User Friendly
June 19, 2018

User Friendly

Yan Liu | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara AvaTax

Was not involved in the implementation of Avalara AvaTax at that time.
Yes, it has met a lot of our needs
Across the whole organization. We (Finance) are using this platform to support several business units, such as invoicing with sales and use tax, file tax returns to states, and remit sales and use taxes to states where we collect and register in. After attending the Avalara CRUSH 2018 conference, we realized that Nexus study is very important for us to verify we are doing this correctly whether we create or/and add an AvaTax profile for our customers as much accurate as possible. One challenge for us to use this is to put proper or accurate jurisdictions for specific customers who have provided their service nationwide. It means we have to create about 50 tax rules (one rule per state) for the customers and it is very time-consuming.
  • Easy to add/update tax profiles - user-friendly as easy to follow
  • Able to find taxability for products or services quickly
  • Like the sales tax calculator which helps us put correct tax rates on the invoices
  • Adding a quick Nexus questionnaire before creating tax rules or codes - that helps us determine what tax activities we should comply
  • Inserting a map feature like Google Map to view jurisdictions clearly and quickly
  • Expanding API feature for accounting apps such as Sage Intacct and QuickBooks
  • Yes, autoprocessing that reduces a lot of the timing of invoicing
Yes, will consider adding the service for tax return filling at some point when we are ready.
Not just for tracking sales and use tax for our business activities, we are using AvaTax as sales tax calculator to insert into a software we have developed for invoicing generation.