Never again in my life will I have to file a state sales tax return
May 15, 2019

Never again in my life will I have to file a state sales tax return

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture
  • VDAs and registration services

Overall Satisfaction with Avalara

We depend on Avalara, as it's integrated with our Epicor ERP, to calculate our sales taxes across the US, and file our returns. Without Avalara, we would spend countless hours maintaining tax rates and filing sales tax returns. Frankly, I doubt we would be able to be compliant without this technology solution. I know that we would have to add headcount to even try.
  • Accurate calc of taxes. The tax rate is determined by a combination of the tax code of the item being invoiced, as well as the ship to address.
  • Files returns so that I never again have to file a state sales tax return
  • File VDAs for me
  • Our EPicor ERP system combined with Avalara allows us to easily do Use Tax during the AP Invoice Processing - much easier than the old way of writing on invoices.
  • A little slow in VDAs, due to being overwhelmed with volume
  • Backdated transactions are not always included in the appropriate return, and it is hard to find them.
  • I have had trouble reconciling my monthly transactions since they include monthly/quarterly/annual returns and some have prepayments and carryover credits. Better training and templates on reconciliation would be nice.
  • Would have had to add staff without Avalara. So, even though the transaction cost feels high, the amount I pay to Avalara is much lower than the alternative of adding staff to TRY to be compliant.
  • I used to spend 6 hours a month filing my 4 state tax returns. Now that we are filing in 42 states, I actually spend less time on tax compliance.
For me, the implementation was quick and simple. I recommend that you take advantage of this time to really learn the software and configuration areas.
  • Epicor ERP
  • Woo Commerce
The integration of both is relatively seamless. It just "works". The quotes and orders and invoices all have the tax clearly stated, and calculated correctly.
I have minimal issues, and it makes my life much simpler. I dread even thinking about attempting to do the volume of states and transactions and returns we have without this solution
I could not manage compliance without CertCapture and the returns filing services. When we went live, I celebrated that I would never again have to file a state sales tax return. When I get tax notices from states, I simply send them to Avalara to deal with, and usually the notices are an error by the state which Avalara already knows about.
Avalara is the only tax software I have used. It was selected because it integrates well with my Epicor ERP
Avalara integrates tightly with my Epicor ERP. It is the only tax solution that does so. It also calculates tax on our webstore, using WooCommerce.

Avalara Feature Ratings

Sales and Use Taxes
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management
Not Rated