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Avalara

Avalara

Overview

What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

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Recent Reviews

Avalara Review

10 out of 10
May 08, 2024
Incentivized
I use Avalara to make our indirect sales and use tax computations and compliance accurate and efficient. It is hard to imagine being …
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Worth every penny

9 out of 10
May 02, 2024
Incentivized
Attached to our ERP, Avalara helps us calculate the correct sales taxes for even our most complicated customers, where the sales taxes can …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Sales and Use Taxes (321)
    8.8
    88%
  • Tax Exemption Processing (220)
    8.5
    85%
  • Tax Data Reporting (271)
    8.3
    83%
  • 3rd-Party Software Integrations (244)
    8.0
    80%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.avalara.com/us/en/products/…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $21 per month
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Product Demos

Avalara AvaTax Demo

YouTube
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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

8
Avg 7.9

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

8.2
Avg 7.8
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Product Details

What is Avalara?

Avalara helps to make tax compliance faster, easier, more accurate, and more reliable for 30,000+ business and government customers in over 90 countries. Tax compliance automation software solutions from Avalara leverage 1,200+ signed partner integrations across ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access. Visit avalara.com to learn more.

Avalara Features

Type of tax Features

  • Supported: Sales and Use Taxes
  • Supported: Cross-border Taxes
  • Supported: VAT / GST Taxes
  • Supported: Energy and Fuel Taxes

Tax Reporting & Compliance Features

  • Supported: Geolocation for Tax Assessment
  • Supported: 3rd-Party Software Integrations
  • Supported: Tax Data Reporting
  • Supported: Compliance Administration Management
  • Supported: Tax Exemption Processing
  • Supported: Tax Document Management
  • Supported: Complex Tax Scenario Management

Additional Features

  • Supported: Centralized tax management: Unifies sales and use tax calculation, document management, and returns preparation.
  • Supported: Integrations: AvaTax connects with more than 700 prebuilt integrations to connect with accounting, ecommerce, POS, and other systems, plus an advanced API.
  • Supported: Cloud-based: A software-as-a-service solution, AvaTax updates take effect as soon as they are deployed, helping to ensure the most current information is used.
  • Supported: Exemption management: Certificates from vendors are stored electronically for access and to track expiration dates. Automatic renewal requests are sent out before certificates expire.
  • Supported: Returns filing and remittance: Returns preparation and remittance in multiple jurisdictions. Avalara Returns can track and manage due dates and payment requirements, enabling users to pay returns with a single source of payment.
  • Supported: Lodging: Lodging tax for hotel or rental property are managed with a solution that plugs into reservation software to deliver lodging tax calculations in real time as well as preparation, filing, and remittances of lodge tax returns.
  • Supported: Communications: Tax calculations are delivered on an array of communications transactions by directly connecting to a current billing or ERP system, or to an in-house build via API.
  • Supported: Beverage Alcohol: Simplified regulatory compliance for suppliers, distributors, and retailers in the beverage alcohol industry.

Avalara Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Avalara Video

Why Avalara?

Avalara Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

Avalara starts at $21.

Vertex, Sovos Intelligent Compliance Cloud, and Thomson Reuters ONESOURCE are common alternatives for Avalara.

Reviewers rate Sales and Use Taxes highest, with a score of 8.8.

The most common users of Avalara are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(751)

