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Avalara Help Center

Install and Configure Avalara AvaTax for Microsoft Dynamics GP

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!

If you've previously installed the integration, learn how to upgrade to the latest version.

1. Install

Learn how to install and configure AvaTax for Microsoft Dynamics GP by using the Avalara installer and Setup Assistant for Microsoft Dynamics GP.

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.
  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

Note:
You must install AvaTax for Microsoft Dynamics GP on everyone's computer who uses Microsoft Dynamics GP and needs to use AvaTax. It needs to be installed at both the server and the client (workstation/computer) level.

To install AvaTax for Microsoft Dynamics GP, follow these steps:

  1. Make sure that everyone in your organization who is using Microsoft Dynamics GP is logged out and Microsoft Dynamics GP isn't open on your computer.
  2. Double-click the installation file that you downloaded from the Admin Console.
  3. In the Destination Folder dialog box, click Install.
    DynamicsGP2013_DestinationFolder1.png
  4. In the Installation Succeeded screen, click Finish.
    DynamicsGP2013_InstallationSucceeded1.png

2. Configure

When you install AvaTax for Microsoft Dynamics GP, the AvaTax Setup Assistant automatically completes the most important configuration steps.

In order to complete the configuration of AvaTax for Microsoft Dynamics GP, enter your account credentials and company code, map your tax schedule to AvaTax, setup address validation, and finally, test to ensure that tax is calculating. Follow these steps to complete the configuration:

  1. Start Microsoft Dynamics GP, and when you see a message that says, "Do you wish to include new code now?," click Yes.
  2. If you see a message that says, "This login failed. Attempt to log in again," click OK.
  3. In the Welcome to Microsoft Dynamics GP dialog box, type your password in the Password text box.
  4. Type or select your credentials, and then click OK.
    DynamicsGP2013_SignInScreen2.png
  5. In the Company Login dialog box, on the Company menu, select your company, type the User ID and Password that you used in the step above, and then click OK.
    DynamicsGP2013_CompanyLogin1.png
  6. In the Avalara Setup Assistant, follow one of these steps:
    • To configure AvaTax for this company, click OK.
    • To configure AvaTax for this company later, click Skip setting up AvaTax for this company, and then click OK.
      DynamicsGP_v12-00-101_Installer1.png
  7. The Avalara Setup Assistant dialog box below gives you one-click access to most of the utilities you'll use to configure AvaTax for Microsoft Dynamics GP.
    DynamicsGP_v12-00-101_Installer3.png
  8. In the Avalara Setup Assistant, to the right of Enter your Account Credentials and Company Code, click DynamicsGP2013_GotoButton1.png
    1. In the Avalara Account Credentials dialog box, type or select the following details if they are not automatically populated:
      • Account Number: The account number that you received from Avalara when you signed up for your AvaTax account
      • License Key: The license key that you received from Avalara when you signed up for your AvaTax account
      • Web Service URL: The type of account, either Production or Development.
      • Company Code: The company code that you entered in the AvaTax when you set up your AvaTax account. The company code must be the same in both places. If you need to create an additional company, click Create Company and authenticate with your AvaTax account credentials. 
      • In the Avalara Account Credentials dialog box, at the right, click Test Connection.

    2. Depending on which message you see, follow these steps:
      • If you see a message that says, "Configuration validated successfully. Your license is good until Month Day, Year" click OK.
      • If you see an error message, retype your credentials in the Avalara Account Credentials dialog box, click Edit Settings, reenter your credentials, and then click Test Connection.
    3. In the Avalara Account Credentials dialog box, click OK.
  9. In the Avalara Setup Assistant,to the right of Map General Ledger Account(s) to AvaTax Tax Schedule(s), click DynamicsGP2013_GotoButton1.png. In the Map Tax Schedule dialog box:
    1. Next to Tax Schedule ID, click the search icon.
      DynamicsGP_v12-00-101_Map_Tax_ScheduleSearchIcon1.png
    2. In the Tax Schedules dialog box, select one of the following Tax Schedule ID, and then click Select:
      • If you want sales tax for all taxable states to be in one GL account so it's easy to set up, click AVATAX.
      • If you want to select a different GL account for each state, click AVATAX-M.
        DynamicsGP2013_SetTaxScheduleID2.png
    3. Click Map Tax Schedule. In the Map Tax Schedule dialog box:  
      • If you've selected the Tax Schedule ID as AVATAX, then the Tax Detail Maintenance dialog box is displayed. In Account, select a GL account and then click OK.

        DynamicsGP2013_DetailMaintenance1.png

      • If you've selected the Tax Schedule ID as AVATAX-M, the AvaTax GL Account TaxDetail Mapping dialog box is displayed.

