This article applies to:Avalara AvaTax for Microsoft Dynamics GP
Update company information and configure additional settings after you've integrated with AvaTax.
- Assign customers to AvaTax
To make sure AvaTax calculates tax for all your customers, add the AVATAX tax item to your customer records.
- Manage taxability of products and services
Manage item taxability by mapping a tax code to an item in AvaTax for Microsoft Dynamics GP. By associating your items with tax codes, you can manage item taxability by product or product category, and allow for jurisdictional subtlety in taxability.
- Maintain item taxability
Maintain item taxability information in AvaTax for Microsoft Dynamics GP by setting items to taxable or non-taxable.
- Map location latitude and longitude to customer
Learn how to map location latitude and longitude to customer records.
- Customize shipping methods and entity/use codes
Customize shipping methods in AvaTax for Microsoft Dynamics GP to set the ship-to or bill-to address for tax calculation.
- Add AvaTax shortcuts to the navigation pane
Create shortcuts in the navigation pane to access commonly used windows and cards without having to use the Microsoft Dynamics GP menu and its many sub-menus.
- Configure item for UPC
For an item, you can choose to send the model number or the UPC (Universal Product Code) from Microsoft Dynamics GP to AvaTax.
- Configure reverse charge message printing
Configure reverse charge messages in Microsoft Dynamics GP for Sales Order Transaction Entry, Invoice Entry and Receivable Transaction Entry.
- Check the AvaTax connector version
AvaTax supports many versions of Microsoft Dynamics GP. Learn how to locate your version number.
- Upgrade your AvaTax version
Follow these steps to upgrade to the latest version of AvaTax for Microsoft Dynamics GP.
- Uninstall AvaTax for Microsoft Dynamics GP
Learn how to uninstall AvaTax from Microsoft Dynamics GP.
- Validate addresses
Quickly at once in order to ensure that the address is formatted correctly for AvaTax to calculate tax accurately.