Avalara Reviews

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.

We sell in all 50 states. Avalara is a part of our ERP software (Dynamics GP). We use it to calculate sales taxes on our quotes, sales orders, and invoicing.

We use Avalara in our Net Suite ERP system to calculate taxes. We use Certcapture to house our exempt certificates and Avalara submits our monthly returns to the states in which we have Nexus.

Avalara is a system and service outsourcing solution for our eCommerce sales tax calculations (through an API with our eCommerce platform) plus the service component to file all necessary returns to multiple states as required. It allows us to use the experts at Avalara versus our company having to become an expert on the specialized sales tax world. We ultimately save a lot of time through this solution and may also be avoiding compliance issues by using the Avalara service.

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.

It is used by the whole organization. Whenever we create invoices, the Zuora-to-Avalara connector automatically pushes the relevant invoice data to Avalara for AvaTax to calculate the amount of sales tax instantly. It addresses the issue of scalability, automation, and accuracy. We no longer have to keep up with the tax rate changes in any jurisdiction as AvaTax is always updated.

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.

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.

We are using AvaTax to calculate tax and CertCapture to manage our exemption certificates. We have also contracted to file returns but have had a problem with our legal department signing the POA. The application is used across the company for all locations. This helps eliminate storage use on our server of the certificates and gives us the confidence that we are billing the correct tax rates.

We use Avalara to manage sales tax from acquiring taxes rates at point of sale to filing returns. Our accounting system is Acumatica and our online store is through Shopify, both of which are integrated with Avalara. Using Avalara ensures correct tax rates are applied along with timely and compliant filing.

We use Avatax and cert capture for our main business, but are in the process of implementing it for two of our acquisition companies. It is the best way to ensure compliance with Wayfair. The acquisition companies were not compliant.

The CertCapture module is used by my division, Snap-On Industrial. We use it for filing tax certs and audit-proof our processes. Other divisions have considered using AvaTax for the calculation portion of transactions; however, according my corporate tax team, it does not currently meet the needs of the corporation.

We use it to manage our item taxability, calculate taxes, and file returns across the US. We are also a partner of Avalara that recommends their products to our customers across North America. We implement their product along with the Avalara team and provide front-line support as needed. We coordinate with various departments throughout Avalara on a regular basis.

Avalara is being used to capture our sales tax that we charge to our customers for our company. It also files some tax returns to various states monthly, quarterly and yearly on our behalf. We are also currently using the CertCapture modules for our customers for reselling purposes to make sure we monitor them wisely and timely.

Our company manufactures and distributes industrial lubricants in several states. We have 6 locations in 4 different states. Our sales and use tax process was tedious and time-consuming. Previously, we were manually updating sales tax rates in our ERP system and preparing our own returns, which involved lots of spreadsheets and took several days to file and complete. Avalara has improved our process with accurate tax rates and simplified our reporting process. It takes me less than 2 days to reconcile and approve all of our returns.

Tadano uses Avalara to calculate, remit sales tax, CertCapture, Voluntary Disclosure Agreements, and Historical Registration. We use Avalara in two different departments. The sales department manages CertCapture, while the accounting department manages all the other functions. Tax can be a very complicated topic. Avalara addresses the problem by having a one-stop shop for sale tax.

Avalara has become a saver of my time with tracking and filing sales and use tax, and managing exemption certificates. Having a large portion of customers exempt from tax, we needed the best way to not only track and manage our certificates, but also a way to reach out to our customers to collect their certificates. The CertCapture gives us a clear view of our certificates on file, and even when exposure is coming up with expiring certificates. The AvaTax side allows us to quickly reconcile and file our taxes on a timely basis. It also allows us to track exposure zones to make better decisions on when we need to start filing and remitting tax in a State or Jurisdiction.

We use the product to file state and federal tax returns. The business problem that it address for us, is to not make and support internal solutions and keep up with the EDI and form changes the states randomly makes.

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.

Avalara is implemented in every sale. The system applies tax to all our invoices. Exemptions from our customers are applied in Avalara to apply to customer purchases. Avalara files all our returns and makes my job so much easier.