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Browse our catalog of videos and recorded webinars to help you master our products and become an Avalara expert.

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Sales tax

Sales tax basics

20 Videos

80m

What Is Sales Tax?

This video, part of our Sales Tax Basics series, provides a brief history of sales tax and tells you a bit about what businesses have to take into consideration when charging sales tax.

3m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax

Watch this video to learn the difference between sales tax, sellers use tax, and consumers use tax.

6m

The Role of the Taxing Jurisdiction, Seller, and Buyer

This video describes the roles and responsibilities of the taxing jurisdiction, seller, and buyer.

3m

What Is Nexus?

This short video describes the basics concepts behind nexus and your company's relationship with taxing jurisdictions.

5m

Where Do I Have Nexus?

Determining where your company has nexus can be tricky. This video will tell you what you need to consider, and who you need to talk to, when determining where your company has nexus.

3m

What Are Exemptions?

This video describes the basics concepts behind exemptions and exemption certificates.

5m

What Are Exposures and Exposure Zones?

Watch this video to learn how your company may be exposed to penalties, back interest, and other risks if you don't collect documentation from customers for whom you don't charge tax.

2m

What Is Product Taxability?

This video describes the basics concepts behind product taxability and how AvaTax uses tax codes to help you manage the taxability of your company's products and services.

6m

How Does AvaTax Determine Product Taxability?

Learn how Avalara AvaTax determines the sales tax rate of products and services.

3m

Registering to Collect Sales Tax

Watch this video for important information about how to register to collect and remit sales tax.

9m

What Is Reconciliation?

This video describes the basic concepts behind reconciliation and a few best practices.

2m

Reconciliation and Filing Overview

This video describes the two final phases of sales tax compliance: reconciling and filing.

6m

What Is Location-based Filing?

This video describes how to use location codes in AvaTax for location-based filing.

2m

Avalara Returns Monthly Approval Timeline

AvaTax and Returns operate on a schedule designed to keep you compliant. In this video, learn about when you'll need to have your data reconciled, when we'll draw money from your business's bank account to fund your sales tax liabilities, and when you're able to view returns information after filing.

2m

Common Risks of Sales Tax Compliance

This video describes the basic risks of sales tax compliance with state and local tax collection laws.

5m

Common Triggers for Sales Tax Compliance Risks

This video describes the basic triggers that risk your sales tax compliance.

7m

What Is a Connector?

This short video is designed for users interested in a quick explanation of connectors and how they interact with the AvaTax service.

2m

What Is a Tax Call?

This video provides an overview of the tax call process in AvaTax. Watch this video to learn what data points you should provide on an invoice to ensure accurate tax calculations.

4m

What Is Sourcing?

Different states determine how to tax transactions from different sources in different ways. That's a lot of differences! Watch this video to learn how sourcing for tax rates works.

2m

What Are Avalara Tax Codes?

Watch this video to learn how AvaTax handles product taxability with tax codes.

2m

AvaTax

Types of Taxes

2 Videos

9m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax

Watch this video to learn the difference between sales tax, sellers use tax, and consumers use tax.

6m

What Is Sales Tax?

This video, part of our Sales Tax Basics series, provides a brief history of sales tax and tells you a bit about what businesses have to take into consideration when charging sales tax.

3m

Sales Tax Compliance

4 Videos

24m

Common Risks of Sales Tax Compliance

This video describes the basic risks of sales tax compliance with state and local tax collection laws.

5m

Common Triggers for Sales Tax Compliance Risks

This video describes the basic triggers that risk your sales tax compliance.

7m

The Role of the Taxing Jurisdiction, Seller, and Buyer

This video describes the roles and responsibilities of the taxing jurisdiction, seller, and buyer.

3m

Registering to Collect Sales Tax

Watch this video for important information about how to register to collect and remit sales tax.

9m

How AvaTax Works

3 Videos

10m

Avalara Introduction to On-demand Training

Before you get started learning about Avalara products and services, this video introduces you to some topics and terminology to help set the context for how Avalara services operate. We want to make sure you understand why your company can rest easy when Avalara is handling your sales tax-related compliance issues.

