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Sign in Search site Search Search Go back to previous article Username Password Sign in Sign in Sign in Forgot password Expand/collapse global hierarchy Expand/collapse global location Tell us what business application you use Trending topics Set up AvaTax Frequently asked questions about AvaTax Avalara University Manage your account Returns Central AvaTax release notes Add or import transactions Manage your exemptions Tell us about your locations Map your tax codes Learn more about sales tax basics Manage your accounting software How to file File taxes on your own Manage AvaTax Update reports Troubleshoot reconciliation discrepancies Add or import transactions Monthly tasks to maintain sales tax compliance Keep your changing business in compliance Audit your exemption records Import tax data into AvaTax Update You're new to AvaTax Update, but your company isn't You're new to Returns, but your company isn't More Help Topics Avalara Guides Avalara FAQs Avatax Integrations Avalara Sites 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 Frequently asked questions about AvaTax See questions that have been answered by Avalara support agents. How do I set up a monthly payment for returns? How do I override tax on a transaction? Why aren't the amounts on my return what I expected? How do I see the status of my support case? 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 Register Learn 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 imp...