Best Sales Tax Compliance Software

Sales tax compliance software helps businesses utilizing customer-facing transactions apply the appropriate local and federal rules and rates so the correct taxes are collected. Staying up-to-date with changing rules and exemptions is required by law, and these tools ensure the full transaction lifecycle is aligned with any relevant jurisdictions—which can vary depending on the number of markets a business serves. Business owners, customer support teams, accounting teams, and e-commerce administrators in a variety of industries use sales tax compliance products to oversee tax collection and filing for all sales transactions, also known as indirect tax. This includes adjusting sales tax prices for certain products, customers, or occasions where necessary, such as sales tax holidays or after a customer’s change in circumstance, along with any update to official regulations when new legislation is passed. Proper use of these tools will greatly reduce the effort in tracking customer and rate data, as well as minimize the risk of any oversight that could result in customer dissatisfaction, missing funds, or legal ramifications. Some sales tax compliance tools will also send notifications for important tax filing dates or required paperwork. These systems often integrate with ERP systems and accounting software to ensure budgets, profits, and projections are accurate across the organization, as well as POS and e-commerce tools so taxes are correctly represented to customers and collected in transactions.

To qualify for inclusion in the Sales Tax Compliance category, a product must:

  • Track sales tax rates and rules for all jurisdictions relevant to a user’s products or services
  • Track and apply sales tax exemptions for the appropriate times, products, transactions, or accounts
  • Automatically update rates and rules in response to policy revisions or new legislation
  • Integrate with accounting and transaction tools so correct rates are communicated, stored, and applied where necessary

Sales Tax Compliance Software Grid® Overview

The best Sales Tax Compliance Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Avalara AvaTax, Vertex Cloud, and Vertex O Series
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders High Performers include: TaxJar
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution.
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: CCH Sales Tax Office
G2 Crowd Grid® for Sales Tax Compliance
High Performers
Market Presence
Compare Sales Tax Compliance Software
    Results: 27

    Star Rating

    Sales Tax Compliance reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Vertex Cloud Indirect Tax is built upon Vertex Inc.’s more than 35 years of tax expertise and position as the leading provider of corporate tax software and services. By enabling calculations and returns in a single, cloud-based solution, offering flexible pricing with no overage fees, Vertex meets the sales and use tax automation needs of growing businesses. From returns-only processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex Cloud provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.

    Vertex® Indirect Tax O Series® combines industry leading tax research with the latest software technology providing your tax department with the tools necessary to deliver accuracy and consistency in every transaction, every day. Only Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global tax solution. Choose Vertex Indirect Tax O Series to reduce your audit exposure and free up your tax department to bring more value to your company. With Vertex O Series, you’ll manage tax on both sales and procurement transactions more efficiently and effectively. Plus, the system provides data management tools and custom reporting capabilities to support audit preparation and strategic financial decision making. Vertex O Series can not only reduce your audit risk, but also give you greater visibility into your tax processes. The end result is a tax department that provides higher value to the organization.

    Avalara AvaTax helps thousands of customers accurately calculate sales and use taxes based on up-to-date tax data. AvaTax provides 580+ integrations with the most commonly-used business applications including ERP, POS, Ecommerce, Billing and CRM, to support quick deployment. AvaTax also handles VAT, GST, and other transactional taxes for millions of products and services across thousands of tax jurisdictions. The solution also supports connectivity to custom applications with a well-documented and robust developer toolkit. AvaTax’s cloud-based software is easy-to-use and fast-to-implement, ensuring a rapid return on investment.

    TaxJar is the leading technology for eCommerce companies of any size to manage sales tax and is trusted by more than 10,000 businesses. We were founded to help merchants and developers spend less time on sales tax and more time growing the businesses they love. We offer TaxJar Reports, a web-based reporting tool that organizes sales tax data into return-ready reports by state; AutoFile, a service that automatically files sales tax returns; and SmartCalcs API, a modern, robust API for developers.

    Avalara Returns helps ensure end-to-end automation of your sales tax compliance process.

    Manage Your Exemption Certificates in the Cloud

    TaxCloud is a sales tax management & compliance service designed for online retailers. Our cloud-based, SaaS platform offers sales tax calculation for every address in the US, filing & remittance services, audit response and indemnification to our clients. TaxCloud offers both a FREE service (paid for by our state partners) and a fee based service model - it' your choice! We have many integrations with leading carts/platforms, payment processors and accounting software packages. Our goal is to make sales tax easy and FREE!