4m

What Is a Connector?

This short video is designed for users interested in a quick explanation of connectors and how they interact with the AvaTax service.

2m

What Is a Tax Call?

This video provides an overview of the tax call process in AvaTax. Watch this video to learn what data points you should provide on an invoice to ensure accurate tax calculations.

4m

Get Started with AvaTax

7 Videos

31m

Activate AvaTax and Set Up Your First Company

Watch this video to learn how to activate your AvaTax account and set up your first company.

4m

What Is Nexus?

This short video describes the basics concepts behind nexus and your company's relationship with taxing jurisdictions.

5m

Add Nexus Jurisdictions

This video shows you how to add nexus jurisdictions in the Admin Console.

3m

What Is Product Taxability?

This video describes the basics concepts behind product taxability and how AvaTax uses tax codes to help you manage the taxability of your company's products and services.

6m

How Does AvaTax Determine Product Taxability?

Learn how Avalara AvaTax determines the sales tax rate of products and services.

3m

Manually Map Items to Tax Codes in AvaTax

Learn how to map items to tax codes in the Admin Console.

5m

Set Up an Additional Company in AvaTax

If you've already set up your initial company during your account activation, watch this video to learn how to set up an additional company.

5m

Collect and Calculate with AvaTax

13 Videos

41m

Where Do I Have Nexus?

Determining where your company has nexus can be tricky. This video will tell you what you need to consider, and who you need to talk to, when determining where your company has nexus.

3m

Are You Registered to Collect and Remit Sales Tax?

You may know all about nexus and where your company is responsible for collecting and remitting sales tax, but are you registered? Watch this video for important information about your nexus settings and your registration status in taxing jurisdictions.

1m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax

Confused about all these transactional taxes? Watch this video to learn the difference between sales tax, sellers use tax, and consumers use tax.

6m

Select Tax Types

This video explains the difference in the selection options in the Tax Type column when selecting nexus jurisdictions.

2m

What Is Sourcing?

Different states determine how to tax transactions from different sources in different ways. That's a lot of differences! Watch this video to learn how sourcing for tax rates works.

2m

Manage Local and Special Taxing Jurisdictions

Setting up your nexus selections doesn't stop at the state level. Watch this video to learn about setting up local and special taxing jurisdictions.

2m

What Is Location-based Filing?

This video describes how to use location codes in Avalara AvaTax for location-based filing.

2m

What Are Avalara Tax Codes?

Watch this video to learn how AvaTax handles product taxability with tax codes.

2m

Using Avalara System Tax Codes

Some products and services are taxed differently in different jurisdictions. Apply Avalara tax codes to products and services you sell to help account for this varying taxability.

10m

Use the System Tax Code Search

Watch this video to learn how to search for specific Avalara tax codes. Applying Avalara tax codes to your products and services with varying taxability will ensure you're charging the correct rate for all your customers, no matter where they are!

3m

Before You Map Your Items

Watch this video to learn when to map your goods and services in your accounting system or in the Admin Console.

1m

Map Items to Tax Codes Using a Template

Learn how to map many items at once using a template.

4m

Transactions Tab Overview

Whether you're in the process of reconciling your accruing tax liabilities or simply tracking down the line item details of a specific invoice, the Transactions tab in AvaTax is where you want to start.

3m

Introduction to AvaTax and Returns

4 Videos

3h

Collect and Calculate with Avalara AvaTax

This is the first of four recorded webinars in a series that show you how AvaTax uses your company's tax profile to determine what sales tax you need to collect from your customers.

45m

Exempt Customers in the Admin Console

This is the second of four recorded webinars in a series that show you how to use AvaTax to make sure your exempt customers aren’t charged sales tax. We also introduce a few additional ways you can exempt your customers.

45m

Manage Varying Taxability with Avalara AvaTax

This is the third of four recorded webinars in a series that show you how to use AvaTax to ensure you’re charging the correct sales tax rate on products and services you sell that have taxability that varies from jurisdiction to jurisdiction.

