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Konnektive CRM with Avalara

Konnektive CRM has joined with Avalara to provide accurate sales tax, freight tax, shipping tax, tax exemption, and address validation for US and Canada.

This integration offers simple setup steps without any downloads.

Before you can configure the Avalara Tax plugin in Konnektive CRM you must do the following steps:

  • Step 1. Contact Avalara and setup an account.
  • Step 2. Enter a Company Address

Go into your Account. Hover mouse over your Login Name in the top right corner. Select Account from the drop down menu. Fill in your Company Information. Click the BlueUpdate Button. See image below.

What is Avalara?

Avalara is a privately held company with headquarters in Seattle, WA. Avalara helps businesses get Tax Compliance, right.

  • Tax Compliance means making tax payments and producing and submitting information to the tax authorities on time and in the required formats.

  • Avalara’s customers face demanding tax obligations imposed by state, local, and other taxing authorities around the world, and rely on Avalara to provide efficient and accurate solutions to manage those requirements. The company provides solutions for various Transactional Taxes. (Ex: sales and use, VAT, excise, communications, and others). Each year, Avalara serves customers by processing tax transactions, filing tax returns, and managing Tax Exemption Certificates and other compliance documents.

  • Transactional Taxes are imposed by the government on all financial transactions. It includes sales, use, gross receipts and excise. Each financial transaction tax has its own purpose. Transactional taxes can be imposed on sale of goods and services as well as currency exchange transactions.

Avalara "AvaTax"

Leveraging one-stop-shop service from Avalara will help eliminate risk, save time, and allow you to focus on growing your business rather than the pass-through activity of Sales Tax Compliance. Companies of all sizes benefit from sales tax automation, whether you have to collect in one state or many states.

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