Avatax, make your sales tax headache easier.
Updated May 03, 2024
Avatax, make your sales tax headache easier.
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
- Returns
Overall Satisfaction with Avalara
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.
- It makes my job easier. I don't have to keep track of different county taxes etc.. in a state.
- It makes doing our sales tax returns easier.
- It helps the sales team give customers more accurate estimates.
- QuickBooks
- WooCommerce
- No others I can think of
- Avalara Returns
It's nice to have help with some of the tax returns. I also appreciate any of the SST states making my job easier.
- Stripe
We use Stripe but duplicate our transaction in QuickBooks so our Stripe orders are uncommitted orders in Avatax.
Do you think Avalara delivers good value for the price?
Not sure
Are you happy with Avalara's feature set?
Yes
Did Avalara live up to sales and marketing promises?
Yes
Did implementation of Avalara go as expected?
Yes
Would you buy Avalara again?
Yes
Avalara Feature Ratings
Cross-Border Tax Compliance with Avalara
We haven't needed this so far, but will probably use if needed down the line.
It's made our business easier when we are selling someplace new.
Yes - Nothing yet.
We don't sell on marketplaces.
Using Avalara
18 - Generally sales and accounting people.
1 - Sometimes patience. When we need to bring our accounting file back I need to go through the Avatax settings again.
- Making sales more efficient
- Making compliance easier
- Making sales tax returns easier
- I don't think we have been innovated in how we use the software.
- For international sales.
Evaluating Avalara and Competitors
- Integration with Other Systems
We actually didn't have another choice at the time. Taxjar was not an option. Other software may have been but probably would have been overkill.
Avalara Support
| Pros | Cons |
|---|---|
Kept well informed Support understands my problem | None |
No, too costly.
Yes - When Michigan changed it's sales tax law about taking freight, Avalara was a little behind on adjusting for the change.
Roger was an enormous help when we had to bring our accounting software back up from a backup file. He was great!!
Using Avalara
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using | None |
- Tracking sales tax for each state.
- Adding resale certificates to a customer's profile.
- Looking at an invoice for more tax specifics on products.
- Adding a resale certificate after the fact.
- Logging in can sometimes get hung up.
- Finding out why the taxes are different sometimes from a sales order to an invoice.