    Avalara TaxRates is free service that provides downloadable sales tax tables for every ZIP code, and a free calculator that determines sales tax rates based on addresses and geolocation.

    Cloud-based sales tax automation software that provides fast, accurate end-to-end compliance with automated certificate validation, storage and management

    Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

    this solution automatically screens transactions for potential tax issues. Use it to rapidly calculate tax liabilities and ensure compliance for indirect taxes, sales tax, VAT, good and services tax (GST), and others.

    Thomson Reuters ONESOURCE Indirect Tax Sales & Use Tax Compliance solution has the power and flexibility to streamline the tax return process. The end-to-end, Web-based solution empowers users with complete control. The outcome: improved efficiency, reduced costs and eliminated software maintenance.

    It's the tax system that helps meet local-to-global compliance obligations, from estimates, extensions, returns, and audits to RAR and E&P analyses in a single, secure system, described as super easy and a one-step process that enabled lightning speed and cross-functional data utilization.

    Macola offers cloud-based sales and use tax management solutions. These end-to-end solutions seamlessly integrate with Macola solutions, providing accurate sales and use tax calculation, painless exemption certificate management, and effortless filing and remittance.

    The Sovos Intelligent Compliance Cloud includes global tax determination (Sovos Global Tax Determination), exemption certificate management (Sovos CertManager), sales and use tax filing (Sovos Sales and Use Tax Filing), invoice reconciliation (Sovos Use Tax Manager), VAT reporting (Sovos VAT Reporting), electronic invoicing (Sovos eInvoicing) along with tax information reporting for 10-series forms (Sovos 1099), and ACA (Sovos ACA).

    Taxify saves online sellers time and money by keeping them in compliance with sales tax reporting and remittance. Taxify can report for every state and local jurisdiction -- on an easy-to-use, self-service software platform.

    TaxTool is a flagship sales tax software product. It simplifies the sales tax process for ecommerce retailers by managing addresses, rates, exemptions, sales tax holidays, and product-specific tax rates. AccurateTax TaxTools integrates directly with shopping cart to provide seamless address scrubbing and sales tax calculations directly within the checkout process.

    Avalara AvaTax Excise provides built-in support for thousands of jurisdictions in the U.S. and Canada.

    With a powerful database of over 10 million codes Avalara MatrixMaster is the world's largest database of Universal Product Codes (UPC) with specialized sales taxability data.

    The easiest way to manage and pay lodging taxes

    Avalara TrustFile generates signature ready state sales tax return forms for faster, more efficient sales tax filing.

    LumaTax is a venture-backed SaaS company focused on being an advocate for US small businesses in a regulatory environment that increasingly puts them at a disadvantage.

    Sales Tax DataLINK specializes in all your sales and use tax needs from tax calculation to tax reporting. Our patented software is the first of its kind: Simple, Accurate, and Customizable. Unlike other sales tax software companies, we are dedicated to providing direct control between a business and their tax compliance. We offer complete transparency through our web-based software which produces live updates 24/7 to keep you informed and in control at all times. For example, FileLINK, our most popular tax reporting software, is a multi-state filing solution that generates more revenue with reduced costs and improved realization rates. FileLINK lets you map client’s unique tax data in minutes without manipulation. Simply upload data and on-screen alerts pinpoint tax data issues. You can correct issues with a single click, while real-time reconciliation and validation ensure correct and accurate filing. You can even manage credits and adjustments or create overrides your client’s tax engine can’t handle. All with just one software. Continuing the innovation our software has brought to the industry, Sales Tax DataLINK is fully committed to providing the best possible service so your business can be optimally successful. We believe that software shouldn't make tax compliance impersonal, so we made empirical service a top priority. Sales and use tax can actually be easy with our advanced software and our localized, personal customer service. Sales and use tax like you've never seen it before: easy, quick, and competitively priced.

    Simption GST is software for tax filing, invoice generates inventory management, your due amount with clients edits the invoices, update your due date, check the stock.

    VATBox is a recovery tool that offers VAT recovery process through intelligent knowledge-based automation.

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