Tax compliance made easy
Updated August 13, 2020
Tax compliance made easy
Modules Used
- AvaTax
- Returns
Overall Satisfaction with Avalara
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.
- Tax calculation
- Tax filing
- Historical data retention
- Tax consult and tax support
- Conversion to CAD
- Selecting all states as one option vs. having to list state after state individually for setups, such as for our marketplace
- Filing refund requests vs. carrying credits
- ROI is around 5K per month in tax filings.
- Reduction of time spent by 50%.
- Ability to bring tax back in house (for reconciliation and approval).
- Epicor 9
It was not difficult at all, we were able to have our internal Epicor Specialist create the link, so that Epicor goes out to Avalara captures the rates/calcs and sends it back to Epicor
- Avalara Returns
- Professional Services (nexus studies, registrations, backfiling, etc.)
Avalara files all of our state tax returns, this process is simple and CORRECT! We love Avalara Returns since the beginning and are thrilled we made the change.
We also had Avalara do a nexus study for us, and help us file VDA's on a couple states in addition to helping us register in all the rest of the states we had Nexus in.
We also had Avalara do a nexus study for us, and help us file VDA's on a couple states in addition to helping us register in all the rest of the states we had Nexus in.
Avalara Feature Ratings
Using Avalara
3 - Accounts payable, Invoicing, Accounting Management
1 - Epicor Program Specialist
- Tax Calculation
- Tax Reporting
- VDA programs
- Tax Registration
- Cert Capture
Evaluating Avalara and Competitors
- Price
- Product Features
- Product Usability
Avalara gave us all the tax features we needed for less than other 3rd party vendors.
Avalara Implementation
- Implemented in-house
Change management was minimal
- Timing
Using Avalara
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using | None |
- tax calculations
- tax reporting
Integrating Avalara
- File import/export
Avalara has been extremely easy to work with. Their integration team when was amazingly helpful when we first rolled out avalara into our Epicor ERP system. There were minor issues and quickly resolved. Avalara is one of the few FULL support systems on the market, meaning we didn't have to rely on our internal Epicor systems analyst to fumble along figuring things out on his own.
- Epicor ERP
- Agile Freight
We are fully integrated with Epicor, sending purchase data into Avalara and having Epicor pull back tax based upon Avalara's calculations. It makes invoicing and compliance so much easier and reliable.