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“the easiest, most accurate and affordable way to calculate and report sales and use tax”
forfor
For as little as $100/month, the AvaTax ST service eliminates the complexity of sales and use tax.
Within minutes, we integrate seamlessly with ACCPAC Advantage, reduce costs, increase efficiency, minimize audit risks, and give you peace of mind.
AvaTax STAvaTax ST
• Delivering a value added solution today that returns Best Practices in Sales and Use Tax management.
• Strong senior management with experience in:– High-end ERP– High volume e-Commerce– Security– SMB space– Headquartered in Bainbridge Island, WA. – Regional sales offices in CA, PA, MA, TX, MI, NY, GA and
Canada
Who is Who is aavalaravalara
Not direct competitors since they do not focus on ACCPAC.
Cost prohibitive for ACCPAC users.
However, every business has some level of sales tax issue.
The real competitor is:
-Status quo, manual system.
-Resistance to changing internal processes.
- Perception of large cost/resources for implementation.
A new solution for an old problem, much like how businesses use ADP and banks for payroll tax.
Paradigm shift in delivery model.
AvaTax ST is a service, NOT software.
- Install once, and never worry again.
- NO updates or maintenance required.
Fraction of the cost of traditional software options.
MarketspaceMarketspace
How to find the customer tax jurisdiction and rate
Maintain boundary and rate changes for 8000+ jurisdictions, approximately 1000 changes each year
Track and retain detail of every transaction, have the ability to report for remittances and audits
Audit Exposure - lost productivity, fines and interests
Use Tax Calculation - Use tax calculation and accrual is done manually, requires additional expertise and expense.
End-user Pain PointsEnd-user Pain Points
Necessary to
ensure Tax
compliance !!
!
Easy, accurate, and affordableEasy, accurate, and affordable
• AvaTax ST eliminates the complexity of sales and use tax in 5 ways…– Service vs. software– Seamless integration to ACCPAC Advantage– AutoAddress+ to identify correct jurisdiction/rate– AutoJurisdiction ensures the correct rate every detail
line– Full statutory compliance for every transaction
Service Service • Features
– Professionally managed repository for addresses and taxes
– Scalable pricing to fit your business
– Always on, real-time access– Millisecond response time– Unlimited user and location
licenses
• Benefits– Don’t need to dedicate an
IT resource to implement– Let Avalara maintain the
research, you don’t need an internal tax expert
– Minutes to activate– No maintenance– Always on current version– No maintenance or
upgrade fees
IntegrationIntegration• Features
– Integrates seamlessly with ACCPAC Advantage
• Customer file• Vendor file• Inventory file• Line item detail
– Both purchase and sales documents
– No changes to internal process of ACCPAC
• All we are doing is populating address and tax rate fields
• Benefits– Transparent to the end-user– No training time– Non invasive– No risk to:
• Your data integrity• Your accounting system
– All work is done in ACCPAC
Seamless IntegrationSeamless Integration
Handles multiple ship-to locations
Seamless IntegrationSeamless Integration
Full sourcing rules
integrated per line item
Seamless IntegrationSeamless Integration
Complete tax details per transaction
AutoAddress+AutoAddress+• Features
– Coding Accuracy Support System ( CASS ) - certified Zip+4 database
• Corrects• Standardizes• Validates
– Up-to-date database– Service, not software– Millisecond response time– Identifies the correct
jurisdiction and rate for every transaction
• Benefits– Best source of address data
in the country– Ease of data entry– Decrease data entry time– Reduced shipping rates– Good lists for Marketing, IT,
Shipping, Accounting– 60-second service
activation– No update process required
AutoAddress+AutoAddress+
AutoJurisdictionAutoJurisdiction• Features
– Works with AutoAddress+ to return correct jurisdiction and rate for each transaction
– Automatic rate research and validation on every line item of every transaction
– Eliminates all tax authorities and codes
• Benefits– NEVER
• Research or maintain a tax rate again
• Create or maintain tax authorities and codes again
