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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 is the best tax compliance of all.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.,Helps with returns Files our returns Helpful Customer Account Managers,Customer Support has been lacking. Response time to cases lately has been too long. Retaining and communicating when account managers are reassigned.,8,We are able to spend less time on returns and filing. We are able to keep ahead of tax changes. We are able to keep ahead of rate changes and do not have to enter the work manually.,10,Visual SAP By Design SAP Business One,5,We use Cert Capture and now all of our certificates are stored directly on Avalara's Cloud database. We are able to easily access those certs and bring them up when we need to. We have tried running campaigns, but they have not been as successful as we would like. We also use returns and it is wonderful. I no longer have to worry during our month end process if returns are getting filed on time because Avalara does all that on our behalf.,Makes life easier for tax complianceWe 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.,The respond to notices that are received timely The tax calculation appears seamless I like having the returns and confirmation of filing saved in archives,The Canadian tax calculations and filings for GST/HST and PST Having the account representative reach out more when new things are available on the admin console or new interface Doing one-on-one training through the internet,9,Avalara has reduced our staffing costs and improved our compliance with sales tax requirements.,9,9,We do use Avalara's tax returns filing and remitting services but have not used the exemption certificate management. That is an area we will be looking into for future servicesOrange You Glad You Chose AvalaraWe 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.,Avalara's tax tables are accurate and updated timely across all the states we have a Nexus in. Avalara's customer service is top notch, the treatment of customers is far better than any other service-based business I've worked with in the past. Avalara integrates with many third-party platforms we use throughout our company, i.e Sage & Shopify.,The response times from the implementation team was very slow. I understand this is a result of the rapid growth of the company, so knowing that, it did not create hard feelings.,9,Avalara has freed up nearly 60 hours of my staff's time to perform other financial duties each month. Avalara has significantly reduces our state sales tax return kickbacks for improper calculations.,6,Shopify,9,We do not currently use any other services from Avalara other than the tax calculation platform.,Making the calculation of sales taxes untaxingWe 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.,Seamless tax addition to documents without having to do anything. The tax rates automatically update when new laws are passed. Salespeople can look up accurate tax rates by address very easily for our quotes.,The option of showing a window with tax rate details, without having to drill down, would be helpful.,10,I am confident that we are charging and paying the correct amount of taxes. We save time by not having to search for and update tax rates If we are ever audited for Sales and Use tax, and I am confident I will have all of the data that is requested.,9,Dynamics GP,10,We only use Avalara for Tax Calculations.,Avalara helps, but could use some helpWe 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.,Keeps tax rates up to date Reports are very concise and easy to read They keep up well on rate changes,More person to person support contact rather than "watch this webinar" Eliminate the rounding problems,5,Reduced time spent on AL tax returns for sure! Helped us figure out which jurisdiction in each state and what their tax rate is.,5,Eclipse Epicor,7,We have benefited from CertCapture in that we no longer need to use storage on our server to manage and store exemption certificates. We will also save time having Avalara run our exemption certificate request campaigns for us. Managed returns is a service we have contracted for but we have not been able to use yet. Our legal team will not sign the POA because it gives Avalara the ability to draw on our bank account for anything, not just funds to pay our returns.,Epicor EclipseS&U Tax Compliance made easierWe 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.,Dynamic acquisition and application of address-based tax rates Tax filing per the current tax laws and regulations Provide necessary data for monthly reconciliations,Support center often has long phone queues. It can be frustrating when you need immediate assistance System gets bogged down around the time for approvals,10,Avalara has allowed continued management of S&U Taxes with minimal resources as our company has grown expanding its nexus to all 50 states.,10,Acumatica Shopify,10,We use managed returns filing and it is a tremendous help.,NetSuiteAvalara ReviewWe 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.,Customer service has been exceptional, thanks to David West, our rep Cert capture is easy to use and saves us time,None noted,9,Reduced time and effort on cert capture Avatax is a must for our online sales compliance efforts - couldn't do this manually Looking forward to outsourcing the return prep and filings,8,Magento,9,We use cert capture and are leaning toward using the managed return filing services. Have used the state registration services.Avalara - Tax Management for the Modern WorldThe 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.,User friendly Modern UI Great customer service Keeps my team updated on changes in the tax world,Integration with certain ERP systems Meeting the needs of large corporations with Avatax A tax calculator / transaction tester would be nice,10,Minimizes risks of fines through audits Minimizes time spent filing paperwork Helps us to stay updated on new tax laws,10,We are considering integration Infor LN with Avatax for transactions and calculations,10,As of now, no. We only use CertCapture. I am interested in learning more about what is offered and would like to share this with my teamAvalara is a great tax solution!