Avalara: Sales & Use Tax Automation Integration

Improve Your Tax Automation

Let your ERP do the work of managing exemption certificates.

Enter certificate numbers into a customer record where Sage Sales Tax keeps certificates on file in your ERP and easily accessible at the point of sale.

Improve rate accuracy and reduce returned shipments.

Sage Sales Tax verifies addresses with rooftop accuracy across more than 12,000 U.S. tax jurisdictions. This ensures tax is applied more accurately than when relying on ZIP codes and decreases the chance of wrong delivery.

Reduce Audit Risk

Reduce audit risk by validating all your tax-exempt sales.

Sage Sales Tax ensures your tax-exempt customers are keeping their certificates up to date. When certificates expire or become invalid, the system provides an alert at the time of sale.

Easily manage taxability rules across a vast product inventory

Sage Sales Tax maintains a vast catalogue of product taxability rules in order to apply the appropriate tax across thousands of SKUs.

Better assess tax obligations in each state

Sage Sales Tax tracks your economic nexus tax liabilities in states where you’re potentially obligated to collect. Detailed reports will alert you when you’re about to trigger tax obligations in new states.

Apply The Right Tax Profiles

Apply the right tax for each customer — no matter their location or sales channel

Sage Sales Tax lets you apply a single tax profile to each customer. That means the appropriate tax is applied whether they purchased through your web store, a POS system, or direct sale.

Remove the manual drain of filing and remittance

When it’s time to file, you can reconcile a single worksheet and pay one amount for your total tax liability. Avalara works with state and local governments to file and pay on your behalf

“Everything’s kept track of for us and we don’t have that extra work at the end of every month to file all of our returns, we just have to check what’s in the system.” —Ann Marie Haus, Sharps Compliance Inc.,

Exemption Certificate Management

Improve compliance with fast and easy exemption certificate management

Improve the Customer Experience – Create better purchase experiences for customers and reduce headaches for your team

Satisfy Compliance Requirements – Easily track and maintain your certificates and documents

Track Economic Nexus for Exempt Sales – Together with Sage Sales Tax, monitor potential sales tax obligations and maintain compliance

On-Demand Webinar: Decoding Nexus – A Crucial Piece of the Sales Tax Puzzle