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Monthly tasks to maintain sales tax compliance

This article applies to:AvaTax

There are no guarantees that you won't get audited, so you need to be prepared for when the taxman comes calling. We've gathered resources for specific tasks you should complete each month to help you remain sales tax compliant. For each section below, there are videos and guides so you can choose how you want to learn.

It's a best practice to be aware of the common risks of sales tax compliance and what could potentially trigger an audit. These videos help you learn the basics:

Step How to be ready AvaTax CertCapture Managed Returns Avalara Account
1. Stay up-to-date on tax law changes - AvaTax maintenance updates On the first day of every month, we perform a maintenance update to our service based on tax law changes. All changes are summarized in the AvaTax maintenance guide. Find the latest maintenance updates for taxing jurisdictions, rates, boundaries, reporting levels, and tax rules. Blue Check - 50x50 - Transparent.png      

2. Resolve tax notices - manage tax notices

A tax notice is a notification from a tax jurisdiction informing a tax account holder of a requirement, adjustment, or error involving their tax account.       Blue Check - 50x50 - Transparent.png

3. Manage exemption certificates -  exempt customers from sales tax

To remain sales tax compliant, you need to collect and store exemption certificatesHoverTT.png. There are a number of different ways to exempt customers from sales tax with AvaTax, but CertCapture is the only end-to-end system that limits your audit exposure. Blue Check - 50x50 - Transparent.png Blue Check - 50x50 - Transparent.png Blue Check - 50x50 - Transparent.png  

4. Regular reconciliation - troubleshoot reconciliation discrepancies

It's best to reconcileHoverTT.png your transactional data each month to catch any discrepancies between your business application and AvaTax. Blue Check - 50x50 - Transparent.png   Blue Check - 50x50 - Transparent.png  

5. File returns - how to file

It's important to file your returns and remit your tax liabilities according to each state's requirements.

Blue Check - 50x50 - Transparent.png   Blue Check - 50x50 - Transparent.png  
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