Sales Tax Management with Work 365 and Avalara Integration: A Webinar Recap

In this post, we’re excited to share insights from a recent webinar co-hosted by Work 365 and Avalara, focusing on the integration of billing and invoicing.

Our presenters, Michelle Tallada Sales Executive from Avalara, and Kayla Van Baak, Director of Customer Success at Work 365, provided valuable information on the complexities of sales tax, how Avalara’s integration with Work 365 can streamline processes, and a step-by-step guide on setting up the integration. 

Why Is Sales Tax So Complex?

One of the central topics discussed was the complexity of sales tax, especially in the US.

Michelle Tallada highlighted the staggering number of tax jurisdictions (over 13,000) in the US alone, each with its own rules and regulations. The ever-changing landscape of tax laws, rates, and rules makes it challenging for businesses to stay compliant manually.

The Complexity of Sales Tax

Michelle delved deeper into the challenges businesses face with sales tax compliance. She emphasized the dynamic nature of tax regulations, with over 60 countries adopting or planning to implement e-invoicing laws.

The Avalara suite offers comprehensive services to tackle sales tax compliance, covering areas such as Nexus, tax collection, calculation accuracy, managing exempt sales, and filing returns.

Avalara and Work 365 Integration

Kayla Van Baak took the stage to demonstrate how Work 365 seamlessly integrates with Avalara to simplify tax management.

Work 365, a subscription management and billing automation application built on Dynamic CRM and Power Platform, is used by Microsoft CSP Partners worldwide. The integration with Avalara enhances Work 365’s capabilities, particularly in handling complex tax requirements for US taxes.

Setting Up Avalara Integration

Kayla provided a step-by-step guide on how users can set up Avalara integration within the Work 365 platform. The process involves configuring tax categories, mapping products to tax codes, and ensuring accurate address validation for precise tax calculations.

The integration allows users to leverage Avalara’s industry-leading tools to calculate, analyze, and report taxes, ensuring compliance without the hassle of manual updates.

The Power of Avalara’s APIs

Michelle highlighted Avalara’s best-in-class APIs, which connect seamlessly with various systems, including Work 365.

These APIs automate the tax calculation process, ensuring pinpoint accuracy in rates and compliance with changing regulations.

The partnership between Avalara and Work 365 provides users with an accuracy guarantee on tax rates, minimizing the risk of errors.

Avalara APIs

Addressing Concerns and Questions

The webinar concluded with a Q&A session, addressing questions from participants. Topics included pricing structures, compatibility with different accounting systems, and addressing potential compliance issues.

Participants were encouraged to take advantage of Avalara’s free one-year Nexus study risk assessment, providing businesses with insights into their compliance status. 

How to Get Started

For existing Work 365 users, reaching out to their dedicated Customer Success Manager is the first step to exploring and activating the Avalara integration.

Non-Work 365 users interested in integrating Avalara into their billing processes can contact [email protected] for more information or Schedule a Demo with our salesperson now.

If you missed the webinar, don’t worry! You can watch the webinar recording here – Work 365 and Avalara Integration for Billing and Invoicing