Webinar: Sales Tax Options – Standard and Avalara

Join me as I take an in depth look at the different options for Sales Tax calculations. We’ll also dive into Acctivate to show how it’s all related and put into play for your business. This webinar includes a walk through of both the Standard and Avalara Setup, as well as use in Acctivate, for Sales Tax.

• Sales Tax Options (0:18)
  • Standard
  • Avalara
• Sales Tax Setup (2:22)
  • Tax Codes
  • Tax Categories (2:44)
    • Tax Categories (Standard)
    • Tax Categories for Avalara
  • Customer Type (4:15)
    • Avalara Usage Codes for Tax Exemption
  • Other Tax Setups (4:38)
    • VAT, Canadian Sales Tax
• Sales Tax Defaults (5:35)
  • Customer Options
  • Avalara Specific Defaults (6:15)
  • Inventory Options (6:55)
  • Warehouse Setup  – Origin for Avalara (7:28)
• Sales Tax Assignment (7:56)
  • Customer
  • Product (9:03)
    • Not for Resale Option on Items
• Comparison of Options: Standard vs Avalara (10:42)
• Demo of Options in Acctivate (13:35)
  • QuickBooks Company Preferences
    • Enable Sales Tax
    • Sales Tax Codes, Items, and Groups
  • Item List – looking over Item/Group setup (15:45)
  • Differences between Invoices using each option (17:50)
    • Standard Setup – Tax Amount in footer
    • Invoicing with Avalara – Tax Amount in Footer in Acctivate, but a line item on Invoice in QuickBooks
  • Acctivate Configuration Management (19:30)
    • Specifying Defaults
      • Customer Options (19:40)
        • Address Validation (20:30)
      • Avalara Customer Type Usage Codes (22:26)
      • Tax Categories (23:28)
      • Inventory Options (24:20)
      • Warehouse Address (25:10)
      • Setup Avalara Service (25:35)
  • Standard Setup and Use for Customers (28:55)
  • Avalara Setup and Use for Tax Exempt Customer (30:35)
  • Avalara Setup and Use for Taxable Customer (32:10)
  • Item Marked as Not for Resale (34:30)
  • Posted Invoices in Avalara Console (35:55)
  • Setting QuickBooks Item for Avatax Line Amount (38:10)
• Tax Discrepancy item explanation (38:25 and more at 41:30)
• Merging Tax Items or Marking as Inactive (40:10)
  • Not recommended
• Do all customers need to be setup in QuickBooks with tax information and setup in Acctivate again? (40:39)
• Customers with different ship to addresses inside and outside of the US. How do we assign the rates to them? (43:00)

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