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.
- Accounting methods - cash and accrual
- Add attributes to a company
- Add a child company
- Add a company
- Add a customer to AvaTax
- Add a marketplace location
- Add a transaction
- Add a user and set permissions
- Add exemption details for a customer in AvaTax
- Add marketplace transactions to your company profile
- Add multijurisdictional exemption details for a Canadian customer
- Add non-US countries to collect VAT, GST, or customs duty
- Add or import consumer use tax in AvaTax
- Add or import tax-only credits
- Add other company locations for location-based filing
- Add places where you collect additional taxes and fees
- 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
- Assign a different Avalara tax code to an item
- Audit your exemption records in AvaTax
- Audit your exemption records in CertCapture
- Avalara tax codes
- AvaTax for Brazil, Canada, and India
- Calculate freight tax using Avalara tax codes
- Change advanced company settings
- Change default exemption settings
- Change freight and handling taxability
- Change how AvaTax rounds the tax amount
- Change how validated addresses are displayed
- Change or reset your password
- Change the default country and currency
- Change the importer of record and permanent establishment settings
- Change your Exempt Override Code
- Choose the drop-shipping address to use for tax calculation
- Connect to AvaTax
- Consumer use tax scenarios
- Copy an exemption
- Create and manage advanced transaction rules
- Create and update custom tax codes
- Create a basic company profile
- Create a custom rule to exclude marketplace transactions
- Create a custom tax rule
- Create a custom tax rule that applies to all counties, cities, or special tax jurisdictions in a state
- Create a jurisdiction override
- Create a permanent establishment
- Create a test transaction
- Create custom tax rules for India and connect them to tax codes
- Credit and rebill in AvaTax
- Delete an exempt customer from AvaTax
- Download an exemptions error file
- Download jurisdiction codes
- Edit a transaction
- Edit exemptions in AvaTax
- Edit transactions in bulk
- Exemption certificate status in AvaTax
- Exempt reason matrix for the U.S. and Canada (entity use code list)
- Exempt customers from tax
- Find your company ID number
- Fine-tune your company profile in AvaTax
- Fix exemption import errors
- Fix item import errors
- Fix transaction import errors
- Get your integration
- Get your license key
- Glossary of terms for Avalara products and services
- Guidelines for importing tax data into AvaTax
- Guidelines for mapping items to tax codes
- Guidelines for product and service attributes
- Guidelines for using the exemptions import template
- Guidelines for the item and tax code import template
- Guidelines for the location import template
- Guidelines for the tax rule import template
- Guidelines for using the import transactions template
- Import and map items to tax codes
- Import company locations
- Import custom tax rules
- Import exemptions into AvaTax
- Import Fulfillment by Amazon transactions
- Import marketplace locations in bulk
- Import transactions
- Include importer of record information at the transaction level
- What you need to create a company profile
- Jurisdiction effective and expiration dates
- Keep your changing business in compliance
- License keys
- Links between reports
- Local jurisdictions
- Map items to the same tax code in AvaTax
- Map the items you sell to Avalara tax codes
- Monthly tasks to maintain sales tax compliance
- Options for exempting customers
- Override an exemption certificate to collect tax from an exempt customer
- Recalculate transactions for a different tax type
- Recalculate transactions in bulk
- Reconcile and file on your own
- Reports for filing consumer use tax returns
- Reports for filing sales and seller use tax returns
- Reports in AvaTax
- Request exemption certificates from customers
- Review where you collect and pay tax
- Run an exemption 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 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
- Sell in a European Union country without calculating tax
- Send a test transaction from your application
- Set the importer of record in a transaction
- Set up AvaTax
- Set up exemptions
- States and tax types
- State information for company locations
- Stop applying an exemption
- Tax registration
- 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 special sourcing rules
- Understanding AvaTax sandbox accounts
- Understanding exempt and non-taxable sales
- Understanding freight taxability
- Understand sales tax holidays in AvaTax
- Understand the importer of record setting
- Update company information
- Update or delete a custom tax rule
- Update where you collect and pay tax
- Use the tax calculator
- Verify your jurisdictions and activate your company
- Void transactions
- What's in a transaction?
- What does an exemption document request look like to my customer?
- 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