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Validate Addresses

AvaTax Update address validation is a feature that corrects, verifies, and formats addresses according to the USPS database. When you validate addresses using AvaTax Update, you ensure that the address is formatted correctly so AvaTax Update calculates tax accurately. A valid address has 1-3 address lines, including a city, state, and zip code. At this time, AvaTax Update only validates addresses in the United States and Canada. Validating addresses may incur additional usage fees.

Here are some of the most common addresses AvaTax Update validates:

  • Your company's address - When you validate your company's address, you ensure that the origin address used on most invoices is accurate for tax calculation
  • Your customers' addresses - When you validate your customers' addresses, you ensure that the ship-to address used on invoices is accurate for tax calculation
  • Your vendors' addresses - When you validate your vendors' addresses, you ensure that the: 
    • addresses used in consumer use transactions are accurate for tax calculation, and that... 
    • AvaTax Update verifies VAT calculation is correct for the address you provide (where applicable)

Depending on your accounting software, there are other types of addresses that AvaTax Update validates. We recommend validating all addresses for accurate tax calculation.

Validate addresses in several different ways:

  • Validate many addresses at once - Most accounting software that integrates with AvaTax Update includes a utility that allows you to validate many or all of your addresses at once. We recommended this method for validating addresses.
  • Validate a single address - If you only have a few addresses to validate, or if you're adding a new address and have already validated the others in your system, use your accounting software to validate the address or validate the address in AvaTax Update.
  • Validate addresses during tax calculation - Validate addresses on every transaction sent to AvaTax Update. This is generally a setting in your accounting software. Avalara doesn't recommend validating during tax calculation because this could increase your usage fees significantly.

To validate addresses, ensure that the Address Validation options are enabled. 

Validate a customer card address

To validate a customer card address, follow these steps:

  1. On the Microsoft Dynamics menu, click either Customer Maintenance or Customer Address Maintenance and open a customer card.
  2. On the customer card, click Additional > AvaTax Address Validation.

    CustomerCards.png

  3. On the Address Validation, you can see both Original Address and Validated Address. You can:
    • Click Validate to validate the original address.
    • Click Accept to accept the validated address.
    • Click Cancel to cancel the validation.

    AddressValidation.png

Validate a vendor card address

To validate a vendor card address, follow these steps:

  1. On the Microsoft Dynamics menu, click either Vendor Maintenance or Vendor Address Maintenance and open a vendor card.
  2. On the vendor card, click Additional > AvaTax Address Validation.

    Vendor.png

  3. On the Address Validation, you can see both Original Address and Validated Address. You can:
    • Click Validate to validate the original address.
    • Click Accept to accept the validated address.
    • Click Cancel to cancel the validation.

    AddressValidation.png

Validate a site address

To validate a site address, follow these steps:

  1. On the Microsoft Dynamics menu, click on Site Maintenance and open a site record.
  2. On the site record, click Additional > AvaTax Address Validation.

    Site.png

  3. On the Address Validation, you can see both Original Address and Validated Address. You can:
    • Click Validate to validate the original address.
    • Click Accept to accept the validated address.
    • Click Cancel to cancel the validation.

    AddressValidation.png

Validate a company address

To validate a company address, follow these steps:

  1. On the Microsoft Dynamics menu, click on the Company Setup and open a company record.
  2. On the vendor card, click Additional > AvaTax Address Validation.

    CompanySetup.png

  3. On the Address Validation, you can see both Original Address and Validated Address. You can:
    • Click Validate to validate the original address.
    • Click Accept to accept the validated address.
    • Click Cancel to cancel the validation.

    AddressValidation.png

Validate multiple addresses

The Address Validation Batch utility lets you validate multiple addresses. To use this utility, follow these steps:

  1. On the Microsoft Dynamics menu, click Tools > Utilities AvaTax Update > Update and then click Address Validation Batch Utility.
  2. In the Select Options dialog box, next to Content Type, click Customer, Vendor, or Site.
    DynamicsGP_AddressValidationBatchUpdateUtility1.png
  3. Next to Customer ID from and Customer ID to, click the Search icon.
  4. To select the range of addresses you would like to validate, in the Customers and Prospects dialog box, select the first customer and the last customer and then click Select. The Customers and Prospects dialog box selects all the addresses between the first and the last selection inclusive of both.
  5. In the Select Options dialog box, next to Country, select the country in which you'd like to validate all the addresses from your selections in step 4. If you select No Country Name, AvaTax Update will validate addresses for which no country has been assigned to the record.
  6. Next to State From and State To, select a range of states. If you do no select a state range, AvaTax Update will validate all the addresses in the entire country. We recommend that if you want to narrow your validation to a single state, you set both fields to that state.
  7. In the upper left, click Validate.
  8. In the report screen, at the top next to View by, click Valid/Validated Addresses, and then click Mark All.
  9. Click Accept.
    DynamicsGP_AddressValidationBatchUpdateUtilityReport2.png
  10. In the [Number] Address Validated and Accepted message, click OK.

 

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