45m

Reconcile and Remit with Avalara AvaTax and Avalara Returns

This is the fourth and final recorded webinar in a series that show you how to use AvaTax and Returns to ensure you’re properly reconciling your totals in AvaTax with the totals from your accounting system and to make sure you’re properly remitting the sales tax you’ve collected.

45m

CertCapture

Get Started with CertCapture

2 Videos

7m

What Are Exemptions?

This video describes the basics concepts behind exemptions and exemption certificates.

5m

What Is Certificate Management?

This video explains exemption certificates and why it is important to manage them.

2m

Working with Your Customers

3 Videos

4m

Remove a Ship-to State from a Customer Record

Watch this video to learn how to unlink a ship-to state from a customer record.

1m

Remove a Certificate from a Customer Record

Watch this video to learn how to unlink a certificate from a customer record.

1m

Working with Compliance Documents

1 Video

1m

Run a Certificate Search

Watch this video to learn how to search for certificates using basic and advanced search features in Avalara CertCapture.

1m

Request Compliance Documents

2 Videos

3m

What Are Exposures and Exposure Zones?

Watch this video to learn how your company may be exposed to penalties, back interest, and other risks if you don't collect documentation from customers for whom you don't charge tax.

2m

Track a Campaign

Watch this video to learn how to track the progress of a campaign after it's begun in CertCapture.

1m

Reports and Analysis

2 Videos

3m

Run a Customer Report

Watch this video to learn how to run various reports on your customers in CertCapture.

2m

Run a Certificate Report

Watch this video to learn how to run various reports on your certificates in CertCapture.

1m

User Management

1 Video

1m

Add a User

Watch this video to learn how to add a user to your CertCapture account.

1m

Returns

Working with Returns

4 Videos

12m

What Is Reconciliation?

This video describes the basic concepts behind reconciliation and a few best practices.

2m

Reconciliation and Filing Overview

This video describes the two final phases of sales tax compliance: reconciling and filing.

6m

Avalara Returns Monthly Approval Timeline

Avalara AvaTax and Avalara Returns operate on a schedule designed to keep you compliant. In this video, learn about when you'll need to have your data reconciled, when we'll draw money from your business's bank account to fund your sales tax liabilities, and when you're able to view returns information after filing.

2m

What Is Location-based Filing?

This video describes how to use location codes in AvaTax for location-based filing.

2m

Adjustments

1 Video

8m

Liability Worksheet Adjustments

Your liability worksheet Amount Due is based on the committed transactions in your Admin Console, pre and prior payments, vendor - or timely filing - discounts, and other adjustments. Watch this video to learn their differences.

8m

File

2 Videos

5m

Avalara Returns Monthly Approval Timeline

AvaTax and Returns operate on a schedule designed to keep you compliant. In this video, learn about when you'll need to have your data reconciled, when we'll draw money from your business's bank account to fund your sales tax liabilities, and when you're able to view returns information after filing.

2m

The Online Filing Calendar

This video introduces the purpose and function of the Returns filing calendar, including the basic processes and instructions on completing the filing calendar.

3m

AvaTax integrations

3dcart

1 Video

8m

Configure AvaTax for 3dcart

Watch this video to learn how to configure your 3dcart integration with AvaTax.

8m

Bigcommerce

3 Videos

26m

Configure AvaTax for Bigcommerce

This video walks you through the steps to configure Bigcommerce to use with AvaTax.

5m

Map Items in Bulk in AvaTax for Bigcommerce

Watch this video to learn how to map your products to tax codes in AvaTax for Bigcommerce via a bulk import template.

14m

Send a Test Transaction in AvaTax for Bigcommerce

Watch this video to learn how to send a test transaction in AvaTax for Bigcommerce in order to verify that it is installed and configured correctly.

7m

Shopify Plus

1 Video

6m

Get Started with Shopify Plus

Watch this video to learn how to get started using Shopify Plus with AvaTax.

6m