AvaTax
What is the primary purpose of AvaTax
Calculate Sales tax
what 2 items does AvaTax look at on a transaction to determine if a customer is exempt?
what is the deadline date for customers to request to golive?
20th of the month
what tax code is not accepted in SST states
NT
what is the most important thing IC's are required to do when starting a gong call?
turn on camera
What 3 things does AvaTax need to calculate tax
What feature allows customers to complete an exemption certificate that will load into AvaTax/ECM
Cert Express
what 4 things does a customer need to set up a filing calendar?
Form name, Login credentials, filing frequency, Registration ID.
What is the typical date of task submission for a customer going live 7/1/24
June 18th
what is the 2nd most important thing an IC is required to do on the first call?
Introduction
What tool can a customer use in AvaTax to estimate tax if they do not have an integration yet?
Tax Calculator or Import template
Which customer import template would a customer use if they have Bill to customers and ship to customers?
Customers with bill-to and ship-to relationships template
What does an IC have to do if the customer request setting up Canadian returns?
create a Case for treasury
what 3 things are required on a transactions?
item code/sku, item description/ street address
what is required after a call with a customer
send follow up email.