• Make a mistake• Make a rate decision again
– Collect correct amounts– Reduced audit risk, cost and
improved internal control– Provides best practices in sales
and use tax compliance
One Tax Group
Five Tax Authorities
NEVER research or maintain a rate
again
AutoJurisdictionAutoJurisdiction
AutoJurisdictionAutoJurisdiction
Sales TaxSales Tax • Features
– Covers 8000+ jurisdictions in North America
– Nexus management– Consider all sourcing rules in every
line item• Point of Origin• Point of Destination• Point of Acceptance
– Handles exceptions, exemptions• Customers• Products
– Calculates Taxability based on all of the above
• Benefits– NEVER make a mistake– ensure you are charging the
correct amounts– Decreased data entry time– Reduced audit risk– Full compliance for statutory
sourcing requirements– Improved internal control– Provides best practices in sales
and use tax compliance
Use TaxUse Tax• Features
– Automatically calculates use tax based on jurisdiction
– Handles single/multi locations, Centralized Purchasing
– Handles home rule/self- administered states
– Creates use tax accrual and allocates to appropriate purchasing accounts
• Benefits– NEVER make a mistake– Ensure you are paying the
correct amounts– Decreased data entry time
• Throw away your calculator
– Reduced audit risk– Full compliance for
statutory sourcing requirements
– Improved internal control– Provides best practices in
sales and use tax compliance
ReportsReports• Features
– All data available online– Secure online access– Line item details– Taxable and non-taxable
items– Reason codes– Location codes– Revenue/cost account
reconciliation– Export in standard data
format (.csv)– Consolidate data on multiple
companies
• Benefits– Ease of filing– Reduced audit risk– Reduction of audit time and
effort– Monthly remittance reports
in minutes– Allows management to
enforce internal controls (Sarbanes-Oxley)
– Provides best practices in sales and use tax compliance
ReportsReports
ReportsReports
ReportsReports
How to find the customer tax jurisdiction and rate
Maintain boundary and rate changes for 8000+ jurisdictions, approximately 1000 changes each year
Track and retain detail of every transaction, have the ability to report for remittances and audits
Audit Exposure - lost productivity, fines and interests
Use Tax Calculation - Use tax calculation and accrual is done manually, requires additional expertise and expense.
End-user Pain PointsEnd-user Pain Points
AutoAddress+ Real-time address validation with Zip + 4 EXACT rate for every tax calculation
Auto-Jurisdiction ELIMINATES ALL WORK
associated with maintaining Tax Groups and Authorities.
ACCURATE – because we have identified the exact jurisdiction and rate for every transaction, a complete transaction history is available for reporting.
Reduced audit risks due to detailed audit trail and accuracy
Automated use tax calculation and processing, full compliance on both sales and use tax.
AvaTax STAvaTax ST
Audit LotteryAudit LotteryWhere
businesses are today...
…and where you should
be.
• AvaTax ST Version 1.0 – Integrates with Advantage Series Order Entry – V5.2A, 5.0, Windows 2000
• Order Entry• OE Shipment• Invoicing• Credit / Debit Memos• AR Customer Batch Validation• AR Customer Address Validation ( Includes Ship to )• AR Customer Tax Groups
– Automatically creates Tax Authorities for all 5 jurisdictions
TouchpointsTouchpoints
• AvaTax ST Version 2.0 - available Jan 05– Accounts Receivable
• Invoice Entry• A/R Items• Ship-to• Recurring Charges
– Accounts Payable• Vendor• Vendor Groups• Recurring Pay
– Purchase Order• Order Entry• Order Receipt• Invoice Entry• Return entry• Credit/Debit
TouchpointsTouchpoints
PricingPricingSPECIAL - 5% off the annual subscription price if you prepay!
ACCPAC Advantage Series
Annual Contract Service Fee* Transactions
per Year Activation Fee Monthly
Payment Plan
Annual Pre-payment
(5% Discount) Additional
Transactions
7,200 $795.00 $199.95 $2,279.43 $ .35
14,400 $1,495.95 $299.95 $3,419.43 $ .30
57,600 $2,495.95 $699.95 $7,979.43 $ .18
144,000 $4,995.95 $999.95 $11,399.43 $ .10
360,000 $7,995.95 $1,795.95 $20,473.83 $ .08
* Annual contract. Transactions are reconciled annually with changes adjusted accordingly.
www.avalara.com
877 780 4848
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