
Set up your account and learn how TrustFile works
FREE
20 min
ExpertTrustFileMore
Automate tax calculations for your business application
Automate tax calculations for your business application
Set up AvaTax for BigCommerce, Shopify Plus, and CommentSold
3 Courses
More
Onboarding Graduation for AvaTax and Returns
Onboarding Graduation for AvaTax and Returns
1 Course
Automate tax calculations for BigCommerce
Automate tax calculations for BigCommerce
Configure settings so AvaTax calculates tax for all your BigCommerce transactions
 
15 min
ExpertMore
Automate tax calculations for Shopify Plus
Automate tax calculations for Shopify Plus
Configure settings so AvaTax calculates tax for all your Shopify Plus transactions
 
15 min
ExpertMore
Automate tax calculations for CommentSold
Automate tax calculations for CommentSold
Configure settings so AvaTax calculates tax for all your CommentSold transactions
 
15 min
ExpertMore
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
 
11 min
ExpertMore
SaaS Standard FTP process
SaaS Standard FTP process
Transfer files to and from the Avalara for Communications SaaS server for processing
 
11 min
ExpertMore
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
 
8 min
ExpertMore
Overview of the Compliance Portal
Overview of the Compliance Portal
Learn the features and functionality of the Compliance Portal
 
4 min
ExpertMore
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
 
6 min
ExpertMore
Configure settings in the AvaTax for Communications viewer
Configure settings in the AvaTax for Communications viewer
Configure AvaTax for Communications viewer settings
 
4 min
ExpertMore
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
 
4 min
ExpertMore
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
 
2 min
ExpertMore
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
 
4 min
ExpertMore
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
 
4 min
ExpertMore
Add a tax with the Rate and Logic Modifier
Add a tax with the Rate and Logic Modifier
Add taxes to a jurisdiction
 
6 min
ExpertMore
Create a bundle with the Bundler application
Create a bundle with the Bundler application
Bundle transaction and service pairs
 
