We use Avalara for sales tax calculation, collection, and reporting. Avalara's technology aids in the accurate calculation of sales taxes for all applicable taxing jurisdictions, as well as reporting these taxes to the appropriate jurisdictions. The Avalara generated reports also serve as an audit trail for us as well.
Pros
Sales tax calculation at the jurisdiction level
Sales tax return filing
SKU to tax code mapping
Cons
Customer Service - could be a little more prompt
Website can be faster - it takes a bit of time to load all the transactions, especially during the first 4-5 days of the month
Likelihood to Recommend
Avalara is well suited any retailer that has sales in multiple states. It aides in accurately calculating sales taxes at all jurisdiction levels, taking into account exemptions, lower tax rates for grocery items, and sales tax holidays. Avalara keeps track of all sales generated in a specific period and then files sales tax returns in the necessary states. It may not be well suited for manufacturers/wholesalers that only produce goods for resale or retailers that do not sell goods and services in more than one location.
VU
Verified User
Manager in Finance and Accounting (Food & Beverages company, 1001-5000 employees)
We use Avalara to file and submit sales tax returns for multiple states as well as utilizing Avalara Exemption Management to store exemption certificates. The business problem that the product addresses was the sales tax nexus and making sure that we are paying state sales taxes in those states that we have nexus in.
Pros
Manage Sales Tax Returns and Filing
Storing and requesting exemption certificates
Efficient and easy to manage sales tax
Cons
Additional support on questions/issues/concerns
Making it easier to fix issues between NetSuite and Avalara Tax
Avalara Tax Calculation Issues
Likelihood to Recommend
Avalara is well suited for us because it makes it easier for us to navigate sales tax and filing state sales tax returns for multiple states. I appreciate how simple they made this process for us, helps save us a great amount of time and allows us to focus on the business. Less appropriate, is that most of our customers are sales exempt and it can be a bit challenging at times with AvaTax overriding our tax calculation within NetSuite. Overall, that issue has been less and less, so we are moving in the right direction.
VU
Verified User
Employee in Finance and Accounting (Consumer Goods company, 51-200 employees)
Avalara is how we are managing our customer tax exempt status and maintaining compliance with the rules and regulations. It allows us to see who is out of compliance, as well as working with the software to ensure that it is billing for our customers when they may be shipping to an area that they have no exempt status in.
Pros
Easy to use
Quick and easy correspondence
Cons
Needs to explain when something is wrong
Flag problems from the user before it is submitted
Likelihood to Recommend
Avalara has brought our customer exemption certificates into compliance with minimal effort and time being dedicated to it due to its ease of use.
VU
Verified User
Employee in Finance and Accounting (Mechanical Or Industrial Engineering company, 201-500 employees)
Avalara has helped us better organize tax exemption certificates for our customers. This helps us stay current and in compliance, as well as working with our ERP to determine what customers should be billed tax and when. If they are not current, then they will flag to be billed sales tax until we have remedied the problem.
Pros
Ease of use
Automated messages
One stop shop for all of your needs
Cons
Explain to customers what they need to fill out
Show what problems are clearly
Likelihood to Recommend
Avalara reaches out to my customers based on what I enter to make sure that we are getting updated tax exemption certificates to ensure that we stay in compliance. I can reject problems in real time and then they reach out again to try and get a compliant certificate.
VU
Verified User
Employee in Finance and Accounting (Mechanical Or Industrial Engineering company, 201-500 employees)
Avalara helps collect the correct amount of sales tax for each state, county and city. Stores all tax exempt certificates and sends expired certificates to help resolve updating issues. Also once uploaded it lets you know if the certificate is valid.
Pros
Store Certificates
Totals amounts of sales
Files returns
Cons
Ease of looking up information
Updating information
Verification of sales tax before return is filed.
Likelihood to Recommend
Asked for the sales tax that was accrued from the prior year only gave me a link, that was no help. When it filed sales tax for the quarter and our system was down once uploaded all the sales all the customers were charged sales tax in the period even when they were tax exempt we had to pay for this mistake.
We are a medical device manufacturing/distribution organization. We sell into many states throughout the US, and as we grew, we quickly realized we could no longer handle sales tax management in-house, even if we hired additional staff. Avalara's returns filing and certificate management service have allowed us to focus on managing /growing the business while remaining compliant with sales tax. They have tax codes that fit our business, enabling us to calculate sales tax for our customers accurately. Other products we've used previously did not have the range of tax codes that Avalara offers. Avalara also provides an API that allows seamless integration with our ERP. They do all the work for us regarding sales tax management.
Pros
Exemption Certificate Management.
Timely Filing of Tax Returns.
Extensive list of product codes for determining tax rates.
Cons
N/A
Likelihood to Recommend
Avalara was the only solution we found that fit our needs. The tax codes were a sticking point with other solutions, as they did not have medical device/diabetic supply-specific codes.
VU
Verified User
Manager in Finance and Accounting (Medical Device company, 201-500 employees)
We are a small business with few employees. Avalara is helping us stay compliant with the 35 states that we have to file sales tax in and make sure we remit correct and accurate information. They also are going to be integrated into our software which will take that many more processes off my plate.
Pros
Easy to navigate the website
Quick support responses
Easy downloads for record keeping
Cons
Tax rate calculator in an easy to access location
The ability to customize my dashboard to my needs
Predicted costs based on previous sales tax data
Likelihood to Recommend
Most of my sales tax knowledge has come from Avalara. Attending the conference gave me a solid foundation into an unfamiliar world. Then the continuing education from the ambassador program has helped me stay current. As the company has grown so has our compliance needs and Avalara has been able to keep up with our changing needs easily and made my job easier.
We use Avalara for certificate management as well as for sales tax returns and have been very pleased both with the platform and the level of support we receive. Sales tax is ever-changing and to minimize our exposure, we trust Avalara as the experts. Applications are user-friendly and reliable and in the rare cases of technical issues, support personnel has been readily available and helpful.
Pros
Technical Support
Reliability
Compliance
Cons
Site sometimes becomes overloaded during peak return filing periods
Likelihood to Recommend
We have been very pleased with our 3 year experience with certificate management and return filings
VU
Verified User
Supervisor in Finance and Accounting (Machinery company, 51-200 employees)
We are an auction house that sells historic and collectable philatelic and numismatic items. Avalara keeps track of sales tax rates and the taxability of different items which are subject to various forms of taxation in differing jurisdictions. Avalara takes the worry out of our sales and seller's use tax filings. Avalara also keeps track of where we have economic nexus and where we are approaching economic nexus. This helps us assure that we are compliant with our obligations.
Pros
Sales tax compliance
Tracking economic nexus
Avoiding tax penalties
Cons
Avalara manages their business well.
I do not see a need for improvement
Likelihood to Recommend
Avalara is well suited to manage sales and seller use tax filings and to track economic nexus before it becomes an issue. Since employing Avalara, we have not had any sales or sellers use tax penalties. Avalara takes the worry out of sales tax compliance, We always know what we owe and when it is due.