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Avalara Help Center

Manage Your AvaTax Settings

This article applies to:Avalara AvaTax

On this page, learn how to:

  • Manage your license key
  • Find your Account ID
  • Change your password
  • Review the terms and conditions
  • Manage your address validation option

On other pages, learn how to manage your AvaTax users and enable jurisdiction overrides.

View current license key

Your license key is specific and unique to your account. If you have production and sandbox accounts, each has its own unique license key. You must have a license key to connect your accounting software to AvaTax.

Your license key is generated when you activate your AvaTax account during the Get Started process. Avalara doesn't keep a copy of your license key on file and can't tell you what it is.

Search for your current license key in:

  • Your email if you're the account administrator who set up AvaTax. Find the latest reset email or the Get Started email if the license key has never been reset.
  • Your accounting software. Some display the license key in the AvaTax configuration.

Generate a new license key

If you haven't set up AvaTax, follow that process to generate a license key.

If you're generating a new license key, be sure that you update the license key in every workstation that connects to AvaTax. If your accounting software doesn't have the correct license key, the workstation can't connect to AvaTax. You must be an AvaTax account admin to generate a new license key.

Avalara can't receive the license key email, reset the email address for a user, or help if you're not receiving the reset emails. Avalara Support can confirm that the email was sent from AvaTax. If you don't receive the email with a subject line of Your AvaTax Development Password Reset or Your AvaTax Production Password Reset, check your Junk folder. If you don't receive it, it could be blocked by an email filter. If the email is blocked, you'll need to work with your IT department to fix the issue internally.

To generate a new license key:

  1. In AvaTax, on the Settings tab, click Reset License Key, and then click Generate.
  2. Check your email for the reset message. If you don't find it in your inbox, check your junk folder in case it's been erroneously flagged as spam.

View account ID

View your current account ID in the upper-right corner of the Admin Console or on the Reset License Key screen under the Settings tab. 

Change your password

You can change your password from the Settings tab.

  1. On the Settings tab, click Manage My Information.

    AvaTaxCalc-Settings-ClickManageMyInformation.png
  2. On the My Information screen, type a new password.
    AvaTaxCalc-Settings-ManageMyInformationNewPassword.png
  3. There is a Password Strength Indicator under the New Password. Choose a strong password that is not commonly used and is unique to you. The password strength is Very Strong if you satisfy the following criteria:

    AvaTax-Settings-PasswordStrengthIndicator.jpg

    Note:
    Password must be at least 8 characters and include 3 of the following:

    an uppercase letter

    a lowercase letter

    a number

    a symbol

  4. Type the new password again in Confirm New Password.
  5. Click Save.

Avalara terms and conditions

The Avalara terms and conditions lists the terms and conditions of your usage of the AvaTax service. You can read the Avalara terms and conditions from the Settings > Manage My Information screen.

Set the address validation option

Control how AvaTax validates addressesHoverTT.png for all companies in your account by setting the address validation option. AvaTax can display validated addresses in mixed case or uppercase.

  1. On the Settings tab, click Address Validation Option.
  2. On the Address Validation Option screen, choose either:
    • Mixed Case
    • UPPERCASE
  3. Click Save.