Attribute Ratings

Reviews

(1-25 of 262)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for tax calculation integrated with our ERP system, exemption certificate management, and they file sales tax returns for us in 45 states.
  • Access to detailed reports - makes it easy when looking up quickly
  • filing the returns
  • detailing out difference taxes within a jurisdiction
  • Customized dashboard
  • Support is not very helpful at time
  • Support response time is slow at times
I think Avalara is great for a tax management software, I like that everything is all in one place. The things that they do well is having everything all on one platform. I wish we could get the e-commerce plug in to work a bit smoother for our company.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tracking of economic nexus for all US states in terms of order counts and net sales
  • sales capture
  • sales tax calculation
  • reports
  • software integration
  • other taxes
  • high costs for smaller businesses
  • deregistration
well suited on integration of different software.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Avalara helps collect the correct amount of sales tax for each state, county and city. Stores all tax exempt certificates and sends expired certificates to help resolve updating issues. Also once uploaded it lets you know if the certificate is valid.
  • Store Certificates
  • Totals amounts of sales
  • Files returns
  • Ease of looking up information
  • Updating information
  • Verification of sales tax before return is filed.
Asked for the sales tax that was accrued from the prior year only gave me a link, that was no help. When it filed sales tax for the quarter and our system was down once uploaded all the sales all the customers were charged sales tax in the period even when they were tax exempt we had to pay for this mistake.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Avatax because we are shipping to customers all over the country and frequently need to collect and remit sales tax on behalf of the customers and states.
  • Estimate sales tax
  • compile sales tax needed to remit sales tax return
  • tracking different taxable items
  • keeping track of resale certificates
  • keeping track of economic nexus
  • Communicating changes in states needs like codes used
  • Sometimes emails are vague and I don't know if I need to make a change on my end somewhere.
  • The initial setup was unclear. There are some people who were exceptionally helpful like Roger Ingalsbe and some who were not helpful at all.
Sales tax is complicated and you need to have a software that can help you track it all. Avalara does this pretty well over all.
Jessica Gorbett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara to calculate sales tax on every sales transaction. Our biggest concern was the old system we had would only allow for physical location tax rates. When the economic nexus became law, we had to find a solution that could calculate and capture sales tax for every single transaction placed on our website. We have now rolled it out to all of our physical stores as well.
  • Sales tax down to the jurisdiction
  • Reporting
  • Ability to access help with minimum wait time
  • Support has been slow or dropped at times
  • I feel we change reps a lot
  • Consistency in response from dedicated rep in past has been bad
  • Filing taxes for merchandising calendar retailers
I feel Avalara is the best at helping with sales tax needs. I also know they are opening up more areas to help with business needs. Our only drawback is that since we are a retailer that follows a 4-4-5 monthly calendar, it isn't an option to have Avalara process and submit our taxes monthly.
Shawntelle McBride-Abrams, MACC | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
We use Avalara for Sales & Use tax filings. It's the best thing that has happened to me joining this company. In the past I had to manually login into each state website and file the returns. Great tool to keep up with the current sales tax rates. Very easy to setup and use. Will recommend to companies.
  • Keep up with current tax rates
  • Help with filings
  • Help with notices
  • The reports downloads can be slow sometimes
It's been awesome to us. We don't have to do everything manual. Avalara logs into the state sites file the returns for us.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Avalara at least 2-5 times a day to verify sales tax rates and taxability of products during that segment of my job of my job which lasts about 2 weeks. In addition, I check for state tax information regarding exemption certificates, and the law - specifically as it relates to the telecommunications industry. Finally, we recently created an new corporation and I used the guidance I found in Avalara to determine the requirements by states where the company would need to be registered.
  • Sales tax rates at a "roof top" level
  • Has extensive research and documentation on telecommunications industry
  • Research is always up to date
  • The ability to ask questions and get clarification on specific situations with no limit as to how you ask a question and often get the answer the same day
  • Historical sales tax rates is terrible
Avalara is a complete sales tax package. Rates, Research, Compliance, Exemption Certificate projects, Registrations, and everything else related to sales tax such as a tax engine which can be connected with virtually any accounting software package to provide the correct sales tax for any given invoice - after having properly configured the program to match the industry involved.
Jacob Swager | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
My company has three separate unique divisions, online retail, national rental, and a marketplace facilitator. The obvious problems we faced were sales tax nexus threshold tracking, calculating the correct sales tax rates, exemption certificate management, as well as managing and reporting on things like the CO retail delivery fee and the Illinois rental tax. Avalara has products to monitor and track state by state sales and compare it to each state's individual nexus thresholds, they are crucial in accurately calculating sales tax on each customer's invoice based on the customer's shipping address. Avalara also has software to manage customer and vendor exemption certificates with automated processing features to help streamline our internal processes.
  • Accurately calculate and apply sales tax rates
  • Avalara is a "total solution" that covers all areas of transactional tax.
  • Managing the software is easy and intuitive.
  • It would be if sales tax reports were available to reflect state upload templates
Avalara is great in the sales tax compliance area, exemption certificates, and 1099s. The property tax software was good for property that is fixed to a specific location, but it did not work well for our rental company where the property will be moving to new jurisdictions on a regular basis.
May 02, 2024

