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  • Avalara University is a learning community for people who want to become knowledgeable in all things related to tax compliance. We offer classroom training sessions, webinars, videos, and more to help you master our products and become an Avalara expert.

    Avalara University

    With our live and on-demand content, you choose how, what, and when you want to learn.

    Avalara.com Product Demos

    A free monthly webinar series with topics ranging from global sales tax to exemption certificates and best practices for filing returns.

    A-List Events

    Avalara’s customer events are anything but conventional. Network, view product updates, learn from industry-leading names, earn CPE credit, and meet the Avalara team.

    Avalara.com Thought-leadership Webinars

    Learn best practices and get sage advice from leading experts on sales-tax compliance. Our wide network of presenters covers preparing for a sales tax audit, new Amazon laws, drop shipping rules, new legislation, and more.

    Will's Whiteboard

    These easy-to-understand videos de-mystify the complexities of all things related to tax.

  • AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we put together a set of instructions comprising all three products to make implementing them less taxing as well.

    Get started with AvaTax

    AvaTax works to make sales tax less taxing, so we put together a set of instructions to make implementing them less taxing as well. Your AvaTax account calculates tax instantly once the integration to your accounting system is complete.

    Get started with CertCapture

    Use CertCapture to manage your compliance documentation. Keep your customers' exemption certificates, as well as W9s, safe and secure in the cloud.

    Get started with Returns

    Avalara remits your tax automatically once you fill out and submit tax forms in your AvaTax account and complete the Funding Power of Attorney.

  • Pay Avalara invoices automatically by using Avalara automatic payment. If you enroll in automatic payment, invoices are paid the day they're due with a single payment method.

    Manage your invoices

    In the Admin Console, add payment methods and pay select invoices issued May 2015 or later that begin with INV.

    What is a billable document?

    Curious about the math behind your usage calculations? Usage fees for AvaTax are based on the number of documents recorded or altered in an AvaTax account.

    View status of support cases

    If you want to see the status of your requests for assistance with Avalara Support, view the status of your support cases in the Admin Console.

  • Our latest and greatest content is here to help you use Avalara's sales tax compliance solutions to support your business needs. This page is updated on a monthly basis with the latest documentation and training content as well as our most popular resources.

    Avalara's Monthly Business Guide

    Missed last month's newsletter? Browse Avalara's monthly business guide to see what we've highlighted in the past.

    4 go-to reports for tracking down discrepancies

    Avalara has dozens of reports. These are some of the most powerful reports for common scenarios.

Common Triggers for Sales Tax Compliance Risks

This video describes the basic triggers that risk your sales tax compliance.

  • Tax notices
  • Add new goods or services
  • Add a new company or location
  • Add an exempt customer
8 ways to keep your changing business in compliance
  • Manage Your Company
  • Manage Nexus Jurisdictions
  • Exempt Customers in AvaTax
  • Manage Product Taxability
  • Manage Transactions
  • AvaTax Updates
  • When you activate your account, you setup your initial company. You can always add more companies later. After you add a company, you can edit your company and manage your company.

    Add a company

    Learn how to set up an additional company.

    Edit a company

    Changes to a business often need to be reflected in the Admin Console company or its tax profile. You can change values for such things as the name of a company, if a company inherits its tax profile, the rounding level, and other values.

    Manage a company

    A company represents your business and its taxing policy. In addition, a company brings a host of different identifiers and ways it can be used.

  • Nexus is the sufficient connection a business has with a taxing jurisdiction. This connection obligates the business to calculate, collect, report, and remit tax. Afted you add nexus in the Admin Console, learn how to maintain your company's nexus.

    Add nexus jurisdictions

    Add nexus jurisdictions to inform AvaTax where and when your company wishes to calculate and report tax.

    Edit nexus jurisdictions

    Edit nexus jurisdictions to inform AvaTax of changes to where and when your company wishes to calculate and report tax.

    Jurisdiction overrides

    A jurisdiction override changes how AvaTax sources tax jurisdictions. Jurisdiction overrides provide you some control over the tax jurisdictions used by AvaTax to process transactions.

  • Exempting your customers from sales tax is just as easy as collecting and remiting sales tax with AvaTax.

    Exempt customers from sales tax

    There are four methods for managing the exempt status of your customers: CertCapture, ECMS, entity/use codes, or in your accounting system.

    Exemption reason matrices

    These three matrices list U.S. states and Candian provinces by business type and exemption reason.

  • If you want to tax everything as fully taxable, we've got you covered! If you want to enable special taxability, there are two ways to ensure product-specific tax calculation for your goods and services.

    Manage product taxability

    Learn how the two methods for managing the special taxability of your goods or services: AvaTax system tax codes or custom tax codes.

    Select Avatax system tax codes

    To take advantage of the thousands of tax rules in the AvaTax engine, find your AvaTax system tax codes in the tax code search tool.

    Add items

    An item is a label that represents an individual or group of products, services, or charges. Choose to add items one at a time or import many at once to map them in the Admin Console.

