Avalera Tax software

Jeff,

We went live with this back in April. It took some time to work out the bugs, both with Vantage and Avalara. Other than a few hiccups here and there the system works well. This system is useful to us because each Sales Order gets shipped to a distinct location. We do about 4,000 orders per year which potentially equates to 4,000 different tax codes (research and entry).

Installation was easy and did not require consulting, however you'll need to spend some time with the Avalara group to understand how to setup your tax codes.


Jennifer

--- In vantage@yahoogroups.com, "Michelle de la Vega" <mdelavega@...> wrote:
>
> We purchased the software in November and are going live with it this
> month. Below is the justification that I used to get the purchase
> approved.
>
>
>
>
> I. Benefits of Avalara Tax Connect
>
>
> Immediate Benefits:
>
> a. Tax Connect automates the calculation of sales tax for each
> ship to location. Because this software is actually a service, it is
> continually updated with new tax laws which will guarantee accurate tax
> collections.
>
> b. Tax Connect verifies the addresses for better data entry and
> identifies the proper tax jurisdictions which will enable Cold Jet to
> properly collect sales tax and file return.
>
> c. Because we are more compliant and using a service to calculate
> our taxes it will reduce our risk of adverse results during sales tax
> audits.
>
> d. Tax Connect will automatically remit our sales tax returns each
> month along with the amount owed, Cold Jet will only have to remit one
> check to Avalara at the beginning of each month for the taxes due
>
> Future Benefits:
>
> e. Currently Cold Jet has upwards of 100 tax codes and with
> Avalara there would only be one tax code which would allow other users
> outside of accounting to add customers and addresses because they
> wouldn't need to decide which tax code to use, since there is only one.
>
> f. Avalara could be connected to SalesLogix (CRM) for the benefit
> of address verification and compliance to data entry guidelines
>
> g. Avalara could allow sales to add sales tax to their quotes
> generated from SLX.
>
> h. Avalara works with E-Commerce websites and would solve any
> sales tax issues we may run into
>
>
>
> Hope that helps.
>
>
>
>
>
> Michelle de la Vega
>
> Business Applications Manager
>
> Cold Jet, LLC
> 455 Wards Corner Road
> Loveland, Ohio 45140
> 513-716-6400
>
> 513-382-3281 Cell
> 513-831-1209 (fax)
> www.coldjet.com
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of D Jones
> Sent: Monday, December 31, 2007 10:25 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Avalera Tax software
>
>
>
> They've had a booth at Prospectives the past couple of
> years. We haven't purchased it, either, but the
> demonstrations I've seen looked great.
>
> Dwight
>
> --- Jeff Glaze <jglaze@... <mailto:jglaze%40decorated.com> >
> wrote:
>
> > Is anyone running this? If so, how do you like it?
> > It looks like it's
> > somewhat expensive, but if it really saves on
> > clerical time then it
> > should be worth the price.
> >
> >
> >
> > Anyone running any other program like it or have a
> > different way of
> > doing this other than manual lookups?
> >
> >
> >
> > Thanks, and Happy New Year everyone!
> >
> >
> >
> > Jeff Glaze
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been
> > removed]
> >
> >
>
> __________________________________________________________
> Looking for last minute shopping deals?
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>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Is anyone running this? If so, how do you like it? It looks like it's
somewhat expensive, but if it really saves on clerical time then it
should be worth the price.



Anyone running any other program like it or have a different way of
doing this other than manual lookups?



Thanks, and Happy New Year everyone!



Jeff Glaze





[Non-text portions of this message have been removed]
They've had a booth at Prospectives the past couple of
years. We haven't purchased it, either, but the
demonstrations I've seen looked great.

Dwight


--- Jeff Glaze <jglaze@...> wrote:

> Is anyone running this? If so, how do you like it?
> It looks like it's
> somewhat expensive, but if it really saves on
> clerical time then it
> should be worth the price.
>
>
>
> Anyone running any other program like it or have a
> different way of
> doing this other than manual lookups?
>
>
>
> Thanks, and Happy New Year everyone!
>
>
>
> Jeff Glaze
>
>
>
>
>
> [Non-text portions of this message have been
> removed]
>
>



____________________________________________________________________________________
Looking for last minute shopping deals?
Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
We purchased the software in November and are going live with it this
month. Below is the justification that I used to get the purchase
approved.




I. Benefits of Avalara Tax Connect


Immediate Benefits:

a. Tax Connect automates the calculation of sales tax for each
ship to location. Because this software is actually a service, it is
continually updated with new tax laws which will guarantee accurate tax
collections.

b. Tax Connect verifies the addresses for better data entry and
identifies the proper tax jurisdictions which will enable Cold Jet to
properly collect sales tax and file return.

c. Because we are more compliant and using a service to calculate
our taxes it will reduce our risk of adverse results during sales tax
audits.

d. Tax Connect will automatically remit our sales tax returns each
month along with the amount owed, Cold Jet will only have to remit one
check to Avalara at the beginning of each month for the taxes due

Future Benefits:

e. Currently Cold Jet has upwards of 100 tax codes and with
Avalara there would only be one tax code which would allow other users
outside of accounting to add customers and addresses because they
wouldn't need to decide which tax code to use, since there is only one.

f. Avalara could be connected to SalesLogix (CRM) for the benefit
of address verification and compliance to data entry guidelines

g. Avalara could allow sales to add sales tax to their quotes
generated from SLX.

h. Avalara works with E-Commerce websites and would solve any
sales tax issues we may run into



Hope that helps.





Michelle de la Vega

Business Applications Manager

Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
513-716-6400

513-382-3281 Cell
513-831-1209 (fax)
www.coldjet.com


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of D Jones
Sent: Monday, December 31, 2007 10:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Avalera Tax software



They've had a booth at Prospectives the past couple of
years. We haven't purchased it, either, but the
demonstrations I've seen looked great.

Dwight

--- Jeff Glaze <jglaze@... <mailto:jglaze%40decorated.com> >
wrote:

> Is anyone running this? If so, how do you like it?
> It looks like it's
> somewhat expensive, but if it really saves on
> clerical time then it
> should be worth the price.
>
>
>
> Anyone running any other program like it or have a
> different way of
> doing this other than manual lookups?
>
>
>
> Thanks, and Happy New Year everyone!
>
>
>
> Jeff Glaze
>
>
>
>
>
> [Non-text portions of this message have been
> removed]
>
>

__________________________________________________________
Looking for last minute shopping deals?
Find them fast with Yahoo! Search.
http://tools.search.yahoo.com/newsearch/category.php?category=shopping
<http://tools.search.yahoo.com/newsearch/category.php?category=shopping>






[Non-text portions of this message have been removed]