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.,Rooftop-level tax calculation. Partner programs. Returns filing. Item taxability management.,Implementation and support could use some updating with their recent expansion. Pricing could be better suited for each customer. More dedicated partner resources across different departments.,10,We file almost 500 returns a year and only have one person involved (with a normal job). Without Avalara, I'm not sure she could do it by herself. We don't have to fight with states any longer, freeing us up for other tasks. Our customers let Avalara handle taxes, so we can spend our time on better things as well!,9,Agility (by DMSi),9,We use the returns filing and love it. We don't do Certs.MaLuzAvalara 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.,Capture sales tax charges to taxable customers per sales/invoice. File sales tax return periodically. Maintains customer sellers certificate.,To be able to assist in Canadian tax return filing. VDAs.,10,8,SAP ERP,8,We were only interested in the above services right now.,Avalara Simplifies Your Entire Sales Tax ExperienceOur 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.,Avalara updates tax rates timely and accurately. It will flag a transaction if you are using the incorrect exemption reason for various states. The system breaks down the exact rates and amounts for each line item on the invoice.,Simplify the integration for certain ERP systems. CertCapture often lags.,10,Simplified our process. Notifies us of tax changes. Provides useful tools for compliance.,7,Chempax,10,We have benefited from the certificate management and return filing.,Avalara Crushes TaxTadano 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.,I have done a few voluntary disclosure agreements. Jamie Fox did a great job at helping us remit that tax. Automatically remitting sales taxes to different governments. Reporting and audits are now easier.,I personally have not had any issues with Avalara.,9,Avalara saves hundreds of work hours. I can spend time on other work instead of calculating tax. Avalara pays our taxes for us. I do not have to go through the process.,8,SAP,9,We have not had to pay any interest or late payments since joining Avalara.,Vertex CloudThe Tax Help Needed for Non-Tax SpecialistsAvalara 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.,Reports are easy to read and export for reconciliation with other systems. Support teams are responsive and helpful. CertCapture has made managing tax exemption certificates simple.,I have not experienced any Cons with Avalara at this time.,9,I have not had to hire a tax specialist. It saves me time at the end of the month.,10,Intacct Stripe Company Owned Online Marketplace Salesforce,9,Beyond the sales tax calculation, we also use the returns filing and the exemption certificate management. The certificate manager has been a big help with our resellers, non-profits, and educational customers. It gives us a clear view of exposure zones and helps track when certificates are set to expire, so that we can reach out to our customers for updated documents. The returns filings have been simple to set up and utilize. It saves me a lot of time each month where I can focus on some of the specialty taxes and other tasks instead of taking days out of the month to file each return myself.Avalara Excise Tax SolutionWe 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.,Track changes, such as return data from month to month, or state-related changes, such as tax rates. Easy to understand the logic to get transactions to the correct return. Easy to get transactions into the system. Easy to get data out of the system for ad-hoc reporting.,Some system enhancements / improvements seem to be based on programming ideas vs. user ease of use Requesting help with a module can be lengthy and time consuming,10,For us, the biggest time saver was updating and maintaining a home grown system It also saves us about 40 man hours a month in reviewing and approving the accountant returns,8,10The good, the bad and . . .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.,9,I feel that I spend the same amount of time & energy on sales tax, but now my time is more on reconciling than getting data for returns filing. I do believe that with time and learning this will improve, and also when we move forward with returns filing.,7,Solomon 2018 Field Service module,9,We are using CertCapture and will begin using returns filing in the immediate future.,CCH SureTaxCrush 19 ReviewAvalara 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.,Keep up with tax regulations and changes Filing returns Correct tax on our invoices,Liability worksheet needs to have previous months adjustments to returns reflected to tie out accurately No longer tie out to the penny to Avalara liability sheet due to changes made at time of filing that is never reflected in liability worksheet,10,I could use an assistant, but could not do my job without Avalara,Sage 100,10,We have tax calculation, returns filed, and exemption certificate management with Avalara.,CertCaptureCertCapture 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 were able to track the number of missing customer certificates. We were able to identify the acceptable certificate forms. This product educated our division's credit manager enough to only accept the proper forms.,The automated and customized report is needed.,8,The time saved to obtain the resale certificate to support the tax audit.,7,AS400, a customized program written to fit our company.,8Avalara sales and use tax softwareThe Tax Department utilizes Avalara for sales tax return compliance and exemption certificate management.,Accurately files tax returns. Validates exemption certificates. Customer support.,Legal entity management. State tax rate update communication.,9,I no longer have to manage state and local tax rate changes and update them in my systems. Tax return notice tracker and management are great.,8,Navision Salesforce Zuora,10,Managed return filing has assisted at previous employers with amended returns. We are currently assisting with exemption certificate validation and importing.,Avalara reviewAvalara is being used by my clients and myself to prepare and file returns.,Tax code variations Ease of use State research,Phone service expertise needs to be elevated for tax practicioners Accountant interface to see multiple clients at once needs to be further developed,10,Filing returns with efficiency and ease Rate updates for multiple jurisdictions is accurate,10,QuickBooks ERP software,10,I love the exemption certificate process and ease. I like that customers can be emailed to get exemption certificates from them.,Vertex CloudI use Avalara and I'm not sure why everyone doesn't!