Sales Tax Compliance Simplified
October 07, 2022

Sales Tax Compliance Simplified

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

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

Avalara, through AvaTax and CertCapture, greatly simplifies our company's compliance with sales tax filings. The representatives are usually very quick to respond when opening a support ticket and are very helpful when needing to ask questions about how to handle new and complex transactions. CertCapture makes it very easy to record tax-exempt forms for clients and reduces the frequency of rebills for customers that were erroneously charged sales tax. AvaTax makes reviewing monthly sales activity for multiple states streamlined, and having Avalara file sales tax returns on our behalf of us allows our finance department to spend less time on the more tedious compliance aspect of sales tax.

Pros

  • Filing Sales Tax Returns
  • Correctly Calculating sales tax
  • Support for voluntary disclosure agreements

Cons

  • Setting up new companies
  • Easier summary for monthly activity for multiple companies

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?

I wasn't involved with the selection/purchase process

Did implementation of Avalara go as expected?

I wasn't involved with the implementation phase

Would you buy Avalara again?

Yes

  • Drastically reduced time spent on filing tax returns
  • Nearly eliminated time spent calculating sales tax
  • can be costly if not fully utilized
  • Heartland
  • Acumatica
N/A - I was not involved with implementation.
Avalara is very user-friendly. The menus are intuitive and the website is easy to navigate. If a user runs into any problems, the ticket system usually has a quick turnaround time to answer any questions or issues you may run into.
  • Avalara Returns
  • CertCapture
  • Professional Services (nexus studies, registrations, backfiling, etc.)
Our organization utilizes Avalara Returns for all of our sales tax compliance filings. Having several entities with different filing requirements and reporting periods in states across the country, allows us to spend our time on other matters. CertCapture is a necessity for any organization that has a large number of customers that are exempt from sales tax or have many customers across several states. Backfilling is incredibly helpful if you find that you missed filing any previous sales tax returns due to a change in reporting frequency, or unknown reporting requirements.
Avalara is well suited for companies that have sales activity, and nexus, in multiple states. It is especially helpful if there is a larger amount of customers that are exempt from sales tax, or selling products with different or special tax rates. If expanding the business into new states, Avalara is great to track the activity in the new states to monitor how close you are to triggering nexus. Avalara may be less appropriate if business activities are limited to a few states with minimal customers that are exempt from sales tax and more standard sales tax rates.

Avalara Feature Ratings

Sales and Use Taxes
10
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
7
Tax Data Reporting
10
Compliance Administration Management
9
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
8

Comments

  • Bobby Sands | TrustRadius Reviewer
    Thank you for taking the time to share your experience using AvaTax, Returns and CertCapture, we appreciate your feedback. We work hard to deliver our customers the best service possible, and we’re grateful for the opportunity to work with you.

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