Avalara AvaTax- To rest peacefully knowing your sale taxes are calculated correctly
January 31, 2018

Avalara AvaTax- To rest peacefully knowing your sale taxes are calculated correctly

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

Modules Used

  • AvaTax

Overall Satisfaction with Avalara AvaTax

This was the second implementation for me as I had implemented Avalara at my prior company. Knowing how the process worked and what was expected from me and my time was critical in being able to role this product out at Square 9. The most important parts of getting the system set up properly are coding your products to the predetermined tax settings as well as setting your states with log-ins and passwords.
My time within the system on a month-to-month basis is pretty deminimus. I rarely get asked how sales tax is calculated or why.
We use AvaTax to calculate sales tax on our sales invoices. We have multiple state jurisdictions and different taxable line items on our invoices.
  • Calculates tax correctly and timely
  • Calculates tax timely
  • Data feeds into the individual tax returns for each state
  • Implementation - pretty detailed and need to know your sales tax laws and attributes
  • Some states are tricky in how to set up
  • Cut down fees paid to our external accounting firm
  • File our returns timely and correctly
  • Monthly reconciliation of AvaTax to G/L takes about 5 minutes and we can close and submit files for submittal quite quickly
We use Avatax Returns. We use our own internal system for managing exemption certificates.
AvaTax is absolutely needed in a small finance department where you handle multiple states and have differing taxable line items in each of those jurisdictions.