Ideas to put to work
Tax figures that agree with the books when the period closes.
Tax on every new invoice
Sofia reads new NetSuite invoices, calculates the tax in Avalara, and commits each transaction for reporting with your approval.
Period-end tax reconciliation
Sofia compares committed Avalara transactions with Xero invoices and the general ledger and lists every difference in an Excel workbook.
Voids that follow credit notes
When a credit note is raised in Xero, Sofia finds the matching Avalara transaction and voids it, with your approval.
Tax summary for the finance partner
Sofia reads the period's tax transactions and drafts a summary by jurisdiction in Word, with the items that need a decision.
What Sofia can do with Avalara
Sofia reads and keeps current
- Tax transactions
Sofia does, with your approval where you want it
- Calculate tax on a transaction
- Commit a transaction for reporting
- Void a transaction
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- NetSuiteCloud ERP for finance and operations
- XeroCloud accounting for small businesses
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
QuickBooksAccounting software for small and mid-sized businesses- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions- AcumaticaCloud ERP for mid-sized businesses
Let Sofia keep Avalara and the ledger aligned
Score your firm in three minutes, or talk to our team.