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.,Determines tax rates for customers depending on that customer's exact ship-to location. Files returns correctly and on time. Tracks and uses customer supplied exemption certificates to determine a customer's taxability.,Avalara assumes that companies have IT support. Dumbing down some of their training would be helpful.,10,It has been very positive in that it has allowed us to be compliant in cases where we may not have otherwise had the resources. The negative impact has been that some customers will shop elsewhere if other vendors do not charge tax. The value of Avalara is immediate, as we don't have to hire people to do taxes.,5,Big Commerce Prowess Paywhirl,8,We use Avalara to manage the filing of many of our returns. We have engaged them to manage our exemption certificates but have not completed that integration. There are great benefits to letting them do the work.,Avalara: A great resource for Sales Tax ComplianceWe utilize the AvaTax and AvaCert system. The Avalara system is used throughout the company for verifying tax rates to taxing company transactions and processing of the Sales tax returns. We also utilize the certificate system to keep track of customers that have valid exemptions. The Avalra system saves the company many hours of manual calculations and time for processing monthly sales tax filings.,Avalara does a great job at processing returns timely Avalara does a great job updating tax rates to make sure they are paid to the correct jurisdictions,Having a way to process construction use tax Being able to balance the tax returns back to the General Ledger more easily,8,Makes it easier not to have to have a whole team of employees to process tax returns.,7,8,We utilize the managed returns filings and the exemption certificates. Both of the systems are great and saves our company a lot of time each month for sales tax compliance.Beginning, but Learning UserWe currently use Avalara to calculate our online retail sales tax for our site orders for each of our merchant accounts. This is a product that we are using in our finance and IT department on site. The IT department monitors the orders that go through Avalara to make sure that the proper sales tax is being calculated. The sales tax team uses it to file and remit taxes after pulling month end reports.,Reporting Working with the consumer Keeping up with current tax laws and regulations,8,Helped with deciding which states we have nexus in after Wayfair. Helped with being able to quickly pull all sales tax reports for certain states or clients.,10,Magento Avetti,10,Have not implemented these products in our business, but I do think that the exemption and certification management would be very beneficial to the company.Avalara is a thumbs upCurrently using Avalara to calculate sales tax on orders. We also use CertCapture to store our certificates and communicate with our customers when they expire. We also use AvaTax to reconcile and file our returns for 12 states. Since we started using Avalara products it has made it easier to collect certificates and and be more accurate with collecting sales tax.,It is very easy to pull up certificates when needed The filing process is much quicker,Support is one of the biggest issues in Avalara. Contacting support usually takes about 45 minutes to an hour.,8,The filing process has been shorter now that we have Avalara.,8,8,We have benefited from Avalara's variety of products. I work mainly with CertCapture and it makes it very easy to respond to customer questions when sales tax is calculated or not calculated,Avalara Fun 2019!We use AvaTax to calculate sales tax on several of our websites. We use this inforamtion to pay sales and use tax to our nexus states.,Calculate sales tax Provide complete reporting. Easy to use functionality.,I would love a way to keep track of transaction key changes. Currently, we are having an issuing managing it and the individuals change it are not keeping track. If the change happens can we receive an email with the new key code.,10,The ease of AvaTax allows me to quickly make changes on the fly or troubleshoot issues. Reporting is very easy. The Nexus study has been so beneficial to our team, I am excited to start uploading more data to keep track on the compliance map.,10,Magento Avetti,10,We have not benefited from these capabilities, but they are in the works. We are currently looking into exemption certificate management. Once we update our ERP system we will be looking into the managed returns filings.,CCH SureTaxIt's all about the partnership!The Tax Department currently uses AvaTax.,Simplifies the collection of tax exemption certificates. Creates an organized archive for tax exemption certificates. Allows customers the opportunity to create and submit tax exemption certificates.,Creating an interface with Mincron (ERP).,10,CertCapture reduces the amount of resources that have to be devoted to the TEC acquisition effort. Valuable preparation when organizing for a state audit.,10,Mincron,10,We are in the process of acquiring CertCapture. The program will be a great benefit to our current TEC management system driven by Excel.
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Avalara
367 Ratings
Score 8.3 out of 101
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Avalara Reviews

