The Best Sales Tax Integration for Sage Intacct 

Although Sage Intacct offers comprehensive financial management features, it does not include built-in tax compliance functionality like automated sales tax calculation and filing.

However, Sage Intacct does offer integrations with third-party tax compliance solutions, such as Avalara. By integrating Sage Intacct with Avalara’s AvaTax solution, businesses can streamline their tax compliance processes, automate sales tax calculations, and ensure accurate tax filing across various jurisdictions. 

What Is Avalara?

Avalara is a software company offering cloud-based tax compliance solutions. Avalara’s best-in-class tools integrate seamlessly with Sage Intacct to automate tax calculations, filing, and remittance processes. These features help finance teams pick up the pace without sacrificing compliance or accuracy. 

Avalara offers several solutions, with one of the most popular being AvaTax. This software automates sales tax calculation and compliance based on location, product type, and applicable tax rates.  

What Benefits Does Avalara Offer Sage Intacct Customers?

The integration between AvaTax and Sage Intacct is two-way, with seamless data exchange between the best-in-class solutions. The two systems automatically transfer financial data such as sales transactions, customer information, and tax codes to maintain compliance throughout the entire software ecosystem. 

Integrating Sage Intacct and AvaTax offers unique sales tax benefits spanning three categories: 

1 | Sales Tax Calculation and Reporting

Sage Intacct users can see sales tax calculations in invoice subtotals, but what happens to that information once the invoice posts? Without Avalara AvaTax, the transaction is posted to the General Ledger, but accountants must dig for the numbers. With AvaTax integrated with Sage Intacct, posted transactions are automatically pushed into AvaTax and organized. The integration lets teams view sales tax results without clicking out of Sage Intacct.

2 | Compliance and Exemption Certificates

When setting up the AvaTax integration, users can map Avalara tax codes to the products and services inventoried in Sage Intacct. Since Avalara solutions are cloud-based, the software accounts for regulations automatically—no need for manual overrides or other updates on the user side.

And if a customer claims a tax exemption, Avalara has another handy tool—Avalara CertCapture. While AvaTax focuses on automated sales tax calculation and compliance, Avalara CertCapture streamlines the management of exemption certificates. By integrating Avalara CertCapture with Sage Intacct, businesses can ensure that customer exemption certificates are accurately recorded and stored within their financial management system. This integration helps companies maintain compliance with tax regulations by accounting for exemption certificates when calculating taxes on transactions.

3 | Tax Return Filing and Remittance 

Using transactional data from Sage Intacct and integrated Avalara tools, AvaTax keeps accurate records of all sales tax data. When tax season rolls around, AvaTax generates reports based on pooled information, which allows users to transfer tax data into return forms or filing software.

AvaTax doesn’t directly handle the remittance of taxes to tax authorities. However, it provides businesses with the necessary data and reports to accurately calculate the amount of tax owed. This integration saves teams plenty of time that would otherwise be spent digging through Sage Intacct and compiling tax reports manually.

How Can I Get Started with Avalara for Sage Intacct? 

If you’re looking for sales tax functionality for Sage Intacct, Cargas is here to help. Our team of former accountants, CFOs, and controllers has implemented and integrated Avalara’s solutions for countless Sage Intacct users. Book a meeting with our team to learn how Avalara can simplify sales tax management.