Everyday business activities can impact sales and use tax compliance. Review these common triggers to keep your changing business compliant.
|Trigger||How to be ready||What to do|
|Your business grows and changes||Learn to manage compliance risks.||
|Receive a rate change notice||Review the maintenance guide once a month to stay up-to-date on tax code and rate changes.||
Breathe. Take time to understand the intent of the notice. You don't need to submit rate changes, filing calendar adjustments, and other informational notices to Avalara, but you may need to make changes in your Admin Console. If the notice is about a rate change, you may need to update your custom tax rules.
For more information, read manage tax notices.
|Receive a notice to change your filing frequency||Before the first filing of the new year, review your filing frequency selections.|
You may create sales tax nexus if you...
|Before the first filing of the new year, review your nexus selections.||
|Add new goods or services with special taxability||Review the maintenance guide once a month to stay up-to-date on tax code and rate changes.||
You may want to to tax everything as fully taxable. If so, enable nexus in the jurisdictions where you're required to register, and collect tax so that AvaTax calculates the full tax amount on your goods and services.
On the other hand, there are a couple of ways to apply product-specific tax calculation to your goods and services. Learn more in manage product taxability.
|Add an exempt customer||Perform a self-audit each month of your exempt customers and exemption certificates.||
Ensure you have a valid exemption certificate on file for the new customer. If you use CertCapture, add the customer to CertCapture and request an exemption certificate. If you already have the exemption certificate, learn how to upload and validate the certificate.
For more information about managing your exempt customers and their exemption certificates, read how to audit your exemption records.
|Add a company or location||Before the first filing of this new company or location ensure your company and location information is up to date.|
|Add an employee||Before the first filing of the new year, ensure your employee information is up to date.|
|Remove an employee||Before the first filing of the new year, ensure your employee information is up to date.||Deactivate the user profile in AvaTax and CertCapture (if you have both products).|