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Understanding Avalara: How to Optimize Its Use

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Stephen Bradshaw, the expert behind Bennett Thrasher’s SALT practice, provides clarity on some of Avalara’s more advanced functionalities and how to make the most of them. This informative session will equip you with the knowledge and strategies needed to ensure tax compliance and avoid potential pitfalls.

Key Topics

In this webinar, Stephen will cover:

  • Preparing for Due Diligence: Learn how to get your tax data in order to be ready for audits or business transactions. A focused, one-hour session for estate planners, tax attorneys, and wealth advisors to understand IRS standards for qualified appraisals and adequate disclosures. As IRS scrutiny grows, compliance is more crucial than ever.
  • Product Mapping Issues: Learn how to properly map your products and services to avoid tax miscalculations.
  • Nexus Challenges: Understand how to identify nexus across different states and ensure compliance.
  • Exempt Customers: Learn best practices for managing exempt customers and tracking exemption certificates.
  • Returns, Reconciliation & Reporting: Ensure your tax returns and reconciliations are accurate to avoid penalties.
  • ERP Transitions: Find out what to consider when switching ERP systems to maintain tax compliance.
  • Streamlined Sales Tax Program: Explore the pros and cons of participating in the program.
  • Voluntary Disclosure Agreements: Learn how voluntary disclosures can mitigate tax risks and exposure.