Set up AvaTax

Reset

Set up AvaTax

Add your first company and fine-tune settings

Welcome to AvaTax

Welcome to AvaTax

Understand how AvaTax works

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Activate your company profile

Tell us the bare minimum to get up and running

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Manage users

Add and deactivate your company's AvaTax users

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Connect your business application

Connect your business application

Connect your business application to AvaTax

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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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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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After your company profile is set up

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

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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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Add and deactivate your company's CertCapture users

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Welcome to CertCapture

Welcome to CertCapture

Understand how CertCapture works

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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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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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Find customers and documents

Find customers and documents

Search for customers and their documents and save custom reports

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Ask customers for documents

Ask customers for documents

Request documents from a single customer or group of customers

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Import transactions

Import transactions

Correctly import transactions and avoid errors

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Troubleshoot tax amount

Troubleshoot tax amount

Understand what to look for when troubleshooting

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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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Set up Avalara Returns

Set up Avalara Returns

Set up your returns for us to file

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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

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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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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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Work with credits

Work with credits

Understand why credits happen and how to handle them

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Locked transactions

Locked transactions

Understand your options when transactions lock

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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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Manage transactions

Manage transactions

Add, find, and edit transactions

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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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Implement Streamlined Sales Tax

Implement Streamlined Sales Tax

Understand what's required for a successful SST 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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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

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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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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

What you need to know about sales tax

What you need to know about sales tax

Understand how to comply with sales tax regulations

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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

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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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Understand AvaTax usage

Understand AvaTax usage

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

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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

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

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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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