Sage 100 Sales Tax using Avalara AvaTax Video Lecture | A detailed Guide to SAGE 100 - Data & Analytics

hi I'm Mark Wilhelm I'm head of the
product integration team here at avalara
today I want to give you a quick tour of
ab attacks but first let me share with
you a couple quick facts each and every
day our tax decision engine processes
millions of sales tax calculations and
when it comes to filing and remitting
our customers rely on a valera
technologies and services to process
literally hundreds of thousands of sales
tax returns every year what's more Avot
axe integrates with virtually all the
well-known ERP and financial
applications as well as e-commerce point
of sale and mobile systems so regardless
of the platform and system that you're
running you can manage all of your sales
tax issues and get a complete view of
your sales tax liability from one
cloud-based source the Ave attacks admin
console let me explain how easy it is to
get started with ave attacks first
you'll get a call from our
implementation services team they're
going to help you set up your admin
console and connect to your financial
application or ERP next you're going to
map your products to Ave attacks tax
codes for most of our customers this is
a fast process using our built-in tools
let me show you the remaining steps in
the application logging in to the abbot
x admin console first you'll start here
at the Home tab on the home tab this is
information about the company and
metrics about your company as well as
information as a resource center for
documentation and training materials
most importantly we'll come over here to
the organization tab on the organization
tab it allows me to set up my company or
set of companies that will be running
ave attacks within my organization and
most importantly over here you'll see
nexus jurisdictions selecting the icon
will allow me to go in and first select
the country where i wish to collect tax
and here in the united states
I'll come over here and select
jurisdictions this will allow me to go
in and select the state or set of states
where I wish to collect tax clicking on
save will then preserve that information
next I'll jump over into the application
itself and begin calculating tax here in
this age 100 application I'll start over
in the accounts receivable module I'll
select my customer maintenance will talk
about setup and configuration I'll
select my customer and over here on the
tax schedule using native tax
functionality I'd have to go in and set
up a variety of different tax schedules
and apply them to each ship to address
so that the right tax is then applied to
that using ave attacks i can come in
here make one selection selecting the
add a tax tax schedule and placing that
on here that indicates this customer
will continue to use ab attacks as its
tax calculation engine no need to set up
unique tax schedules anymore in addition
to sales tax functionality avalara
provides address validation
functionality you'll see over here on my
address record I'll go in and update the
address 28 for 50 east colfax and that's
in denver
I'll now select the orange a address
validation button during that brief
moment the address was successfully
validated and upon clicking ok you'll
see that the address is now updated in a
US Postal Service preferred format
including adding in the Avenue and
putting in the appropriate zip plus for
a valero address validation is important
because it will give us the specific
address of this particular customer
which then the abba tax service will
leverage to find the rooftop location to
identify the appropriate taxing
jurisdictions and tax rate to include in
this transaction here I've moved over to
sales tax aval eircom it's a free
section of our website and provides a
visual representation of the geospatial
technology used by the Ave attacks tax
calculation service as complex as our
GIS maps look for tax calculation here
at the country level as we drill down in
and go down to a local level you'll see
the detail in the tax jurisdiction
information within sales tax avalara com
I can record frequently used address
information it will then pull in the
taxing jurisdictions and the tax rate
for that particular address in this case
you'll see my address of 84 50 east
colfax avenue in denver colorado
returning a 7.62 percent tax rate the
small map over here to the right
identifies that place on the map where
that taxing jurisdiction look is located
you'll see just down the street I have
addressed 9440 East Colfax that's
returning an eight percent tax rate and
right across the street from that at 91
31 East Colfax I'm at eight point five
percent tax calculation using a zip five
only jurisdiction reference would never
get to this level of detail and return
accurate tax rates also ave attacks tax
technology can leverage lat long
coordinates
in the event that a physical address is
not present using these GPS coordinates
we can identify that latitude and
longitude location on the map and return
the appropriate taxing rate returning to
sage 100 I'll now generate a sales order
coming over here to the sales order
module I'll select sales order entry
I'll select my next order number and
select my customer you'll see that avet
axe sales tax schedule has now populated
as a default for this customer
indicating that a Valera ave attacks
will generate the tax calculations on
the address window you'll see that my
eighth for 50 east colfax avenue has
populated as the default address if i do
make an on-the-fly address change
address validation functionality is also
available on the order i'll move over to
my lines and i'll select the item my
customer wishes to purchase
once I have my items entered I'll move
over to the totals tab and you'll see
that tax is now calculated by a Valera
ave attacks eighty-four dollars and
fifty eight cents of tax has been
calculated if i go back into the order
and make any changes or add any lines
tax will continue to be recalculated
until I accept the order also as I go
through the order fulfillment process
and generate an invoice a Valera at
attacks will continue to calculate tax
and when that invoice is posted to the
general ledger a transaction will be
recorded in AB attacks for reporting and
filing purposes in addition to sales tax
functionality avalara now offers use tax
functionality for sage 100 for any
purchase invoice or inventory transfer
transactions a valero will calculate and
assess use tax for filing and reporting
purposes and finally i'll go into my
reporting section via the admin console
here i've generated the sales and seller
use tax report this report is generated
based upon the aggregated transaction
information pushed in by sales invoices
and purchase invoices for consumer use
tax purposes on this report I can see
all the state tax I've collected any tax
that I've collected at the county level
and any city or special tax
jurisdictions where I've collected from
this report I can then generate my own
forms and filings and make those
remittances to the state governments
many of our clients prefer the return
service that we offer where will
generate the forms filings and
remittance on your behalf so that's
abbott acts in a nutshell i should point
out the real power is in how our sales
tax compliance products work together
beyond our rate calculation technology
many of our customers love the way that
we bring order to the chaos of exemption
certificate process and many of our
customers believe the real relief comes
in offloading the filing and remitting
of returns where you can leave that
recurring headache to us I hope you
found this video helpful there has never
been in more complicated time in the
world of sales tax compliance
that complication means there's never
been a better time for sales tax
automation with a Valera you'll never
have to worry about sales tax again