Avalara - My Evaluation
September 30, 2023
Avalara - My Evaluation
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
- Avalara
Overall Satisfaction with Avalara
It's used for calculating taxes for various commodities. It can be interfaced with Sage Intacct, and the invoices created in Intacct can be interfaced with Avalara with taxes, where we can download the report and reconcile it weekly. Many other options are also available.
- We can save all the exemption certificates for each state for a particular customer
- Avalara can provide you with notification in advance if the Sales Tax exemption certificate is expiring, or we can download the report
- It also has a option, where you can check for which commodity and state which tax code to use and what is the percentage of tax
- The invoices that are created in Avalara don't sync back to Intacct, not sure if that is the set up issue
- Even though most of the state tax filing is 20th of every month, Avalara locks any modification on the 10th of each month, can this be extended to the 15th of each month..... to avoid doing any manual modification and to keep track of it
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
- Anytime download the Sales tax report and reconcile with the Invoicing application
- Hassle-free Tax exemption records are for each customer and for each state
- Auto filing of Sales tax return
- Various reports to validate
- Also under single login, you can have multiple client accounts. Whenever needed, we can switch over
- Nex Suite
- SFDC
It was successfully implemented.
- Avalara Returns
- CertCapture
- Professional Services (nexus studies, registrations, backfiling, etc.)
As mentioned earlier, It auto-files the sales tax returns for each state. It has the capability to capture all customer records for Sales Tax exemption certificates and the validity of it per Customer per state, which enables you to follow up with customers to follow up much before the cert expires and impacts future business. Nexus study helps to understand if a particular commodity is taxable in a particular state and the percentage of tax applicable.
Since I am using Intacct, which is integrated with Avalara, the invoicing records which flows from Intacct to Avalara, it keeps a track of transactions which are committed, Uncommitted, Void and locked. It helps to validate much before to understand the reason behind and make it into one of the category is valid.
On time sales tax filing by owning the responsibility.
Sales tax exemption repository best system management.
On time sales tax filing by owning the responsibility.
Sales tax exemption repository best system management.