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Install and Configure Avalara AvaTax for Microsoft Dynamics AX 2009

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

During the install process, you must:

  • Repeat the installation process on every workstation, laptop, or server that has the Microsoft Dynamics AX client application installed; on every server that has the Microsoft Dynamics AX Application Object Server installed; and on every workstation or server that has the Microsoft Dynamics AX batch processing application installed
  • Install to Terminal Service Servers (including Citrix) when the server is in Install Mode
  • Install the Microsoft Dynamics AX client on Microsoft Dynamics AX batch servers

Download

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

  1. In AvaTax, 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 AvaTax.
  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

Contact Avalara Professional Services to install and configure AvaTax for your accounting software.

Configure

Configure Microsoft Dynamics AX with the Configuration window and AvaTax menu.

Edit credentials

The Configuration window displays after completing the setup wizard.

To edit your account value, end user license key, or URL:

  • Click Edit Settings, and then enter the values you received via email from support@avalara.com.

To test your account’s connection to AvaTax:

  • Click Verify Credentials.

Configure AvaTax for Microsoft Dynamics AX

Go to Administration > Avatax section > Setup, and then click Configuration Setting. Use the following to guide you in making selections appropriate to your business:

Tab Fields
General
  • Optional Display All Warning Messages - If you don' t click this option, error messages will still display.
  • Optional Tax Mapping Code - Select to enable tax code mapping.
  • Enable Entity Use Code - It's recommended you select this.
  • Shipping Options section - Control the assignment of tax codes to additional charge items. Available additional charge items display in the window on the left. Assign them to tax codes associated with freight or miscellaneous charge references found on the right side of the window.
Tax Calculation
  • Optional Disable Tax Calculation - Select to disable AvaTax tax calculation service within Microsoft Dynamics AX 2009.
  • Optional Always Check Addresses Before Calculating Tax - Select to force an address validationHoverTT.png of the sales/billing document prior to tax calculation.
  • Sales Tax Group - Enter AVATAX.
  • Optional Tax Group Code Mass Update - Click to access a utility to perform a mass update of the sales tax group code on a range of customers.
Address Validation
  • Optional Disable Address Validation - Select to disable the AvaTax address validation service within Microsoft Dynamics AX.
  • Optional Return Results in Uppercase- Select to have address validation results returned in uppercase format.
  • Perform Address Validation Based on Country Names Selected section - Select the specific countries in which AvaTax will validate addresses. These names are retrieved from your transaction records.
  • During Batch Address Validation, continue processing regardless of errors - Select to process all selected addresses and note validation errors after the utility completes.
  • Scan, Accept and Report Validated Address during Batch Address Validation
    • Manual - Individually select addresses to update within Microsoft Dynamics AX
    • Automatic- Validated addresses are automatically selected for update
  • Reset - Click to clear the Address Validated flag so that previously verified addresses will not be recognized as previously validated.
Overview This tab lists your shipping codes and their descriptions. Edit them in the General tab.