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Set User Preferences for Avalara AvaTax

Set and edit your user preferences in AvaTax Update for Microsoft Dynamics NAV to control settings such as warning messages and address validation.

Set user preferences for AvaTax Update

  1. In Microsoft Dynamics NAV on the left pane, click Departments, click AvaTax, and then click Utilities.
  2. On the right pane under Administration, click AvaTax User Preferences.
  3. In the Edit - AvaTax User Preferences dialog box, under User ID, select the user ID whose preferences you want to change.
  4. In the columns to the right, follow any of these steps:
  • Click or clear Warning to enable or disable warning messages in AvaTax Update.
  • Click or clear Disable Tax Calculation to enable or disable AvaTax Update tax calculation.
  • Click or clear Disable Address Validation to enable or disable AvaTax Update address validation.
  • Click or clear Show statistics to enable or disable your ability to view the AvaTax Update document statistics window.

    NAV2013_AvaTaxUserPreferences1.png

Note:
We recommend that you do not click Disable Tax Calculation. If you do, the user whose ID you edited can create documents in Microsoft Dynamics NAV, but cannot post them to AvaTax Update, so no tax is calculated on those documents.


 

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