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Avalara Help Center

Refine Settings

 Update company information and configure additional settings after you've integrated with AvaTax.

  1. Assign customers to AvaTax
    To make sure AvaTax calculates tax for all your customers, add the AVATAX tax item to your customer records.
  2. Manage taxability of products and services
    Manage item taxability by mapping a tax code to an item in AvaTax for QuickBooks Desktop. By associating your items with tax codes, you can manage item taxability by product or product category, and allow for jurisdictional subtlety in taxability.
  3. Use latitude and longitude coordinates
    You can use GPS coordinates in place of a ship-to address for tax calculation in AvaTax for QuickBooks Desktop
  4. Configure item for UPC
    For an item, you can choose to send the model number or the UPC (Universal Product Code) from QuickBooks Desktop to AvaTax.
  5. View, print, and export reports
    You can generate, export, and print reports in AvaTax for QuickBooks Desktop.
  6. Find your AvaTax connector version number
    AvaTax supports many versions of QuickBooks Desktop. Learn how to locate your version number.
  7. Upgrade your AvaTax version
    Follow these steps to upgrade to the latest version of AvaTax for QuickBooks Desktop.
  8. Validate addresses
    Quickly validate one address or many addressesHoverTT.png at once in order to ensure that the address is formatted correctly for AvaTax to calculate tax accurately.