AvaTax articles
AvaTax connects to the software that you already own and dynamically delivers instantaneous sales tax decisions based on precise geo-location in more than 10,000 taxing jurisdictions in the U.S.
- 3 recommendations when you connect multiple business applications to AvaTax
- Accounting methods - cash and accrual
- Address types in AvaTax
- Add a child company
- Add a company
- Add a marketplace location
- Add a transaction
- Add a user and set permissions
- Add IOSS registration information to your company profile
- Add marketplace transactions to your company profile
- Add more address options to a transaction
- Add non-US countries to collect VAT, GST, or customs duty
- Add or import tax-only credits
- Add other company locations for location-based filing
- Add other taxes or fees to where you collect and pay tax
- Add places where you collect special taxes and fees
- Add preferential treaties to customs duty calculations
- Add product and service attributes to a single company location
- Add product and service attributes to your company profile
- Add your company information
- All tax types
- Amusement taxes and fees
- Assign a different Avalara tax code to an item
- Audit your exemption records in CertCapture
- Avalara tax codes
- AvaTax for Brazil, Canada, and India
- AvaTax sandbox accounts
- Bicycle taxes
- Bulk edit items and product information for tariff code classification
- Bulk import items using tariff code bulk import template
- Calculate freight tax using Avalara tax codes
- Change advanced company settings
- Change establishment and importer of record settings
- Change freight and handling taxability
- Change how AvaTax rounds the tax amount
- Change how validated addresses are displayed
- Change tariff code classification settings in AvaTax
- Change the default country or currency
- Change your Avalara password
- Change your EU Distance Selling Threshold setting
- Checkout bag fees
- Chicago Amusement Tax
- Chicago Personal Property Lease Transaction Tax
- Choose the drop-shipping address to use for tax calculation
- Company location import template guidelines
- Connect to AvaTax
- Consumer use tax scenarios
- Convert your product catalog into a Google product file
- Create and manage advanced transaction rules
- Create and update custom tax codes
- Create an advanced rule to exclude marketplace transactions
- Create an advanced transaction rule to add location codes to new transactions
- Create an establishment
- Create a basic company profile
- Create a consumer use transaction
- Create a custom tax rule that applies to all counties, cities, or special tax jurisdictions in a state
- Create a custom tax rule to override AvaTax calculations
- Create a jurisdiction override
- Create a test transaction
- Create custom tax rules for India and connect them to tax codes
- Credit and rebill a customer in AvaTax
- Cross-Border Trade Restrictions
- Customs duty calculations at checkout
- Document types in AvaTax
- Download jurisdiction codes
- Economic nexus
- Edit a transaction
- Edit company information
- Edit transactions in bulk
- Exempt reason matrix for the U.S. and Canada (entity use code list)
- Exempt customers from tax
- Export items with tariff codes
- Fine-tune your company profile in AvaTax
- Fix item import errors
- Fix transaction import errors
- Get started with Managed Tariff Code Classification
- Get tax code recommendations
- Get your integration
- Get your license key
- Give your accountant permission to file your returns
- Glossary of terms for Avalara products and services
- Guidelines for importing tax data into AvaTax
- Guidelines for the item and tax code import template
- Helpful Cross-Border and Item Classifaction terms
- How de minimis thresholds apply to transactions in Canada
- Importer of record setting
- Importing Google product catalogs guidelines
- Import and map items to tax codes
- Import company locations in bulk
- Import consumer use tax transactions from your business application
- Import custom tax rules
- Import Fulfillment by Amazon transactions
- Import items and product information for tariff code classification
- Import marketplace locations in bulk
- Import transactions (legacy)
- Import transactions template guidelines
- Import transactions to AvaTax
- Include importer of record information at the transaction level
- Include importer of record information in your bulk upload template
- What you need to create a company profile
- Item Classification reports
- Jurisdiction effective and expiration dates
- Keep Avalara Managed Tariff Code Classification up to date
- Keep AvaTax Cross-Border up to date
- Keep AvaTax up to date
- Keep your changing business in compliance
- License keys
- Links between reports
- Local jurisdictions
- Locate account number
- Manage tariff code assignments in AvaTax
- Map items to the same tax code in AvaTax
- Map the items you sell to Avalara tax codes
- Map the items you sell to tariff codes
- Monthly tasks to maintain sales tax compliance
- Product and service attribute guidelines
- Recalculate transactions for a different tax type
- Recalculate transactions in bulk
- Reconcile and file on your own
- Rental and leasing taxes
- Reports for filing consumer use tax returns
- Reports for filing sales and seller use tax returns
- Reports in AvaTax
- Request classification for an item
- Reset your Avalara password
- Review and reconcile marketplace transactions
- Review where you collect and pay tax
- Run an economic nexus summary report
- Run a consumer use tax document data export report
- Run a consumer use tax document report
- Run a consumer use tax return filing report
- Run a cross-border transactions report
- Run a India GST Document Line Detail export report
- Run a liability and tax return report
- Run a reverse charge, VAT, and all taxes data export report
- Run a sales and sellers use tax return filing report
- Run a sales tax document report
- Run excise and Canada HST reports
- Run sales tax document data export report
- Sales and use tax
- Save a favorite report
- Send a test transaction from your business application
- Set the importer of record in a transaction
- Set up AvaTax Cross-Border
- Set up AvaTax to calculate India GST
- Set up AvaTax to calculate simplified rates for remote sellers, direct marketers, or marketplaces
- Set up AvaTax
- States and tax types
- States with no sales tax
- State information for company locations
- Supported scenarios for calculating GST in India
- Tax code mapping guidelines
- Tax registration
- Tax rule import template guidelines
- Tell us where you collect and pay tax
- Terms related to consumer use tax
- Test your setup
- Transaction status in AvaTax
- Troubleshoot company location import errors
- U.S. economic sales thresholds
- U.S. states with origin sourcing or special sourcing rules
- Understanding freight taxability
- Understand customs duty calculations in AvaTax
- Understand de minimis thresholds
- Understand harmonized system tariff codes
- Understand sales tax holidays in AvaTax
- Update or delete a custom tax rule
- Update where you collect and pay tax
- Use the tax calculator
- Using reference lists in advanced rules
- Verify your jurisdictions and activate your company
- View the taxability matrix
- Void a transaction
- Void transactions in bulk
- What's in a transaction?
- What if I'm not sure where my company collects and remits tax?
- Working with transactions in AvaTax
- You're new to AvaTax but your business isn't