Easy Integration and Easy Sales Tax Automation

The options of “sellers use or sales tax” and “sales tax only” when selecting nexus states on AvaTax. I believe the process of selecting what tax type a client has needs to be more fleshed out. The consequences of selecting incorrectly could be major. Examples or a more detailed description of what selecting one or the other means for each state would be really helpful. I selected the “sellers use or sales tax” option for Iowa on a client’s set up and it missed an additional 1% local tax on a transaction as a result, which ended up not collecting an additional $3K in sales tax on an invoice. Each state defines one or the other differently, and it is important to know which option does what. It’s not as easy as knowing what type of tax the client has in the state in situations when that may not be apparent (such as new registrations when the tax type is not defined yet, but as a consultant, you know how the tax will be collected).

Documentation for clients such as a users guide, implementation manual for a company’s ERP that details what has changed on a client’s interface system, process diagrams on how everything connects, etc. Some of this is found on the online help, but some clients want actual documentation.

Support and guidance on CertCapture.

Support and guidance on proxy installations. A client was given a proxy installed on their NetSuite that allowed customer information to be passed to CertCapture. It was installed and no guidance was given on how to use it, even after requesting.

Better support for clients with special requests. We requested phone time with NetSuite specialist from Avalara and AvaTax specialist in order to discuss some open questions the client had.