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Avalara
367 Ratings
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Score 8.3 out of 101

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Leslie Rogers profile photo
May 27, 2019

Avalara is the best tax compliance of all.

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Helps with returns
  • Files our returns
  • Helpful Customer Account Managers
  • Customer Support has been lacking.
  • Response time to cases lately has been too long.
  • Retaining and communicating when account managers are reassigned.
Avalara would be a good fit for a company just starting out. Avalara can help you get registered in different states and can help monitor where there might be tax liability when the new company grows. Avalara would also be a great fit for a larger company who wants to free up personnel because there are other projects that need to take priority. Also, in the growing world of taxes and the new Pandora's box, Avalara can help them with their tax liability and exposure. Avalara is always up to date on tax laws and rates, so it's easy to stay ahead of the game.
Read Leslie Rogers's full review
Theresa Whalen profile photo
May 10, 2019

Makes life easier for tax compliance

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • The respond to notices that are received timely
  • The tax calculation appears seamless
  • I like having the returns and confirmation of filing saved in archives
  • The Canadian tax calculations and filings for GST/HST and PST
  • Having the account representative reach out more when new things are available on the admin console or new interface
  • Doing one-on-one training through the internet
Avalara is a necessity when a company has multiple jurisdictions and has various items it sells that are taxed differently in various jurisdictions. In today's world and economic nexus, I think most businesses would benefit from a service like Avalara.
Read Theresa Whalen's full review
Jordan Keil profile photo
May 09, 2019

Orange You Glad You Chose Avalara

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Avalara's tax tables are accurate and updated timely across all the states we have a Nexus in.
  • Avalara's customer service is top notch, the treatment of customers is far better than any other service-based business I've worked with in the past.
  • Avalara integrates with many third-party platforms we use throughout our company, i.e Sage & Shopify.
  • The response times from the implementation team was very slow. I understand this is a result of the rapid growth of the company, so knowing that, it did not create hard feelings.
My experience with Avalara has been great so far but I have only used it tailored to my company's manufacturing and distribution realm, to both B2B and B2C. Inside this realm, Avalara is able to track and capture accurate sales tax data across all 21 states we have Nexus in and provide us information timely to file our sales tax returns. Avalara also excels at differentiating between government customers and regular customers with the tax code exclusions it has set up for its customers.
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Elaine Ware profile photo
August 06, 2019

Making the calculation of sales taxes untaxing

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Seamless tax addition to documents without having to do anything.
  • The tax rates automatically update when new laws are passed.
  • Salespeople can look up accurate tax rates by address very easily for our quotes.
  • The option of showing a window with tax rate details, without having to drill down, would be helpful.
I appreciate that I am not depending on employees to calculate the correct amount of tax on orders. It is also nice to know that I can depend on the program to consistently not charge taxes to a customer on items that are non-taxable. All of these things ensure the accuracy of my documents and in the end keeps our customers happy.
Read Elaine Ware's full review
Sandy Labun profile photo
May 14, 2019

