Overview
What is Avalara?
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.
Thank You for Helping Us Track Nexus!!
Avalara helps a lot!
Avalara Review
So much potential and such disappointing customer experience
Using Avalara Software has been Great for our Company
Satisfied Customer
Indirect Tax
Avalara is great for small businesses
Avalara is what you need for Sales Tax.
Great!
Unforunately no real benefit
Avalara - My Evaluation
The good, the bad and . . .
My professional advice is to try to find an alternative to Avalara!
How Avalara Differs From Its Competitors
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- Automated payments - Direct withdrawal from our bank accounts
- Automated tax calculation and tax rate guidance
- Some tools online to help foresee or calculate tax impact before implementing sale
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Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Sales and Use Taxes (295)8.888%
- Tax Exemption Processing (201)8.383%
- Tax Data Reporting (248)8.383%
- 3rd-Party Software Integrations (223)8.080%
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $21 per month
Product Demos
Avalara AvaTax Demo
Features
Type of tax
A list of the different types of taxes that can be filed using tax compliance software.
- 8.8Sales and Use Taxes(295) Ratings
Software is capable of calculating and filing sales and use taxes.
- 7.8Cross-border Taxes(65) Ratings
Software is capable of calculating and filing taxes, such as customs, across countries.
- 7.3VAT / GST Taxes(56) Ratings
Ability to calculate and manage VAT and GST taxes.
- 8.5Energy and Fuel Taxes(25) Ratings
Ability to calculate and manage energy and/or fuel taxes.
Tax Reporting & Compliance
Activities relating to tax filing, reporting, document management, and exemption certificate processing.
- 8.6Geolocation for Tax Assessment(168) Ratings
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
- 83rd-Party Software Integrations(223) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
- 8.3Tax Data Reporting(248) Ratings
Ability to export transaction data for tax filing.
- 8.3Compliance Administration Management(191) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
- 8.3Tax Exemption Processing(201) Ratings
Ability to generate, track, exemption certificates from sales invoices.
- 8Tax Document Management(193) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
- 7.1Complex Tax Scenario Management(128) Ratings
Ability to automate handling of tax holidays and other anomalies.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Avalara?
Avalara Features
Type of tax Features
- Supported: Sales and Use Taxes
- Supported: Cross-border Taxes
- Supported: VAT / GST Taxes
- Supported: Energy and Fuel Taxes
Tax Reporting & Compliance Features
- Supported: Geolocation for Tax Assessment
- Supported: 3rd-Party Software Integrations
- Supported: Tax Data Reporting
- Supported: Compliance Administration Management
- Supported: Tax Exemption Processing
- Supported: Tax Document Management
- Supported: Complex Tax Scenario Management
Additional Features
- Supported: Centralized tax management: Unifies sales and use tax calculation, document management, and returns preparation.
- Supported: Integrations: AvaTax connects with more than 700 prebuilt integrations to connect with accounting, ecommerce, POS, and other systems, plus an advanced API.
- Supported: Cloud-based: A software-as-a-service solution, AvaTax updates take effect as soon as they are deployed, helping to ensure the most current information is used.
- Supported: Exemption management: Certificates from vendors are stored electronically for access and to track expiration dates. Automatic renewal requests are sent out before certificates expire.
- Supported: Returns filing and remittance: Returns preparation and remittance in multiple jurisdictions. Avalara Returns can track and manage due dates and payment requirements, enabling users to pay returns with a single source of payment.
- Supported: Lodging: Lodging tax for hotel or rental property are managed with a solution that plugs into reservation software to deliver lodging tax calculations in real time as well as preparation, filing, and remittances of lodge tax returns.
- Supported: Communications: Tax calculations are delivered on an array of communications transactions by directly connecting to a current billing or ERP system, or to an in-house build via API.
- Supported: Beverage Alcohol: Simplified regulatory compliance for suppliers, distributors, and retailers in the beverage alcohol industry.
