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Avalara Help Center

Collect Your Business and Tax Profile Information to Set up AvaTax

This article applies to:Avalara AvaTax Update

Gather information about your business to help you set up AvaTax Update and automate your company's sales and use tax compliance. Most of the information on this page can be found on your tax returns and business registration documents, so keep those documents handy throughout the setup process.

Collect information about your business

It's easy to get set up quickly if you gather a few things before you begin.

  • Legal company name
  • Taxpayer ID number - A taxpayer ID or Employer Identification Number (EIN) is a unique identifier the IRS gives to U.S. companies for tax reporting. Call the IRS Business & Specialty Tax Line if you don't know your ID.
  • Business ID number (Only for companies operating outside the US) - You need a business identification number issued by a non-U.S. government if your company operates outside of the U.S. Examples include the Canadian BIN and European VAT ID.
  • Addresses for your primary place of business and each business location
  • A list of the states and local jurisdictions in which you're registered to collect and remit sales and use tax
    • AvaTax Update only calculates tax on your behalf where you indicate you're required to collect and remit
  • A list of the products you sell
    • By default, AvaTax Update taxes everything at the standard rate for the jurisdiction in which a transaction takes place. If you sell products or services that are tax exempt, taxed at a special rate, or treated differently across jurisdictions, map these products and services to Avalara tax codes.

AvaTax Update works by connecting to your ERP, POS, ecommerce, billing, CRM, and/or accounting systems. Be sure you know which business system(s) you company wants to connect AvaTax Update before you begin to set things up. If you're not sure, talk to the person that purchased AvaTax Update for your business. They should be able to help you out.

If you use Returns

To automate your returns, we need a bit more information. In AvaTax Update, enter your information under Returns after you set up your company. Take steps ahead of time to make the process as smooth, fast, and accurate as possible.

  • Collect the information on the bank account that you want us to draw from to remit your tax liabilities
    • Bank account and bank routing numbers
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    • The bank's name and address
  • Assemble a list of the returns you file, filing frequencies, and due dates
  • Provide us with contact information for your tax compliance manager or accountant
  • Find your electronic-filing login and password for each state, along with any other e-filing requirements that your jurisdictions may have
    • If you need help finding your e-filing information, contact the Department of Revenue for the state you're filing in
  • Identify jurisdictions where you want us to file late returns for you
  • Identify states that require location-based filing and registration by consulting the forms you use to file returns and checking if they require locations to be registered with the state. If they do, add all of your locations in those jurisdictions to AvaTax Update. If you're not sure if a jurisdiction requires location-based filing, contact the state Department of Revenue or appropriate Taxing Authority
  • Make sure all of your legacy transactions have been imported for the period you want to file for
  • If your company has signed up for Streamlined Sales Tax (SST), review SST requirements
  • If you need us to file and remit on your behalf in Canada, review the specific requirements for working with AvaTax Update in Canada
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