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Table of contents
 1.  Tell us what business application you use
 2.  Trending topics
 3.  Set up AvaTax
 4.  Release notes
 5.  Avalara University
 6.  Manage your account
 7.  Returns Central
 8.  AvaTax release notes
 9.  Add or import transactions
 10. Manage your exemptions
 11. Tell us about your locations
 12. Map your tax codes
 13. Learn more about sales tax basics
 14. Manage your accounting software
 15. How to file
 16. File taxes on your own
 17. Manage AvaTax Update reports
 18. Troubleshoot reconciliation discrepancies
 19. Add or import transactions
 20. Monthly tasks to maintain sales tax compliance
 21. Keep your changing business in compliance
 22. Audit your exemption records
 23. Import tax data into AvaTax Update
 24. You're new to AvaTax Update, but your company isn't
 25. You're new to Returns, but your company isn't
 26. More Help Topics
     1. Avalara Guides
     2. Avalara FAQs
     3. Avatax Integrations
     4. Avalara Sites

We think these articles could help you:

See More




TELL US WHAT BUSINESS APPLICATION YOU USE

Avalara integrates with your company's business application, software, or
ecommerce system. Find your business application for a customized help
experience.
 * AvaTax for NetSuite
 * AvaTax for QuickBooks Desktop
 * AvaTax for other accounting software


TRENDING TOPICS

Find answers to the most common issues affecting our customers.
 * Run reports
 * Set up Exemptions
 * Add or import transactions
 * Reset your password


SET UP AVATAX

Start automating sales tax calculations for your business.
 * Gather the information you need to set up AvaTax
 * See exempt customer options
 * Learn how to fine-tune your company profile
 * Need more? Take a free class


RELEASE NOTES

Find out what's new. Get the latest details about product improvements, changes,
and fixes.
 * AvaTax
 * CertCapture
 * AvaTax for Quickbooks Desktop
 * AvaTax for Netsuite


AVALARA UNIVERSITY

Watch videos and join workshops to build your knowledge about tax compliance and
Avalara services.


MANAGE YOUR ACCOUNT

Pay your bill, check your usage, or file a support case.


RETURNS CENTRAL

Find state-specific information to help you set up and schedule your returns.


AVATAX RELEASE NOTES

Read about the latest additions, changes, and fixes to AvaTax.

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

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.

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

 * Tax notices
 * Add new goods or services
 * Add a new company or location
 * Add an exempt customer

Keep your changing business in compliance


What Is a Connector? | All About Tax Compliance

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

What Is a Tax Call? | All About Tax Compliance

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.

Common Risks of Sales Tax Compliance | SAll About Tax Compliance

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.

See all videos



ADD OR IMPORT TRANSACTIONS

Make sure the transactions in your accounting software match your transactions
in AvaTax Update so that updates are reflected in both places.


MANAGE YOUR EXEMPTIONS

Use AvaTax Exemptions to track your tax-exempt customers and consistently exempt
their purchases.


TELL US ABOUT YOUR LOCATIONS

Add locations one at a time or import multiple locations at once using an .xls,
.xlsx, or .csv file.


MAP YOUR TAX CODES

Use this chart to decide whether to map your items in Avalara AvaTax or in your
accounting software.


LEARN MORE ABOUT SALES TAX BASICS

Browse videos on the basics of sales tax and how to stay compliant with state
and local tax collection laws.


MANAGE YOUR ACCOUNTING SOFTWARE

Find your accounting software home page and learn more about how to integrate
your software with AvaTax Update.

What Are Exemptions? | All About Tax Compliance

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.

What Are Exposures and Exposure Zones? | All About Tax Compliance

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.

Get Started with Avalara CertCapture | Webinar

This webinar describes the CertCapture dashboard and user settings, and helps
you set up your company to work with CertCapture.

See all videos



HOW TO FILE

Reconcile transactions at the end of each filing period. Use these
reconciliation and filing reports to make sure you're ready to file your
returns.


FILE TAXES ON YOUR OWN

If you don't use Returns, run sales and sellers use tax and consumer use tax
reports. They contain the information you need to file your returns.


MANAGE AVATAX UPDATE REPORTS

Avalara has dozens of reports to help you reconcile data, file returns, and
otherwise use information from your transactions. Generate reports on your
transaction history at any time. Report data updates hourly.


TROUBLESHOOT RECONCILIATION DISCREPANCIES

These tables provide workflows for reconciling transactions and filing returns.
If the totals in your accounting software and AvaTax Update don't match, run
reports in the order listed.


ADD OR IMPORT TRANSACTIONS

To reconcile differences between the data in AvaTax Update and your accounting
software, we recommend adding or importing transactions that are in your
accounting software but missing in AvaTax Update.

What Is Reconciliation? | All About Tax Compliance

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

Reconciliation and Filing Overview | All About Tax Compliance

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

What Is Location-based Filing? | All About Tax Compliance

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

See all videos


Get Started with Returns

Before the webinar:

 * A list of where your company is registered to collect and pay sales and use
   tax
 * Gather together any registration documents such as registration IDs, EINs,
   Efiling
 * Gather together legacy filing documents
 * Have sales tax compliance representative review returns documents and if
   possible attend webinar

RegisterLearn About More Webinars



MONTHLY TASKS TO MAINTAIN SALES TAX COMPLIANCE

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.


KEEP YOUR CHANGING BUSINESS IN COMPLIANCE

Everyday business activities can impact sales and use tax compliance. Review
these common triggers to keep your changing business compliant.


AUDIT YOUR EXEMPTION RECORDS

It's best to audit your exempt customers and exemption certificates each month
to remain compliant. We've gathered some resources to help you learn how to
manage your compliance documents in AvaTax Update.


IMPORT TAX DATA INTO AVATAX UPDATE

When you import data you minimize repetition and potential errors. You don't
want to touch tax data more than you have to. Here are some best practices to
keep in mind.


YOU'RE NEW TO AVATAX UPDATE, BUT YOUR COMPANY ISN'T

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


YOU'RE NEW TO RETURNS, BUT YOUR COMPANY ISN'T

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

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

This video describes the basic triggers that risk your sales tax compliance.

Common Risks of Sales Tax Compliance | SAll About Tax Compliance

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.

The Role of the Taxing Jurisdiction, Seller, and Buyer | All About Tax
Compliance

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.

See all videos


Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

This video describes the basic triggers that risk your sales tax compliance.

Common Triggers of Sales Tax Compliance Risks | All About Tax Compliance

 * Tax notices
 * Add new goods or services
 * Add a new company or location
 * Add an exempt customer

Keep your changing business in compliance



MORE HELP TOPICS

AVALARA GUIDES

 * AvaTax Guide
 * Returns
 * CertCapture
 * TrustFile
 * AvaTax for Communications
 * Excise
 * Avalara Consumer Use

AVALARA FAQS

 * AvaTax
 * Returns
 * CertCapture
 * TrustFile
 * MyLodge
 * BevAlc

AVATAX INTEGRATIONS

 * Find your business application
 * What's an integration?
 * Get your company code

AVALARA SITES

 * Avalara
 * Avalara University
 * Avalara Developer
 * Avalara Forum
 * Tax code search tool


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 * CertCapture
 * Avalara University
 * VAT Learning Center
 * Excise
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