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Avalara AvaTax for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition 7.2 (July 2017 Release), Platform Update 5 Release Notes

Read older release notes to learn about the previous additions, changes, and fixes to AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5. For more detailed information about AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, see the AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition guide.

See the latest release notes.

January 12, 2018

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.02

Fixed

  • Fixed the issue that caused a "Tax document could not be found" error when trying to post a project proposal that included customer advance payments

December 5, 2017

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.02.00

Fixed

  • Fixed issue that occasionally caused tax recorded in AvaTax Update to vary from tax recorded in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition  

November 24, 2017

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.01, November 24, 2017

Fixed

  • Fixed issue where the value selected from Calculation Basis wasn't having an impact on tax calculation

April 25, 2017

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.00

New

  • Integration with Avalara's certificate management system, CertCapture. You can now request and retrieve exemption certificates.
  • Added the Setup Assistant to aid setup and configuration for AvaTax Update. Option available in Setup > AvaTax Setup Assistant.
  • Added the Tax Profile Assistant to aid with setup for where you collect taxesHoverTT.png and other settings for AvaTax Update
  • Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition uses this number for handling non-NA operations
  • Choose to send the UPC instead of the item code to to maintain product taxability. By default, the item code is sent to AvaTax Update.
  • Added the reconciliation utility. Reconcile data in your accounting software with your data in AvaTax Update. Go to AvaTax > Utility > Reconciliation.
  • Added Enable logging option in AvaTax Configuration > General Options. If enabled, AvaTax Update activities are automatically logged and saved in a local log file. We don't recommend changing this setting unless advised by Avalara Support