Avalara is a solid sales tax partner
August 25, 2021

Avalara is a solid sales tax partner

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

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

Avalara is being used by the USA entity of our organization. It is used to calculate sales tax which is then displayed on our invoices via an integration with our ERP system. We also maintain tax exemption certificates using CertCapture and leverage AvaTax to compile and remit sales tax returns. The system reduces the human resource needs to comply with sales tax requirements.
  • Calculates sales tax
  • Manages sales tax exemption certificates
  • Compiles and electronically submits sales tax returns
  • Reconciliation of the liability to our GL has been a challenge

Do you think Avalara delivers good value for the price?

Yes

Are you happy with Avalara's feature set?

Yes

Did Avalara live up to sales and marketing promises?

Yes

Did implementation of Avalara go as expected?

Yes

Would you buy Avalara again?

Yes

  • Reduced time spent in billing customers
  • Reduced time spent calculating sales tax due
  • Reduced time spent compiling tax returns
  • QAD
Not very difficult although we did utilize a third-party to assist. It was completed in a couple of weeks.
Once the system is set up, it requires very little interaction. Our team spends most of their time managing tax exemption certificates in CertCapture and month-end reconciliation of the tax liability against our GL balance.
  • Avalara Returns
  • CertCapture
  • Professional Services (nexus studies, registrations, backfiling, etc.)
We have benefited from the use of all of these services. The Avalara Returns allows us to automate the compilation and electronic submission of sales tax returns. CertCapture is used to ensure we manage tax exemption certificates appropriately. The professional services was used for registrations although the benefit is marginal as we are required to provide the data to Avalara and they do not store it for use when an additional registration is required.
Avalara is well suited for an organization that has taxable nexus in multiple states. It reduces the need to stay abreast of the latest tax rates and if integrated with your ERP system can automatically add the appropriate sales tax to reduce manual effort in billing. Avalara is excellent for companies that are small with a high volume of sales across the country.

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
10
3rd-Party Software Integrations
8
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
9
Tax Document Management
10
Complex Tax Scenario Management
8