What a time saver!
May 22, 2018

What a time saver!

Randy Engelby | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Returns

Overall Satisfaction with Avalara

We use Avalara Returns for the filing and submission of all our sales tax returns. It saves us a lot of time having to calculate the tax for each reporting area (state) we have to file in. One payment to Avalara versus multiple payments each month. We also use AvaTax and Certcapture so the benefits kinda blend together. The process is much smoother from quote (and giving customer final price including sales tax) to the payment of the actual tax.
  • Tracks the taxable and non taxable sales by month by state (or reporting area in foreign areas).
  • Tracks the actual tax by reporting city (we have sales in multiple cities with different sales tax rates. The tax is quickly and accurately calculated for each area.
  • We never have to worry about being late or a payment not getting to a state in time. We submit by 10th of the month and the payment is automatically pulled from our account.
  • The speed at which transactions load. If I wait until the 7th-10th of the month, it seems that the speed at which transactions load for me to confirm is very very slow.
  • I'd like to have multiple sort functions when I go to confirm (approve) transactions. It is nice to sort by state. I'd like to be able to sort by state (or country), then by invoice type.
  • Auto reminder if I have not committed the transactions by the 9th, to remind me to complete the next day. Helpful if I am out of the office.
  • Given us confidence to better support our transactions and returns in the event of a sales tax audit
  • Reduced errors on invoicing (sales tax on billing)
  • Reduced the need for an additional staff member
To me, it eliminates hiring an additional person to manage sales tax.