AvaTax STAvaTax ST

The fastest, easiest, most accurate The fastest, easiest, most accurate and affordable way to calculate and affordable way to calculate

and file sales and use taxes.and file sales and use taxes.

Overview

• Intro to avalara• Tax Market Overview and Issues• AvaTax ST- Product and Pricing

Intro to avalara

• Founded in 1999 by a world leading team of Tax, Accounting, and Security Experts.

• Focused on creating a sales tax engine that anyone can use, and everyone will want.

Vision

No Down Time, No Down Time, and Help Desk and Help Desk issues are overissues are over

• Perfect for Small and Medium-sized business• Beats manual methods by miles

• No installed software or maintenance• Easy to deploy because there’s nothing to install

• AvaTax automatically calculates sales and use tax, and generates reports for any jurisdiction in the U.S. and Canada.

• Enterprise class technology at a price everyone can afford.

• Any company of any size can realize the cost saving benefits.

• AvaTax ST is the easiest, most accurate and affordable way to calculate and report sales and use taxes.

AvaTax ST

Avatax

Avatax

Methods

Methods

Traditi

onal

Methods

Effort and Effort and InvestmentInvestment•Customer Set-up

•Tax Schedule and Detail Set-up

•Tax Detail Maintenance

•Audit Risk

•Filing

Priorities should evolve as technology improves

Traditional Tax Traditional Tax RecordingRecording just just does not cut it does not cut it anymoreanymore

Customer Priorities

A few years ago this could not have existed!A few years ago this could not have existed!

•Real-time Address Validation

•Auto Jurisdiction Setup w/zip + 4

•No more hassle w/tax tables

•Ease Of Filing and Reduced Audit Risks

Avatax Lowers your

Costs •Accurate Tax Info

•Up to Date Records

•Saves Time and Money

•Audit Protection !!!

ZIP +FourZIP +Four

AvaTax STCreates ONE schedule for all your customers.Address Validation determines the correct rate for customer transactions.Tax table maintenance is a thing of the past. NO MORE ERRORS!!

• Easier and more accurate.– No more research or having to choose the right

jurisdiction.

The AvaTax ST Solution

With One Simple Click ……

-Hundreds of hours of research go to zero hours.-No more tax details and schedules-Thousands of jurisdictions and changes are updated instantly-Addresses are validated and corrected.

Infinitely easierMaintain tax rates on regular basis.

Constant research and update of tax schedules.

Scaleable pricing makes AaTax ST a good investment regardless of business size or transaction volume.

Research goes Research goes away, we do not away, we do not populate your populate your tables, you read tables, you read ours.ours.

Problem!!

Protects you in an audit. Complete details for every transaction stored and instantly available for reporting.

The Auditor just came in the door !

The AvaTax ST AdvantageTraditional Manual Systems AvaTax

Address Verification* Time Consuming * Riddled with Data Entry Errors

Provides Validation certified by the USPS

Research* Done by Internal Resources * Expensive Subscription Services required for jurisdiction updates

Automatic-We do the hard work for you

Maintaining Rate Changes*Manual configuration and changes to tax schedules, details and customers

Automatic-We maintain it for you

Customer Setup and Ongoing Maintenance

*Accurately picking the correct tax schedule from thousands * Requires constant maintenance because of jurisdictional changes

Automatic-We determine the exact jurisdiction based on the street address (zip+4)

Reporting and Analysis*Manually have to combine multiple reports with incomplete data

Real Time reporting and Excel Exporting capabilities

Filing Time and Effort * Long and Difficult at best Easy to use tax filing reporting

Audit Trail* Most ERP systems do not capture audit trails or details

Provides a complete detail of an Audit Trail

Audit Costs due to inaccuracies and incomplete audit records

* Internal Resource Costs * External Resource Costs * Legal Costs, Penalties, Re-Imbursements * Loss of Productivity * Cross Jurisdictional Mistakes * Incorrect Address and Tax Schedules * Incomplete Customer Audit Trail

Drastically reduced with * Complete Audit Trails * Correct Jurisdictions based on CASS certified address validation * Real-Time jurisdiction assignment based on street address.

AvaTax ST Pricing

Scalable and transaction based to fit your business

Questions?