Infor & Avalara Sales Tax Management
Manage exemption certificates, calculate rates, prepare returns, and more — right from your own ERP.
Let your ERP do the work of managing exemption certificates *
By entering a certificate number into a customer record, Avalara keeps certificates on file in Infor Syteline/CloudSuite Industrial (CSI) and easily accessible at the point of sale.
Improve rate accuracy and reduce returned shipments
Avalara verifies addresses with rooftop accuracy across 12,000 U.S. tax jurisdictions. This ensures tax is applied more accurately than when relying on ZIP codes and decreases the chance of wrong delivery.
Reduce audit risk by validating all your tax exempt-sales*
Avalara ensures your tax-exempt customers are keeping their certificates accurate and up to date. When certificates expire or become invalid, the system provides an automated report flagging exemption certificates that need to be renewed.
Offload the manual and complex methods of assessing use tax
Avalara’s use tax solution lets you avoid complicated spreadsheets and using expensive custom solutions.
Easily manage taxability rules across a vast product inventory
Avalara maintains a vast catalog of product taxability rules in order to apply the appropriate tax across thousands of SKUs.
Better assess tax obligations in each state
Avalara’s solution tracks your economic nexus tax liabilities in states where you’re potentially obligated to collect and file. Detailed reports will alert you when you’re about to trigger compliance obligations in new states.
Apply the right tax for each customer — no matter their location or sales channel
Avalara lets you apply a single tax profile to each customer, so the appropriate tax is applied whether they purchase through your web store, a POS system, or direct sale.
Remove the manual drain of filing and remittance
When it’s time to file, you can reconcile a single worksheet and pay one amount for your total tax liability. Avalara works with state and local governments to file and pay on your behalf.
*CertCapture integration works with Infor ERP FACTS only
Testimonials
“We are using it across the whole business, to insure tax ability and correct rates are being assessed.”
“It has solved using the wrong sales tax rates and has helped us to be in compliance with resale certificates. Getting ready to work with an auditor has been made easier with Avalara.”
“At any one time, we can know what our exposure is for missing certificates without an audit. That’s the part that’s really great.”
“Preparing financial statements, providing financial analysis, running the department … these are all things that had been put on hold for sales tax. It’s a night and day difference.”
Infor & Avalara Integrations
Avalara has developed, maintains and supports each of these Infor integrations:
- Infor CloudSuite Distribution
- Infor Distribution SX.e
- Infor CloudSuite Industrial (SyteLine)
- Infor M3
- Infor LN
- Infor Service Management
- Infor ERP FACTS
- Infor Distribution A+
- Infor VISUAL
- Infor XA (formerly MAPICS)
- Infor LX
- Infor CloudCRM
Products that Power Tax in Your ERP
Avalara AvaTax
Avalara AvaTax provides cloud-based sales and use tax calculation with comprehensive, up-to-date tax rates pushed to your shopping cart or invoicing system, automatically.
Avalara Returns
Avalara Returns uses your sales data to prepare and file your sales and use tax returns, and remit payments, across multiple jurisdictions every filing cycle.
Avalara Exemption Certificate Management
Easily collect, verify, store, renew, and manage tax documents on demand, reducing risk of audit penalties.
Take the Next Step
Speak with a BBTS team member today to gain a better understanding of how Avalara and Infor SyteLine could work for you. BBTS has implemented SyteLine successfully over 165 times since 2013 with a proven process that begins with improving inventory control, planning and forecasting, financial close, and other business processes. BBTS then standardizes these process best practices in SyteLine to ensure they are followed. BBTS also provides post-implementation SyteLine enhancements, upgrades, business process improvements, and workflow optimization.