Avatax and Returns Management- Avalara has been a great solution!
November 17, 2020

Avatax and Returns Management- Avalara has been a great solution!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns

Overall Satisfaction with Avalara

Avalara is implemented in our computer system (NetSuite) to calculate sales tax for each transaction come into the system, it affects the Invoices and sales receipt that we send to our customers. Then on monthly basis, Avalara will calculate the sales tax amount that we need to pay to each States that we're registered to.
Avalara simplify the calculation of sales tax based on the specific location of the Ship To address and we relied on it to be accurate and up to date with all the constant changes and regulation from State to State.
  • Keeping up to date with tax calculation for each State
  • User friendly Tax Returns system to manage Returns
  • Managing the Tax Returns on time and simplify filing amendment if needed
  • During Tax Returns reconciliation, i've encountered where sales tax were not being calculated as it should, and I usually have to open the particular transaction in NetSuite and refresh it, then it will assign an Avatax Doc code, as an indication that the transaction is now accounted for in Avatax. It will be great is Avalara would be able to send notification for "flagged' transactions where there's no exemption shown but not calculating sales tax
  • If Avalara can send out notification to its clients for Sales Tax related subject (Tax holiday, change in rates starting on certain date of the month etc), so that when we receive those from the State, we know that Avalara is already aware of it and already implementing it in the system
  • Time spent calc.rates
  • Filing the returns
  • Number of staff required
  • NetSuite
  • Big Commerce
There are room for improvement, but overall Avalara is very useful
  • Avalara Returns
  • Professional Services (nexus studies, registrations, backfiling, etc.)
Any businesses that selling multiple type of items into multiple states will have the benefit of utilizing Avalara in their system.

A small business who only offer very limited variety of item or services and selling to limited area might not need to use Avalara

Avalara Feature Ratings

Sales and Use Taxes
9
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
9
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
7
Tax Document Management
8
Complex Tax Scenario Management
Not Rated