Ava

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for sales tax purposes only. We don't have to manually calculate sales tax anymore which leaves a lot less room for human error.
  • Reports
  • Sales tax
  • Exemptions
  • Account manager
  • Enter tickets
  • Follow up when there is an issue
The product itself is really good, the issue is there are some room in improvement when it comes to account managers.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We recommend Avalara to our clients who file sales and use tax returns in multiple states. Sales and use tax is not a simple task. It is difficult for businesses to stay up to date on multiple state changes along with accurately completing sales tax filings timely, accurately, and with limited employee capacity. Avalara solves these problems and reduces the stress associated with sales and use tax filing and management. The upfront costs may seem daunting, however after getting set up and acclimated with the system, it is worth the cost and saves so much time. Customer support has been responsive and helpful every time I have run into an issue.
  • Ease of Use
  • Accuracy
  • Efficiency
  • More hands on guidance during initial set up
Recommend for businesses who are filing sales and use tax returns in multiple states. Also, would recommend for businesses who are expected to grow and begin selling remotely to other states as Avalara tracks exposure. AvaTax, the sales tax calculator, seems to link really well with a number of different softwares. For those companies who are filing in one or two states and do not have a lot of transactions, I would ask some additional questions before considering Avalara.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a small business with few employees. Avalara is helping us stay compliant with the 35 states that we have to file sales tax in and make sure we remit correct and accurate information. They also are going to be integrated into our software which will take that many more processes off my plate.
  • Easy to navigate the website
  • Quick support responses
  • Easy downloads for record keeping
  • Tax rate calculator in an easy to access location
  • The ability to customize my dashboard to my needs
  • Predicted costs based on previous sales tax data
Most of my sales tax knowledge has come from Avalara. Attending the conference gave me a solid foundation into an unfamiliar world. Then the continuing education from the ambassador program has helped me stay current. As the company has grown so has our compliance needs and Avalara has been able to keep up with our changing needs easily and made my job easier.
Kim Harper | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for sales tax compliance and submitting returns for SST states. This removes the burden of processing returns and keeping track of tax rate changes. We are an extremely small company that does not have the resources for such a complex task of processing sales tax. The tool for uploading additional transactions is also helpful as it allows us to include transactions that are not part of the online check-out process. The reports options is a great feature for certain returns that are not part of SST and we in turn submit those ourselves.
  • Tax rate compliance
  • Managing exemptions
  • Providing several types of reports
  • Transaction uploads
  • Customer Service: We've had multiple reps and only a couple have been helpful.
  • Knowledge: Providing better, more detailed, information for first time users.
  • Onboarding: Having Avalara expert help and less referring from one person to another.
Avalara is well suited for companies that need to take advantage of the free filings for SST states.
It may not be as well suited for small companies that have a very high number of recurring monthly charges, since the number of transactions can put you in a high tier and make the cost much more.
Amy Hansen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using AvaTax with several of my companies both fully integrated and some we use uploaded spreadsheets to calculate tax. We also use CertCapture for our certificate management.
  • Good Products- Both AvaTax and CertCapture are really good software products.
  • Connection between AvaTax and CertCapture is great.
  • Having a direct person to work with for AvaTax returns would be helpful. Right now I have to call support and explain everything each time over and over again.
  • I would like if all billing was available online to view and pay. If you use professional services the bills don't come through website.
  • I have several accounts between CertCapture and AvaTax and I have tried to get my account information (contact and address) updated but it hasn't been updated everywhere.
  • The biggest issue I had with Returns is the lack of flexibility with the process. My company is always changing and that means sometimes I have last minute changes and Avalara doesn't allow for that. Another issue I had with the returns process is regarding non-registered amounts. Right now there is no report that will tell me how much I have charged over the time it takes me to get registered. I have to pull up each month to find total amount.
