Streamlined Sales Tax
Understand the SST program and how to ensure a successful implementation
 
Implement Streamlined Sales Tax
Implement Streamlined Sales Tax
Understand what's required for a successful SST implementation
FREE
45 min
eLearningMoreAvalara SSTauto-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
On-demand recording | Onboarding with Avalara Streamlined Sales Tax
On-demand 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
Understand the basics of cross-border costs
Understand the basics of cross-border costs
Understand what makes up total landed cost
FREE
5 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Tell us where to calculate customs duties, VAT, or GST
Tell us where to calculate customs duties, VAT, or GST
Add places to your company profile and fine-tune settings
FREE
5 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Understand item classification
Understand item classification
Understand what makes up harmonized system codes
FREE
3 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Import and maintain your product catalog
Import and maintain your product catalog
Tell us what you sell
FREE
6 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Connect your business application
Connect your business application
Connect your business application to AvaTax Cross-Border
FREE
4 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Activate your company profile
Activate your company profile
Tell us the bare minimum to get up and running
FREE
8 min
eLearningAvaTaxMicro-courseauto-registerAvaTax Cross-BorderRow4
Optimize customer checkout
Optimize customer checkout
Ensure transparent checkout for your customers
FREE
2 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
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-registerRow4
Troubleshoot tax and duty amounts
Troubleshoot tax and duty amounts
Understand what to look for when troubleshooting
FREE
7 min
eLearningMicro-courseauto-registerAvaTax Cross-Border
Troubleshoot tax amount
Troubleshoot tax amount
Understand what to look for when troubleshooting
FREE
11 min
eLearningAvaTaxMicro-courseauto-registerRow4
Run reports to reveal discrepancies
Run reports to reveal discrepancies
Compare duty calculations with your shipping invoices
FREE
2 min
eLearningMicro-courseauto-registerAvaTax Cross-BorderManaged Returns
Reconcile with reports
Reconcile with reports
Defend your company against audits by using reports to reconcile each month
FREE
3 min
eLearningAvaTaxReturnsMicro-courseauto-registerManaged Returns
Run reports to reveal discrepancies
Run reports to reveal discrepancies
Reveal discrepancies by comparing reports and drilling down
FREE
8 min
eLearningAvaTaxReturnsMicro-courseauto-registerManaged Returns
Set up Managed Returns
Set up Managed Returns
Set up your returns so we can file for you
FREE
10 min
eLearningReturnsMicro-courseauto-registerRow4Managed Returns
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
FREE
3 min
eLearningReturnsMicro-courseauto-registerRow4Managed Returns
Work with credits
Work with credits
Understand why credits happen and how to handle them
FREE
4 min
eLearningReturnsMicro-courseauto-registerManaged Returns
Manage transactions
Manage transactions
Add, find, and edit transactions
FREE
5 min
eLearningAvaTaxMicro-courseauto-register
Use advanced profile configuration features
Use advanced profile configuration features
Basic | Manage extemporaneous conditions for transaction processing
FREE
36 min
MoreWorkshop recordingAvalara for Excise
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 recordingAvalara for Excise
File excise tax returns
File excise tax returns
Basic | Take your tax return from data load to eFile creation
FREE
40 min
MoreWorkshop recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
Reconcile using Returns Excise
Reconcile using Returns Excise
Advanced | Facilitate the reconciliation process using Returns Excise
FREE
30 min
MoreWorkshop recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
Use master data
Use master data
Advanced | Export and import specific types or all master data
FREE
45 min
MoreWorkshop recordingAvalara for Excise
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 recordingAvalara for Excise
Understand AvaTax usage
Understand AvaTax usage
Learn how AvaTax usage is calculated and how it impacts your bill
FREE
3 min
eLearningAvaTaxMicro-courseauto-register
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 recordingAvalara for Excise
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 recordingAvalara for Excise
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 recordingAvalara for Excise
Understand the exemption matrix
Understand the exemption matrix
Identify your exposure zones and exempt reasons
FREE
2 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Welcome to AvaTax for Communications
Welcome to AvaTax for Communications
Understand how AvaTax for Communications works
FREE
4 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Request exemption certificates
