SAMPro’s Interface with AvaTax Web Version
Your SAMPro software interfaces seamlessly with Avalara’s cloud-based sales tax calculation system to protect your company from the financial risks of errors and to keep you up to date with changing legislative regulations, new tax rules, or shifts in product taxability. Once activated, AvaTax software can calculate sales tax for every one of your business transactions based on jurisdiction laws and rules, without bogging down your billing or finance teams.
Our interface with the AvaTax web version features:
• As a dedicated sales rep and an Avalara dedicated account manager for Avalara specific support once live
• Single and Multi-Company (intercompany) functionality
• Easy assignment of Sales Tax Groups per job
• Specified Sales Tax Liability GL Accounts by state
• Sales tax rates based on physical address of customer’s property
• Customizable tax codes in Job Billing Items for Progress Billed Jobs
• Option to utilize Avalara for preparing and filing returns & exemption certificates
Features and benefits
Cloud-based service
Apply the most current tax rates and rules through automatic updates, deployed quickly without diverting effort from billing or requiring technical know-how from your finance team.
Create profiles for multiple businesses
If you’re running multiple businesses, you can manage sales for all of them from the same instance of AvaTax.
Address validation
Catch and correct keystroke errors to avoid incorrect tax rates and ensure invoices and packages get to where they need to go.
Keep up with rate changes at every address
Sales tax rates are complex and vary across jurisdictions, counties, states, and countries. AvaTax assesses rates based on geolocation, not ZIP code, so your customers are charged the right rates for their purchases. Plus, you get address validation for audit-ready, invoice accuracy.
Consolidate reports on sales tax liabilities & exemptions
Export use tax data from SAMPro Enterprise to create reports on your transactions, liabilities, and tax exemptions. AvaTax reports can significantly reduce the effort and time it takes to prepare returns or address auditor needs.
Create summary and detailed reports on demand
AvaTax generates summary and detailed reports on demand, easily and accurately. Export your data for filing, or for complete end-to-end automation, and use Avalara Returns for fully outsourced sales tax compliance management.
Uptime when it matters
Reliable rates are delivered quickly, even during high sales periods, like Cyber Monday, when our system has handled 185% more than the average daily number of tax engine calls.
Advanced Transaction Rules
Apply taxability rules for sales of bundles, multiproduct orders, or products sold in multiple tax jurisdictions. Those rules apply throughout connected business systems reducing the need for IT modifications.
Scales with your business
Like SAMPro, AvaTax scales with your business as it grows, working to lighten workloads without risking compliance. AvaTax calculates taxes throughout the United States and Canada to serve all SAMPro clients and keeps your finance team focused on generating revenue, not wading through tax law.