Seamless Tax Calculations with a click of a button
Use Cases and Deployment Scope
We use Avalara to calculate tax on our invoices and sales orders. Avalara integrates with Chargebee and Sage Intacct, our accounting software, and also with Expedite Commerce, which is our quoting tool. When creating an invoice to send to a customer, the tax will automatically be calculated. The only issues we have encountered is when a customer has a different mailing address from the shipping address. Avalara will not calculate the tax unless both addresses match.
Pros
- Creating an invoice with our accounting software is seamless. Tax is automatically calculated on the invoice.
- Calculating tax on our quoting tool only requires you to select a button that says "calculate tax." Once the tax has been calculated, you can create the quote.
- The only requirement is that the customer is marked as taxable, and then Avalara will automatically calculate the tax.
Cons
- Avalara should be able to calculate tax on the billing address only and not require the billing and shipping addresses to be the same.
- It would be helpful if Avalara automatically calculated tax in Expedite Commerce, our quoting tool, without having to select "calculate tax."
Likelihood to Recommend
Avalara assists in adding the calculated tax on all US territories without the need for any manual checking or calculations. It takes out the guesswork. Most users of the software rely on the program being accurate without the need for a follow-up. We have seen areas where tax calculated from the quoting tool and accounting software have differed, but in most cases, it's completely accurate.
