TrustRadius
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.AvalaraAvaTax fan2018-10-16T20:12:26.970ZWe sell electronically downloaded software to several states. The burden of keeping up with the ever-changing state tax laws became overwhelming and so I reached out to Avalara for a solution. The setup was relatively simple and I was up and running after the first training session. Avalara integrates directly with my QuickBooks Online so I now know that the sales tax on each of my invoices is correct. I also do not have to worry about the multiple state reporting deadlines because Avalara files them on my behalf.,Avalara is in the business of sales tax and therefore stays ahead of the changes as they occur.
Avalara software integrates directly with QuickBooks Online so sales tax is correctly calculated on every invoice created.
Avalara takes care of the state filings so that I don't have to worry about them.,Although Avalara integrates directly with QuickBooks Online, it bypasses the QB sales tax system and creates the sales tax as a line item on the invoice instead of a calculation after the subtotal. This was confusing to some of our customers.
For the WA combined excise tax return, I have to email my WA B&O tax calculations to be included in the return by the 10th of the month even though the report is not due until the end of the month. There is currently no place on the Avatax console to add these figures.,10,Researching sales tax rates and calculating and filing multiple state tax returns was extremely time consuming before adding AvaTax. With AvaTax in place I am able to focus on other issues and have the peace of mind that the sales tax is calculated correctly and filed on time.,10,QuickBooks Online,10,Yes we have used the managed returns filing with great success. Since we only have a few exemption certificates, we have not utilized the exemption certificate management system yet.,Jodi PickeringThe Growing Solution2019-01-18T19:47:46.444ZThe tax team is using it to calculate sales tax on orders. They are also using their returns service for sales tax compliance. The customer service (group sales) team is using their certcapture service to verify exempt customers and store exemption certificates.,They listen to recommendations for improvement
Availability of support
Responsiveness of compliance team,Support is not super effective (I'd say we're at about ~50% having an answer of our questions)
Pricing is high
Sales team was a bit misleading as to the volume their system can handle,8,Avalara certainly provides a big ROI when compared with bringing sales tax calculation and return filing in house. Given our volume, that would not be possible.,8,Netsuite,9,We do benefit from both managed returns filing and exemption certificate management. I would say overall those services are pretty well done. One major tiff with return filing is the inconvenience surrounding use tax reporting. Avalara does not offer an efficient solution to report use tax, unfortunately.,Vertex Cloud and Vertex O SeriesMorgan EliasenAvalara - A great do it all Tax solution2018-12-18T18:29:35.542ZWe used it for all aspects of tax consolidation. From returns and excise tax to consolidation and reporting. it its mostly being used by the tax department but we do engage our central teams when they are looking for and asking for various tax information in their analyses across products.,Really good interface for users to look at.
The reporting aspect is one of the best I have ever seen from a financial software.
Security access and changes is simple and straightforward.,User workflow for processes is not straightforward.
integration with other systems could be improved.
leaving notes within the tool for other uses to pick up would be a nice add on other systems have.,7,We were able to reduce headcount.
First year implementation expense is obviously higher.
The reporting analysis allows us to run scenarios on what our tax rate should be.,8,SAP
Hyperion
Excel,8,We don't currently use any of these capabilities at this point in time. There is some discussion to get these implemented but we like our offline excels. The biggest hurdle is the workflow aspect as Avalar does not handle workflow change very well. If we can get passed this hurdle we would like use all of these capabilities.,Brandon SamuelsManage sales taxes with Avalara!2018-12-11T20:35:53.248ZMoroccanoil uses Avalara Avatax to determine the sales taxes to be charged on our e-store orders. State sales taxes are very complicated in the USA and Avalara Avatax automates this process for us! Moroccanoil also uses Avalara's returns service to complete and submit our various state sales tax returns. This is very helpful as well and ensures we are tax compliant. I recommend both of these services to companies who need to collect sales taxes in various states.,Sales tax calculations
Sales tax returns
Keeps me informed of sales tax legislation changes,Customer service,8,Less time spent on sales tax return preparation.
Avalara’s expertise in sales taxes freed up my staff to work on more value added tasks.
Avoid interest and penalties for not charging and remitting the correct amount of sales taxes to the proper jurisdictions.,8,Magento
SAP Business One,8,We also use Avalara for managed returns filing.Allan Weizmann, CPA, CAQuick Avalara Review2018-12-06T20:58:57.536ZAvalara is being used across the entire organization to apply sales tax to our orders as well as filing the sales tax and cert capture. The program allows us to be accurate and not spend the time researching and changing tables within our invoicing system. The Avatax program works very well when serving multiple jurisdictions as a small company.,The Avatax program works well.
We use the Tax filing component which works equally as well.,Multiple shipping points and the different tax structures based on where an item is shipped from,9,We have not had to have multiple people working on tax tables, we have a half a person dedicated to sales tax.,7,Sage500,8,Yes, we use both the cert management and return filing.,Brian Gimbel
Unspecified
Avalara
234 Ratings
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