Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax to work with your accounting software, and learn how Avalara's integration software works.
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When AvaTax calculates tax and a transaction is sent from your accounting software to AvaTax, there is a specific order of operations. Learn the anatomy of a transaction.
Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax to work with your accounting software, and learn how Avalara's integration software works.
In order to reconcile any differences, we recommend adding transactions if they are in your accounting system, but missing in AvaTax.
Add nexus jurisdictions to inform AvaTax where and when your company wishes to calculate and report tax.
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.
Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax.
Avalara has dozens of reports. These are some of the most powerful reports for common scenarios.
Set up CertCapture to manage your compliance documentation. Keep your customers' exemption certificates, excise documents, and federal withholding forms, safe and secure in the cloud.
In the best of worlds, your customers send you completed compliance documents promptly and without reminders. More often, you need to reach out and ask for them. CertCapture automates that process.
Now that you have your company set up, it’s time to add your customers to CertCapture. You have two options for entering customer information: enter it manually, one customer at a time, or enter it in bulk by filling out a spreadsheet template.
As your business grows, so does your collection of exemption 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.
CertCapture uses two types of information to manage compliance documents. You create customer and document records in order for CertCapture to store, apply, and queue your compliance documents for renewal. This information is about document records, and as a final step, you'll link the documents to customers.
Reports help you manage all the certificates you've collected and stored in Avalara CertCapture.
Set up Returns to automate your returns process. Gather information about your business, complete your funding Power of Attorney, and set up your filing calendar.
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.
If Avalara is filing your sales tax returns on your behalf, use the online Returns filing calendar to tell Avalara where to file, which forms to submit, and your filing frequency.
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.
As a Returns customer, your tax liabilities are funded through an electronic withdrawal (ACH Debit) from your bank account. Avalara initiates this withdrawal according to your Funding Power of Attorney (POA) authorization.
Avalara requires that you set up and provide our compliance team with e-filing credentials along with your tax ID to complete the get started with Returns process. Here's a list of states and the information they require to register.
Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax to work with your accounting software, and learn how Avalara's integration software works.
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.
Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax.
Learn how to use QuickBooks Online to use your iPad, mobile phone or computer to do invoicing, billing, run reports, or even pay employees online.
Learn how to use Avalara’s pre-built integration with NetSuite to streamline your workflow and manage sales tax end-to-end.
Learn how to use AvaTax to manage the entire sales tax management process right in your ERP system.
Map Items in Bulk in AvaTax for Bigcommerce
This guide provides an overview of Avalara TrustFile features and how to use them.
This guide provides an overview of Avalara TrustFile for Accountants features and how to use them.
This webinar is intended to get you up and running on TrustFile. We'll walk through your first log-in to setting up your TrustFile defaults. We'll demonstrate how to import and synchronize your transactions and best practice tips for filing your returns.
Before you begin using TrustFile, verify your company, user, and payment settings. The company address settings are particularly important since TrustFile uses them to report on tax.
Before you begin using TrustFile for Accountants, enter company information.
Find answers to the questions other people are asking about Avalara TrustFile.
Some counties in Florida have a Discretionary Sales Surtax rate. FL DR-15 and FL DR-15CS include this surtax on lines 15(A-D). When you manually enter sales totals, TrustFile determines if surtax applies to your company based on your Company and/or Location address.
This guide is intended to help you if you previously used a downloadable TrustFile product (FloridaFile or NewJerseyFile) to get started using the online version of TrustFile in 2017.
After you've reviewed your state settings, you're ready to fill out your return and file.
Avalara TrustFile recorded webinar