        1. To select the Country Code, click the search icon.
        2. In the AVA Country Code Lookup dialog box, click a country, and then click Select.
          DynamicsGP2013_AVA_CountryCode Lookup1.png
        3. In the AvaTax GL Account TaxDetail Mapping dialog box, click Redisplay. The table lists the states defined for the selected country. 
        4. Assign a GL account for each state.

          DynamicsGP2013_GLAccountTaxDetailMapping1.png

        5. Click Save.
    4. Click Set Tax Schedule ID Utility. In the Avalara AvaTax Tax Schedule Update dialog box:

      1. Select Tax Schedule ID as AVATAX.
      2. Select Country as US.
      3. Click Update all child records associated with master records.
      4. To select a range of tax schedule, select the From ID and To ID.
      5. Click Update.

        DynamicsGP_v12-00-101_Tax_Schedule_Update_Utility1.png

    5. In the Map Tax Schedule dialog box, click OK.
  10. In the Avalara Setup Assistant dialog box, click DynamicsGP2013_GotoButton1.png next to Enable Address Validation for USA and Canada.
    1. In the Enable Address Validation dialog box, make sure the checkbox next to Enable Address Validation is checked.
    2. At the left, under Country Names, click any country in which you want to validate addresses, click --> to move that country to the right under Validate When Country Equals, and then click OK.
      DynamicsGP_v12-00-101_Enable_Address_Validation1.png
  11. In the Avalara Setup Assistant dialog box, click DynamicsGP2013_GotoButton1.png next to Test Calculating Tax
    • If you see a message that says "Great! You are connected to Avalara AvaTax," go to the next step.
    • If you see any other message, follow steps 1-3 again.
  12. To set up your tax profile using the AvaTax tax profile assistant, in the Avalara Setup Assistant dialog box, click Click here to launch the AvaTax Tax Profile Assistant. Authenticate using your AvaTax account credentials before you proceed. 

    DynamicsGP_v12-00-101_Installer8.png

  13. In the Avalara Setup Assistant dialog box, click Close.

Now it's time to configure AvaTax for Microsoft Dynamics GP.

Configure AvaTax for Microsoft Dynamics GP

To open the AvaTax Configuration dialog box to configure AvaTax for Microsoft Dynamics GP:

  • At the upper left on the Microsoft Dynamics GP menu, go to Tools > Setup > System > AvaTax, and then click Configuration.

Security options

The account credentials entered while configuring AvaTax for Microsoft Dynamics GP using the Setup Assistant are automatically populated in this window. To reset any of the field parameters, click Edit Settings. Change the details and then click Test Connection to ensure that the parameters are correct.
GP_Config_Security1.png

General options

To configure general options for item tax class, tax code mapping, entity/use codesHoverTT.png, default shipping codes, and AvaTax connection options, follow these steps:

  1. In the AvaTax Configuration dialog box, click General
  2. On the right, select any of these options:
    • Display all warning messages: Click this to display all warning messages in AvaTax for Microsoft Dynamics GP. If it's not selected, you'll see only error messages in AvaTax for Microsoft Dynamics GP.
    • Enable Item Tax Class Mapping: Click this to map item classes to AvaTax tax codes.
      • Item Class Mapping: Select a Microsoft Dynamics GP field to map an AvaTax tax code to an item class.
    • Tax Code Mapping: Select a Microsoft Dynamics GP field to map an AvaTax tax code to an item.
    • User Defined 1: Click to send data types that you define to AvaTax. You'll find examples of this data in the menu list.
    • User Defined 2: Click to send data types that you define to AvaTax. You'll find examples of this data in the menu list.
    • Enable Entity/Use Code: Click to map entity/use codes to addresses, and then click one of the following:
      • AvaTax Entity/Use Code: Click to open and then click the Entity/Use Code ID field. In the AvaTax Entity Code Lookup dialog box, select an AvaTax entity/use code.

        GP_Config_EntityUseCode1.png

    • Assign Entity/Use Codes: Click and follow these steps:
      1. In the AvaTax Entity/Use Code Mapping dialog box, next to Customer ID From and Customer ID To, select a range of customer IDs to which to map an entity/use code.
      2. Click Redisplay.

