Automate tax calculations
Set up AvaTax for BigCommerce, Shopify Plus, and CommentSold
 
Automate tax calculations for BigCommerce
Automate tax calculations for BigCommerce
Configure settings so AvaTax calculates tax for all your BigCommerce transactions
 
15 min
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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
 
15 min
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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
 
15 min
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What you need to know about sales tax
What you need to know about sales tax
Understand how to comply with sales tax regulations
FREE
32 min
eLearningTax ComplianceMoreauto-register
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
eLearningMoreSSTauto-register
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
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 recordingauto-register
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
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 | Recognize and address the five most common issues when using Returns Excise
FREE
50 min
MoreWorkshop recordingExcise
Set up your account and company
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 documents
Add customers and process their compliance documents
FREE
8 min
CertCaptureeLearningMicro-courseauto-register
Find customers and documents
Find customers and documents
Search for customers and their documents and save custom reports
FREE
6 min
CertCaptureeLearningMicro-courseauto-register
Ask customers for documents
Ask customers for documents
Request documents from a single customer or group of customers
FREE
6 min
CertCaptureeLearningMicro-courseauto-register
Welcome to CertCapture
Welcome to CertCapture
Understand how CertCapture works
FREE
4 min
CertCaptureeLearningMicro-courseauto-register
Welcome to AvaTax
Welcome to AvaTax
Understand how AvaTax works
FREE
3 min
eLearningAvaTaxMicro-courseauto-register
Connect your business application
Connect your business application
Connect your business application to AvaTax
FREE
2 min
eLearningAvaTaxMicro-courseauto-register
Fine-tune your company profile
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
Test your company profile
Make sure your company profile is set up correctly
FREE
4 min
eLearningAvaTaxMicro-courseauto-register
Locked transactions
Locked transactions
Understand your options when transactions lock
FREE
2 min
eLearningReturnsMicro-courseauto-register
Manage users
Manage users
Add and deactivate your company's CertCapture users
FREE
2 min
CertCaptureeLearningMicro-courseauto-register
Manage users
Manage users
Add and deactivate your company's AvaTax users
FREE
3 min
eLearningAvaTaxMicro-courseauto-register
After your company profile is set up
After your company profile is set up
You've tested your setup - here's what's next
FREE
4 min
eLearningAvaTaxMicro-courseauto-register
Work with credits
Work with credits
Understand why credits happen and how to handle them
FREE
4 min
eLearningReturnsMicro-courseauto-register
Manage transactions
Manage transactions
Add, find, and edit transactions
FREE
5 min
eLearningAvaTaxMicro-courseauto-register
Activate your company profile
Activate your company profile
Tell us the bare minimum to get up and running
FREE
8 min
eLearningAvaTaxMicro-courseauto-register
Add locations and marketplaces
Add locations and marketplaces
Add your company's physical locations and online marketplaces
FREE
5 min
eLearningAvaTaxMicro-courseauto-register
Import transactions
Import transactions
Correctly import transactions and avoid errors
FREE
11 min
eLearningAvaTaxMicro-courseauto-register
Troubleshoot tax amount
Troubleshoot tax amount
Understand what to look for when troubleshooting
FREE
11 min
eLearningAvaTaxMicro-courseauto-register
Reconcile with reports
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
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 Avalara Returns
Set up your returns for us to file
FREE
10 min
eLearningReturnsMicro-courseauto-register
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-courseauto-register