Avalara AvaTax Integration
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Transcript of Avalara AvaTax Integration
Session ID:
Prepared by:
Tax Automation for Oracle ApplicationsBy
AvalaraSmartERP
109350
Raghu Yelluru
Tax Automation for Oracle Applications
By
Avalara
Oracle ERPs
Overwhelmingly complex, ever-changing
152M Mailing Addresses
15,000 Jurisdictional Rules
10s of 1,000s Sales/Use/Rental Tax Rates
Millions Product/Service Exemptions
100s of 1,000s Buyer/Seller Exemptions
1,000s Changes Annually
= Millions of Boundaries, Exemptions, Rules, Etc.
131,000 Fuel Tax Scenarios
The more successful you are, the bigger your sales tax burdens . . .
Managing exemption certificates
Researching nexus rules in each state
Responding to auditors / audit processes
Changing billing, eCommerce & POS systems
• $63K in manual
processes
• $114K audit costs**
• More nexus
• More rates/rules
• More changes
Tax return prep and filing
Complexity Time & Costs
*Source: Aberdeen Group; Wakefield Research 2014; **Typical SMB audit in a jurisdiction
How to Add Value to Your On-Premises ERP
• Thousands of enterprises worldwide run
on-premises ERP systems from SAP,
Oracle and other established vendors.
Over the years, they’ve made a large
investment in these systems, which still
work; their existing ERP keeps the lights
on and runs just fine for transaction
processing.
• Moving your entire on-premises ERP
system to the cloud might still be a few
years down the road, you have options
today to add value to your existing
implementation.
• Getting cloud applications up and running
typically only takes weeks to months, as
opposed to a year-long process.
• Avalara Cloud is an “Edge” application
that can provide a cloud foothold and
provides Tax Automation Functionality.
Avalara vs. Other Tax Systems Vendors
Other Tax Systems Vendors– Slow to Cloud Adoption
– Old Technology
– Lack of standard connectors
– Expensive & Time consuming to maintain
– Poor User Experience
– No/Minimal Address Validation functionality
– Rate assignment is based on older Geocode technology which is not accurate
– Longer and more costly implementation timeline
– Some of the vendors are not certified service providers of the Streamlined Sales Tax Project
– Tax Calculation and Tax Returns are different systems
Why customers choose Avalara
The 5 Tenants of a Solution Purchase
Avalara Advantages
Price • Consumption based pricing delivers an average 5 month payback period with no hidden or forgotten cost for hardware or on site development and maintenance.
• Our pricing includes a unique accuracy guarantee on the back of our rooftop accurate calculations.
Company • #1 in sales tax compliance• 97% customer retention rate• 20k customers; 500+ of which go-live every month; (if you outsource to us, we don’t subcontract. One hand to
shake; one throat to choke)• Cloud based since day 1; over a decade
Functionality • 500+ pre-built integrations (ex: NAV, SAP, Oracle, Salesforce, 200+ shopping carts, etc.) along with our simple API software kit allows our customers to easily implement Avalara across existing and future applications
• All systems work in unison as a fully automated solution with no need to run reports or consolidate data manually. Our returns process is fully automated to guarantee filing and remittance is on time, every time
• Avalara owns and maintains all our own tax content to cover varying product taxability with 50 state research
Implementation • 60 day average implementation period. Cloud based so no on site maintenance or hardware needed• May live date is within reach• Your team will work directly with Avalara Professional Services (not 3rd party VAR)
Technology • We are a technology company that specializes in sales tax• We are not new to the cloud. There are no bugs to sort out, our technology just works• Multi-Tenant Cloud with open prebuilt integrations allows you to complete implementation in a matter of
days/weeks, we are an industry best• With an average response time of below 0.01 seconds, Avalara is engineering to be fast and scalable
Oracle EBS R12,
JD Edwards
PeopleSoft
Oracle ERP Cloud
(aka Fusion)
Government
$ RemittancesTax rates
Oracle ERP Systems
Tax Rates
Tax Boundaries
Taxability Rules
Avalara continually
updates tax content &
jurisdictions from the
states
AVALARA – ORACLE ERPS INTEGRATION
• Pre-built integration to Oracle EBS / PeopleSoft / JDE / ERP Cloud (a.k.a Fusion)
• Complete Real-time and batch integration with O2C & P2P for US, Canada & International countries
o Document Level Tax Calculation
o Address Validation
o Avalara AvaTax Tax Codes mapping in ERP or AvaTax
o Many configuration options
o Minimal/No modifications to standard ERP objects
• Oracle Validated Integration
• Real-time rates and rules calculated instantly.
• The right rate applied to every transaction every time.
• Transactional data is complete, visible and accessible.
• Guaranteed protection against audit, obsolete data, or outdated tax laws
• Automated solutions for all your tax compliance needs.
Standard Features of the Avatax Connectors
Tax
Cal
cula
tor
(X00
TA
X)
Address
Validation
Enterprise One
AvaTax
SystemWeb Services Call
AvaTax
Configuration
Component
Transactional
Data
The EnterpriseOne Tax Calculator business function (X00TAX) serves as the central integration hook for Tax calculations across multiple modules (such as Accounts Payable, Accounts Receivable, Sales and Procurement). The EnterpriseOne-AvaTax connector for US and Canada uses this business function as the integration point for the Sales and Use tax calculation.
The integration between JD Edwards EnterpriseOne and AvaTax system is used to transfer selected JD Edwards EnterpriseOne components to AvaTax system and then return tax information to the JD Edwards EnterpriseOne systems.
Avalara – Oracle ERPs Integration Details
Avalara – Oracle ERPs Integration Details
Tax
Cal
cula
tor
(X00
TA
X)
Address
Validation
Enterprise One
AvaTax
SystemWeb Services Call
AvaTax
Configuration
Component
Transactional
Data
The EnterpriseOne Tax Calculator business function (X00TAX) serves as the central integration hook for Tax calculations across multiple modules (such as Accounts Payable, Accounts Receivable, Sales and Procurement). The EnterpriseOne-AvaTax connector for US and Canada uses this business function as the integration point for the Sales and Use tax calculation.
The integration between JD Edwards EnterpriseOne and AvaTax system is used to transfer selected JD Edwards EnterpriseOne components to AvaTax system and then return tax information to the JD Edwards EnterpriseOne systems.
AvaTax
EBusinessTax
Avalara Standard R12 Interface
Parties
Places
Products
Processes
Payables
Receivables
Purchasing
Transactions
Sales Orders
…
Service Oriented Architecture
Avalara Integration Demo
SMARTERP AVALARA SERVICES
Service Offerings
Implementation Services Complete life cycle engagement From Setup, integration, customization and Project management
Integration Services Services involve integrating Avalara solutions with a client’s ERP or
financial system using off-the-shelf adaptors
Custom Adaptor development Ensures seamless connectivity and data exchange between AvaTax and
the client’s ERP or financial system
Avalara and integration projects
PeopleSoft integration services
JD Edwards integration services
ERP Cloud integration services
Oracle integration services
Other salestax/ERP integration services
Other financial accounting systems integration services
Extensive knowledge of AvaTax
Deep understanding of ERP, eCommerce, and financial accounting systems
Best practice tax integration services
Configurable standard interfaces to AvaTax
Solutions, tools and utilities to streamline AvaTax implementations
Deep ERP and integration technology expertise
F
E
A
T
U
R
E
S
Configuring the ERP system to automatically provide the majority of the required tax
Automated data flow between the ERP system and tax preparation software
Increased data quality
Real-time access to tax data
Maintain global tax research
Creates an effective in-house capability
B
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F
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Questions ?