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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

AvaTax for Communications

AvaTax for Communications

Automate communications tax calculation

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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Avalara for Excise

Avalara for Excise

Automate excise tax calculation and returns filing

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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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Optimize customer checkout

Ensure transparent checkout for your customers

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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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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

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Reconcile with reports

Reconcile with reports

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

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Run reports to reveal discrepancies

Run reports to reveal discrepancies

Reveal discrepancies by comparing reports and drilling down

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Work with credits

Work with credits

Understand why credits happen and how to handle them

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Manage transactions

Manage transactions

Add, find, and edit transactions

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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

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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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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

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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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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

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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

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Understand the exemption matrix

Identify your exposure zones and exempt reasons

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Welcome to AvaTax for Communications

Understand how AvaTax for Communications works

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Request exemption certificates

Ask your customers for certificates in bulk or individually

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Map what you sell

Understand and map Transaction/Service pairs

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Pass accurate location information

Tell us where every transaction occurs

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Build API calls for great reports

Build and test your API to get the most out of your reports

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Run reports to reveal discrepancies

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Run and filter your reports

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Use customization profiles

Customize your tax calculations

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Use exclusion groups

Tell us where we shouldn't calculate tax

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Use bundle groups

Customize tax calculations for your service bundles

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Use advanced customizations

Customize your tax settings or add safe harbor overrides

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Add and deactivate your company's CertCapture users

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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

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Add customers and documents

Add customers and documents

Add customers and process their compliance documents

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Welcome to AvaTax

Welcome to AvaTax

Understand how AvaTax works

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Welcome to CertCapture.

Welcome to CertCapture.

Understand how CertCapture 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

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Welcome to CertCapture

Understand how CertCapture works

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Set up your company

Set up your company and manage users

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Add or import your customers

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Update customer information

Keep your customer information up to date

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Add exemption certificates

Add and validate exemption certificates

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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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Understand the basics of Streamlined Sales Tax

Learn what the SST program is all about

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Prepare where you collect

Align where you collect with SST requirements

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Prepare what you sell

Align what you sell with SST requirements

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Set up Returns for Small Business

Tell us about your company and your transactions

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Set up, fund, and file your returns

Get your returns out the door

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Prepare your exemptions

Align who you exempt with SST requirements

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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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Prepare your business application

Make necessary changes to your business application

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Understand Streamlined Sales Tax filing

Understand the SST filing timeline and process

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Registration and going live

After you've prepared, understand how SST registration works

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