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Our flagship tax calculation service
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Classification, VAT, GST, and customs management
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Solutions
Tax types
Sales and use tax
Retail, ecommerce, manufacturing, software
Property
Real and personal property tax management
Consumer use
Self-assessment for buyer-owed taxes
Communications
Tax management for connected devices and servicest
Occupancy
Tax automation for short-term rental properties
Cross-border
Compliance for international taxes and duties
BUSINESS SIZES
Small
Tax management for small business owners
Midsize
Compliance tools for your accounting team
Enterprise
Omnichannel tax management at scale
BUSINESS NEEDS
Tax risk assessment
Products to estimate where you have tax obligations
Tax calculation
Cloud-based products for a variety of tax types
Returns
Filing solutions for all business types
Exemption certificates
Tax exemption document management
E-invoicing
Global e-invoicing and live reporting
International compliance
Tax compliance for selling outside the United States
Business licenses
Registration and licensing for businesses of all sizes
Point of sale
Updated tax content for commercial transactions
1099 and W-9 forms
IRS forms management
industries
Manufacturing
Distributors, warehouses, and manufacturers
Retail
Brick-and-mortar and ecommerce sellers
Software
SaaS, subscriptions, and digital products and services
Hospitality
Hotels, resort properties, and chains
Short-term rentals
Short-term rental property owners and managers
Accounting
Small, medium, and large accounting firms and practices
Communications
Telecom, IT, VoIP, cable, and other connected services
Governments and public sector
State and local governments and agencies
Supply chain and logistics
International traders, shippers, and suppliers
See all solutions
Products
Overview
Why automate
The benefits of implementing compliance technology
Our platform
How Avalara powers end-to-end compliance
Edge computing
Our high-volume compliance solution
Pricing
How Avalara determines pricing for your business
APIs
Tool
Reference documentation for developers
Featured Products
Avalara AvaTax
Our flagship tax calculation service
Avalara Returns
Returns preparation and filing products
Avalara Exemption Certificate Management
Document management for tax-exempt sales
Avalara E-Invoicing and Live Reporting
International e-invoicing and reporting compliance
Avalara Cross-Border
Classification, VAT, GST, and customs management
Avalara Business Licenses
Licensing and registration across the U.S.
Avalara Sales Tax Risk Assessment
Nexus risk assessment for selling to the U.S.
Avalara Tax Research
Plain-language answers to tax questions
Integrations
Shopify
Microsoft
NetSuite
SAP
QuickBooks
Sage
Adobe Commerce
BigCommerce
WooCommerce
Salesforce
Oracle
See all integrations
See all products
Partners
Existing Partners
Partner Portal
Tool
Log in to submit referrals, view financial statements, and marketing resources
Submit an opportunity
Earn incentives when you submit a qualified opportunity
Partner Programs
Become a partner
Accountant, consulting, and technology partners
Become a Certified Implementer
Support, online training, and continuing education
Find a partner
Avalara Certified Implementers
Recommended Avalara implementation partners
Developers
Preferred Avalara integration developers
Accountants
State and local tax experts across the U.S.
Integrations
Connect to ERPs, ecommerce platforms, and other business systems
Resources
Tools
Sales tax calculator
Address-based sales tax calculator
Sales tax risk assessment
Economic nexus self-assessment
Lodging tax rate lookup
Tool
Address-based lodging tax calculator
Business license assessment
Tool
Licensing requirements questionnaire
Featured
Avalara Tax Changes 2024
Our annual tax changes report
State of Finance
Our market trends report
Forrester Total Economic Impact
An independent, commissioned study
Learning
Resource center
Tools, webinars, guides, and more
Blog
Tax insights and updates for North America
Events
Online and in-person industry events
Webinars
Live and on-demand tax analysis sessions
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On-demand technical support and reporting
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Streamlined Sales Tax program
State-supported sales tax compliance help
Sales tax rates
Sales tax rate ranges for all U.S. states
Sales tax nexus thresholds
Nexus guides and triggers by state
Business license guides
State licensing requirements
Lodging tax rates
Address-based calculator for lodging tax rates
Lodging tax guides
State lodging tax compliance guides
Wine shipping tax rates
Direct-to-consumer wine shipping guide
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ECM/CERTCAPTURE MILESTONES
About this guide
Before you begin an ECM/CertCapture integration
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companyId vs. companyCode
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Configure AvaTax for ECM
Configure your AvaTax account for ECM
Create and activate a company for ECM integrations
Configure ECM/CertCapture
Configure AvaTax for ECM certification requirements
Test your AvaTax setup
Design the ECM user experience
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Configuration window
Button for testing the AvaTax connection
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Enable logging
Batch load customers
Request timeout definition
Customer record integration for ECM
Create customer record
Update customer record
Retrieve customer exemption status
View exemption certificate
Print or save a certificate
Request a new certificate
Revoke a certificate
Design the ECM workflow
ECM workflow considerations
Typical ecommerce workflow for ECM
Typical ERP workflow for ECM
Designing the ECM workflow certification requirements
Set up ECM for ecommerce
ECM in ecommerce environments
Get started with your ECM for ecommerce setup
Customize your ECM-for-ecommerce workflow
Handle customer information
Add the ecommerce integration
Use ecommerce plugin general functions to customize workflow
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Customize the colors of the plugin
ECM-for-ecommerce resources
Common SDK and API errors in ECM
Special certificate types
Ecommerce plugin general functions
Callback functions
Customer data values
Testing ECM
ECM use cases
Use case 1. Create a customer record
Use case 2. Retrieve a customer's exemption status
Use case 3. Request a certificate
Use case 4. Update a customer record
Submit your ECM integration for functional review
ECM FAQs
Use case 1. Create a customer record
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