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Essentials of Avalara AvaTax

Essentials of AvaTax is for everyone who needs to use AvaTax to automate sales and use tax calculation and compliance. You're ready for this course once your company has implemented AvaTax.

Essentials of AvaTax is for everyone who needs to use AvaTax to automate sales and use tax calculation and compliance. You're ready for this course once your company has implemented AvaTax.

About this training

Learn how to manage nexus and account settings, resolve taxability exposures, choose an option for managing exempt customers, and reconcile and approve tax liabilities.

Objectives

Get things done in AvaTax
  • List the elements of a tax profile
  • Understand how connectors work
  • Explain the order of operations
  • Understand transaction taxability
  • Configure a tax profile
Manage your account with Avalara
  • Set up and change user roles
  • Find and change account settings
  • Manage Avalara invoices
  • Monitor usage and subscriptions
  • Update billings contacts
Understand options for managing exempt customers
  • Define exemptions
  • Identify exemption categories
  • Understand exemption roles and responsibilities
  • Compare exemption certificate-management options
  • Apply exemption best practices
Manage nexus settings
  • Identify potential nexus qualifiers
  • Distinguish between interstate and intrastate transactions
  • Enable optional local jurisdictions
  • Understand tax type settings
Resolve nexus and varying taxability exposures
  • Understand varying taxability
  • Map items to tax codes
  • Resolve nexus setting exposures
  • Resolve varying taxability exposures
Reconcile and approve tax liabilities for payment
  • Reconcile tax liabilities
  • Identify and run useful reports
  • Resolve reconciliation exposure zones
  • Apply reconciliation best practices