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Avalara Help Center

Introduction to the Admin Console

This article applies to:Avalara AvaTax

Each tab in the Admin Console gives you control over a different aspect of your AvaTax account.

Introduction

With the Admin Console, you control all aspects of your AvaTax account.

Home tab

The Home tab provides the information you need to stay informed about your AvaTax account.


Here you can:

A navigation bar below the Home tab allows direct access to screens for:

  • Dashboard
  • Get Started

Organization tab

The Organization tab provides the tools you need to manage each company and its tax profile.

organization.png

Here you can:

When working with a company, a navigation bar below the organization tab allows direct access to screens for:

Transactions tab

The Transactions tab provides the tools you need to manage transactions including invoices, credit memos, and returns.

transactions.png

Here you can:

Tax Returns tab

The Tax Returns tab provides the tools you need to manage the tax liabilities of a company.

TaxReturns-tab.png

Here you can:

A navigation bar below the Tax Returns tab allows direct access to screens for:

Reports tab

The Reports tab provides the tools you need to report on your transactions.

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Here you can:

  • Generate reports for reconciling with your accounting, ERP, e-commerce, m-commerce, or POS application
  • Report on tax liabilities by jurisdiction to assist in the manual completion of tax returns and forms
  • Export transaction data for use in an external reporting program
  • Report on federal excise tax for medical devices
  • View information on the billable transaction count and transaction plan of the AvaTax account

Tools tab

The Tools tab provides the tools you need to test your tax profile and import data into AvaTax.

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Here you can:

Settings tab

The Settings tab provides the tools you need to manage settings that affect how AvaTax works for your account.

settings.png

Here you can:

  • Control access and security for yourself and your users, and optionally for a partner
  • View the Avalara terms and conditions (MSA)
  • Set options that control exemption certificate entries and tax liability worksheets
  • Manage jurisdiction overrides

The Footer provides helpful links for you to get the most out of AvaTax .

Here you can:

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