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It was easy
Updated April 17, 2019

It was easy

jeff Marr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara

It is used in our ERP system to calculate sales tax on customer orders. We have nexus currently in 8 states and it is used to determine taxability on our products and calculates the correct tax amount. We no longer have to maintain tax tables and unless a customer has an exemption it will change sales tax.
  • Constantly updated tax tables
  • Quick tax calculations during SO entry and invoicing
  • Good reporting tools for reconciliation
  • With their rapid growth customer support is not good with the first level of contacts
  • Some of the fees they charge when changing plans seem unfair when you are upping your services
  • Tax table maintenance time is now zero. It was a couple of days every year with just updating for changes. Not counting the days it took to first populate the tables.
  • Monthly reconciliation that use to take one to two days a month is now done in less than two hours.
  • Our returns are filed automatically so we no longer spend time completing forms
  • Our returns are always submitted on time we no longer need to remember the schedule
We had an excellent go live person, the only issue we had was identifying the support person to get our system set up that knew our ERP system.

When getting started and you need help, make sure the person is familiar with what you are integrating with.
  • We only run SAGE 100 ERP, we do not do e-commerce
Avatax is totally integrated and it was a very easy to get started
It is fully integrated with our ERP system and requires very little user interface on a day to day basis by users. The reconciliation is easy and does provide support paperwork in audit situations.
We use managed returns and exemption certificate management.

The managed returns have made submitting our returns automatic and eliminated the late returns as schedules are different between states.

The certificate management has completely solved the problem we had in obtaining, filing and finding certificates. If we did not have a certificate we charged tax, when we got audited we had the certificates we needed on file.
In our business selling products to multiple states with extreme variations on taxability of our products and services in the most general terms (machines, parts & service) it solves the problems of having to determine what is taxable on each individual order. There is a need for users to have the knowledge to make sales tax decisions. If the item is taxable, tax is charged.

After over 5 years of use, the only way we would stop using it is if we no longer need to collect sales tax in the states we do business in.

Avalara Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Tax Reporting & Compliance
10.0
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
Not Rated
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
Not Rated

Using Avalara

10 - Sales order entry, invoicing, accounting tax reporting