Request exemption certificates
Ask your customers for certificates in bulk or individually
FREE
4 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Map what you sell
Map what you sell
Understand and map Transaction/Service pairs
FREE
3 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Pass accurate location information
Pass accurate location information
Tell us where every transaction occurs
FREE
1 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Build API calls for great reports
Build API calls for great reports
Build and test your API to get the most out of your reports
FREE
6 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Run reports
Run reports
Run reports to reveal discrepancies
FREE
3 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Run reports
Run reports
Run and filter your reports
FREE
3 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Use customization profiles
Use customization profiles
Customize your tax calculations
FREE
2 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Use exclusion groups
Use exclusion groups
Tell us where we shouldn't calculate tax
FREE
3 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Use bundle groups
Use bundle groups
Customize tax calculations for your service bundles
FREE
3 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
Use advanced customizations
Use advanced customizations
Customize your tax settings or add safe harbor overrides
FREE
5 min
eLearningAvaTax for CommunicationsMicro-courseauto-registerCalculations
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
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-registerDocuments
Add customers and documents
Add customers and documents
Add customers and process their compliance documents
FREE
8 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Welcome to AvaTax
Welcome to AvaTax
Understand how AvaTax works
FREE
3 min
eLearningAvaTaxMicro-courseauto-register
Welcome to CertCapture.
Welcome to CertCapture.
Understand how CertCapture works
FREE
4 min
CertCaptureeLearningMicro-courseauto-registerDocuments
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-registerManaged Returns
Welcome to CertCapture
Welcome to CertCapture
Understand how CertCapture works
FREE
2 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Set up your company
Set up your company
Set up your company and manage users
FREE
2 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Add customers
Add customers
Add or import your customers
FREE
6 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Update customer information
Update customer information
Keep your customer information up to date
FREE
3 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Add exemption certificates
Add exemption certificates
Add and validate exemption certificates
FREE
4 min
CertCaptureeLearningMicro-courseauto-registerDocuments
Amend excise tax returns
Amend excise tax returns
Basic | Generate and file amended returns for excise
FREE
35 min
MoreWorkshop recordingAvalara for Excise
Automate tax calculations for BigCommerce
Automate tax calculations for BigCommerce
Configure settings so AvaTax calculates tax for all your BigCommerce transactions
15 min
ExpertMoreauto-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
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
ExpertMoreauto-register
Understand the basics of Streamlined Sales Tax
Understand the basics of Streamlined Sales Tax
Learn what the SST program is all about
FREE
5 min
eLearningAvalara SSTMicro-courseauto-register
Prepare where you collect
Prepare where you collect
Align where you collect with SST requirements
FREE
4 min
eLearningAvalara SSTMicro-courseauto-register
Prepare what you sell
Prepare what you sell
Align what you sell with SST requirements
FREE
3 min
eLearningAvalara SSTMicro-courseauto-register
Set up Returns for Small Business
Set up Returns for Small Business
Tell us about your company and your transactions
FREE
3 min
eLearningMicro-courseauto-registerReturns for Small Business
Set up, fund, and file your returns
Set up, fund, and file your returns
Get your returns out the door
FREE
2 min
eLearningMicro-courseauto-registerReturns for Small Business
Prepare your exemptions
Prepare your exemptions
Align who you exempt with SST requirements
FREE
3 min
eLearningAvalara SSTMicro-courseauto-register
Automate tax calculations for CommentSold
Automate tax calculations for CommentSold
Configure settings so AvaTax calculates tax for all your CommentSold transactions
15 min
ExpertMoreauto-register
Prepare your business application
Prepare your business application
Make necessary changes to your business application
FREE
3 min
eLearningAvalara SSTMicro-courseauto-register
Understand Streamlined Sales Tax filing
Understand Streamlined Sales Tax filing
Understand the SST filing timeline and process
FREE
6 min
eLearningAvalara SSTMicro-courseauto-register
Registration and going live
Registration and going live
After you've prepared, understand how SST registration works
FREE
6 min
eLearningAvalara SSTMicro-courseauto-register