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Get to Know Avalara AvaTax

This article applies to:Avalara AvaTax

Are you new to using AvaTax? We've gathered some resources to help you learn the basic features and functionality of the Admin Console. For each section below, there are videos, user guides, and recorded webinars so you can choose how you want to learn.

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Overview

This video provides an explanation about the basics of sales tax. In order to calculate sales tax correctly, it's great to have a foundation in sales tax compliance. Here is a video course to help you understand the basics:

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Making sense of sales tax

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Introduction to the Admin Console

This user guide page provides an overview of every tab in the Admin Console and the tasks that you can accomplish in each tab.

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Introduction to the Admin Console

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Company settings

Changes to a business often need to be reflected in the Admin Console companyHoverTT.png. The user guide pages shows you how to edit and manage an existing company while the video walks you through the steps to add an additional company to the Admin Console.

GuidesNL-blue-xs.png Edit a company
GuidesNL-blue-xs.png Manage a company
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Nexus

NexusHoverTT.png is the sufficient connection a business has with a taxing jurisdiction. This connection obligates the business to calculate, collect, report, and remit tax. The videos illustrate the basic concepts of nexus and what triggers nexus for a business. Read the user guide page to learn how to edit nexus settings for your company in the Admin Console.

PLAY-BLUE-30px.png What is nexus?
PLAY-BLUE-30px.png Where do I have nexus?
GuidesNL-blue-xs.png Edit nexus
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Tax profile

Your tax profileHoverTT.png for a company consists of nexusHoverTT.png, tax codesHoverTT.png, tax rulesHoverTT.png, and items. The videos and recorded webinars provide an overview of your tax profile. The user guide pages provide you with instructions to change your tax profile as your business needs change.

PLAY-BLUE-30px.png What is my tax profile?
PLAY-BLUE-30px.png What is product taxability?
PLAY-BLUE-30px.png Why is product taxability important?
PLAY-BLUE-30px.png How does AvaTax determine product taxability?
RecordedWebinars-Orange-xs.png Get started with product taxability
GuidesNL-blue-xs.png Select AvaTax system tax codes
GuidesNL-blue-xs.png Manage item codes
GuidesNL-blue-xs.png Manage tax rules
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Use reports to reconcile

There are a number of reports you can run in the Admin Console to reconcile your data each month. The videos and recorded webinar provide you an overview of the Admin Console's reporting functionality. The user guide pages provide best practices on reporting as well as how each of the reports are related to one another.

PLAY-BLUE-30px.png Reports and reconciliation overview
GuidesNL-blue-xs.png Linkages between reports
GuidesNL-blue-xs.png Reporting best practices
GuidesNL-blue-xs.png Manage Admin Console reports