Avalara AvaTax is good for non-IT people because it is easy to navigate. I implemented AvaTax at a new company and I was able to completely set up the AvaTax side by myself without IT help. There are a couple areas that would be good to improve. When choosing a tax code you have to [use] a spreadsheet to find the code. It would be great to have a tool to search for them online. Another issue is the tax calculation tool. It would be great to be able to save a transaction I would want to rerun.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We file sales tax returns in almost all taxable states. Avalara files our returns. We also use CertCapture and TTR.
  • Calculating sales tax
  • Keeping track of exemption certificates
  • Tracking nexus
  • Customer service reps knowledge
  • Response times when issues arise
  • Communication
Sales tax if set up properly is calculated perfectly. CertCapture works great most of the time but there are some issues with certificates not being applied or being applied. Issues with single-use certificates.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Avalara is being used by our accounting department alongside Quickbooks Enterprise Desktop. It helps us address sales tax nexus as helps with accurate sales tax calculations in the various different tax jurisdictions.
  • Monitoring Sales Tax Nexus
  • Calculating Accurate Sales Tax
  • Providing Reporting for Ease of Remitting Taxes to Various Jurisdictions
  • Speed - sometimes the calculation call-outs can take several seconds
  • Monitoring # of transactions versus just $ of transactions for economic nexus
I haven't been in any situations where it is less appropriate but Avalara is well suited for all types of sales tax tracking, reporting, and calculating.
Meredith Poore Harold, Ph.D. | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We used Avalara to track, file, and remit state and international sales taxes.
  • Initial onboarding through sales team
  • Sales tax advice during onboarding
  • Automation of calculating sales tax
  • Customer service
  • Helping customers ensure errors don't occur
  • Answering questions or emails
I've honestly never paid SO MUCH for a service and received such terrible customer support. Not only could I not get ahold of anyone to help me for months on end to answer basic questions, but they have no systems for catching errors, whatsoever. I've switched to Galvix, and while I knew Avalara was screwing things up, I didn't realize just how badly they were screwing things up until another tax expert audited what they were doing for me.
Overall, they're very strong in sales and securing your contract, but very weak in actually executing the contract. You'll be wowed in month one, but continually disappointed after that.
Todd Knowlton | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara Avatax to collect and remit sales tax. We sell to customer nationwide so we have economic nexus in states other than our own. We have an subscription to their Tax Research product as well.
  • The integration with QuickBooks online works well.
  • The automated filing of reports is convenient.
  • Their software is very poor. It is obvious that they have acquired multiple companies and services and cobbled them together in a way that makes very little sense to the user. There is no real central starting point that will allow you to access all of the various features and services. We regularly encounter website failures and login failures and messages saying it can't do something right now. It is very frustrating.
  • We were oversold services that we didn't need and advised to register in states that we didn't need to register. We actually had a state call us and ask us to please not register because we would be filing zero dollar returns forever. But Avalara insisted that the "most compliant" thing to do was to register. We ended up deregistering in multiple states.
  • The biggest issue is customer service. The front line support when you open tickets rarely has the competence to understand your issue or problem. And the response times can be very slow. We have had two account managers and both were not very responsive. We had some really big issues that finally got escalated to their Customer Excellence team after we left a negative review online. But then that issue got all the way to being promised a resolution from management the next day and then they disappeared. We have been trying to get another response on that issue for an entire month and can't even get a reply. Which is why I'm trying another public review since that seems to be the only thing that gets their attention.
The best I can do is a two. Our experience has been so bad, the software is not good in lots of respects, and the customer service people are either too overwhelmed with people with issues that they can't respond or they just don't care to respond. And the services come at a premium price. So you would think we could at least get a response.

