Your accounting folks don’t have time to deal with sales tax.  Automate it.

If you use QuoteWerks to deliver services or ship products and remitting tax is a hassle, Avalara for QuoteWerks is a must have.  Automating sales tax calculation and remit across states, jurisdictions and across the globe allows you to focus on running and growing your business.  Avalara for QuoteWerks integrates seamlessly with QuoteWerks.  It also unlocks the ability to have multiple tax rates on a single quote and easily maps to Etilize product categories.   Being audit prepared is a bonus too, backed by Avalara’s Accuracy Guaranty.

Make Sales Tax Less Taxing

Real Time Global Tax Calculations

Taxability rules and rates exact to physical location instead of just the zip, ensures tax compliance.  International VAT, GST & Intra-EU transactions supported in most countries.

Multiple Tax Rates Per Quote

Enables line item level tax rates.  AvaTax keeps up with rate changes and all your relevant product categories then automatically applies them without the quoter having to do anything.  Especially important in regions where physical products are taxed differently than Services, Cloud, Maintenance and other categories.

Automated Tax Remit

to states and localities in the United States and across the globe.  There is no need to fill out numerous filing forms, spend hours on reconciliation or cut payments to different states or jurisdictions.  Avalara exists to automate your tax burdens while you grow your business.

Address Validation

Ensures addresses are 100% accurate, reducing shipping errors and service address mix-ups.  Available on the Shipping address for U.S. and Canada addresses.

Audit Preparedness

Robust tax reporting and peace of mind when audit day eventually comes. Backed by Avalara’s Accuracy Guarantee

Manage Tax Exempt customers

Use Avalara CertCapture, import exempt status from ConnectWise and other systems or just click the Mark Tax Exempt button in QuoteWerks.  Avalara CertCapture is the “hands free” option handling doc management on exemption certificates and tying them to invoices for audit protection.

Etilize Mapping

Easily map Etilize categories to AvaTax tax codes to derive taxability and tax
rates. Set it for your team and forget it.

Generate product returns

The Generate Product Return button creates a new “equal and opposite” quote allowing you to select the line items and quantities that are being returned.  It also ties the original document to the return quote in case there is a need to reference both in the course of business or in an audit.