Item: Avalara
Rating: 8
Author: Sol Sanchez

Use Cases and Deployment Scope

We use Avalara for sales tax. It helps the tax department calculate tax liabilities and file returns. Avalara only helps file sales tax returns from the US.

Pros and Cons

Nexus study.
Taxability matrix.
Generating reports.

Hold times
Follow up with issues.
Accessibility to account manager.
Account manager.

Return on Investment

Good with filing returns.
Has great matrixes.
Great reports.

Systems Integrated With

Accounting software

With invoices with various line items, it is sometimes very difficult since tax liabilities are not calculating correctly.

Usability

Complications with invoices that have multiple line items.

Additional Capabilities

Avalara Returns
Professional Services (nexus studies, registrations, backfiling, etc.)

Nexus studies and matrixes are very helpful.

Alternatives Considered

Have only used Avalara. They are up to date on rate changes and legistation changes

Avalara can appropriately calculate tax for straight forward transactions. However, it is not very reliable for calculating tax for complicated seniors or invoices. For example, multiple line items with multiple shipping addresses. Coding can be faulty.

Avalara Review

Modules Used

Overall Satisfaction with Avalara