Project Name:

Sales Tax Calculation + Tax Returns Filing

Target Agreement Date:
June 16,2016
Client
cleverbridge
IT Sponsor:
Finance:
Stephanie Cohrs

AvaTax - Rate Plan for Tax Calculations

Activation Charge
Upgrade Fee
Annual Services:
Annual Services: Connector Fee (API connector)
Avalara Global
Overage Fee

Avalara Returns - Pre-Purchased Plan

Activation (101-250 Returns plan)

500K Transactions
Tier
Transactions
500,000
Transactions
500,000
Transactions
500,000
Transactions
500,000
Transactions
500,000
per transaction
500,000
Total AvaTax Fees

Level
101-250
Total Returns Fees

Additional Services
ENTERPRISE Support (annual) 7 x 24 x 365
GOLD Support(annual) 7 x 24 x 365 Technical Support

Assumption: # of Returns
Filed by Avalara
157

1MM Transactions
Tier
Transactions
1,000,000
Transactions
1,000,000
Transactions
1,000,000
Transactions
1,000,000
Transactions
1,000,000
per transaction
1,000,000
Total AvaTax Fees

YEAR 1
Fee
$9,115
$44,440
$0
$55,550
$0.18
$109,105

Activation

Per Return Price

$275

$44

Minimum Annual
Payment
$6,908

Additional Returns
$44

YEAR 1
Fee
$12,910
$9,450
$62,975
$0
$78,720
$0.13
$164,055

5MM Transactions
Tier
Transactions
5,000,000
Transactions
5,000,000
Transactions
5,000,000
Transactions
5,000,000
Transactions
5,000,000
per transaction
5,000,000
Total AvaTax Fees

Activation + Min.
Annual Payment
$7,183

Fee
$15,995
$1,995
Total Optional Fees

Avalara Investment
AvaTax - Rate Plan for Tax Calculations
Avalara Returns - Pre-Purchased Plan
Additional Services

500K Transactions
Year 1
Year 2
$109,105
$104,990
$7,183
$7,253
$0
$0
$116,288
$112,243

1MM Transactions
Year 1
Year 2
$141,695
$148,780
$7,183
$7,542
$0
$0
$148,878
$156,322

5MM Transactions
Year 1
Year 2
$311,850
$327,443
$7,183
$7,542
$0
$0
$319,033
$334,985

Note/Assumptions
One-time Activation fee is deducted in Year 2. Assumption: 5% price increase on Year 1 fees.
One-time Activation fee is deducted in Year 2. Assumption: 5% price increase on Year 1 fees.
OPTIONAL: 2016 pricing. Assumption: 5% price increase on Year 1 fees.

YEAR 1
Fee
$27,720
$20,790
$138,600
$0
$173,250
$0.02
$360,360