Customer story

Oldcastle BuildingEnvelope wraps up tax calculation with Avalara

Results

Improved processes
Increased compliance
Integrated systems

Summary

Results

  • Improved processes
  • Increased compliance
  • Integrated systems

Tax challenges

  • Company growth
  • Tax complexity
  • Compliance risk
  • Process inefficiency


Product used

Avalara AvaTax
Dynamically delivers sales and use tax calculations, based on the latest rules and rates in our tax engine, to a shopping cart or invoicing system at the time of purchase.


Benefits

  • Streamlined, automated processes
  • Confident compliance with geographic precision
  • Easy integration

Company overview


Customer
Oldcastle BuildingEnvelope

Industry 
Manufacturing

Oldcastle BuildingEnvelope designs and manufactures the curtain walls, windows, storefronts, and other architectural features that give a building its appearance and provide protection from the world outside.

With more than 75 operating locations throughout North America, Oldcastle BuildingEnvelope’s growth brings with it increased complexity when it comes to managing sales tax.

Tax challenges


Oldcastle BuildingEnvelope stored tax rates on 40 IBM AS/400 machines, each in a different location. Pulling the data needed to file returns was an arduous process for Tax Manager Peter Fortenbaugh. “There was no electronic report for me to pull — it was all paper,” recalls Peter. “I had to go to 40 different locations each month, pull the reports and put them in order, and compile all of that data to file every month.”

Oldcastle BuildingEnvelope’s version of Vertex also fell short on geographic pinpointing. “Oklahoma City, for example, extends into three or four different counties, each with a different tax rate,” Peter explains. “If our Shawnee plant had a ship-to address of Oklahoma City, the system would automatically select the highest rate.”

Why Avalara?


An acquisition triggered a change for Oldcastle BuildingEnvelope. The acquired company was migrating to Epicor ERP, which required custom code in order to connect to Vertex. “The Epicor people said that their product connected directly to Avalara. That was my introduction to Avalara,” says Peter.

Avalara even wrote custom code to help Peter connect all 40 of his AS/400 machines to Avalara AvaTax.

Customer
Oldcastle BuildingEnvelope

Industry
Manufacturing

Tax type
Sales and use

Integration
Epicorcustom ProData AS/400 solution

Tax challenges

  • Company growth
  • Tax complexity
  • Compliance risk
  • Process inefficiency

Product used

Avalara AvaTax
Dynamically delivers sales and use tax calculations, based on the latest rules and rates in our tax engine, to a shopping cart or invoicing system at the time of purchase.


Benefits

  • Streamlined, automated processes
  • Confident compliance with geographic precision
  • Easy integration

“I’m a department of one. AvaTax is a time-saver, and the data’s easy to get to when I need it.”

—Peter Fortenbaugh
Tax Manager

“I’m a department of one. AvaTax is a time-saver, and the data’s easy to get to when I need it.”

—Peter Fortenbaugh
Tax Manager

Results


Oldcastle BuildingEnvelope eventually switched to AvaTax for all of its sales and use tax calculations and is currently running nearly 200,000 transactions through the system every month — up from about 75,000 when AvaTax was first implemented.

“AvaTax scales well,” says Peter. “It handles whatever we throw at it. We acquired another company in 2015 and it was easy to add that company to AvaTax and get that data up and running in the system.” 

Because AvaTax uses advanced geospatial location, Peter noticed a huge improvement in the accuracy of his sales tax calculations. He also found pulling data into Microsoft Excel for reconciliation or running a tax summary now just take a few clicks.

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