3 min
ExpertMore
Implement Streamlined Sales Tax
Implement Streamlined Sales Tax
Understand what's required for a successful SST set up and implementation
FREE
45 min
eLearningMoreSST
Live | Set up AvaTax
Live | Set up AvaTax
Join an expert to learn how to add your first company and fine-tune settings
FREE
WorkshopAvaTaxATU-w
Recording | Set up AvaTax
Recording | Set up AvaTax
Watch an expert to learn how to add your first company and fine-tune settings
FREE
1 hr 10 min
ExpertAvaTaxATU-wWorkshop recording
Recording | Review and adjust transactions
Recording | Review and adjust transactions
Watch an expert to learn how to interpret transactions and make adjustments
FREE
1 hr 20 min
ExpertAvaTaxATU-wWorkshop recording
Recording | Reconcile and prepare to file
Recording | Reconcile and prepare to file
Watch an expert to learn how to use reports to reconcile transactions as you prepare for filing
FREE
45 min
ExpertAvaTaxATU-wWorkshop recording
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
FREE
WorkshopAvaTaxMore
Live | Set up Returns
Live | Set up Returns
Join an expert to learn how to set up and schedule your returns so Avalara can file for you
FREE
WorkshopReturnsRU-w
Recording | Set up Returns
Recording | Set up Returns
Watch an expert to learn how to set up and schedule your returns so Avalara can file for you
FREE
1 hour
ExpertReturnsRU-wWorkshop recording
Recording | Approve returns for filing
Recording | Approve returns for filing
Watch an expert to learn how to review and approve the returns Avalara will file for you
FREE
1 hour
ExpertReturnsRU-wWorkshop recording
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
FREE
1 hour
ExpertAvaTaxMoreWorkshop recording
Live | Set up CertCapture
Live | Set up CertCapture
Join an expert to learn how to set up your account and learn how CertCapture works
FREE
CertCaptureWorkshopCCE-w
Live | Manage customers and documents
Live | Manage customers and documents
Join an expert to learn how to add and edit customer records and their compliance documents
FREE
CertCaptureWorkshopCCE-w
Recording | Set up CertCapture
Recording | Set up CertCapture
Watch an expert to learn how to set up your account and learn how CertCapture works
FREE
35 min
CertCaptureExpertCCE-wWorkshop recording
Recording | Manage customers and documents
Recording | Manage customers and documents
Watch an expert to learn how to add and edit customer records and their compliance documents
FREE
1 hr 25 min
CertCaptureExpertCCE-wWorkshop recording
Recording | Implement AvaTax for QuickBooks Desktop integration
Recording | Implement AvaTax for QuickBooks Desktop integration
Watch an expert walk you through implementation
FREE
15 min
ExpertAvaTaxATU-wWorkshop recording
Use advanced profile configuration features
Use advanced profile configuration features
Basic | Manage extemporaneous conditions for transaction processing
FREE
36 min
MoreWorkshop recordingExcise
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
FREE
25 min
MoreWorkshop recordingExcise
File excise tax returns
File excise tax returns
Basic | Take your tax return from data load to eFile creation
FREE
40 min
MoreWorkshop recordingExcise
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
FREE
35 min
MoreWorkshop recordingExcise
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
FREE
33 min
MoreWorkshop recordingExcise
Reconcile using Returns Excise
Reconcile using Returns Excise
Advanced | Facilitate the reconciliation process using Returns Excise
FREE
30 min
MoreWorkshop recordingExcise
Amend excise tax returns
Amend excise tax returns
Basic | Generate and file amended returns for excise
FREE
35 min
MoreWorkshop recordingExcise
Import transactions
Import transactions
Correctly import transactions and avoid errors
FREE
11 min
eLearningAvaTaxMicro-course
Understand the Avalara Returns timeline
Understand the Avalara Returns timeline
Learn when to verify and approve returns, and when we fund and file for you
FREE
3 min
eLearningReturnsMicro-course
Troubleshoot tax amount
Troubleshoot tax amount
Understand what to look for when troubleshooting
FREE
11 min
eLearningAvaTaxMicro-course
Reconcile with reports
Reconcile with reports
Defend your company against audits by using reports to reconcile each month
FREE
3 min
eLearningAvaTaxReturnsMicro-course
Run reports to reveal discrepancies
Run reports to reveal discrepancies
Reveal discrepancies by comparing reports and drilling down
FREE
8 min
eLearningAvaTaxReturnsMicro-course
Set up Avalara Returns
Set up Avalara Returns
Set up your returns for us to file
FREE
10 min
eLearningReturnsMicro-course
Activate your company profile
Activate your company profile
Tell us the bare minimum to get up and running
FREE
8 min
eLearningAvaTaxMicro-course
Add locations and marketplaces
Add locations and marketplaces
Add your company's physical locations and online marketplaces
FREE
5 min
eLearningAvaTaxMicro-course
Onboarding Graduation on May 27 at 2:30 pm PT
Onboarding Graduation on May 27 at 2:30 pm PT
Join an expert to learn the workflows you need to succeed after you implement AvaTax and Returns
FREE
1 hour
WorkshopAvaTax
Live | Onboarding Graduation for AvaTax and Returns
Live | Onboarding Graduation for AvaTax and Returns
Join an expert to learn the workflows you need to succeed after implementation
FREE
WorkshopAvaTax
Troubleshoot Returns Excise scenarios and profiles
Troubleshoot Returns Excise scenarios and profiles
Basic | Quickly and efficiently troubleshoot transaction processing issues through Returns Excise
FREE
28 min
MoreWorkshop recordingExcise
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
FREE
22 min
MoreWorkshop recordingExcise
Use Returns Excise custom functions
Use Returns Excise custom functions
Advanced | Understand publicly available functions and the request process for custom work
FREE
38 min
MoreWorkshop recordingExcise
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
FREE
32 min
MoreWorkshop recordingExcise
Understand Excise business entities
Understand Excise business entities
Advanced | Use best practices when managing business entities and accounts to resolve issues
FREE
1 hr 12 min
MoreWorkshop recordingExcise
Use master data
Use master data
Advanced | Export and import specific types or all master data
FREE
45 min
MoreWorkshop recordingExcise
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
FREE
50 min
MoreWorkshop recordingExcise
Use Schedule Query Wizard
Use Schedule Query Wizard
Basic | Report against your scheduled transaction data and make mass updates to tax returns
FREE
1 hr 10 min
MoreWorkshop recordingExcise
Use master locations
Use master locations
Advanced | Learn how locations are leveraged and impacted within the Excise platform and how to maintain this functionality
FREE
47 min
MoreWorkshop recordingExcise
Understand and resolve common filing issues
Understand and resolve common filing issues
Basic | Learn to recognize and address the five most common issues customers see when using Returns Excise
FREE
50 min
MoreWorkshop recordingExcise
Rise test 1
Rise test 1
FREE
AvaTaxauto-register
Set up your account and company
Set up your account and company
Verify your account information and build your company hierarchy
FREE
CertCaptureMicro-courseauto-register
Add customers and documents
Add customers and documents
Add customers and process their compliance documents
FREE
CertCaptureMicro-courseauto-register
Manage users
Manage users
Add and deactivate your company's CertCapture users
FREE
CertCaptureMicro-courseauto-register
Find customers and documents
Find customers and documents
Search for customers and their documents and save custom reports
FREE
CertCaptureMicro-courseauto-register
Ask customers for documents
Ask customers for documents
Request documents from a single customer or a group of customers
FREE
CertCaptureMicro-courseauto-register
Welcome to CertCapture
Welcome to CertCapture
Understand how CertCapture works and what you need to get set up
FREE
CertCaptureMicro-courseauto-register