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Using AvaTax Smarter:
Simplifying sales tax for cpas, EAs & bookkeepers
Author: Alice Mensch
Date: April 28, 2025
Category: Bookkeeping and Accounting
Estimated Reading Time: 5 minutes
Introduction
Sales tax compliance isn’t getting any easier—especially for businesses selling across multiple states or platforms. That’s why many CPAs and bookkeepers turn to tools like Avalara AvaTax to automate calculations, stay current with tax rates, and simplify reporting.
But even with a powerful tool in place, one thing is still true: AvaTax only works as well as it’s set up and maintained.
At LedgerMax Growth Advisors we partner with CPAs EAs and Bookkeepers to support clients using AvaTax—so you can spend less time wrestling with settings and more time doing what you do best.
Where AvaTax Excels
and Where It Still Needs Support
AvaTax is built to take the manual work out of calculating and applying sales tax. It connects with platforms like Shopify, Amazon, QuickBooks Online, and many others to apply accurate tax rates in real time. It even keeps up with changing laws in different states so your clients don’t have to.
- Real-time rate calculations
- State-by-state nexus tracking
- Integration with popular ecommerce and accounting platforms
- Automated filing (when paired with Avalara Returns)
How LedgerMax Works Alongside AvaTax
We don’t replace your client’s tech stack. We make it work better.
Our team works with CPAs and bookkeepers to ensure AvaTax is doing what it’s supposed to do—and that your clients aren’t unknowingly miscalculating or misfiling sales tax. We act as a bridge between accounting, ecommerce, and compliance.
Here’s what we help with:
- Initial setup review: Are nexus thresholds set correctly? Are the right products marked taxable?
- Ongoing monitoring: Is data flowing cleanly into QuickBooks or your accounting software?
- Exemption certificate management: Are non-taxable customers properly documented?
- State registration and filing coordination: Are clients registered in the right states and filing on time?
- Reconciliations: Does what AvaTax calculates actually match what’s in the books?
- Avoid cleanup emergencies right before filing
- Reduce time spent on platform troubleshooting
- Gain peace of mind that compliance is covered
- Provide better service to clients without expanding your own team
We stay behind the scenes while you remain the trusted advisor. You keep control—we keep things clean.
Sales tax issues tend to land on your desk— especially when a client isn’t using their tools correctly or doesn’t fully understand their responsibilities across platforms and states. Maybe they’ve installed AvaTax but never reviewed the settings. Maybe they assumed Shopify or Amazon was filing everything properly. By the time the issue surfaces—usually during a time crunch—you’re left untangling misclassifications, missed filings, or incorrect tax mapping. That’s where LedgerMax Growth Advisors steps in. We support CPAs and EAs behind the scenes, helping prevent these problems before they reach your inbox and resolving them quickly when they do.
“Even the best sales tax tools need oversight. We help CPAs, EAs and Bookkeepers simplify AvaTax setup, reconciliation, and compliance.”
Final Thoughts
AvaTax is a powerful tool, but it’s not set-it-and-forget-it. Without consistent oversight, even the best sales tax software can lead to risk, rework, and reconciliation nightmares.
LedgerMax gives you the sales tax support you need to confidently serve clients with complex needs—without taking on the burden yourself.
Want help making AvaTax work the way it should? Let’s talk.
Looking for professional
bookkeeping or accounting services?
Schedule a free consultation with LedgerMax Growth Advisors today and discover how we can help your business thrive.
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