Deprecated: Array and string offset access syntax with curly braces is deprecated in /www/wp-content/plugins/Ultimate_VC_Addons/admin/bsf-core/auto-update/admin-functions.php on line 11 Helpful Hints When Implementing Avalara AVATAX in Dynamics GP

Helpful Hints When Implementing Avalara AVATAX in Dynamics GP

AvaTax with Dynamics GP

Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action.

It’s fast and easy it is to get started in AvaTax Avalara’s product.  Here are some helpful tips when implementing Avalara AVATAX in Dynamics GP:

After Installing the AVATAX connector:

Avalara's Avatax in Dynamics GP

Go to Tools>Setup>System>Avalara AVATAX and test the connection

Go to Tools>Setup>Company>Company and click on the Options button

Avalara's Avatax in Dynamics GP

Mark or unmark the first option regarding the Default Tax Schedule as necessary.  This may affect the processing of AVATAX from Sales Transaction Entry.

Avalara keys in on various elements of the sales transaction in order to calculate a tax:

  1. Depending on the option made in inventory items for Sales Tax Option:
    • Taxable
    • Nontaxable
    • Based on Customers

Customer master records (cards) need to have AVATAX as the default tax schedule ID

Or Inventory items need to have AVATAX as the default tax Schedule ID

  1. Avalara can also make use of Use/Entity codes to further identify tax exempt entities
  1. Taxability codes, which can be entered as an item category in inventory item cards
  2. Shipping Codes

Avalara's Avatax in Dynamics GP

Paying close attention when addressing these setup options will help smooth the accurate processing of taxes using Avalara AVATAX.

If you have further questions or need assistance, contact our team of experts at support@crestwood.com.

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