Set up AvaTax Update

Set up AvaTax Update

Learn how to set up AvaTax Update

About this class

Find out how to set up AvaTax Update and what to have on hand before you get started.

You need about an hour to take this class.

Curriculum

  • Let's go
  • Class info
  • Before you set up
  • Make setup easy
  • Sign in to AvaTax Update
  • Consider how you need to set up
  • See what you learned
  • Set up your company
  • Set up your company
  • See what you learned
  • Integrate with your accounting software
  • Get your connector
  • See what you learned
  • Add users
  • Add users
  • See what you learned
  • Customize your company
  • Build up your settings
  • Add where you collect tax
  • Add items
  • Add exempt customers
  • Add locations
  • See what you learned
  • Add more companies
  • Add companies
  • See what you learned
  • Look at your advanced company settings
  • Review rounding
  • Review freight/handling dependency
  • Review default country and default currency
  • Consider custom tax rules
  • See what you learned
  • Look at your advanced account settings
  • Review address standardization
  • Review exemption certificate handling
  • Consider jurisdiction overrides
  • See what you learned
  • Congratulations!
  • Congratulations

About this class

Find out how to set up AvaTax Update and what to have on hand before you get started.

You need about an hour to take this class.

Curriculum

  • Let's go
  • Class info
  • Before you set up
  • Make setup easy
  • Sign in to AvaTax Update
  • Consider how you need to set up
  • See what you learned
  • Set up your company
  • Set up your company
  • See what you learned
  • Integrate with your accounting software
  • Get your connector
  • See what you learned
  • Add users
  • Add users
  • See what you learned
  • Customize your company
  • Build up your settings
  • Add where you collect tax
  • Add items
  • Add exempt customers
  • Add locations
  • See what you learned
  • Add more companies
  • Add companies
  • See what you learned
  • Look at your advanced company settings
  • Review rounding
  • Review freight/handling dependency
  • Review default country and default currency
  • Consider custom tax rules
  • See what you learned
  • Look at your advanced account settings
  • Review address standardization
  • Review exemption certificate handling
  • Consider jurisdiction overrides
  • See what you learned
  • Congratulations!
  • Congratulations
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