Avalara

Acumatica integrates seamlessly with Avalara, leveraging cloud APIs to synchronize your transaction workflows with the latest sales tax regulations according to state and local jurisdiction. AvaTax automatically calculates regional sales and use tax percentages on products directly in your ERP menu, with records updated in real-time to ensure a seamless user experience, as well as a much more streamlined customer journey. The sales tax automation integration also empowers you to apply certificates and file returns without having to leave your enterprise system, creating a consolidated transactional workflow.

The Sage Sales Tax decision engine determines rates based on 100,000+ taxability rules in 11,000+ jurisdictions and instantly applies them to each transaction no matter which state tax you face, whether NY, NJ, PA or others. Geo-location provides the basis for precise identification of state jurisdictions and associated taxability and sourcing rules, ensuring the most complete and accurate tax rate processed through your Sage 100 or Sage Intacct accounting software. With Avalara’s sales tax integration, your Sage ERP will be ready to handle the state sales tax nexus in jurisdictions such as CA, CT, GA and more.

Limit audit exposure on non-taxed transactions with end-to-end certificate lifecycle management in Avalara CertCapture. The CertCapture wizard makes it simple to digitally create, process and access valid customer exemption certificates – in your ERP, at the POS register, or within an e-shopping cart. Avalara CertCapture integrates with Acumatica, Sage Sales Tax, and retail POS and ecommerce systems for easy access, renewal and tax reporting.

File returns and remit sales tax payments on time using a single payment management solution. Avalara Returns integrates seamlessly with Sage Sales Tax and your other software solutions, utilizing the collection data to handle all sales tax-related filing, reporting and payments for your business. Whether the tax jurisdiction requires e-filing or hard-copy returns, Avalara Returns performs the job.

With Sage Sales Tax powered by Avalara you have only ONE schedule instead of hundreds or thousands. As opposed to other tax calculation software solutions, there is no need to research and assign each customer to a specific tax schedule. AvaTax consolidates your customer tax schedules into a single index, easier to manage and track. Setting up new customers takes a fraction of the time, with no need to ever research a tax jurisdiction or rate change again.

The in-house compliance team provided by Avalara will ensure 100% sales tax reporting accuracy in every transaction processed by their filing software solution. With in-depth research into tax jurisdiction boundaries and rates based on verified buyer and seller addresses, your transaction sales tax will be calculated within the software according to the correct rate. Avalara maintains all of the compliance data, making sure you never have to worry about decision-making on your sales tax ever again.

Avalara provides you best practices in sales and use tax compliance. Reporting includes complete detail of every transaction, along with reason and location codes, whether it was taxable on not, and revenue and cost account reconciliation. Avalara saves significant data entry time in adding new customers, maintaining tax schedules and details for existing customers, and distribution and accruals of payables.

Service activation takes minutes, and integration is seamless, which means no end user training is required. Avalara integrates with more accounting, ecommerce, POS, and third-party applications than any other sales and use tax reporting software solution. There is no risk to your data or accounting system integrity. Avalara populates the sales and use tax information to be incorporated into your ERP accounting activities, keeping all of your data processed seamlessly through a single technology solution.

Avalara is available as Software-as-a-Service, meaning that it is easily downloadable through the web with service activation taking only minutes. Wizards make it easy to mass validate your addresses, and update your customer and inventory records.

Specify your nexus and taxability requirements once and never worry about them again. Avalara automates your tax filing and reporting processes using the latest cloud technology applications.

Set AvaTax as the tax schedule for all your customers and  we will maintain all rate and jurisdiction changes, ensuring full statutory compliance and reducing over 7500 tax jurisdiction choices down to five, one for each possible jurisdictional level.

ZIP Code PLUS 4 determines the exact jurisdiction in which tax is to be calculated, rather than choosing between the up to five different jurisdictions that can apply when using only a five-digit ZIP Code. U.S. Postal Service CASS™ certification and validation of street addresses eliminates bad addresses during data entry — each order gets your customers address right the first time, reducing shipping mistakes and makes you eligible for preferential shipping rates.

Avalara considers each of the line items, the product taxability and the customer exceptions. It calculates local taxes, maximum taxes, minimum taxes, tax-holidays and split-taxes—and gives you the most accurate sales tax calculation available in the market today.