Avalara helps, but could use some help

Score 5 out of 10
Vetted Review
Verified User
Review Source
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.
  • Keeps tax rates up to date
  • Reports are very concise and easy to read
  • They keep up well on rate changes
  • More person to person support contact rather than "watch this webinar"
  • Eliminate the rounding problems
Great source for tax info across the nation, state by state. They can provide simply worded explanations of what each state considers taxable purchases. Avalara is a good tool to use if doing business in states with home state rules. Let them calculate the tax rather than you trying to keep track of what and where to charge tax.
Read Sandy Labun's full review
Candace Dallas profile photo
May 13, 2019

S&U Tax Compliance made easier

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Dynamic acquisition and application of address-based tax rates
  • Tax filing per the current tax laws and regulations
  • Provide necessary data for monthly reconciliations
  • Support center often has long phone queues. It can be frustrating when you need immediate assistance
  • System gets bogged down around the time for approvals
It is well suited to businesses touching many tax jurisdictions because it can be difficult to keep up with changing tax rates and regulations.
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Kathy Kuhn profile photo
May 13, 2019

Avalara Review

Score 9 out of 10
Vetted Review
Reseller
Review Source
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.
  • Customer service has been exceptional, thanks to David West, our rep
  • Cert capture is easy to use and saves us time
  • None noted
We have historically used it for our online sales (Avatax) and cert capture for our B2B sales. We are currently using the state registration services and are seriously considering the return prep services. I like that it all can be done by one point of contact.
Read Kathy Kuhn's full review
Gabriel Diaz profile photo
May 13, 2019

Avalara - Tax Management for the Modern World

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • User friendly
  • Modern UI
  • Great customer service
  • Keeps my team updated on changes in the tax world
  • Integration with certain ERP systems
  • Meeting the needs of large corporations with Avatax
  • A tax calculator / transaction tester would be nice
The products Avalara offers are suitable for any company. If you are a company that collects tax certificates, performs transactions across the nation, drop ships, and want to keep documents organized and readily available for auditors, this product is for you. CertCapture can be used by small stores to large corporations, and it ensures that the documents on file are up to date and organized.
Read Gabriel Diaz's full review
Kevin Hughes profile photo
May 10, 2019

Avalara is a great tax solution!

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Rooftop-level tax calculation.
  • Partner programs.
  • Returns filing.
  • Item taxability management.
  • Implementation and support could use some updating with their recent expansion.
  • Pricing could be better suited for each customer.
  • More dedicated partner resources across different departments.
They can help with complex tax calculation, filing returns, managing exemption certificates, and much more around sales and other taxes. We have some complex scenarios with shipping and multiple parties involved for our customers, and Avalara can handle them well. Their connectors to 700 or so software packages make it easy to automate across multiple platforms and have one spot for all tax reporting.
Read Kevin Hughes's full review
Maria Crews profile photo
May 10, 2019

MaLuz

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Capture sales tax charges to taxable customers per sales/invoice.
  • File sales tax return periodically.
  • Maintains customer sellers certificate.
  • To be able to assist in Canadian tax return filing.
  • VDAs.
Tadano America Corporation has been using AvaTax for a while, so our historical data is there for us to go back and access in the situation where the company will be audited in the near future. As for scenarios where Avalara is less appropriate, it will be in assisting our company in filing our Canadian tax return.
Read Maria Crews's full review
Kalen Thompson profile photo
May 10, 2019

Avalara Simplifies Your Entire Sales Tax Experience

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Avalara updates tax rates timely and accurately.
  • It will flag a transaction if you are using the incorrect exemption reason for various states.
  • The system breaks down the exact rates and amounts for each line item on the invoice.
  • Simplify the integration for certain ERP systems.
  • CertCapture often lags.
We sell to several gas patch and well site locations that don't have a physical address. Avalara is able to use the GPS coordinates for these locations to accurately calculate sales tax.
Read Kalen Thompson's full review
Reginald Wasson profile photo
May 10, 2019