I know Avalara has real tax expertise deep inside that company. But the tools and processes they have cobbled together to monetize that expertise are not delivering a good experience. And their customer support is literally the worst I have ever experienced--and particularly coming from a premium provider.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Avalara has provided excellent service in helping us setup each state we have nexus in for sales and use tax. Since the time of getting are accounts setup with each state, we now use Avalara for calculating sales and use tax, housing exemption certificates, and filing returns. The calculating sales and use tax is amazing, we do not have to worry about whether or not we have received and are collecting sales tax based on the most recent updates from each state. Avalara has incorporated into their system the ease of handling these tax updates for each state. Certcapture, which helps with the exemption certificates, works great and seemless with Avatax and helps us manage all of our exemption certificates, let's us know when we need to collect new certificates from our customers, and determines whether or not the customer reason of exemption is valid for each state. <br><br>We have sales all around North America and managing each state would require many employees to stay on top of managing sales tax in each state. We are able to have two employees that use only maybe 20 percent of their time in managing all of our transactions in Avalara.<br><br><br><br><br><br><br><br>
  • Calculating Sales Tax Precisely based on the Sales Transaction Data
  • Applying Exemption Certificates to transactions accurately
  • State filings completed accurately and timely and will resolve any issues with the state for any filing.
  • Sales Tax can be very tricky when you have a variety of product that is sold in any given state. The exact same item may be taxed in one state and not in another. We have identified the tax codes associated with each product and Avalara tax software will handle the rest on being able to determine whether the item should be taxed or not in any given state.
  • The search tool in the transactions does not work great. Once you review a transaction, the search critera is deleted and your results are removed causing you to enter the search critera in the fields again. This can be annoying when you are trying to review multiple transactions in the same search results.
  • Live metrics where we can see how much we have consumed of Avalara services based on our contract.
  • Being able to create custom reports. This would make some reports easier to navigate through only the information that I'm needing at that moment and not having it buried with all of the other data in the report.
It's hard to pick certain experiences because each month we have used Avalara it has provided a great experience and has been well suited for us. We have only one individual that reviews the sales and use tax on a monthly basis to ensure everything is ready to be filed and nothing seems out of the normal. If we did not have this software, this step alone would be extermely time consuming and even may require two people if not one.

One experience that sticks out is we had a filing with a state where the state had come back to us and said our filing was incorrect and that we owed a large sum to them for that month being reported. Avalara was aware of the situation and took care of it quickly. I never had to worry once I knew that one of Avalara tax professionals was assisting in the matter. It was nice to know we could focus on other things within our company while knowing Avalara had this handled.

I do not have a scenario where it is less appropriate because we purchased everything that is well suited for our company.
December 05, 2023

Indirect Tax

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I played a pivotal role in implementing AvaTax at Alchemee. I used to manage the system. We filed our US and Canadian returns through this platform. In my current role at Infineon as a Tax Manager, the Indirect tax team uses your Avalara Cert capture and TTR Research tool.
  • AvaTax - Sale and Use Tax returns filing
  • TTR Research Tool
  • Cert Capture
  • Webinars
  • Customer Support
  • Technical Support
  • Reference materials
  • Add the Batch Import ID in the canned reports.
  • Based on my experience, I was assigned by a junior tax preparer. I suggest giving more experience.
  • Create a reconciliation report for prepayments, especially if there are a lot of roll-forward balances.
  • More compatible settings with the order management platform. We had issues with the Kibo platform connecting with AvaTax in the past.
Compatible settings with the order management platform. We had issues with the Kibo platform connecting with AvaTax in the past.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it to calculate the sale tax on invoice, to reconcile transaction for accounting purposes. <br>Only small problem we are running into is who is responsible to update the file frequently. We do receive quite a few letters regarding not filing in time and we are being charged interest and penalties.
  • Report is easy to understand
  • Easy access to data for audit purposes
  • Filing on time
  • Free webinars are the best.
  • We need Avalara to let us know why state has accrued sale tax
  • Is it possible to ask Avalara reviews our account to see what we are missing such as registration, filing frequent, etc...
Backfilling and follow up email to update status.
Account manager will follow up with us if we need to upgrade our renewal.
Please continue to provide free webinars.
December 05, 2023

