Avalara

Our company uses Avalara to calculate the sales tax on all of our quotes and invoices. Avalara retains all of our transaction information and we use Avalara to file all of our state sales tax returns. This helps keep things streamlined and avoids mistakes, as all of our data is in one place. We use Avalara to take the compliance load of the tax setup and calculation and all of the tax filings off of our company's plate. When done manually this was very time and labor consuming.

• It is easy to use Avalara to calculate sales taxes for more precise and accurate tax collection, which saves our company oversight time and money. There is nothing more embarrassing than having a customer call during their sales tax audit and tell you that the auditor is saying they weren't taxed properly; with Avalara this is not a problem we need to worry about.
• Having Avalara file our state tax returns saves countless hours of labor and avoids mistakes; when this was performed manually in house it took weeks every month of preparation and filing for all of the states.
• Having Avalara do the calculations and using them to file state returns saves our company a lot of work duplication and reduces the chance of errors, which saves both manhours and potential penalties and fees.

TaxJar

NetSuite ERP, Datto Autotask PSA, APS Payroll

As the volunteer bookkeeper for our congregation, HR tasks fall to me, including tracking payments to the many contractor musicians we use throughout the year. 2024 was the first year we used enough of them that I could no longer file a paper 1099NEC so needed to find an online solution. Avalara was the perfect answer. Not only were they easy to use because of the simple upload of data, but they were more economical than purchasing the software or materials necessary to mail and file these forms. I could not have been more pleased with the results and ease with which this annual task was completed. So happy I found them!

• The Alavara system took about half the time to complete preparing, distributing, and submitting our 1099NECs than preparing paper forms as we had done in the past.
• The cost for using their system was comparable and even a little less than purchasing the materials and cost of mailing would have been.

I prepare 1099's for clients in January of each year. Avalara assists me in the process by providing software that is compatible with QBO.

• Positive impact by providing a quick turn around
• Positive impact by keeping the cost down
• Positive impact by integrating with QBO

Intuit Online Payroll (discontinued), Xero, Qbox

Our organization has utilized Avalara to perform automatic address validation and tax calculation on both our quotes that the sales team builds out and also through our accounting software when invoicing. This has allowed us to create a more effective process for users to calculate tax and reduce inaccuracies in manual calculations. Avalara has also filed for us in the states that we work in, reducing the personnel and time we previously had to dedicate to this.

• Reduced time filing returns.
• Increased accuracy in tax calculations.
• Comprehensive reporting.

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.

• Reduced the amount of time spent on calculating rates and filing tax returns by 75%
• Helped us accurately file tax returns, saving us money
• Great return on investment

NetSuite ERP, Microsoft 365