Let's set up AvaTax Update to start automating tax calculations for your business. Setting up AvaTax Update involves five essential milestones. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.
For customers with AvaTax Update sandbox accounts: Follow steps 1-4 to set up and test your account. After you complete steps 1-4, your Implementation specialist will copy your setup to your production account.
- Create a company profile.
Start by telling us a little about your company and where you're registered to collect and pay tax.
- Connect your system to AvaTax Update.
Get your transactions flowing to AvaTax Update for automated tax calculation. Skip this step if you aren't connecting a system to AvaTax Update.
- Fine-tune your company profile.
Adjust product taxability and learn about options for exempting customers.
- Test your setup.
Preview tax calculations and make sure the connection is working.
- Set up your sales tax returns.
Import transactions, if needed. Schedule your returns and send them to our compliance team for review. Skip this step if you aren't planning to purchase Returns.