August 2019
The Juice: Tax News Served Fresh

Last month, we finished transitioning all AvaTax customers to our new user experience – AvaTax Update. While many aspects of AvaTax remain the same, such as all account settings, historical data, and the tax calculation engine that provides tax rates; the new user experience offers a new look, enhanced features and alerts, as well as upgraded security. One exciting new feature is our economic nexus threshold alerts. These alerts help customers monitor and stay up to date with where they are reaching or exceeding economic thresholds in states where they have remote sales but might not be currently registered or collecting sales tax.

To help customers get up to speed with the new experience, we’ve launched a new Avalara University four-part series called AvaTax Update Essentials. And, for our Returns customers preparing to file, we encourage you to register for the Avalara Returns Essentials series where you’ll learn tips for reviewing and approving your tax liabilities. You can register for free, online sessions, or learn at your own pace with our on-demand videos.

For additional questions or more information about AvaTax Update, review the resources on the Avalara Help Center.


Fresh news

Fresh News

Mid-year update: 2019 sales tax changes

As anticipated, the first half of 2019 was roller-coaster-ride exhilarating with respect to sales tax. We saw economic nexus spread, marketplace facilitator laws become the norm, and numerous states revise existing sales tax laws on remote sellers. Read on to learn what you can expect to change in the world of sales tax as the year progresses. Read more »

Five steps for managing compliance with exempt sales

Mastering the process for managing and properly documenting exempt sales is a critical part of sales tax compliance. To get a handle on what needs to be done and to properly manage the process moving forward, we’ve outlined the five steps all businesses should take to ensure they’re compliant at every stage of the exemption certificate management process. Read more »

2019 summer sales tax holidays

In general, tax holidays are easy for consumers. It’s retailers who sell affected goods into multiple states that need to watch out for them. Read more »

More states allow businesses to absorb sales tax

Pennsylvania and Texas recently passed legislation allowing businesses to absorb sales tax, meaning businesses can pay the tax due rather than collect it from the consumer. Is this a new trend? Read more »

July Roundup: Sales tax laws you need to know

Summer is in full swing, but sales tax changes aren’t slowing down. Here are some of the most notable recent changes. Read more »



Avalara Roundtable: San Diego
Wednesday, September 11, 11:15 a.m. PT

Join the Avalara team for a customer appreciation event at the Hyatt Regency La Jolla. You’ll have the opportunity to network with other Avalara users in the Greater San Diego area while enjoying lunch and a presentation from Avalara’s Vice President of Customer Experience and former state auditor, Clifford Turner. Register now »

Avalara Roundtable: Milwaukee
Thursday, September 12, 11:15 a.m. CT

Avalara is coming to Milwaukee for a customer appreciation event at the Kimpton Journeyman Hotel. Join your account management team and fellow Avalara customers for networking, lunch, and a presentation from Avalara’s Aaron Hill, Solutions Consultant. Register now »



AvaTax Update: 7 common tasks you need to know
On demand

Get the most out of the newest version of Avalara AvaTax – AvaTax Update! Watch as Avalara program manager Von Taylor gives an overview of the new user experience and demonstrates seven of the most common tasks used by customers, including how to complete a tax override on a transactions, add jurisdictions to where you collect, run a transaction detail report, approve returns, edit the filing calendar, add a new return, and add a new exemption. Watch now »

5 steps to achieving certificate management compliance
On demand

Managing and properly documenting exempt sales — including sales for resale — isn’t easy, but getting it right is crucial for success. Learn the steps to develop a comprehensive exemption certificate management plan and remain compliant. Watch now »

Mastering sales tax returns to eliminate headaches and minimize risk
On demand

Managing the preparation and filing process for sales tax returns each month can be a complicated and frustrating process. Watch as we review some of the common challenges that plague the returns process and present a live demo of how Avalara Returns can help. Watch now »

2019 sales tax changes (mid-year update)
On demand

In the first six months of 2019, we witnessed dramatic changes in sales and use tax rules as more than 39 states adopted economic nexus laws. Avalara’s Scott Peterson reviews the biggest sales tax changes to go into effect in 2019 and what to expect in the second half of this year. Watch now »

AvaTax Update

Avalara University workshops in August, September, and October

Register for free, online workshops to build the skills you need to make the most of your Avalara solutions. You’ll spend time with an Avalara trainer and other students in an online classroom while discussing real-world scenarios, tools, and best practices. Register now »

AvaTax Update Essentials
  • Tuesday, September 17: Set up AvaTax Update (1 CPE credit)
  • Wednesday, September 18: Manage transactions in AvaTax Update (2 CPE credits)
  • Thursday, September 19: Reconcile AvaTax Update with your accounting software (1 CPE credit)
  • Wednesday, August 14 or Thursday, October 10: Maintain AvaTax Update (1 CPE credit)
Avalara Returns Essentials
  • Tuesday, August 6: Set up Avalara Returns (2 CPE credits)
  • Wednesday, August 7 or Thursday, August 9: Prepare for Avalara to file your returns
  • Thursday, August 15: Maintain Avalara Returns (2 CPE credits)
CertCapture Essentials
  • Tuesday, August 13 and Tuesday, October 15: Maintain CertCapture (1 CPE credit)
  • Tuesday, September 24: Set up CertCapture (2 CPE credits)
  • Thursday, September 26: Add customers and documents to CertCapture (2 CPE credits)