Case Study: Colter Peterson achieves audit-ready, streamlined sales-tax compliance—cutting monthly returns prep from days to 1–1.5 hours with Avalara

Colter Peterson - Customer Case Study

Colter Peterson, a New Jersey–based buyer, seller and servicer of industrial paper trimmers, was struggling with time‑consuming, error‑prone sales tax processes. CFO Jeff Marr described spending days each month pulling forms, filling out mismatched returns (especially complex filings like California’s), and scrambling to locate exemption certificates when audits occurred.

By implementing Avalara AvaTax, CertCapture and Returns, Colter Peterson automated tax calculations, filing and certificate storage so forms are scanned, queued and archived for easy retrieval. Monthly tax prep dropped from a day or two to about an hour–and‑a‑half, audits became straightforward since all documents were immediately available, and staff gained practical sales‑tax expertise through Avalara training.

Colter Peterson

Jeff Marr

Chief Financial Officer