        GP_Config_EntityUseCode2.png

      3. Click the column under Entity Use Code ID, and in the AvaTax Entity Code Lookup dialog box, select an AvaTax entity/use code.
    • Send Item Account to AvaTax: Click to let the general ledger account for the item send data from a field to AvaTax.
    • Default Shipping Code: Select the default shipping code for freight.
    • Default Miscellaneous Code: Select the default miscellaneous code. This code is the custom tax code for a miscellaneous line on an invoice. By default, this field is blank.
    • Request Timeout: Type the length of time for AvaTax to respond to calculation requests. We recommend that you do not adjust this.
    • Enable Adapter Logging: Click to enable logging of AvaTax tax calculations.
    • Extensive Logging: Click to automatically log AvaTax activities and save the details in a local log file.
    • Check/Fix Default Data: Click Check to scan for errors in AvaTax for Microsoft Dynamics GP.

GP_Config_General1.png

Tax Calculation

To configure tax calculations, follow these steps:

  1. In the AvaTax Configuration dialog box, click Tax Calculation.
  2. On the right, select any of these options:
    • General Options
      • Disable Tax Calculation: Click to disable AvaTax tax calculations in Microsoft Dynamics GP.
      • Always check address before calculating tax: Click to force an address validationHoverTT.png before tax is calculated. We recommend that you do not click this because it may lead to extra charges.
        • Resume Tax calculation in case of Address Validation Failure: Click to let AvaTax calculate tax for a transaction even if it cannot validate the address for the transaction.
      • Enable Tax Calculation on demand: Click to do a tax calculation when you press the keyboard shortcut that you select in the Keyboard Shortcut menu.
        • Keyboard Shortcut: Select a keyboard shortcut to use for on-demand tax calculations.
      • AvaTax integration for Receivables Transaction Entry: Click to enable tax calculation in the Receivables Transaction Entry dialog box in AvaTax for Microsoft Dynamics GP.
        • Tax Amount Adjustment functionality via Receivables Transaction: Click to allow tax adjustments on receivables.
      • WennSoft integration Enabled: Click to use the WennSoft integration for the Receivables Transaction Entry dialog box in Microsoft Dynamics GP.
      • Enable Item Tax Option Override - Sales Transaction Entry: Click to disable AvaTax tax calculations on new lines in Microsoft Dynamics GP transactions.
      • Use UPC as Item Code: Enable to send UPC instead of the item code.
    • Default Tax Schedule
      • Tax Schedule ID: Select AVATAX or AVATAX-M.
      • GL Account Mapping: Click and select the GL account that you want to map to the AVATAX or AVATAX-M tax schedule.
      • Pass (Used in Tax calculation): Select a country to use its name to trigger AvaTax tax calculations.
      • Set Tax Schedule ID: Click to open the AvaTax Tax Schedule Utility.
    • Consumer Use Tax Assessment Settings

      Note: Using this feature may cause additional fees. Talk to your Customer Account Manager (CAM) for more information.

      • Enable Use Tax Assessment: Click to enable the consumer use tax service for a vendor.
      • Use Tax Payable Liability Account: Select the use tax payable liability account. 
      • GL Account to Debit: Select either the Individual Item/Expense account or the Use Tax Debit GL account.
      • Use Tax Debit GL Account: Applicable only if you select GL Account to Debit as Use Tax Debit GL Account. Select the use tax debit GL account.

Address Validation

To configure address validationHoverTT.png options, follow these steps:

  1. In the AvaTax Configuration dialog box, click Address Validation.
  2. On the right, select any of these options:
    • Disable Address Validation: Click to disable address validation.
    • Return results in uppercase: Click to save all address validation results in uppercase format.
    • Automatically check addresses and previously validated addresses on saving: Click to trigger an address validation when you save a record type.
    • Only check addresses on demand: Click to disable all address validation functionality except for a keyboard shortcut.
    • Keyboard Shortcut: Select a keyboard shortcut to use to calculate tax.
    • Petition Address Validation based on the Country Names selected: Select countries for address validation and click the Arrow button.
    • During Batch Processing Validation, continue processing regardless of errors: Click to allow batch address validations to continue regardless of errors.
    • Scan, Accept and Report Validated Addresses during Batch Address Validation: Click to select Manual or Automatic acceptance of batch address validation results.
    • Reset: Click to clear the Address Validated Flag so verified addresses are not recognized as previously validated.

      GP_Config_AddressValidation1.png

About AvaTax

To see details about your version of AvaTax for Microsoft Dynamics GP and to find support and the latest updates, follow these steps:

  1. In the AvaTax Configuration dialog box, click About AvaTax.
  2. On the right, do any of the following:
    • Under About AvaTax Connector, see which version of AvaTax for Microsoft Dynamics GP you're using.
    • Under Technical Support Information, see how to contact Avalara to get support.
    • Under Check for Connector Updates, click Check to find out if a newer version of AvaTax for Microsoft Dynamics GP than the one you're using is available.
  3. Click OK.

    GP_Config_AboutAvaTax1.png