CASE STUDY

US Tax Compliance Simplified: Avalara and NetSuite Integration

The client’s Avalara integration stalled mid-project when the key person left with no handover. Tax codes did not align with Avalara's guidelines, and recurring tokenization errors were preventing invoices from processing at

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Client Overview

In Business Since: 2016

Industry: Technology and Software

Enviroment: Oracle NetSuite ERP + Avalara AvaTax

Modules Deployed: 3

An EU-based technology company expanded its operations into the United States. Growing multi-state sales required automated tax handling that would not slow operations or introduce compliance risk, but the integration had stalled and no one internally could troubleshoot it.

Key Results

Transaction Time Cut from 6 Hours to 4

Processing including US tax calculations fell by a third, removing a daily bottleneck from the finance cycle.

Compliant Across 10 US States

Tax liabilities are now tracked and reported by state, with a financial report built to support fili

100 to 500 Invoices Processed Monthly

The integration handles current US invoice volume without manual intervention or processing failures.

The Challenge

Lost Project Momentum

The key person leading the integration left mid-project with no handover, leaving the build incomplete.

Tax Code Structure Mismatch

The existing Tax Code and Tax Group structure did not align with Avalara's recommended US setup.

Recurring Tokenization Errors

Authentication and tokenization failures were preventing invoices from processing through the integration.

No Internal Expertise

The remaining team could not diagnose or resolve the integration issues without outside support.

The Solution

Reconfigured Tax Structure

Consolidated Tax Codes and Tax Groups to Avalara's recommended US configuration.

Resolved Transaction Errors

Identified and fixed the authentication and tokenization failures blocking invoice processing.

Streamlined Tax Reporting

Built a financial report that tracks tax liabilities across all active US states.

Documented the Full Process

Recorded setup, go-live, and troubleshooting steps so the internal team can maintain it.

IRS Form Handling

Addressed sales tax and exemption certificate handling within the new process.

Modules

Tax Management

Financial Reporting

SuiteScript

Integrations

Avalara AvaTax

Oracle NetSuite Tax Engine

Business Outcomes

Compliance Risk Removed

Multi-state tax liabilities are tracked and reportable, closing an open exposure during US expansion.

Revenue Unblocked

Invoices process without tokenization failures, so sales are no longer stalled at the billing stage.

Self-Sufficient Internal Team

Documentation removed the dependency on outside expertise for day-to-day tax compliance.

Stockton10 was able to give resources quickly when we needed it and has competitive pricing for their services. The team was able to understand our business needs, summarise all the pain points, and have a sense of urgency in providing practical results.

Vice President of Finance

Related Case Studies

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Is a stalled integration holding up your US expansion?

When a project loses its owner mid-build, the work rarely picks up where it left off. Stockton10 finishes the integration, resolves the errors, and documents it so your team can run it without us.

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