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Courses for every step of your journey

AvaTax workshops

AvaTax workshops

Join upcoming live workshops led by expert instructors

WorkshopAvaTaxATU-w

AvaTax common tasks

AvaTax common tasks

Complete common tasks in AvaTax with these short courses

Set up AvaTax

Add your first company and fine-tune settings

eLearningAvaTaxATU-e

Review and adjust transactions

Review and adjust transactions

Interpret transactions and make adjustments

eLearningAvaTaxATU-e

Reconcile and prepare to file

Reconcile and prepare to file

Use reports to reconcile transactions as you prepare for filing

eLearningAvaTaxATU-e

Keep AvaTax up to date

Keep AvaTax up to date

Monitor and adjust settings as your business changes

eLearningAvaTaxATU-e

AvaTax self-serve courses

Returns workshops

Returns workshops

Join upcoming live workshops led by expert instructors

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Returns common tasks

Returns common tasks

Complete common tasks in Returns with these short courses

Set up Returns

Set up and schedule your returns so Avalara can file for you

eLearningReturnsRU-e

Approve returns for filing

Approve returns for filing

Review and approve the returns we file for you

eLearningReturnsRU-e

Keep Returns up to date

Keep Returns up to date

Monitor and adjust settings as your business changes

eLearningReturnsRU-e

Returns self-serve courses

CertCapture workshops

CertCapture workshops

Join upcoming live workshops led by expert instructors

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Set up CertCapture

Set up CertCapture

Set up your account and learn how CertCapture works

CertCaptureeLearningCCE-e

Manage customers and documents

Manage customers and documents

Add and edit customer records and their compliance documents

CertCaptureeLearningCCE-e

Keep CertCapture up to date

Keep CertCapture up to date

Track customer records and request compliance documents

CertCaptureeLearningCCE-e

CertCapture self-serve courses

Streamlined Sales Tax

Streamlined Sales Tax

Learn about the SST program and how to ensure a successful implementation

Avalara Excise

Get started and make the most of Avalara Excise

AvaTax for Communications

AvaTax for Communications

Get started and make the most of AvaTax for Communications

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

eLearningTax ComplianceMore

Set up TrustFile

Set up TrustFile

Set up your account and learn how TrustFile works

ExpertTrustFileMore

Automate tax calculations for your business application

Automate tax calculations for your business application

Set up AvaTax for BigCommerce, Shopify Plus, and CommentSold

Onboarding Graduation for AvaTax and Returns

Onboarding Graduation for AvaTax and Returns

Automate tax calculations for BigCommerce

Automate tax calculations for BigCommerce

Configure settings so AvaTax calculates tax for all your BigCommerce transactions

Automate tax calculations for Shopify Plus

Automate tax calculations for Shopify Plus

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

Automate tax calculations for CommentSold

Automate tax calculations for CommentSold

Configure settings so AvaTax calculates tax for all your CommentSold transactions

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

Implement Streamlined Sales Tax

Implement Streamlined Sales Tax

Understand what's required for a successful SST set up and implementation

eLearningMoreSST

Live | Set up AvaTax

Live | Set up AvaTax

Join an expert to learn how to add your first company and fine-tune settings

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

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

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

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

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

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

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

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

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

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

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

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

CertCaptureExpertCCE-wWorkshop recording

Recording | Implement AvaTax for QuickBooks Desktop integration

Recording | Implement AvaTax for QuickBooks Desktop integration

Watch an expert walk you through implementation

ExpertAvaTaxATU-wWorkshop recording

Use advanced profile configuration features

Basic | Manage extemporaneous conditions for transaction processing

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

MoreWorkshop recordingExcise

File excise tax returns

File excise tax returns

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

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

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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

MoreWorkshop recordingExcise

Reconcile using Returns Excise

Reconcile using Returns Excise

Advanced | Facilitate the reconciliation process using Returns Excise

MoreWorkshop recordingExcise

Amend excise tax returns

Amend excise tax returns

Basic | Generate and file amended returns for excise

MoreWorkshop recordingExcise

Import transactions

Import transactions

Correctly import transactions and avoid errors

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

eLearningReturnsMicro-course

Troubleshoot tax amount

Troubleshoot tax amount

Understand what to look for when troubleshooting

eLearningAvaTaxMicro-course

Reconcile with reports

Reconcile with reports

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

eLearningAvaTaxReturnsMicro-course

Run reports to reveal discrepancies

Run reports to reveal discrepancies

Reveal discrepancies by comparing reports and drilling down

eLearningAvaTaxReturnsMicro-course

Set up Avalara Returns

Set up Avalara Returns

Set up your returns for us to file

eLearningReturnsMicro-course

Activate your company profile

Tell us the bare minimum to get up and running

eLearningAvaTaxMicro-course

Add locations and marketplaces

Add locations and marketplaces

Add your company's physical locations and online marketplaces

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

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

Troubleshoot Returns Excise scenarios and profiles

Troubleshoot Returns Excise scenarios and profiles

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

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

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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

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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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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

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

MoreWorkshop recordingExcise

AvaTaxauto-register

Set up your account and company

Set up your account and company

Verify your account information and build your company hierarchy

CertCaptureMicro-courseauto-register

Add customers and documents

Add customers and documents

Add customers and process their compliance documents

CertCaptureMicro-courseauto-register

Add and deactivate your company's CertCapture users

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Find customers and documents

Find customers and documents

Search for customers and their documents and save custom reports

CertCaptureMicro-courseauto-register

Ask customers for documents

Ask customers for documents

Request documents from a single customer or a group of customers

CertCaptureMicro-courseauto-register

Welcome to CertCapture

Welcome to CertCapture

Understand how CertCapture works and what you need to get set up

CertCaptureMicro-courseauto-register