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You're new to AvaTax but your business isn't

This article applies to:AvaTax

If your company already uses AvaTax, but you're new to the program, we've gathered some resources to help you learn basic features and functionality. 

Step What's it all about Resources

1. Set up AvaTax

Learn how to set up AvaTax.

2. Company settings

Changes to a business often need to be reflected in your AvaTax company profile.

3. Jurisdictions Your company is required to collect and remit tax in certain jurisdictions, depending on a number of different factors.
4. Tax profile

The tax profile for a company consists of the jurisdictions in which it collects and remits tax, tax codes, tax rules, items, and who it exempts. The videos provide an overview of your tax profile. The guide provides you with instructions to change your tax profile as your business needs change.

5. Reports

There are a number of reports in AvaTax that help you reconcile your transaction data each month. These guides explain how the reports are related to one another and provide guidance on which reports to run when troubleshooting reconciliation errors.

6. Attend our AvaTax training Learn from subject matter experts to get the most out of Avalara products.
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