Avalara Reviews

We use Avalara AvaTax to calculate and provide reporting for sales tax which is integrated with our ERP system and more recently implemented Cert Capture to maintain certificates for our customers in the states we sell into that have implemented economic nexus rules to force companies to collect and remit sales tax on sales into their states. We used the partner Avalara for getting licensed in all those new states and we have considered having Avalara file the returns also but have been doing them in-house for now.

We used Avalara in respect to our state sales and use tax compliance. We are a multi-state construction company and have different divisions offering a variety of services nationwide. Because we have nexus in a large number of states, researching all of the tax answers ourselves is not be feasible. Plus, tax rates changed dramatically across tax jurisdictions. We used Avalara to help us understand the complexities of sales and use tax.

TydenBrooks utilizes Avalara for our tax calculations and tax return preparations. Avalara is linked directly with our Epicor ERP software. AP and AR both utilize the software for managing the taxation of goods sold and paying tax collected into states. Our company has Nexus in all states currently collecting tax from to marketplace, online sales, traveling salesmen, etc. Avalara makes tax apportionment, billing, and filing efficient and streamlined across our company.

Avalara is used by the Accounting/Tax Department. We use it to streamline our sales tax filing obligations in 29+ states. We have also integrated Avalara with our ERP system, ePIC through a custom API to make sales tax calculations for our invoices to customers

We partner with Avalara to help companies collect and remit sales taxes across the US, due to its relatively easy integrations to multiple GL systems, it can be integrated readily, thus, with proper sales tax mapping and nexus set up - create reporting for taxes owed by jurisdiction. It is a bit more like a rate database with product taxability - and is an excellent product for those with a relatively simple invoicing system - i.e., invoice and add taxes.

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.

CertCapture was used by the tax department, and our company just pushed it down to the whole organization this year. It helps to store and track our customer's resale certificate in a central place and provide support for tax audit purpose.
Some Problems:

• Missing certificates.
• Improper certificate forms were used by the division.
• Incomplete certificates were accepted.
• Misplaced certificates.
• Out of date certificates.

We use Avalara across our sales and accounting departments. Avalara integrates with our e-commerce platform to calculate, charge, and collect sales tax. It's helpful that Avalara knows the correct rates to charge for all products in all jurisdictions for all classes of customers. That information is then transmitted to our accounting staff to reconcile with our internal records. Avalara then files the necessary tax returns.

We use Cert Capture to keep Resale & other tax exemption documents/letters on file for all of our dealers. It is only used by the Credit Department, and if we have a tax auditor come through. It keeps certificates on file and allows us to know when they are about to expire, as well as try to assist us in running a campaign to collect any new certs in certain states.

We are using the federal terminal reporting of Avalara

We use Avalara for our entire organization. We sell products that are moving to a national level. Avalara provides us with the knowledge of when to add new states due to meeting thresholds. They help us manage our tax-exempt certificates and keep us updated on all changes.

Avalara enables our finance department to accurately calculate sales tax, file the related tax returns and remit payment to the numerous tax authorities in an easy and user-friendly manner.

The Finance departments at the 2 companies we own, both manufacturers, use it. One has been using it but will add more modules like Cert Capture while the other Company will begin using Avalara in 2020.

We use the AvaTax module of Avalara and interface it with Intacct to create sales tax line items on our Intacct invoices and to create Sales Tax by Location reports in Intacct and Avalara. Our corporate parent's Indirect Tax department uses the Avalara sales tax calculations to file sales tax returns in all states that we have nexus in. Given the complicated calculations of some states such as Texas, we could not do any of this without Avalara software. Avalara is very easy to use, and we can easily add states or exempt customers who send us sales tax exemption certificates. Avalara has taken the risk out of sales tax calculation and return filing, which we are forever grateful for. In addition, I use Avalara's knowledge base on sales tax issues to make sure that I stay current on the latest thinking. I have found their articles and videos very easy to understand and informative for a non-tax expert. Thanks Avalara, for making my life easier!

It is used by the Accounting department and Ecommerce department. The Accounting department uses AvaTax returns to file sales tax returns. The Ecommerce department uses AvaTax to configure transactions from Magento. However, the Ecommerce department rarely logs in to Avalara. They usually only log in to Magento. The Accounting department will do the reconciliation to make sure transactions are configured to AvaTax and to Magento.

Avalara is being used in our company to calculate sales tax on our e-comm website. As a manufacturer focused primarily on wholesale transactions, the shift to B2C is a large undertaking, especially for sales tax compliance. We have nexus in all states, so Avalara has been key to collecting the correct sales tax from our consumers

I use Avalara for two companies -- one using a Shopify feed and the other that sells only on Amazon. Avalara solves my state sales tax filings for both companies. With the Shopify store, the feed is automatic and I just have to review the liability worksheet once a month. With the Amazon store, I have to upload transactions from Amazon and then review the liability worksheet. It's easy to pull returns and track filings.

Within our company, there is a financial area that is responsible for calculating taxes. From the IT department, we support this tool, both the AvaTax module and Returns. This tool allows you to simplify the calculation of taxes and their return.

Avalara is integrated with our ERP system in order to tax our customers and remit taxes. When an invoice is created with customer information and the items are populated on the invoice, the system pings the Avalara system and gathers the correct tax rate and amount to put on the invoice. This ensures that our system is taxing the customer and we are remitting taxes correctly.

Currently CertCapture is used by our tax department and our Records department. CertCapture is currently being used to house all of our sales tax and fuel tax exemptions. We are also using the system to hold all of our customer's accounts.

We compared Avalara against a number of products in response to Wayfair. We liked the Thompson Reuters and SOVOS products and customer service better, but Avalara came in at a better price point and was the only system that currently integrates with Shopify+. We integrated Avalara with our NetSuite instance.

We currently utilize AvaTax and CertCapture. We are still doing our own returns.

Avalara is used in our company mainly from the financial department, but my technological profile helps them when handling the tool. I have been able to use this tool and, without being an expert in economics, I have been able to use this tool, since it is very simple and intuitive and performs all the tax calculations automatically.

We currently use Avalara Cert Capture as well as the Avalara for taxes. We keep all our certs stored in Cert Capture. Avalara files all of our returns, we are also currently using Monitoring, so we can see when we have potential liability. In some instances we are taking advantage of Registering with Avalara as well. Our Finance department is the only department using Avalara, but it affects the company as a whole because if we are not taxing our customers correctly it can affect everyone. It saves us time and money because we do not have to file returns and we can see where our exposure is.

We are registered for sales tax in over 60 jurisdictions and AvaTax makes an administrative nightmare manageable. Avalara interfaces with our proposal program, Salesforce, as well as our GL package Microsoft Dyanmics GP (Great Plains). With over $60 million of revenue, we would not be able to accurately and timely calculate the taxes on our proposals and invoices without Avalara.

The only issue we have occasionally is the local jurisdictions taxes do not calculate properly in Salesforce. When these situations arise, the Avalara tech team and our IT department work together to resolve the issue.

We also have a Canadian entity which calculates the GST/HST and PST on our proposals and invoices. With the Canadian entity, I wish they had tax codes and determined the taxes without us having to do tax codes and tax rules. This is one area I would like to see improved so it would be more automatic like in the US. Overall, we are very happy with Avalara and would recommend it to other companies.

We are using Avalara across our whole organization that includes three divisions. The biggest challenge to our organization is understanding which states tax their own state agencies to include for sales tax calculations. The remaining divisions of our business are B2C and very straight forward with tax calculations.