Avalara Crushes Tax

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • I have done a few voluntary disclosure agreements. Jamie Fox did a great job at helping us remit that tax.
  • Automatically remitting sales taxes to different governments.
  • Reporting and audits are now easier.
  • I personally have not had any issues with Avalara.
Tadano has sales in over 38 different states. Avalara is well suited to keep up with the changes in state tax changes. Avalara does not do income tax, however.
Read Reginald Wasson's full review
Catherine Roggenbuck profile photo
May 10, 2019

The Tax Help Needed for Non-Tax Specialists

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Reports are easy to read and export for reconciliation with other systems.
  • Support teams are responsive and helpful.
  • CertCapture has made managing tax exemption certificates simple.
  • I have not experienced any Cons with Avalara at this time.
Avalara helps take some of the guesswork out of sales tax. With the ever-growing digital world, Avalara has helped us keep ahead of the changes that states are starting to put in place and the little nuances that can make our product taxable or not. The ability to have them file for me has taken the stress out of late returns.
Read Catherine Roggenbuck's full review
Eddie Evans profile photo
May 10, 2019

Avalara Excise Tax Solution

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Track changes, such as return data from month to month, or state-related changes, such as tax rates.
  • Easy to understand the logic to get transactions to the correct return.
  • Easy to get transactions into the system.
  • Easy to get data out of the system for ad-hoc reporting.
  • Some system enhancements / improvements seem to be based on programming ideas vs. user ease of use
  • Requesting help with a module can be lengthy and time consuming
For us, it was refreshing that the state tax returns scenarios came with "Standard Scenarios" which only need to be slightly modified to work with our data. They also assigned consultants, to help implement the system, who actually understand the state tax return requirements. This helped us think about ways to improve our process as we were setting up rules.
Read Eddie Evans's full review
Kathleen Gage profile photo
May 10, 2019

The good, the bad and . . .

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Read Kathleen Gage's full review
Christine Jalving profile photo
May 10, 2019

Crush 19 Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Keep up with tax regulations and changes
  • Filing returns
  • Correct tax on our invoices
  • Liability worksheet needs to have previous months adjustments to returns reflected to tie out accurately
  • No longer tie out to the penny to Avalara liability sheet due to changes made at time of filing that is never reflected in liability worksheet
Avalara over all is awesome. I had nexus analysis done, VDAs done, returns filed, taxation on invoices. Over all happy. The liability worksheet needs improvement is my only recommendation. Can not tie out to the penny on our end due to adjustments made to returns that never get to the worksheet. For customers who file in every state like me and 1 person I do not have time to go back to every return to find a discrepancy the following month. I want to print a liability worksheet with every state and find the adjustments.
Read Christine Jalving's full review
Michelle Chow profile photo
May 10, 2019

CertCapture

Score 8 out of 10
Vetted Review
Verified User
Review Source
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 were able to track the number of missing customer certificates.
  • We were able to identify the acceptable certificate forms.
  • This product educated our division's credit manager enough to only accept the proper forms.
  • The automated and customized report is needed.
Avalara provides a State verification link provided when entering the tax ID number, and the tax ID number format is also provided. The customer list upload templates are also great.
Read Michelle Chow's full review
Daniel Summers profile photo
May 10, 2019

Avalara sales and use tax software

Score 9 out of 10
Vetted Review
Verified User
Review Source
The Tax Department utilizes Avalara for sales tax return compliance and exemption certificate management.
  • Accurately files tax returns.
  • Validates exemption certificates.
  • Customer support.
  • Legal entity management.
  • State tax rate update communication.
More appropriate for entities that have tax compliance requirements in numerous states. Also if you have tax-exempt or reseller customers.
Read Daniel Summers's full review
Jennifer Kolterman, CPA, MST profile photo
May 10, 2019

Avalara review

Score 10 out of 10
Vetted Review
Verified User
Review Source
Avalara is being used by my clients and myself to prepare and file returns.
  • Tax code variations
  • Ease of use
  • State research
  • Phone service expertise needs to be elevated for tax practicioners
  • Accountant interface to see multiple clients at once needs to be further developed
Great when clients are assessing risks and filing requirements in multiple states. Ease of use with tax rates for multiple jurisdictions.
Read Jennifer Kolterman, CPA, MST's full review
Marc Petrine profile photo
May 10, 2019

I use Avalara and I'm not sure why everyone doesn't!

