Managing Your AvaTax Account
This free course will help you learn how to set up and modify your tax integration
Welcome
About AvaTax
AvaTax Set Up Handout
Initial Setup & Setting up Your Company
Setting up States Where You Collect Tax
Syncore Tax Codes
Creating Custom Tax or Transaction Rules
Creating Additional User Profiles
Advanced Settings
Navigating the Map Interface
Collecting in States When Migrating from a Previous System
Reviewing a Transaction from Syncore
Running AvaTax Reports
Creating Favorite Reports
Tax Calculator
Adding a Customer and Storing Their Tax Exempt Certificate
Engaging AvaTax Support