Hi,
I am currently upgrading from Avante to E9 and also purchased Avatax. I am in test mode right now but want to also test out the Avatax portion as well. Avalara tells me that I need to setup a "Test" company in E9 with the same name that I use in Avatax (their admin console). They said it has to be different from our Live account even though I plan on testing this in "TEST" with our primary company name.
Do I really need to create a new company and load up all the data for it in order to test Avatax. Has anyone else gone thru this?
Thanks,
Bob Jessop
rjj@...
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jendmp
Sent: Wednesday, May 12, 2010 4:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Tax experts needed
Manasa,
We used Vantage tax regions for years before going to Avalara.
The easy fix is to setup your miscellaneous charge ID's correctly. There is the option to make a misc charge taxable or non-taxable.
As far as Avalara is concerned. I HIGHLY recommend this module if you are constantly creating new sales tax codes and regions. We bill/ship to potentially 5,000 new locations per year. In the past, for every new location we would have to spend time doing tax code research for city, county, and state...not to mention maintenance when tax rates change. Going with Avalara was an easy sell. It's not expensive and paid for itself within the first 6 months. Not to mention the rate of accuracy is superior to our AR person researching tax rates :-)
Avatax solved a HUGE business problem for us. I could go on about why I LOVE Avatax, but I won't.
Jennifer Mesiano
Walton Signage
I am currently upgrading from Avante to E9 and also purchased Avatax. I am in test mode right now but want to also test out the Avatax portion as well. Avalara tells me that I need to setup a "Test" company in E9 with the same name that I use in Avatax (their admin console). They said it has to be different from our Live account even though I plan on testing this in "TEST" with our primary company name.
Do I really need to create a new company and load up all the data for it in order to test Avatax. Has anyone else gone thru this?
Thanks,
Bob Jessop
rjj@...
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jendmp
Sent: Wednesday, May 12, 2010 4:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Tax experts needed
Manasa,
We used Vantage tax regions for years before going to Avalara.
The easy fix is to setup your miscellaneous charge ID's correctly. There is the option to make a misc charge taxable or non-taxable.
As far as Avalara is concerned. I HIGHLY recommend this module if you are constantly creating new sales tax codes and regions. We bill/ship to potentially 5,000 new locations per year. In the past, for every new location we would have to spend time doing tax code research for city, county, and state...not to mention maintenance when tax rates change. Going with Avalara was an easy sell. It's not expensive and paid for itself within the first 6 months. Not to mention the rate of accuracy is superior to our AR person researching tax rates :-)
Avatax solved a HUGE business problem for us. I could go on about why I LOVE Avatax, but I won't.
Jennifer Mesiano
Walton Signage
--- In vantage@yahoogroups.com, "Manasa Reddy" <manasa@...> wrote:
>
> All those who have to pay taxes to the state because of NEXUS, are you
> using Avalara or are you doing this through Epicor?
>
>
>
> If you are doing this through Epicor, do you have to calculate this
> manually or do you allow the system to calculate it for you?
>
>
>
> I ask because we have found that if we let the system calculate it for
> us, it charges taxes on any miscellaneous charges that may be on the
> invoice. I'm trying to find a way around this, but am thinking this is
> why Avalara is out there to begin with. Am I wrong on this? If so,
> would you share with me what you did to get around this?
>
>
>
> TIA,
>
>
>
> Manasa
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> Information Technology Manager
>
> Welding Company of America
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
>
>
> constant innovation
>
> www.weldcoa.com <http://www.weldcoa.com/>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
[Non-text portions of this message have been removed]