This guide provides a detailed breakdown of everything discussed in the Zoho and Avalara Product Demo video above. We highly recommend watching the video above for the full experience, but here’s a quick summary of everything discussed if you prefer to read it.
Overview of the Zoho and Avalara Integration
The integration between Zoho and Avalara offers businesses an efficient solution for managing sales tax. This combination simplifies tax calculations, ensures compliance, and automates many of the time-consuming processes involved in tax management.
Key Points Covered
- Determining Taxability of Items:
- One of the primary features discussed is how Avalara determines the taxability of items. By asking a few targeted questions, the system can accurately identify whether a product or service is taxable. This process helps businesses avoid mistakes and ensures they remain compliant with varying tax laws.
- Nexus Determination:
- Understanding where your business has a sales tax obligation, or “nexus,” is critical. The webinar highlighted how Avalara monitors your sales activities and alerts you when you reach the thresholds that require tax filings in new states. This feature is especially beneficial for businesses operating in multiple jurisdictions.
- Simplifying Sales Tax Registration:
- Avalara simplifies the process of registering for sales tax in new states. This service assists users in quickly getting set up to comply with state tax requirements, making it easier to manage obligations as your business expands.
- Automating Tax Processes:
- The integration significantly reduces the time spent on tax-related tasks. By automating sales tax calculations, filings, and other processes, businesses can focus more on their core activities rather than getting bogged down in administrative tasks.
- Exemption Certificate Management (ECM):
- Managing exemption certificates can be a cumbersome task, but Avalara’s ECM feature makes it much more manageable. The system centralizes the storage and management of these certificates, ensuring they are always up-to-date and accessible, particularly during audits.
- Handling Amended Returns:
- Filing amended sales tax returns can be complex, but the webinar explained how Avalara’s Managed Returns Service simplifies this process. This service ensures that any necessary amendments are filed accurately, maintaining compliance without added stress.
Get started with Avalara today!
Ready to simplify your sales tax within Zoho? Contact us, and we’ll be happy to connect you with Avalara today!
