Setting up AvaTax to automate tax calculations for your business involves four essential milestones, plus an additional one if you're setting up Managed Returns. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.
- Create a basic company profile.
Start by telling us a little about your company and where you're registered to collect and pay tax.
- Connect to AvaTax.
Get your transactions flowing to AvaTax for automated tax calculation. Skip this step if you aren't connecting a business application or system to AvaTax.
- Fine-tune your company profile.
Adjust product taxability and learn about options for exempting customers.
- Test your setup.
Create test transactions to double-check your setup.
- Set up Returns.
Complete this milestone only if you purchased Managed Returns. Import transactions, if needed. Schedule your returns and send them to our compliance team for review.
After up set up and test your account, contact your implementation specialist or the Avalara Customer Center for help copying your setup to your production account.