Avalara Screenshots
Avalara Video
Avalara Integrations
Avalara Competitors
Avalara Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Avalara Downloadables
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(720)Attribute Ratings
- 9.2Likelihood to Renew26 ratings
- 8Availability8 ratings
- 8Performance8 ratings
- 8Usability405 ratings
- 5.7Support Rating18 ratings
- 7.3Online Training3 ratings
- 8In-Person Training2 ratings
- 6.4Implementation Rating197 ratings
- 5Configurability5 ratings
- 8Product Scalability7 ratings
- 5.1Ease of integration11 ratings
- 7.9Vendor pre-sale8 ratings
- 1.1Vendor post-sale8 ratings
Reviews
(151-175 of 413)Loyal Avalara user
- Reporting for completing my tax returns
- Dashboard ease of use
- Customer events
- Quickbooks connector can be flaky
- Account manager response time
- Cost
Avatax and Returns Management- Avalara has been a great solution!
- Keeping up to date with tax calculation for each State
- User friendly Tax Returns system to manage Returns
- Managing the Tax Returns on time and simplify filing amendment if needed
- During Tax Returns reconciliation, i've encountered where sales tax were not being calculated as it should, and I usually have to open the particular transaction in NetSuite and refresh it, then it will assign an Avatax Doc code, as an indication that the transaction is now accounted for in Avatax. It will be great is Avalara would be able to send notification for "flagged' transactions where there's no exemption shown but not calculating sales tax
- If Avalara can send out notification to its clients for Sales Tax related subject (Tax holiday, change in rates starting on certain date of the month etc), so that when we receive those from the State, we know that Avalara is already aware of it and already implementing it in the system
Avala - IMO
- Calculate tax by location across the entire US
- Integrate with multiple systems
- Streamline reporting
- Streamline filing
- Our biggest issue is Avalara not being able to recognize the address of a customer and having to choose a "fake" location in the same zip code to run tax.
- It will not recognize the same invoice within 2 systems. It assigns different doc codes. If we adjust an invoice in our accounting system that was original created and taxed in our tracking system, we must login to Avalara and delete the original tax on the original doc code.
Reporting tools for sales tax are very efficient and useful.
A+ Avalara
- Great customer service / quick response
- Easy to understand instructions
- Continued presentations with updated options
Great peace of mind that returns and certificates will be file and managed correctly.
- Easy understanding of both AvaTax and Certcapture programs
- Great support structure
- Always keeping up the changes
- CertCapture program have a few issues which slows down our sales department at times
This product saves us money and time!
- Customer Service is quick and helpful, and don't let you off of the phone till you are happy.
- Making an appt with my rep is easy to talk with him and get any answers I may need.
- Continuity of my company's rep so that a relationship can be cultivated.
Sales Tax Simplified
- The depth of knowledge of the tax laws and implementation into the software.
- Timely processing of returns
- Responsive Customer Service
- At times we have down time between the connection of Avalara and our ERP which is a loss in time or incorrect invoicing.
- Cert Capture - Validation of certificates should be able to validate with each state
- Proactively let us know about things like Tiered Tax laws or unusual taxation based on settings between Avalara and our ERP instead of the customer having to drill in and determine those when customers question.
Less appropriate if only delivering to one area. But I can't really think of a situation where this product would not simplify life for the Accounting Department.
- Keep track of the ever evolving sales tax changes
- Manage our Exemption Certificates
- Calculates not just the state sales tax but also the many jurisdictions/counties, etc within the state
- We have had some API issues that certain customers numbers fail for unknown reasons, we have worked with Avalara support and they have a fix to roll out early December
- We use to get "canned" answers to support questions, quick to offer a work instruction when we really wanted to talk to someone. Moving up to a dedicated TM resolve this issue.
New user, happy with the rise in efficiency and accuracy of our reporting process so far
- Automatic tax rate updates
- Reporting
- Tax jurisdiction pinpointing
- Helpdesk
Avalara - value and compliance
- Updates current sales tax rates automatically
- Integrates with our ERP system
- Getting answers to questions easily.
The Software is Helpful - Implementation was immensely painful
- Housing of Certificates with Expiration Warnings
- Automatic calculations of tax using predefined, up to date, tax tables
- Lack of prompt support when needed
- Lack of hands on implementation , we hired a team and expected them so say "Here is how it is best established for you company". That was not the case
WE LOVE AVALARA!
