“As a referral partner, we are able to point our clients towards Avalara’s solutions, enabling them to access the resources and technology they need for sales and use tax compliance,” says Brian. “With Avalara, our clients know where they should file, when they should file, and how much sales tax they should be collecting and remitting.”
“For example, we have one client who does online software sales throughout the country,” Brian explains. “Some of it is custom software and some is off-the-shelf. They were not sure what areas they were required to file sales tax returns in and why. We contacted Avalara to help with a nexus study and complete the proper filings for the client to stay compliant.”
For professionals who provide tax compliance services, Brian noted that their clients’ year-end source documents can provide some hints as to whether a business may need to revisit their sales tax processes or turn to a provider like Avalara.
“Tax pros should note whether a business added or changed business locations, had sales or staff in new states, or if they suddenly increased volume or dollar amount sales growth in one or more jurisdictions,” says Brian. “Since these issues can change their sales tax reporting requirements in different states, the tax professional should alert the client and help them resolve the situation before it becomes a problem.”
“We are currently working with the Avalara team to become more familiar with the other Avalara products,” Brian concludes. “Specifically, we are looking at the product created specifically for smaller organisations with less complex filing requirements.”