    Map items

    Mapping items to tax codes informs Avalara AvaTax which tax rules to use when processing transactions that include the mapped items.

  • Access the complete history of your transactions in AvaTax. View transactions and tax details, change the status of transactions, add new transactions, and edit existing transactions.

    Manage transactions

    Whether you're in the process of reconciling your accruing tax liabilities or simply tracking down the line item details of a specific invoice, the Transactions tab in your Admin Console is where to start.

    Add or import transactions

    In order to reconcile any differences, we recommend adding transactions if they are in your accounting system, but missing in AvaTax.

    Best practices for importing transactions

    Here are recommendations and best practices for when you import transactions.

  • Just as quickly as tax law changes, so do we! Stay-up-to-date on the latest AvaTax changes.

    AvaTax release guides

    Find the latest information and new features.

    AvaTax maintenance updates

    The first day of every month, we perform a maintenance update to our service. Find the latest nexus, rate, boundary, reporting, tax code, and sales tax holiday updates.

Get Started with Product Taxability Webinar

This video course describes the fundamentals of sales tax and the sales tax compliance process. It is a series of our Sales Tax Basics videos with knowledge checks to ensure your comprehension of sales tax concepts.

Before the webinar:

  • Activate your AvaTax account
  • Gather knowledge of your company's products and services
  • Review the tax code search tool or download the list of AvaTax system tax codes
RegisterLearn About More Webinars
  • Edit Your Company
  • Work with Customers
  • Work with Certificates
  • When you activate your account, you set up your company. You can always edit your company later to manage your exemption settings.

    Access CertCapture

    Logging in to CertCapture is simple and secure. When you establish your account, you receive an email message that includes a link to create a password. For security, you must create a new password in CertCapture every six months.

    Understand the CertCapture interface

    The CertCapture interface lets you quickly see the most important information about exemptions while giving you the flexibility to customize and optimize how you work with the system.

    Manage the exemption settings for your company

    The exemption matrix provides a central location to manage your company's exemption rules.

    Edit basic information about your company

    Change your company details, such as address, settings, and logo, at any time.

  • To manage your exemptions, the CertCapture database needs two key pieces of information: a list of your customers and their exemption certificates.

    Add customer details

    The customer details needed consist of basic information, such as mailing address and contact information. Just entering customer information into CertCapture does not make those customers exempt. To do that, enter valid exemption certificate information and link it to individual customers.

    Search for customers

    Start with a quick search, or perform an advanced search using the customer and certificate searches. Finding information is the first step to acting on it and staying compliant with exemptions.

    Edit or remove details about customers

    When you add businesses or your customer situations change, make sure to update the data in CertCapture.

    Manage CertCapture reports

    Reports help you manage all the certificates you've collected and stored in CertCapture. If you think you might be missing critical customer information, run a customer report.

  • To manage your exemptions, the CertCapture database needs two key pieces of information: a list of your customers and their exemption certificates.

    Upload, validate, and escalate certificates

    Getting exemption certificates and other documents into CertCapture is key to managing exemptions. You'll do this in three steps: upload PDFs, make sure the PDFs look right (no upside down pages), then map the exemption information to your customers.

    Request certificates from customers

    In the best of worlds, your customers send you completed exemption certificates promptly and without reminders. More often, you need to reach out and ask for those certificates. CertCapture automates that process.

    Search for certificates

    Start with a quick search, or perform an advanced search using the customer and certificate searches. Finding information is the first step to acting on it and staying compliant with exemptions.

    Edit or remove details about certificates

    When you add businesses or your customer situations change, make sure to update the data in CertCapture.

Get Started with CertCapture

This webinar provides a brief overview of the Avalara CertCapture dashboard, user settings, and helps you set up company settings.

Before the webinar:

  • Obtain your CertCapture user name and password
RegisterLearn About More Webinars
  • Liability Worksheet
  • Adjustments, Credits, and Notices
  • All of your Returns information is contained in the liability worksheet. Learn how to approve, report, and manage it each month.

    Manage the liability worksheet

    After reviewing and reconciling your tax liabilities, approve the tax liabilities for a state and month. Once approved, Avalara can begin the generation of tax returns for that state and month.

    Run a liability worksheet export report

    Liability worksheet reports export liability worksheet data for the time period specified.

    Locate archived returns

    All past taxes filed through Returns are stored and searchable in the Filing Archive. Filed returns are available in the archive by the 5th of the following month.

  • Your liability worksheet Amount Due is based on the committed transactions in your Admin Console, pre and prior payments, vendor - or timely filing - discounts, and other adjustments.

    Amend and backfile

    Amending and backfiling returns are both actions that involve filing a return for a previous (now closed) filing period.

    Vendor discounts and credits

    Differences between your general ledger and liability worksheet are almost always attributable to vendor discounts and applied or excluded credits.

    Manage tax notices

    A tax notice is a notification from a tax jurisdiction informing you of a requirement, adjustment, or error involving your tax account. Receiving a tax notice doesn't necessarily mean something is wrong.