- Easy to manage excempt certificates
- Easy to request exempt certificates
- Calculates taxes within our CRM for sales people
- Options for when someone is out of home country and don't need to collect taxes
- Sales tax calculation
- Cert capture campaigns
- Software integrations with ERPs
- Difficult to contact account manager via email
Avalara - a "no brainer" for business
- Tax filing
- Answering nexus questions
- organizing in case of audit
- Nothing
Loving Avalara!
- Tax Filings
- Organized information
- Very helpful staff that answers all questions in a timely manner
- Educating people new to the tax world
- Giving more information on registering to collect tax in more states
- Making auto withdrawal of funds easier to update
- Sales tax return processing
- Support can be less generic and actually help
Good Tax Assistance Company
- They submit all state reports when they are supposed to be submitted.
- Not always the best at follow up when a situation is going on.
Sales and Use tax experience in Avalara
- Customer Support
- Good UI
- Good reminders
- Server problems
- Clarification on template upload errors
- Inactive log in time
Avalara & AvaTax Benefits for Remote Sellers
- Sales tax calculations per Wayfair
- State sales tax returns
- QuickBooks Integration
- Product training for initial setup
Great service for sales tax
- File and pay sales tax in a timely manner
- Great customer service
- Easy to use their site
- They consider themselves a software rather than a service
- The interaction between Avalara and our EDI
- Not voiding items that we have voided in our system, we have to manually void them
Strong product with room for improvement in certain areas
- Tax calculation
- Customer service
- Articles for help
- Account manager time of response
- Help on making tax decisions on tough or unclear areas
- Speed of import (takes a day to recalculate sometimes)
Avalara is Great
- Simplicity of use
- Accurately tracks tax
- Great for managing exempt customers
- Ease of use in item taxability
- Better notification settings/alerts for when we are nearing our plan thresholds for document counts
- System sometimes "shorts out" when adding new customers and causes us to have to enter all of the information a second time
Avalara takes "taxing" out of taxes
- Communications
- Returns
- Documentation
- Tech Support - terribly challenging. It takes forever to get a trustfile code. Several cases were never answered, and I was referred back to account manager who only said they'd open a case. Several issues were not resolved with a phone call. It's very discouraging. Especially being fairly new. We just hesitantly renewed, but feel the lack of proactive and successful assistance isn't worth the $12k per year.
- Inconsistent communication from Account Manager & their turnover for us
- We had a TTR contract prior to the "merger" - we certainly don't use the $5k / year of services. I asked for a discount on CertCapture because of this and was promptly denied.
Avalara taxing can relieve some tax stress
- Calculating the correct tax including state increased rates when applicable.
- With a little adjusting, I was able to find a way to get an audit report of the sales and sales tax charged for an audit that satisfied an auditor.
- Taxing based on an address that correctly taxed even though the city was different than the ship to city. I verified this by checking on the state as when running different reports I was confused why, but when I checked on the state there was a reason that explained it.
- I had an issue where my general ledger recoded one state for the sale, but Avalara recorded another. When I looked at the zip code it was evident that the state listed on the invoice was incorrect, but Avalara taxed on the correct state because it taxed on the zip code.
- I use multiple reports - because in different states my company is classified different - and I have to watch the total gross because it is different on reports, as some give the gross after the discount and others do not. This sometimes causes an imbalance. The discount is a cost reduction of the item so it should be considered in all reports as a reduction to the gross.
- At month end I have some manual billings that need to be entered and even though I am working in the system the system times out on me. At times in the middle of a transaction.
- On entering exemptions, if I have multiple to enter for one customer the system will sometime[s] log out in the middle and does not save it so I have to re-enter data.
Well Suited: On my manual tax credits that I enter it helps to enter them especially on states such as CA, TX, and other states entered by counties.
On the same as the well suited above although the system lets the tax credit to be entered it does not allow you to correct the taxable and exempt bases, therefore adjustments to the reports needs to be done for this data.
Avalara Helps with the Ups and Downs of Tax Compliance
- Collect data and use it process returns
- Software design
- Training
- Communication in the implementation process
- Checks and balances for company support
- Pricing