Skip to main content
Avalara Help Center

You're New to AvaTax Update but Your Company Isn't

This article applies to:Avalara AvaTax Update

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

Step What's it all about Resources

1. Sales tax basics

In order to calculate sales tax correctly, it's great to have a foundation in sales tax compliance. This video course helps you understand the basics.

2. Introduction to AvaTax Update

Get an overview of AvaTax Update and the basic setup of your account.

3. Company settings

Changes to a business often need to be reflected in your AvaTax Update company profileHoverTT.png.

4. Jurisdictions Your company is required to collect and remit tax in certain jurisdictions, depending on a number of different factors, such as physical location
5. Tax profile

The tax profile for a company consists of the jurisdictions in which it collects and remits tax, tax codesHoverTT.png, tax rulesHoverTT.png, items, and who it exempts. The videos provide an overview of your tax profile. The guide provides you with instructions to change your tax profile as your business needs change.

6. Reports

There are a number of reports in AvaTax Update that help you reconcile your transaction data each month. These guides explain how the reports are related to one another and provide guidance on which reports to run when troubleshooting reconciliation errors.

  • Was this article helpful?