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Avalara Help Center

Assign Customers to AvaTax

Update sales tax groups to ensure that AvaTax is calculating sales tax for customers. If you do not use the tax group update feature to update all of your customer records, you need to individually open the customer cards, review, and update the sales tax groups in order to begin processing sales tax calculations using AvaTax.

Update the sales tax group for a customer

To update the sales tax group, determine the customer that you want to update and perform the following:

  1. Open Customer Card Accounts Receivables > Common Forms > Customers > Choose Customer > Setup tab.
  2. In the Sales Tax Group drop-down menu, select AVATAX or AVATAX-POD.

    MAX2009 - Update Sales tax group 1.png

Update the sales tax group on an alternate address

To update the sales tax group on an alternate address, determine the customer that you want to update and perform the following updates:
 

  1. Open Customer Card Accounts Receivables > Common Forms > Customers > Choose Customer > Setup > Addresses > Other tab.
  2. In the Sales Tax Group drop-down box, select AVATAX or AVATAX-POD.

    MAX2009 - Update Sales tax group 2.png

Update the sales tax group code for many customers

Update the sales tax group code for multiple customers at a time.

  1. Open Tax Group menu.
  2. In the Customer/Vendor field, select the Customer from the drop-down menu.
  3. In the Sales Tax Group field, select the Tax Group from the drop-down menu.
  4. In the Range field, type the range.

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  5. Click OK.