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See how some states are expanding their rules about where businesses collect and remit sales tax.
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AvaTax release notes

Read the release notes for the latest additions, changes, and fixes to AvaTax.

What Is a Connector? | All About Tax Compliance

How does AvaTax communicate with your accounting software? Learn what information AvaTax uses to provide an accurate sales tax calculation.

What Is a Tax Call? | All About Tax Compliance

Take a dive into an invoice from AvaTax and see how our tax calculation engine uses information you send to AvaTax to provide you with the most accurate sales tax calculation possible.

Get Started with Avalara AvaTax | Webinar

This webinar introduces the Get Started with AvaTax process from your first log-in to configuring your tax profile.

Get Started with Avalara CertCapture | Webinar

This webinar describes the CertCapture dashboard and user settings, and helps you set up your company to work with CertCapture.

Get Started with Avalara Returns | Avalara AvaTax | Webinar

Get ready for Avalara to file your returns. This webinar describes the managed returns service, including a review of necessary documents and the filing workflow.

See all videos

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

Identify when your company might be exposed to compliance risks by watching out for specific events that trigger those risks. Learn about the most common triggers of sales tax compliance risks.

Common Triggers of Sales Tax Compliance Risks | All About 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

What you sell in Microsoft Dynamics GP

What you sell in QuickBooks Desktop

What you sell in NetSuite

What you sell in Microsoft Dynamics NAV

What you sell in Microsoft Dynamics AX 2012

If you sell products in other accounting software

What Is Nexus? | All About Tax Compliance

Each state, and sometimes each jurisdiction within a state, has different standards for when a company is required to collect and remit sales tax. The legal term for this requirement is called nexus. Learn the basic concepts behind nexus and your company's relationship with taxing jurisdictions.

Add Nexus Jurisdictions | Avalara AvaTax

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

What Is Product Taxability? | All About Tax Compliance

Sales tax rates on some products vary from jurisdiction to jurisdiction. Learn the basic concepts behind product taxability and how AvaTax uses tax codes to help you manage the taxability of your company's products and services.

How Does AvaTax Determine Product Taxability? | All About Tax Compliance

The taxability of many products and services varies from state to state, and even from local jurisdiction to local jurisdiction. Learn how AvaTax determines the sales tax rate of products and services you sell.

Manually Map Items to Tax Codes | Avalara AvaTax

Learn how to map items to tax codes in the Admin Console.

Set Up an Additional Company in the Admin Console | Avalara AvaTax

If you've already set up your initial company during your account activation, watch this video to learn how to set up an additional company.

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Get Started with Product Taxability |Avalara AvaTax | 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.

Get Started with Product Taxability |Avalara AvaTax | Webinar

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 Avalara tax codes
RegisterLearn About More Webinars

Who you exempt in Microsoft Dynamics GP

Who you exempt in QuickBooks Desktop

Who you exempt in NetSuite

Who you exempt in Microsoft Dynamics NAV

Who you exempt in Microsoft Dynamics AX 2012

If you exempt customers in other accounting software

What Are Exemptions? | All About Tax Compliance

You're not required to collect sales tax from all of your customers. A few of them may have an exemption certificate. Learn how exemptions from sales tax work, including single-use and blanket exemption certificates.

What Are Exposures and Exposure Zones? | All About Tax Compliance

When you exempt customers, it's important to collect the proper documentation, otherwise you may not be in compliance with sales tax laws. Learn how to ensure you're protected from exposures to compliance risks.

Get Started with Avalara CertCapture | Webinar

This webinar describes the CertCapture dashboard and user settings, and helps you set up your company to work with CertCapture.

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Add Compliance Documents into Avalara CertCapture | Webinar

This workshop-based webinar walks you through the process of importing and validating documents.

Add Compliance Documents into Avalara CertCapture | Webinar

Before the webinar:

  • Import customers
  • Gather a compliance document scanned as a PDF
RegisterLearn About More Webinars

How to file

Reconcile transactions at the end of each filing period. Use these reconciliation and filing reports to make sure you're ready to file your returns.

File taxes on your own

If you don't use Returns, run sales and sellers use tax and consumer use tax reports. They contain the information you need to file your returns.

Manage AvaTax reports

Avalara has dozens of reports to help you reconcile data, file returns, and otherwise use information from your transactions. Generate reports on your transaction history at any time. Report data updates hourly.

Troubleshoot reconciliation discrepancies

These tables provide workflows for reconciling transactions and filing returns. If the totals in your accounting software and AvaTax don't match, run reports in the order listed.

Add or import transactions

To reconcile differences between the data in AvaTax and your accounting software, we recommend adding or importing transactions that are in your accounting software but missing in AvaTax.

The Liability Worksheet | Avalara Returns | Webinar

This recorded webinar covers the basic elements of the liability worksheet and explains where the data on the worksheet comes from, how vendor discounts and credits are applied, and best practices for the liability worksheet.

Liability Worksheet Adjustments | Avalara Returns

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. Watch this video to learn their differences.

Reconciliation and Filing Overview | All About Tax Compliance

After you've collected sales tax, prepare to remit by reconciling your accounting software. Then, file your returns. Learn about the final two phases of sales tax compliance.

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Get Started with Avalara Returns | Avalara AvaTax | 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.

Get Started with Returns

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

Monthly tasks to maintain sales tax compliance

There are no guarantees that you won't get audited, so you need to be prepared for when the taxman comes calling. We've gathered resources for specific tasks you should complete each month to help you remain sales tax compliant.

8 ways to keep your changing business in compliance

Everyday business activities can impact sales and use tax compliance. Review these common triggers to keep your changing business compliant.

Audit your exemption records

It's best to audit your exempt customers and exemption certificates each month to remain compliant. We've gathered some resources to help you learn how to manage your compliance documents in AvaTax.

6 ways to import tax data into AvaTax

When you import data you minimize repetition and potential errors. You don't want to touch tax data more than you have to. Here are some best practices to keep in mind.

You're new to AvaTax, but your company isn't

If your company already uses AvaTax, but you're new to using AvaTax, we've gathered some resources to help you learn the basic features and functionality of AvaTax.

You're new to CertCapture, but your company isn't

If your company already uses CertCapture, but you're new to using CertCapture, we've gathered some resources to help you learn the basic features and functionality of CertCapture.

You're new to Returns, but your company isn't

If your company already uses Returns, but you're new to using Returns, we've gathered some resources to help you learn the basic features and functionality of Returns.

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

Identify when your company might be exposed to compliance risks by watching out for specific events that trigger those risks. Learn about the most common triggers of sales tax compliance risks.

Common Risks of Sales Tax Compliance | SAll About Tax Compliance

Your tax profile exposes you to specific risks when collecting and remitting sales tax. Learn about common risks you face when keeping in compliance with state and local tax collection laws.

The Role of the Taxing Jurisdiction, Seller, and Buyer | All About Tax Compliance

Depending on where you fit in the sales tax compliance cycle, you have certain roles and responsibilities. Learn the difference between what's expected of the taxing jurisdiction, the seller, and the buyer.

See all videos

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

Identify when your company might be exposed to compliance risks by watching out for specific events that trigger those risks. Learn about the most common triggers of sales tax compliance risks.

Common Triggers of Sales Tax Compliance Risks | All About 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

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