Case Study: SaaS
Implementation and Compliance for Sales Tax through Avalara
Sales-Tax Compliance Challenges
In their rapid U.S. expansion, our client crossed economic-nexus thresholds in numerous states without realizing it.
Operating outside the United States, they lacked in-house expertise on each state’s physical- and economic-nexus rules, risking mounting penalties and interest.
Meanwhile, their finance team was juggling spreadsheets and manual look-ups, leaving them exposed to missed registrations, late filings, and inaccurate tax rates.
Our Approach
1
Assessing Nexus & Exposure
2
Implementing Avalara
3
Ongoing Compliance & Monitoring
We began by mapping every state in which the company sold, confirming physical or economic nexus where it existed. Once exposure was clear, we configured Avalara AvaTax, completed all required state registrations, and integrated real-time tax calculations into their billing platform. To future-proof compliance, we built a quarterly nexus-review matrix and now handle every monthly or quarterly sales-tax filing through Avalara, adding new states the moment thresholds are crossed.
The Results
The company is now fully compliant with state and federal regulations, eliminating exposure to penalties and interest.
Automated filings free the finance team to focus on growth, while quarterly nexus reviews ensure new obligations never slip through the cracks—giving leadership the confidence to scale aggressively in the U.S. market.
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