Item: Avalara
Rating: 10
Author: Verified User

Overall Satisfaction with Avalara AvaTax

Implementation Rating

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.

Usability

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.

Use Cases and Deployment Scope

We use AvaTax to calculate sales tax on our sales invoices. We have multiple state jurisdictions and different taxable line items on our invoices.

Pros and Cons

Pros

Calculates tax correctly and timely
Calculates tax timely
Data feeds into the individual tax returns for each state

Cons

Implementation - pretty detailed and need to know your sales tax laws and attributes
Some states are tricky in how to set up

Return on Investment

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

Systems Integrated With

FinancialForce

Additional Capabilities

We use Avatax Returns. We use our own internal system for managing exemption certificates.

Likelihood to Recommend

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.

Comments

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

Modules Used