2 questions:
1- Client on 2018 Premium appears to be a good candidate for #Avalara AvaTax as they are about to engage in sales tax complexity spanning multiple states and tax jurisdictions. But they have core modules + V/I only. Can Avalara work on a system without Sales Order, where invoicing is done entirely through A/R? No S/O module because they only sell only services not any physical goods / items and have been using it this way successfully for several years.
2- If Avalara supports A/R Invoicing, does it look at the customer address? Here is the issue. Client is a CA based corp but they have business customers (banks and other financial institutions), several in state of Texas. They provide services on CA real estate properties owned by these TX banks. However, TX state taxing bureau declared these services are taxable despite the service being performed in CA by a CA company so long as the banks' corp HQ resides in TX. They believe these TX banks are receiving a free benefit otherwise (this is how they make up for no state income tax I guess).
I was thinking well if I could actually use Ship To addresses without S/O module that would theoretically work with Avalara as we could make the corp HQ location the Ship To for the invoice and get the right sales tax amt. Now if Avalara wasn't in the picture, could the Bill To / Sold To feature for National Accounts work?
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Alnoor Cassim
Free Agent Developer and Consultant
CallForHelp.biz
Email:
alnoor@callforhelp.bizOrange County, CA
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