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

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