Making the calculation of sales taxes untaxing
Updated August 19, 2020

Making the calculation of sales taxes untaxing

Elaine Ware | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
Most people in our company use Avalara every day, and don't even realize that they are using an add-on product. It simply works. We have been using Avalara for years without any problems.
  • 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.
I appreciate that I am not depending on employees to calculate the correct amount of tax on orders. It is also nice to know that I can depend on the program to consistently not charge taxes to a customer on items that are non-taxable. All of these things ensure the accuracy of my documents and in the end keeps our customers happy.
I have never had a problem reaching someone at Avalara when I have a question about my service or about my account. It is nice to have trusted source to turn to when I have a question on a topic as complicated as sales and use taxes.

Avalara Feature Ratings

Sales and Use Taxes
9
Cross-border Taxes
9
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
9
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9

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.
I have no reason to look elsewhere or change. The product works and I know that my rep will help me to find the package that best fits my needs at renewal time.

Avalara Implementation

The Avalara staff had a definite game plan tor implementation, and were very knowledgeable. The setup process took a little time and a few phone calls, but that was nothing compared to the time we were going to be saving from no longer calculating taxes manually.

Avalara Support

I have never had trouble finding a real person to talk to at Avalara. My sales rep keeps in touch and is constantly reviewing my account and helping me adjust our package to our ever changing needs. Whenever I have had to call into support for a question, I have always felt that the person on the other end of the line was very knowledgeable and helpful. My questions are always answered promptly.
ProsCons
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

ProsCons
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

Avalara always keeps in touch. I feel comfortable going to them with any questions that I may have. Over the years they have helped me to tailor our package to our needs even if it meant cutting our cost. I appreciate having a partner who will work with me on getting the best option for my business.
Avalara is always just a click, email or phone call away. I have confidence that any problems or questions that I have will be taken care of quickly and correctly.
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.

Avalara Reliability

Everyone in our organization depends on Avalara. Sales and Accounting.
I have been using Avalara for years and do not remember ever having an outage during working hours. The service is accurate and dependable.
Avalara works with our ERP system seamlessly. I'm sure that many people in our organization do not even realize that it is an add in.