Set up AvaTax
Add your first company and fine-tune settings

Welcome to AvaTax
Understand how AvaTax works
FREE
3 min
eLearningAvaTaxMicro-courseauto-register

Activate your company profile
Tell us the bare minimum to get up and running
FREE
8 min
eLearningAvaTaxMicro-courseauto-register

Manage users
Add and deactivate your company's AvaTax users
FREE
3 min
eLearningAvaTaxMicro-courseauto-register

Connect your business application
Connect your business application to AvaTax
FREE
2 min
eLearningAvaTaxMicro-courseauto-register

Add locations and marketplaces
Add your company's physical locations and online marketplaces
FREE
5 min
eLearningAvaTaxMicro-courseauto-register

Fine-tune your company profile
Manage where you collect, what you sell, and who you exempt
FREE
4 min
eLearningAvaTaxMicro-courseauto-register

Test your company profile
Make sure your company profile is set up correctly
FREE
4 min
eLearningAvaTaxMicro-courseauto-register

After your company profile is set up
You've tested your setup - here's what's next
FREE
4 min
eLearningAvaTaxMicro-courseauto-register

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

Manage users
Add and deactivate your company's CertCapture users
FREE
2 min
CertCaptureeLearningMicro-courseauto-register

Welcome to CertCapture
Understand how CertCapture works
FREE
4 min
CertCaptureeLearningMicro-courseauto-register

Set up your account and company
Verify your account information and build your company hierarchy
FREE
8 min
CertCaptureeLearningMicro-courseauto-register

Add customers and documents
Add customers and process their compliance documents
FREE
8 min
CertCaptureeLearningMicro-courseauto-register

Automate tax calculations for CommentSold
Configure settings so AvaTax calculates tax for all your CommentSold transactions
15 min
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Find customers and documents
Search for customers and their documents and save custom reports
FREE
6 min
CertCaptureeLearningMicro-courseauto-register

Ask customers for documents
Request documents from a single customer or group of customers
FREE
6 min
CertCaptureeLearningMicro-courseauto-register

Import transactions
Correctly import transactions and avoid errors
FREE
11 min
eLearningAvaTaxMicro-courseauto-register

Troubleshoot tax amount
Understand what to look for when troubleshooting
FREE
11 min
eLearningAvaTaxMicro-courseauto-register

Reconcile with reports
Defend your company against audits by using reports to reconcile each month
FREE
3 min
eLearningAvaTaxReturnsMicro-courseauto-register

Run reports to reveal discrepancies
Reveal discrepancies by comparing reports and drilling down
FREE
8 min
eLearningAvaTaxReturnsMicro-courseauto-register

Set up Avalara Returns
Set up your returns for us to file
FREE
10 min
eLearningReturnsMicro-courseauto-register

Understand the Avalara Returns timeline
Learn when to verify and approve returns, and when we fund and file for you
FREE
3 min
eLearningReturnsMicro-courseauto-register

Automate tax calculations for BigCommerce
Configure settings so AvaTax calculates tax for all your BigCommerce transactions
15 min
ExpertMoreauto-register

Understand Excise business entities
Advanced | Use best practices when managing business entities and accounts to resolve issues
FREE
1 hr 12 min
MoreWorkshop recordingExcise

Work with credits
Understand why credits happen and how to handle them
FREE
4 min
eLearningReturnsMicro-courseauto-register

Locked transactions
Understand your options when transactions lock
FREE
2 min
eLearningReturnsMicro-courseauto-register

Automate tax calculations for Shopify Plus
Configure settings so AvaTax calculates tax for all your Shopify Plus transactions
15 min
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Manage transactions
Add, find, and edit transactions
FREE
5 min
eLearningAvaTaxMicro-courseauto-register

Recording | Onboarding with Avalara Streamlined Sales Tax
Watch an expert discuss SST and how to ensure a successful implementation
FREE
1 hour
ExpertAvaTaxMoreWorkshop recordingauto-register

Implement Streamlined Sales Tax
Understand what's required for a successful SST implementation
FREE
45 min
eLearningMoreSSTauto-register

Amend excise tax returns
Basic | Generate and file amended returns for excise
FREE
35 min
MoreWorkshop recordingExcise

Live | Onboarding with Avalara Streamlined Sales Tax
Join an expert to discuss SST and how to ensure a successful implementation
FREE
WorkshopAvaTaxMore

Use advanced profile configuration features
Basic | Manage extemporaneous conditions for transaction processing
FREE
36 min
MoreWorkshop recordingExcise

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
Basic | Take your tax return from data load to eFile creation
FREE
40 min
MoreWorkshop recordingExcise

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
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
Advanced | Facilitate the reconciliation process using Returns Excise
FREE
30 min
MoreWorkshop recordingExcise

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

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
Learn the features and functionality of the Compliance Portal
4 min
ExpertMore

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 AvaTax for Communications viewer settings
4 min
ExpertMore

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

What you need to know about sales tax
Understand how to comply with sales tax regulations
FREE
32 min
eLearningTax ComplianceMoreauto-register

Add a tax with the Rate and Logic Modifier
Add taxes to a jurisdiction
6 min
ExpertMore

Create a bundle with the Bundler application
Bundle transaction and service pairs
3 min
ExpertMore

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
Basic | Use taxpayer preference options to override the default values for each jurisdiction
FREE
22 min
MoreWorkshop recordingExcise

Use Returns Excise custom functions
Advanced | Understand publicly available functions and the request process for custom work
FREE
38 min
MoreWorkshop recordingExcise

Understand AvaTax usage
Learn how AvaTax usage is calculated and how it impacts your bill
FREE
3 min
eLearningAvaTaxMicro-courseauto-register

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

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
Advanced | Learn how to use product and mode codes and best practices
FREE
50 min
MoreWorkshop recordingExcise

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
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
Basic | Recognize and address the five most common issues when using Returns Excise
FREE
50 min
MoreWorkshop recordingExcise