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Avalara Videos
Browse our catalog of videos and recorded webinars to help you master our products and become an Avalara expert.

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Sales tax

Sales tax basics

20 Videos

80m

What Is Sales Tax? | Sales Tax Basics

Sales tax is much less of a burden on consumers than it used to be. Modern tax laws have shifted that burden to sellers. Learn about the history of sales tax and a bit about what businesses have to take into consideration when charging sales tax.

3m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax | Sales Tax Basics

Confused about all these different types of transactional taxes? Learn the difference between sales tax, seller's use tax, and consumer's use tax.

6m

The Role of the Taxing Jurisdiction, Seller, and Buyer | Sales Tax Basics

Depending on where you fit in the sales tax compliance cycle, you have certain roles and responsibilities. Learn the difference between what's expected of the taxing jurisdiction, the seller, and the buyer.

3m

What Is Nexus? | Sales Tax Basics

Each state, and sometimes each jurisdiction within a state, has different standards for when a company is required to collect and remit sales tax. The legal term for this requirement is called nexus. Learn the basic concepts behind nexus and your company's relationship with taxing jurisdictions.

5m

Where Do I Have Nexus? | Sales Tax Basics

Determining where your company has nexus can be tricky. Learn what you need to consider, and who you need to talk to, when determining where your company has nexus.

3m

What Are Exemptions? | Sales Tax Basics

You're not required to collect sales tax from all of your customers. A few of them may have an exemption certificate. Learn how exemptions from sales tax work, including single-use and blanket exemption certificates.

5m

What Are Exposures and Exposure Zones? | Sales Tax Basics

When you exempt customers, it's important to collect the proper documentation, otherwise you may not be in compliance with sales tax laws. Learn how to ensure you're protected from exposures to compliance risks.

2m

What Is Product Taxability? | Sales Tax Basics

Sales tax rates on some products vary from jurisdiction to jurisdiction. Learn the basic concepts behind product taxability and how AvaTax uses tax codes to help you manage the taxability of your company's products and services.

6m

How Does AvaTax Determine Product Taxability? | Sales Tax Basics

The taxability of many products and services varies from state to state, and even from local jurisdiction to local jurisdiction. Learn how AvaTax determines the sales tax rate of products and services you sell.

3m

Register to Collect Sales Tax | Sales Tax Basics

Before you collect and remit sales tax, you need to register in the appropriate jurisdictions. Learn what goes into this process.

9m

What Is Reconciliation? | Sales Tax Basics

Reconciling means making sure the totals in your accounting software match the totals in AvaTax. Learn the basic concepts behind reconciliation and a few tricks to ensure your returns are accurate.

2m

Reconciliation and Filing Overview | Sales Tax Basics

After you've collected sales tax, prepare to remit by reconciling your accounting software. Then, file your returns. Learn about the final two phases of sales tax compliance.

6m

What Is Location-based Filing? | Sales Tax Basics

This video describes how to use location codes in AvaTax for location-based filing.

2m

Avalara Returns Monthly Approval Timeline | Sales Tax Basics

AvaTax and Returns operate on a schedule designed to keep you compliant. Learn about when you need to have your data reconciled, when Avalara draws money from your company's bank account to fund sales tax liabilities, and when you're able to view returns information after filing.

2m

Common Risks of Sales Tax Compliance | Sales Tax Basics

Your tax profile exposes you to specific risks when collecting and remitting sales tax. Learn about common risks you face when keeping in compliance with state and local tax collection laws.

5m

Common Triggers for Sales Tax Compliance Risks | Sales Tax Basics

Identify when your company might be exposed to compliance risks by watching out for specific events that trigger those risks. Learn about the most common triggers of sales tax compliance risks.

7m

What Is a Connector? | Sales Tax Basics

How does AvaTax communicate with your accounting software? Learn what information AvaTax uses to provide an accurate sales tax calculation.

2m

What Is a Tax Call? | Sales Tax Basics

Take a dive into an invoice from AvaTax and see how our tax calculation engine uses information you send to AvaTax to provide you with the most accurate sales tax calculation possible.

4m

What Is Sourcing? | Sales Tax Basics

States have several ways of deciding whether to use the location of the buyer or the seller when determining which jurisdiction's tax rules to apply. Learn how sourcing for tax rates works.

2m

What Are Avalara Tax Codes? | Sales Tax Basics

Each Avalara tax code has associated tax rules that define the taxability for that code in states and local jurisdictions. Learn how these codes provide a more accurate tax calculation when using Avalara products and services.

2m

AvaTax

Types of Taxes

2 Videos

9m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax | Sales Tax Basics

Confused about all these different types of transactional taxes? Learn the difference between sales tax, seller's use tax, and consumer's use tax.

6m

What Is Sales Tax? | Sales Tax Basics

Sales tax is much less of a burden on consumers than it used to be. Modern tax laws have shifted that burden to sellers. Learn about the history of sales tax and a bit about what businesses have to take into consideration when charging sales tax.

