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Install and Configure Avalara AvaTax for Key2Act

This article applies to:

Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration. At the end of this process, you'll send a test transaction to confirm that AvaTax is calculating tax the way you expect. After running a successful test, you'll be able to start using AvaTax!

1. Install

Learn how to install AvaTax for Key2Act.

Prerequisites

Before you download the relevant integration version, ensure that you have the following components installed on your system:

  • Microsoft Dynamics GP version (Example: Microsoft GP 2013 R2 12.00.1745)
  • Key2Act signature (Example: Key2Act signature GP 2013 R2 12.00b03g339)
  • AvaTax for Microsoft Dynamics GP version in use (Example: AvaTax release 12.00.106.00)
  • .NET framework for Microsoft Dynamics GP version in use

Download your integration

To connect your accounting software to AvaTax, download your integration software. 

  1. In the Admin Console, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into the Admin Console.
    Integration - download_install 2.png
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install

To install AvaTax for Key2Act, follow these steps:

  1. Double-click the installation file that you downloaded from the Admin Console.
  2. In the Destination Folder dialog box, click Install. The installer is now preparing to install the integration.

  3. In the AvaTax Key2Act Connector Setup Wizard dialog box, click Next.

  4. In the Ready to Install the Program dialog box, click Install to start the installation.

  5. During the installation, you can see the installation status.

  6. In the Installation succeeded! dialog box, click Finish to exit the installation.

  7. To confirm that the installation was successful, go to Administration > Setup > Company and confirm that the menu item AvaTax for Key2Act setup is there. 

2. Configure

After you install AvaTax for Key2Act, it's time to configure AvaTax for Key2Act to ensure it meets your sales tax needs.

Configure AvaTax for Key2Act

To configure AvaTax for Key2Act, follow these steps:

  1. In Key2Act, go to Administration > Setup > Company > AvaTax for Key2ActSetup and click Key2Act AvaTax Configuration.

  2. Click General.
    • To enable adapter logging, select Enable Adapter Logging.
    • To enable method logging, select Enable Method Logging.

  3. Click Tax Calculation.
    • To disable sales tax calculation using AvaTax, select Disable AvaTax Tax Calculation.
    • Select User Division as Location Code to use the Division from Key2Act as the Location Code in AvaTax.
    • Service Management Tax Code Assignment Configuration:

      K2A_04-Tax_Calculation.png

  4. Click Maintenance.
    • To rebuild the store procedures after the DB procedures are rebuilt, select Rebuild DB Procedures.

      K2A_05-Maintenance.png

  5. To see your AvaTax for Key2Act version details, click About AvaTax for Key2Act .

Configure service management tax code setup

To configure service management tax code setup, follow these steps:

  1. In Key2Act, go to Administration > Setup > Company > AvaTax for Key2Act Setup and click Service Management Tax Code Setup.

  2. On the Service Management Tax Code Assignment page, Division and Call Type or User Defined field selection reflects the choice made in Key2Act Avatax Configuration > Tax Calculation Options
    1. If Division and Call Type is selected, then add the following details:  

      • Division: Select from the drop-down menu.
      • Call Type: Select from the drop-down menu.
      • Assigned Tax Code: Type a user-defined unique tax code for the selected Cost Description.
      • Cost Description: Type a user-defined unique labor code for the selected Cost Description.
      • Referring To: Type the description that refers to this Cost Description.
      • Pay Code: Select from the drop-down menu.
      • Ship From Site: Select the Ship-from location.
    2. If the User Defined field is selected, then add the following details:  

      WS_07-Service_Management_tax_Code_Assignmnet.png

      • User Defined Field Type: Select from the drop-down menu.
      • User Defined Field: Select from the drop-down menu.
      • Assigned Tax Code: Type a user-defined unique tax code for the selected Cost Description.
      • Cost Description: Type a user-defined unique labor code for the selected Cost Description.
      • Referring To: Type the description that refers to this Cost Description.
      • Ship From Site: Select the Ship-from location.
  3. Click Save.

Configure Job cost tax code setup

To configure job cost tax code setup, follow these steps:

  1. Go to Administration > Setup > Company > AvaTax for Key2Act Setup.

  2. Click Job Cost Tax Code Setup to complete the following details:
    1. Ship From Site: Select the Ship-from location.
    2. Assigned Tax Code: Type the tax code that you would like to associate with this Cost Element.
    3. Cost Description: Select the cost description that you would like to associate with this Cost Element.
    4. Job Type: Select the type of job.
    5. Division: Select the division.

    WS_Service_Invoice-_Admin_Console.png

  3. Click Save.

Configure service contract tax code setup

To configure service contract tax code setup, follow these steps:

  1. Go to Administration > Setup > Company > AvaTax for Key2Act Setup.

  2. Click Service Contract Tax Code Setup to complete the following details:
    • Ship From Site: Select the Ship-from location.
    • Referring To: Type the description that refers to this Cost Description.
    • Cost Description: Select the cost description that you would like to associate with the Assigned Tax Code.
    • Assigned Tax Code: Type the tax code that you would like to associate with this Cost Description.
    • Contract Type: Select the type of the contract.
    • Division: Select the division.

    WS_09-Service_Contract__Tax_Code_Assignment.png

  3. Click Save.

Configure equipment rental tax code setup

To configure equipment rental tax code setup, follow these steps:

  1. Go to Administration > Setup > Company > AvaTax for Key2Act Setup.

  2. Click Equipment Rental Tax Code Setup to complete the following details:
    • Override from Inventory: Select this option if you want this tax code to override the tax code from the inventory.
    • Cost Description: Select the cost description that you would like to associate with this Assigned Tax Code.
    • Assigned Tax Code: Type the tax code that you would like to associate with the Cost Description.

    WS_10-Equipment_Managment_Tax_Code_Assignment.png

  3. Click Save.

Configure job cost master tax schedule setup

To configure job cost master tax schedule setup, follow these steps:

  1. Go to Wennsoft Job Cost > Setup > Job Cost Setup > Master Tax Schedules.

    WennSoft Job Cost Setup.png

  2. In the Job Cost Master Tax Schedule Setup  window:

    Job Cost Master Tax Schedule.png

    1. Select Master Tax Schedule ID as AVATAX
    2. If you want to exclude a Cost Element from tax calculation, select Exclude From Tax Calculation for that Cost Element. The Tax Schedule ID for this row is automatically removed, thus making this Cost Element non-taxable. The tax code for this Cost Element is sent as NT even if it has an assigned tax code. 
  3. In the Admin Console, the document line displays the tax code for an item.

    Admin Console Tax Code -NT .png

  4. Click Save.