AvaTax Update
Avalara 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.
- Add an online marketplace to your company profile
- Add a company
- Add a customer to Exemptions
- Create a custom tax rule
- Add exemption details for a customer in Exemptions
- Add non-US countries to collect VAT, GST, or customs duty
- Add or import consumer use tax
- Add or import transactions
- Add other company locations for location-based filing
- Add places where you collect additional taxes and fees
- Add users and assign permissions
- Anatomy of Avalara tax codes
- Assign a different tax code to an item
- Audit your exemption records in CertCapture
- Audit your exemption records in Exemptions
- Calculate freight tax using Avalara tax codes
- Change advanced company settings
- Change default exemption settings
- Change freight and handling taxability
- Change how AvaTax Update rounds the tax amount
- Change how validated addresses are displayed
- Change importer of record and permanent establishment settings
- Change the default country and currency
- Change the default importer of record setting
- Change your Avalara products or services
- Change your password
- Check exemption sync errors
- Choose which drop-shipping address to use for tax calculation
- Consumer use tax scenarios
- Copy an exemption
- Create and manage advanced tax rules
- Create and update custom tax codes
- Create a company profile
- Create a custom rule to exclude online marketplace transactions
- Create a jurisdiction override
- Create a permanent establishment
- Create a test transaction in AvaTax Update
- Document status in AvaTax Update
- Download jurisdiction codes
- Edit, commit, and cancel transactions
- Exempt reason matrix for the US and Canada (Entity use code list)
- Exempt customers from sales tax
- Find your company ID number
- Fine-tune your company profile in AvaTax Update
- 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 Update
- Guidelines for mapping items to tax codes
- Guidelines for 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 Exemptions
- Import Fulfillment by Amazon transactions
- Include importer of record information
- Information you need to set up AvaTax Update
- Jurisdiction begin and end dates
- Keep track of sales tax thresholds
- Keep your changing business in compliance
- License keys
- Links between reports
- Local jurisdictions
- Manage distance sales VAT thresholds
- Manage payment, invoices, subscriptions, and usage
- Map items to the same tax code in AvaTax Update
- Map the items you sell to Avalara tax codes
- Monthly tasks to maintain sales tax compliance
- Options for exempting customers
- 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 Update
- Request exemption documents from customers
- Review where you collect and pay tax before you fine-tune your company profile
- Run an exemption report
- Run an export report
- Run a liability and tax return report
- Run a transaction report
- Sales and sellers use tax
- Send a test transaction from your system
- Set the importer of record in a transaction
- Set up AvaTax Update
- Set up Exemptions
- Set up the Avalara Extractor for Amazon
- Set up your company profile for online marketplace transactions
- States and tax types
- State information for company locations
- Stop applying an exemption
- Tax registration
- Tax types
- Terms related to consumer use tax
- Test your setup
- Troubleshoot company location import errors
- 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
- What's in a transaction?
- What if I'm not sure where my company collects and remits tax?
- You're new to AvaTax Update but your business isn't