Get Started with Returns Webinar

Get ready for Avalara to file your returns. This webinar is an overview of the managed returns service. We'll cover the necessary documents and the filing workflow.

Before the webinar:

  • A list of where your company is registered to collect and pay sales and use tax
  • Gather together any Returns/registration documents such as registration IDs, EINs, Efiling
  • Gather together Legacy Filing documents: forms, form numbers
  • Have sales tax compliance representative review returns documents and if possible attend webinar
RegisterLearn About More Webinars
  • QuickBooks Desktop
  • QuickBooks Online
  • NetSuite
  • Microsoft Dynamics GP
  • Bigcommerce
  • Learn how to use Avalara’s pre-built integration with QuickBooks so you can get back to growing and managing the more important parts of your business while automating the end-to-end sales tax management process.

    Get started using Avalara products with QuickBooks

    AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we thought we'd put together a set of instructions comprising all three products to make implementing them less taxing as well. Follow these steps, and you'll be compliant in no time!

    Install and configure AvaTax for QuickBooks

    Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration.

    AvaTax for QuickBooks Desktop release guides

    Find the latest information and new features for your integration.

  • Learn how to use Avalara’s pre-built integration with QuickBooks Online so you can get back to growing and managing the more important parts of your business while automating the end-to-end sales tax management process.

    Get started using Avalara products with QuickBooks Online

    AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we thought we'd put together a set of instructions comprising all three products to make implementing them less taxing as well. Follow these steps, and you'll be compliant in no time!

    Install and configure AvaTax for QuickBooks Online

    Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration.

    AvaTax for QuickBooks Online release guides

    Find the latest information and new features for your integration.

  • Learn how to use Avalara’s pre-built integration with NetSuite so you can get back to growing and managing the more important parts of your business while automating the end-to-end sales tax management process.

    Get started using Avalara products with NetSuite

    AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we thought we'd put together a set of instructions comprising all three products to make implementing them less taxing as well. Follow these steps, and you'll be compliant in no time!

    Install and configure AvaTax for NetSuite

    Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration.

    AvaTax for NetSuite release guides

    Find the latest information and new features for your integration.

  • Learn how to use Avalara’s pre-built integration with Microsoft Dynamics GP so you can get back to growing and managing the more important parts of your business while automating the end-to-end sales tax management process.

    Get started using Avalara products with Microsoft Dynamics GP

    AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we thought we'd put together a set of instructions comprising all three products to make implementing them less taxing as well. Follow these steps, and you'll be compliant in no time!

    Install and configure AvaTax for Microsoft Dynamics GP

    Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration.

    AvaTax for Microsoft Dynamics GP release guides

    Find the latest information and new features for your integration.

  • Learn how to use the integration with Bigcommerce so you can get back to growing and managing the more important parts of your business while automating the end-to-end sales tax management process.

    Get started using Avalara products with Bigcommerce

    AvaTax, CertCapture, and Returns work together to make sales tax less taxing, so we thought we'd put together a set of instructions comprising all three products to make implementing them less taxing as well. Follow these steps, and you'll be compliant in no time!

    Install and configure AvaTax for Bigcommerce

    Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration.

Map Items in Bulk in AvaTax for Bigcommerce

Watch this video to learn how to map your products to tax codes in Avalara AvaTax for Bigcommerce via a bulk import template.

  • How to map items to tax codes
  • When to map items
  • Why item mapping is important
  • On-demand Training
  • Webinars
  • Classroom Training
  • With on-demand content, choose what you want to learn, when you want to learn it.

    Activate AvaTax and set up your first company

    Watch this video to learn how to activate your AvaTax account and set up your first company.

    Get started with AvaTax

    This webinar is intended to get you up and running on AvaTax.

    Get started with CertCapture

    This webinar provides a brief overview of the CertCapture dashboard, user settings, and helps you set up company settings.

    Add nexus jurisdictions

    This video shows you how to add nexus jurisdictions in the Admin Console.

  • Learn from our subject matter experts to get the most out of our products.

    Get started with AvaTax

    This webinar is intended to get you up and running on AvaTax. We will walk through your first log-in to configuring your tax profile.

    Get started with CertCapture

    This webinar provides a brief overview of the CertCapture dashboard, user settings, and helps you set up company settings.

    Get started with Returns

    Get ready for Avalara to file your returns. This webinar is an overview of the managed returns service. We'll cover the necessary documents and the filing workflow.

  • Become an AvaTax expert! Register for in-depth product training and industry best practices.

    Classroom training

    Register for online or in-person trainings to become an Avalara expert.

    Introduction to AvaTax and Returns

    Register for a beginners-only private online training opportunity with a dedicated Subject Matter Expert.

Get Started with Product Taxability

This webinar shows you how to assign AvaTax system tax codes to your items and services.

Before the webinar:

  • Activate your AvaTax account
  • Gather knowledge of your company's products and services
  • Review the tax code search tool or download the list of AvaTax system tax codes
RegisterLearn About More Webinars