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Assign Customers to Avalara AvaTax

Assign AvaTax as the standard way to calculate sales tax for a range of customers in Microsoft Dynamics GP. Choose to assign them in bulk or assign them one at a time.

Assign AvaTax as the standard tax-calculation method for many customers

You may have set these options when you installed AvaTax for Microsoft Dynamics GP, but if you want to set up AvaTax as the standard way to calculate sales tax for customers, follow these steps:

  1. On the Microsoft Dynamics menu, click Tools, point to Utilities, point to AvaTax, point to Update, and then click Tax Schedule Update.
  2. Next to Tax Schedule ID, select AVATAX or AVATAX-M. (AVATAX-M lets you attach multiple tax schedule detail records to the tax schedule.)
  3. Next to Card Type, select one of these:
    • Master Records to use AvaTax as the way to calculate sales tax for individual customers.
    • Classes to use AvaTax as the way to calculate sales tax for groups of customers.
  4. Next to Content Type, select one of these options:
    • Customer to use AvaTax as the way to calculate sales tax by customer. Most users select this option.
    • Vendor to use AvaTax as the way to calculate sales tax by vendor. Ignore this option unless you're sure you must change it.
    • Item to use AvaTax as the way to calculate sales tax by sales item. Ignore this option unless you're sure you must change it.
    • Site to use AvaTax as the way to calculate sales tax by company site. Ignore this option unless you're sure you must change it.
  5. Next to Country, select a country in which you want to use AvaTax as the standard way to calculate sales tax. If next to Country you see both US and USA, run the utility once for each of them.
  6. Set the following options:
    • Update all child records associated with master records. Click this to ensure that the utility updates all ship to records for each customer master record. If you do not select this, the utility will only update the primary address for each customer master record.
    • From ID - To ID. Click these to select a range of customers by ID to whom you can assign AvaTax as the standard way to calculate sales tax. We recommend that you only assign AvaTax to 1,000 customers at a time.
    • State From - State To. We recommend that you do not use these options, but if you do, click these to select a range of states in which to assign AvaTax as the standard way to calculate sales tax for the records that you selected elsewhere in the utility.
  7. At the upper left, click Update.
    DynamicsGP_v12-00-101_Tax_Schedule_Update_Utility1.png
  8. In the Are you sure you want to continue mass update of the tax schedule? message, click Yes.
  9. In the Report Destination dialog box, under Report Type, click Screen, and then click OK.
  10. In the Screen Output - AVA Tax Update Results report, review the list of records to make sure they're the ones you wanted to update.

Assign AvaTax as the standard tax-calculation method for a customer

Tax schedules in Microsoft Dynamics GP trigger tax calculations. Tax calculation is determined by a tax detail ID assigned to a tax schedule.

  1. Go to Tools > Setup > Company > Tax Schedules.
    GP-TaxScheduleMenu.png
  2. In the Customer Maintenance window, on the bottom right, click Tax Schedule ID.
    GP-CustomerMaintenance.png
  3. Next to Tax Schedule ID, click the Magnifying Glass.
    GP-TaxSchedule ID.png
  4. Click AVATAX.
    GP-TaxIDlist.png
  5. Click Insert.
    GP-Insert.png