Sales Tax Simplified
November 17, 2020

Sales Tax Simplified

Kaysha Menge, MAFM | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

We use for all sales tax calculations and it is incorporated into our ERP system - Epicor. We also have a rental business that uses a separate software, we are looking to incorporate Avalara to that software in the future. We use Cert Capture and Avalara prepares all of our sales and use tax returns. It simplifies the sales tax process. It allows us to define our product taxability with presets in Avalara and is accurate, efficient and we can trust it for a complicated tax world.
  • The depth of knowledge of the tax laws and implementation into the software.
  • Timely processing of returns
  • Responsive Customer Service
  • At times we have down time between the connection of Avalara and our ERP which is a loss in time or incorrect invoicing.
  • Cert Capture - Validation of certificates should be able to validate with each state
  • Proactively let us know about things like Tiered Tax laws or unusual taxation based on settings between Avalara and our ERP instead of the customer having to drill in and determine those when customers question.
  • We still have to have 1 dedicated person to validate certificates before getting to Cert Capture. Would like to eliminate this step.
  • Time savings as we don't need to calculate taxes for every area of delivery
  • Returns are produced and reconciled timely.
  • Integrated with Epicor ERP
  • Want to integrate with R2 rental software
I was not involved in the initial integration but will be for R2.
Such a valued and needed software.
  • Avalara Returns
  • CertCapture
Yes, we have benefited.

Looking into additional services such as Business License registrations and maintenance and VDA process.
Much more efficient and easier to integrate.
Avalara is well suited for large volume invoicing with multi-jurisdictions and types of services or products provided.

Less appropriate if only delivering to one area. But I can't really think of a situation where this product would not simplify life for the Accounting Department.

Avalara Feature Ratings

Sales and Use Taxes
Cross-border Taxes
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