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Set up AvaTax Update

This article applies to:Avalara AvaTax Update

Setting up AvaTax Update to automate tax calculations for your business involves four essential milestones, plus an additional one if you're setting up Returns. Each milestone links to detailed step-by-step instructions to help you successfully complete each one. 



  1. Create a company profile.
    Start by telling us a little about your company and where you're registered to collect and pay tax. 
  2. 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 business application or system to AvaTax Update. 
  3. Fine-tune your company profile.
    Adjust product taxability and learn about options for exempting customers. 
  4. Test your setup.
    Preview tax calculations and make sure the connection is working. 
  5. Set up Returns
    Complete this milestone only if you purchased 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.

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