Making the calculation of sales taxes untaxing
Updated August 19, 2020
Making the calculation of sales taxes untaxing
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
Overall Satisfaction with Avalara
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. It also makes it easy for our sales team to quote the correct sales tax before the order is placed.
- 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.
- I have confidence in their customer service when I have a problem
- I like to be able to drill down to the actual combination state, fed, and special tax rates that were on an order
- My account representative checks in annually to discuss my changing needs.
- The option of showing a window with tax rate details, without having to drill down, would be helpful.
- Adding some reports into the GP framework would be nice
- 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.
- Using Avalara is like having another employee on our team.
- Dynamic GP
It was not difficult. Avalara gave us a lot of help and support in setting it up.
- We only use Avalara for Tax Calculations.
I was introduced to Avalara through GPUG and a presentation at the GPUG Summit. The other GP users said that it was a good product, and they had no problems using it. After talking to the people in the Avalara booth, I decided that it would be a good solution for our company. We have been using it for years and have never had a reason to look for a different solution. To put it simply, it works.
Avalara Feature Ratings
Cross-Border Tax Compliance with Avalara
We sell in all 50 states. Trying to keep up with all of the updates and changes for all 50 states would be exhausting. Avalara keeps us posted on any changes that might effect us and allows us to continue working without worrying about charging the wrong rates.
During the pandemic, we've expand our product offerings to include Shield Cleansers and ThermoVu temperature stations. Our volume of business has greatly increased and our Avalara software and helped us to keep up with it.
We already sell internationally
We do not sell on other marketplace sites, but we do sell to all 50 states. By having Avalara working seemlessly with our ERP software, we are confident that we are always charging the correct taxes no matter where we are shipping to.
Using Avalara
24 - Executives, sales, accounting
1 - We have an IT manager that I can turn to if I have a problem.
- quoting taxes for all 50 states
- charging taxes for all 50 states on our invoices
- Sales and management can look up tax info without bothering the accounting department
- It enables everyone to work more accurately and efficiently
- We are able to easily makes quotes that include taxes no matter where the customer is.
- During the pandemic it was easy form my sales team to use Avalara to get tax rates and not have to depend finding someone in accounting in order to get tax info.
- Right now we prepare out tax returns in house. In the future we may turn to Avalara for this service.
Avalara Implementation
Avalara Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - Avalara software has been so easy to use. We have not had many problems. I do not think that premium support would be needed on our account.
I really appreciate that my sales rep keeps in touch. Over the years she has the best advice on how to change my account to suit my current needs and budget. She has helped me to increase the volume of our package when needed but she has also been helpful in scaling back our package when times were lean.
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 Familiar | None |
- Keeping tax rates for all fifty states and subdivisions
- adding sales taxes or taking sales taxes off of our invoices
- Building customer relationship confidence by always charging the correct tax rate
- It is a little more difficult to take taxes off of an invoice than I would like.
Integrating Avalara
- Dynamics GP
The program had to be added to our system and configured for our documents. It was an easy install, and we have had very few problems over the years.
Relationship with Avalara
We have a one year package. Over the years we have increased and decreased the number of transactions in our package to better fit our needs. Avalara is always easy to work with when changes need to be made.
The only advice I have is to be honest and do your homework. Go to the table knowing how many taxable transactions you have over a year so that you can get a package that fits your business needs.