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Avalara Help Center

Video Studio

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

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AvaTax

Types of Taxes

3 Videos

10m

Sales tax vs. sellers use tax vs. consumers 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

What are sales and sellers use tax?

This video describes the basics concepts behind sales tax and sellers use tax.

1m

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

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

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

5m

Set up an additional company

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

11 Videos

28m

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. consumers 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 system tax codes?

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

2m

Use the system tax code search

Watch this video to learn how to search for specific system tax codes. Applying system 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

Introduction to AvaTax and Returns

4 Videos

3h

Collect and calculate with 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 product taxability with 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 AvaTax and 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

3 Videos

9m

What are exemptions?

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

5m

Add a data record for a customer

Watch this video to learn how to add a data record for a customer in CertCapture.

2m

Import data for many customers

Watch this video to learn how to import data for many customers at once in CertCapture.

2m

Working with Your Customers

5 Videos

7m

Add a data record for a customer

Watch this video to learn how to add a data record for a customer in CertCapture.

2m

Import data for many customers

Watch this video to learn how to import data for many customers at once in CertCapture.

2m

Edit a customer record

Watch this video to learn how to edit a customer record in CertCapture.

1m

Remove a ship-to state from a customer record

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

1m

Remove a certificate from a customer record

Watch this video to learn how to remove (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

6 Videos

13m

View exposure zones, exempt reasons, and invalid reasons

Watch this video to see how to view your exposure zones and the exempt reasons for those exposure zones, as well as reasons certificates are invalid.

1m

Send a single request for a certificate

This video describes how to send a single request for an exemption certificate.

2m

Start a campaign

This video describes how to start a campaign to send a request for exemption certificates to multiple customers.

5m

Create cover letters

This video describes how to create a cover letter to send with your exemption certificate requests.

3m

Locate a single request

Watch this video to learn how to locate a single request after it's been sent in CertCapture.

1m

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

4 Videos

5m

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

Create a logistic report

Logistic Reports show logs for changes that anyone made by using the Global Admin menu. Watch this video to learn how to create and export reports in Avalara CertCapture that show activities by users, statistics about exemption reasons, and requests from other software programs to the CertCapture service that failed.

1m

Email a report on a schedule

Watch this video to learn how to have reports regularly emailed from your CertCapture account to keep you up-to-date on important information related to your account.

1m

User Management

4 Videos

4m

Understand user roles and accounts

Watch this video to see where you can view user roles and user accounts in CertCapture.

1m

Add a user

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

1m

Assign a user

Watch this video to learn how to assign a user to a company in CertCapture.

1m

Edit a user

Watch this video to learn how to edit an existing user of your CertCapture account.

1m

Returns

Working with Returns

3 Videos

10m

Reconciliation and filing overview

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

6m

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

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

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