3m

Sales Tax Compliance

4 Videos

24m

Common Risks of Sales Tax Compliance | Sales Tax Basics

Your tax profile exposes you to specific risks when collecting and remitting sales tax. Learn about common risks you face when keeping in compliance with state and local tax collection laws.

5m

Common Triggers for Sales Tax Compliance Risks | Sales Tax Basics

Identify when your company might be exposed to compliance risks by watching out for specific events that trigger those risks. Learn about the most common triggers of sales tax compliance risks.

7m

The Role of the Taxing Jurisdiction, Seller, and Buyer | Sales Tax Basics

Depending on where you fit in the sales tax compliance cycle, you have certain roles and responsibilities. Learn the difference between what's expected of the taxing jurisdiction, the seller, and the buyer.

3m

Register to Collect Sales Tax | Sales Tax Basics

Before you collect and remit sales tax, you need to register in the appropriate jurisdictions. Learn what goes into this process.

9m

How AvaTax Works

2 Videos

6m

What Is a Connector? | Sales Tax Basics

How does AvaTax communicate with your accounting software? Learn what information AvaTax uses to provide an accurate sales tax calculation.

2m

What Is a Tax Call? | Sales Tax Basics

Take a dive into an invoice from AvaTax and see how our tax calculation engine uses information you send to AvaTax to provide you with the most accurate sales tax calculation possible.

4m

Get Started with AvaTax

6 Videos

27m

What Is Nexus? | Sales Tax Basics

Each state, and sometimes each jurisdiction within a state, has different standards for when a company is required to collect and remit sales tax. The legal term for this requirement is called nexus. Learn the basic concepts behind nexus and your company's relationship with taxing jurisdictions.

5m

Add Nexus Jurisdictions | Avalara AvaTax

This video shows you how to add nexus jurisdictions in the Admin Console.

3m

What Is Product Taxability? | Sales Tax Basics

Sales tax rates on some products vary from jurisdiction to jurisdiction. Learn the basic concepts behind product taxability and how AvaTax uses tax codes to help you manage the taxability of your company's products and services.

6m

How Does AvaTax Determine Product Taxability? | Sales Tax Basics

The taxability of many products and services varies from state to state, and even from local jurisdiction to local jurisdiction. Learn how AvaTax determines the sales tax rate of products and services you sell.

3m

Manually Map Items to Tax Codes | AvaTax

Learn how to map items to tax codes in the Admin Console.

5m

Set Up an Additional Company in the Admin Console | Avalara AvaTax

If you've already set up your initial company during your account activation, watch this video to learn how to set up an additional company.

5m

Collect and Calculate with AvaTax

12 Videos

31m

Where Do I Have Nexus? | Sales Tax Basics

Determining where your company has nexus can be tricky. Learn what you need to consider, and who you need to talk to, when determining where your company has nexus.

3m

Are You Registered to Collect and Remit Sales Tax? | Sales Tax Basics

You may know all about nexus and where your company is responsible for collecting and remitting sales tax, but are you registered? Watch this video for important information about your nexus settings and your registration status in taxing jurisdictions.

1m

Sales Tax vs. Sellers Use Tax vs. Consumer Use Tax | Sales Tax Basics

Confused about all these different types of transactional taxes? Learn the difference between sales tax, seller's use tax, and consumer's use tax.

6m

Select Tax Types | Avalara AvaTax

This video explains the difference in the selection options in the Tax Type column when selecting nexus jurisdictions.

2m

What Is Sourcing? | Sales Tax Basics

States have several ways of deciding whether to use the location of the buyer or the seller when determining which jurisdiction's tax rules to apply. Learn how sourcing for tax rates works.

2m

Manage Local and Special Taxing Jurisdictions | Avalara AvaTax

Setting up your nexus selections doesn't stop at the state level. Watch this video to learn about setting up local and special taxing jurisdictions.

2m

What Is Location-based Filing? | Sales Tax Basics

This video describes how to use location codes in Avalara AvaTax for location-based filing.

2m

What Are Avalara Tax Codes? | Sales Tax Basics

Each Avalara tax code has associated tax rules that define the taxability for that code in states and local jurisdictions. Learn how these codes provide a more accurate tax calculation when using Avalara products and services.

2m

Use the System Tax Code Search | Avalara AvaTax

Watch this video to learn how to search for specific Avalara tax codes. Applying Avalara tax codes to your products and services with varying taxability will ensure you're charging the correct rate for all your customers, no matter where they are!

3m

Before You Map Your Items | Avalara AvaTax

Watch this video to learn when to map your goods and services in your accounting system or in the Admin Console.

1m

Map Items to Tax Codes Using a Template | Avalara AvaTax

Learn how to map many items at once using a template.

4m

CertCapture

Get Started with CertCapture

6 Videos

12m

What Are Exemptions? | Sales Tax Basics

You're not required to collect sales tax from all of your customers. A few of them may have an exemption certificate. Learn how exemptions from sales tax work, including single-use and blanket exemption certificates.

5m

Take a Tour | Avalara CertCapture

Take a tour of CertCapture so you know what to expect when you start using it.