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Determines tax rates for customers depending on that customer's exact ship-to location.
  • Files returns correctly and on time.
  • Tracks and uses customer supplied exemption certificates to determine a customer's taxability.
  • Avalara assumes that companies have IT support. Dumbing down some of their training would be helpful.
Avalara is well-suited to a company that has accounting software that has the ability to integrate through API. It becomes more manual when you have a situation where third-party software does not integrate well.
Read Marc Petrine's full review
David Weidenborner profile photo
May 10, 2019

Avalara: A great resource for Sales Tax Compliance

Score 8 out of 10
Vetted Review
Verified User
Review Source
We utilize the AvaTax and AvaCert system. The Avalara system is used throughout the company for verifying tax rates to taxing company transactions and processing of the Sales tax returns. We also utilize the certificate system to keep track of customers that have valid exemptions. The Avalra system saves the company many hours of manual calculations and time for processing monthly sales tax filings.
  • Avalara does a great job at processing returns timely
  • Avalara does a great job updating tax rates to make sure they are paid to the correct jurisdictions
  • Having a way to process construction use tax
  • Being able to balance the tax returns back to the General Ledger more easily
Avalara is well suit for companies that are looking to outsource their sales and use tax filings and being able to keep track of their certificates. The main area of improvement would be to able to handle construction use tax transactions.
Read David Weidenborner's full review
Jasmine Gallimore profile photo
May 10, 2019

Beginning, but Learning User

Score 8 out of 10
Vetted Review
Verified User
Review Source
We currently use Avalara to calculate our online retail sales tax for our site orders for each of our merchant accounts. This is a product that we are using in our finance and IT department on site. The IT department monitors the orders that go through Avalara to make sure that the proper sales tax is being calculated. The sales tax team uses it to file and remit taxes after pulling month end reports.
  • Reporting
  • Working with the consumer
  • Keeping up with current tax laws and regulations
Assisting the consumer with calculating sales and use tax for online orders.
Read Jasmine Gallimore's full review
Arlin DeLaMora profile photo
May 10, 2019

Avalara is a thumbs up

Score 8 out of 10
Vetted Review
Verified User
Review Source
Currently using Avalara to calculate sales tax on orders. We also use CertCapture to store our certificates and communicate with our customers when they expire. We also use AvaTax to reconcile and file our returns for 12 states. Since we started using Avalara products it has made it easier to collect certificates and and be more accurate with collecting sales tax.
  • It is very easy to pull up certificates when needed
  • The filing process is much quicker
  • Support is one of the biggest issues in Avalara. Contacting support usually takes about 45 minutes to an hour.
Avalara is very helpful when a customer has a certificate for one state but then they have an order for a different state. Avalara calculates tax more accurately. It is a struggle for our company when a customer has a certificate and we cannot add sales tax to an order when they ask to be charged.
Read Arlin DeLaMora's full review
Tiffany Stewart profile photo
May 10, 2019

Avalara Fun 2019!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use AvaTax to calculate sales tax on several of our websites. We use this inforamtion to pay sales and use tax to our nexus states.
  • Calculate sales tax
  • Provide complete reporting.
  • Easy to use functionality.
  • I would love a way to keep track of transaction key changes. Currently, we are having an issuing managing it and the individuals change it are not keeping track. If the change happens can we receive an email with the new key code.
We use the Magento platform for our sites and Avalara is integrated. This makes for easy setup.
Read Tiffany Stewart's full review
John Rebescher profile photo
May 10, 2019

It's all about the partnership!

Score 10 out of 10
Vetted Review
Verified User
Review Source
The Tax Department currently uses AvaTax.
  • Simplifies the collection of tax exemption certificates.
  • Creates an organized archive for tax exemption certificates.
  • Allows customers the opportunity to create and submit tax exemption certificates.
  • Creating an interface with Mincron (ERP).
Well suited in the collection, management, and archive of tax exemption certificates in industrial settings. Working with a variety of non-taxable entities, there can be tremendous pressure to move a sale forward absent of appropriate documentation. Avalara eases this issue by making the tax exemption certificate acquisition easy and painless for the buyer.
Read John Rebescher's full review