Great!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for our sales tax compliance. Avalara is excellent at tracking the data necessary to fill out the sales tax returns. We have considered using them to submit our returns for us as we are continuously growing. We learned more about sales tax reporting through Avalara and Avatax.
  • Sales Tax
  • Nexus alert
  • Customer service
  • Use tax
  • Explaining nexus
  • Providing information about sales tax nexus for states without paying for a full analysis
Avalara is great if you have NetSuite and want your sales tax data tracked well. The use tax with NetSuite doesn't work as well as the sales tax, you have to click certain settings to just always track certain vendors. It would be great if it could somehow scan details to determine if use tax is necessary or not.
September 30, 2023

Avalara - My Evaluation

Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's used for calculating taxes for various commodities. It can be interfaced with Sage Intacct, and the invoices created in Intacct can be interfaced with Avalara with taxes, where we can download the report and reconcile it weekly. Many other options are also available.
  • We can save all the exemption certificates for each state for a particular customer
  • Avalara can provide you with notification in advance if the Sales Tax exemption certificate is expiring, or we can download the report
  • It also has a option, where you can check for which commodity and state which tax code to use and what is the percentage of tax
  • The invoices that are created in Avalara don't sync back to Intacct, not sure if that is the set up issue
  • Even though most of the state tax filing is 20th of every month, Avalara locks any modification on the 10th of each month, can this be extended to the 15th of each month..... to avoid doing any manual modification and to keep track of it
The client, which is having multiple entities, maximum commodities, exemption certificates for each of the state for each of the customers, auto filing sales returns, Avalara interfacing with other applications is the best experience and well suited for most of the industries.

The clients with one entity and commodities or nature of business (Non profit organization) where sales tax is not applicable. It doesn't suit.
September 29, 2023

The good, the bad and . . .

Kathleen Gage | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Currently, I am the primary user, with my manager as back-up. I do have plans to roll out the application to billing personnel in my company and to sales for tax calculation.
  • Calculate real-time sales tax for invoices.
  • CertCapture for managing my TEC's.
  • Transaction sales tax detail.
  • Local jurisdiction exemption certificates.
  • Avalara online university classes are not interactive and do not provide for practice applications.
Avalara does a great job with usual sales tax calculations, but it needs a bit of improvement in trickier or unusual sales tax calculations/exemptions.
Score 1 out of 10
Vetted Review
Verified User
Determination if sales tax is in applicable in a particular state and/or locality. Also, file sales tax returns in all states applicable. Theoretically, use the product for various other questions related to sales tax, however, that has not worked that well.
  • Determination as to sales tax applicability in states and localities, although, in my opinion, they have provided incorrect information in some instances.
  • If you’re able to get the state set up properly, filing of sales tax returns as required
  • I find it virtually impossible to access people when you have issues with anything
  • In my experience, everything runs through account managers and they are non-responsive and unavailable most of the time.
  • In my experience, 99% of all communication with anybody at Avalara has to be done via some ridiculous form or via email. Human contact is extremely difficult to resolve an issue that sometimes requires human to human contact.
Multi state sales tax returns. I think the software is pretty good although it’s not intuitive. I found it takes some time to get used to using and you’re pretty much on your own. In my experience, they will not give professional advice. However, sometimes I think there is such a fine line that it is indistinguishable and, in my experience, they lead you right up to that line and then just stop.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The company uses Avatax integrated with invoicing software to calculate sales tax in 20 different states. Avalara also files the returns and makes the prepayments as needed.
  • Sales exemptions can be applied quickly allowing us to remove sales tax from orders efficiently.
  • The available reports make monthly reconciliation more streamlined.
  • Transaction details clearly display exact tax rates per line item.
  • Account managers change frequently. More longevity would be helpful.
  • Developing training for beginner users that makes no assumptions about the users prior knowledge would be advantageous. I was overwhelmed when I began learning how to use Avatax, do monthly recons, troubleshoot, add exemptions, monitor changing thresholds, how to register, set up returns, etc.
Avalara integrates well with the two ERP systems currently in use and is suitable for all invoicing needs.
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