1m

Build Your Company Hierarchy | Avalara CertCapture

A company hierarchy organizes customer records and documents for reporting purposes. See how to make sure your company hierarchy works for your business.

2m

Add Company Details | Avalara CertCapture

Company details include the company's name, contact information, tax ID number, and logo. See how to add details for each company in your company hierarchy.

1m

Set up Nexus | Avalara CertCapture

See how to tell CertCapture where you're collecting and managing exemption certificates to make sure you cover every exempt customer transaction.

1m

Explore the Exemption Matrix | Avalara CertCapture

Each company in your CertCapture account has an exemption matrix which recommends exemption certificate templates and expiration timelines. See the exemption matrix and how it contributes to the way CertCapture works.

2m

Working with Your Customers

5 Videos

10m

Add Customers | Avalara CertCapture

See how to add customers so you can link compliance documents to them. Add customers one at a time or use a template to add a batch of customers.

4m

Find Customers | Avalara CertCapture

See how to find customers in CertCapture.

2m

Remove a Ship-to State from a Customer Record | Avalara CertCapture

Watch this video to learn how to unlink a ship-to state from a customer record.

1m

Remove a Certificate from a Customer Record | Avalara CertCapture

Watch this video to learn how to unlink a certificate from a customer record.

1m

Working with Compliance Documents

3 Videos

6m

Add Documents | Avalara CertCapture

See how to upload and process your customers' compliance documents to make sure your customer records are complete.

3m

Find Documents | Avalara CertCapture

See how to find documents in CertCapture.

2m

Request Compliance Documents

5 Videos

10m

What Are Exposures and Exposure Zones? | Sales Tax Basics

When you exempt customers, it's important to collect the proper documentation, otherwise you may not be in compliance with sales tax laws. Learn how to ensure you're protected from exposures to compliance risks.

2m

Make a Cover Letter | Avalara CertCapture

It's a good idea to include a cover letter with your requests so your customers understand what you're asking for. See how to create cover letters.

2m

Ask a Customer for a Document | Avalara CertCapture

See how to request a certificate from a customer.

1m

Create a Campaign to Ask a Group of Customers for Documents | Avalara CertCapture

See how to request certificates from a bunch of customers for the first time.

4m

Track a Campaign | Avalara CertCapture

Watch this video to learn how to track the progress of a campaign after it's begun in CertCapture.

1m

Reports and Analysis

2 Videos

3m

Run a Customer Report | Avalara CertCapture

Watch this video to learn how to run various reports on your customers in CertCapture.

2m

Run a Certificate Report | Avalara CertCapture

Watch this video to learn how to run various reports on your certificates in CertCapture.

1m

User Management

1 Video

1m

Add a User | Avalara CertCapture

Watch this video to learn how to add a user to your CertCapture account.

1m

Returns

Working with Returns

4 Videos

12m

What Is Reconciliation? | Sales Tax Basics

Reconciling means making sure the totals in your accounting software match the totals in AvaTax. Learn the basic concepts behind reconciliation and a few tricks to ensure your returns are accurate.

2m

Reconciliation and Filing Overview | Sales Tax Basics

After you've collected sales tax, prepare to remit by reconciling your accounting software. Then, file your returns. Learn about the final two phases of sales tax compliance.

6m

Avalara Returns Monthly Approval Timeline | Sales Tax Basics

AvaTax and Returns operate on a schedule designed to keep you compliant. Learn about when you need to have your data reconciled, when Avalara draws money from your company's bank account to fund sales tax liabilities, and when you're able to view returns information after filing.

2m

What Is Location-based Filing? | Sales Tax Basics

This video describes how to use location codes in AvaTax for location-based filing.

2m

Adjustments

1 Video

8m

Liability Worksheet Adjustments | Avalara Returns

Your liability worksheet Amount Due is based on the committed transactions in your Admin Console, pre and prior payments, vendor - or timely filing - discounts, and other adjustments. Watch this video to learn their differences.

8m

File

1 Video

2m

Avalara Returns Monthly Approval Timeline | Sales Tax Basics

AvaTax and Returns operate on a schedule designed to keep you compliant. Learn about when you need to have your data reconciled, when Avalara draws money from your company's bank account to fund sales tax liabilities, and when you're able to view returns information after filing.

2m

AvaTax integrations

3dcart

1 Video

8m

Configure AvaTax for 3dcart | Integrations

Watch this video to learn how to configure your 3dcart integration with AvaTax.

8m

Bigcommerce

3 Videos

26m

Configure AvaTax for Bigcommerce | Integrations

This video walks you through the steps to configure Bigcommerce to use with AvaTax.

5m

Map Items in Bulk in AvaTax for Bigcommerce | Integrations

Watch this video to learn how to map your products to tax codes in AvaTax for Bigcommerce via a bulk import template.

14m

Send a Test Transaction in AvaTax for Bigcommerce | Integrations

Watch this video to learn how to send a test transaction in AvaTax for Bigcommerce in order to verify that it is installed and configured correctly.

7m