Feature Scorecard Summary

Sales and Use Taxes (94)
8.6
Cross-border Taxes (21)
7.6
VAT / GST Taxes (20)
7.3
Energy and Fuel Taxes (13)
8.7
Geolocation for Tax Assessment (52)
8.9
3rd-Party Software Integrations (65)
7.8
Tax Data Reporting (78)
8.4
Compliance Administration Management (58)
8.6
Tax Exemption Processing (63)
8.6
Tax Document Management (61)
8.6
Complex Tax Scenario Management (44)
7.8

About Avalara

Avalara aims to help businesses get tax compliance right. Avalara customers can manage tax obligations from state, local, and other tax authorities around the world through the platform. Avalara states that the value proposition for users is that its tool provide efficient and more accurate solutions for managing those requirements.

The Avalara Tax Compliance Suite — Avalara AvaTax, Avalara Returns, and Avalara CertCapture — offers solutions for various transaction taxes, including sales and use, VAT, excise, communications, and others. Through the suite, users can calculate taxes, file and remit returns, and comply with document management requirements. More than 700 integrations are available for accounting systems, ERP and CRM providers, ecommerce platforms, and more. The company also offers Professional Services including Tax Advisory Services, Implementation Services, Managed Services, and Support Plans and Training to help customers prepare for and achieve compliance.

Categories:  Tax Compliance

Avalara Features

Type of tax Features
Has featureSales and Use Taxes
Has featureCross-border Taxes
Has featureVAT / GST Taxes
Has featureEnergy and Fuel Taxes
Tax Reporting & Compliance Features
Has featureGeolocation for Tax Assessment
Has feature3rd-Party Software Integrations
Has featureTax Data Reporting
Has featureCompliance Administration Management
Has featureTax Exemption Processing
Has featureTax Document Management
Has featureComplex Tax Scenario Management
Additional Features
Has featureCentralized tax management: Unify sales and use tax calculation, document management, and returns preparation under a single platform.
Has featureGeospatial location: Tax calculations delivered on-demand, with geospatial location technology to map rates to exact locations.
Has featureIntegrations: AvaTax connects with more than 700 prebuilt integrations to connect with your accounting, ecommerce, POS, and other systems, plus an advanced API.
Has featureCloud-based: A software-as-a-service solution, AvaTax updates take effect as soon as they are deployed, helping to ensure you are using the most current information.
Has featureExemption management: Request certificates from vendors and store them electronically for easy access and to effectively track expiration dates. Send automatic renewal requests before certificates expire.
Has featureReturns filing and remittance: Returns preparation and remittance in multiple jurisdictions. Avalara Returns can track and manage due dates and payment requirements, enabling you to pay all your returns with a single source of payment.
Has featureExcise tax: Calculate tax, prepare signature-ready returns, and track exempt customers efficiently for petroleum products, including excise, environmental, and sales and use taxes in the U.S. and Canada.
Has featureLodging: Manage lodging tax for your hotel or rental property with a solution that plugs into your reservation software to deliver lodging tax calculations in real time as well as prepares, files, and remits your lodge tax returns.
Has featureCommunications: Delivers tax calculations on a broad array of communications transactions by directly connecting to your current billing or ERP system, or to an in-house build via API.
Has featureVAT, India GST, and Brazil: Master the complexity of selling overseas with solutions for global businesses; from complete European VAT solutions to full compliance in Brazil, or GST in India.
Has featureCross-border: Cross-border sales are riddled with complex taxes, duties, shipping costs, and fees. With Avalara, you can calculate the final cost of global commerce transactions so your customers aren’t surprised by hidden costs.

Avalara Screenshots

Avalara Video

Skip the line. In three, easy steps we will get you started with Avalara's premier sales tax automation and compliance software. Find out how, today.

Avalara Downloadables

Avalara Integrations

3dcart, BigCommerce, Drupal, Microsoft Dynamics GP, NetSuite, PrestaShop, QuickBooks Online, Sage 500 ERP, Sage Intacct, SAP Business One, Yahoo! eCommerce, Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), Magento Commerce Cloud (formerly Magento), Epicor Manufacturing Express Edition, Pinnacle Cart, Quickbooks

Pricing

Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

Avalara Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Avalara Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Mobile Web