Simplify Tax Compliance with Automation
Automate sales & use tax calculation inside SAMPRO—so your team can bill faster, reduce compliance risk, and stay current as rates and rules change.
Sales tax that keeps up, without slowing down billing
SAMPRO connects with Avalara’s cloud-based AvaTax engine to calculate sales tax for transactions using current jurisdiction rules—helping protect you from costly errors and keeping you aligned with changing regulations.
- Accurate, address-based rates (not ZIP-code guesses)
- Less manual work for billing and finance through automation
- More confidence for audits with clearer reporting on liability and exemptions
How it works
Step 1: Connect AvaTax to SAMPRO
Activate the interface and set up how your jobs, tax groups, and taxability codes should behave in SAMPRO.
Step 2: Calculate tax automatically during billing
When you create invoices (including progress-billed jobs), SAMPRO sends the transaction details to AvaTax and receives the correct tax based on jurisdiction rules and the customer property address.
Step 3: Report, reconcile, and (optionally) file
Use liability/exemption reporting to streamline return prep—or extend to Avalara services for returns filing and exemption certificate management.
Key Capabilities
Job-level sales tax group control
Assign Sales Tax Groups per job to keep complex project billing organized.
Multi-company & intercompany support
Run single or multi-company environments with intercompany capability.
State-specific liability GL mapping
Set specified Sales Tax Liability GL Accounts by state for cleaner accounting.
Address validation
Catch and correct address errors to avoid incorrect rates and downstream invoice issues.
Progress billing taxability control
Use customizable tax codes in Job Billing Items for progress-billed jobs.
Liability & exemption reporting
Export & consolidate reporting on transactions, liabilities, & exemptions to reduce return prep time & audit scramble.
Benefits
Bill with confidence
Apply the most current rates and rules through automatic updates, without adding workload to your finance team.
Reduce compliance and audit risk
Address-based calculation, exemptions management, and clearer reporting help reduce exposure from manual mistakes.
Scale across jurisdictions
AvaTax supports complex, multi-jurisdiction taxability and can scale as your business expands.
Who is this integration for?
Job titles
CFO, Controller, Accounting Manager, AR/Billing Manager, Tax/Compliance Lead, Operations Leader
Job functions
Finance • Accounting • Compliance • Billing
Industry
Mid-to-large service and construction contractors (HVAC, mechanical, electrical, plumbing)
Company size
Typically mid-market and enterprise teams managing multi-location or multi-entity operations
FAQ
AvaTax is a cloud-based tax calculation engine that helps automate sales and use tax determination across jurisdictions.
The integration supports rates based on the physical address of the customer’s property, aligning calculation to jurisdiction rules.
Yes—SAMPRO’s AvaTax interface supports single and multi-company (intercompany) functionality.
Yes—SAMPRO supports customizable tax codes in Job Billing Items for progress-billed jobs.
Optionally, Avalara can support preparing/filing returns and managing exemption certificates, depending on your needs and package.
The intent is automation without slowing billing operations—rates/rules are delivered through a cloud service designed for reliable performance.
- Back Office & Finance, Compliance, Tax Automation
Quick Links
Try SAMPRO + Avalara
See how easily Avalara works with SAMPRO
Tell us about your tax complexity (states, entities, job types), and we’ll show you how the integration fits your billing workflow.