Skip to main content
Avalara Help Center

Install and Configure Sage Sales Tax for Sage 300 Powered by Avalara AvaTax

Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure Sage Sales Tax for Sage 300 ERP Powered by AvaTax. 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 Sage Sales Tax for Sage 300 Powered by AvaTax!

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

1. Install

Before you install, consult with your solution provider to make sure that Sage Sales Tax for Sage 300 Powered by AvaTax will not interfere with any other Sage 300 add-ons. Make sure all Sage 300 users are logged out, that Sage 300 ERP is closed, and uninstall any previous versions of Sage Sales Tax for Sage 300 Powered by AvaTax.

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

  1. Right-click the .exe file that you downloaded from the Admin Console, click the Compatibility tab, and do the following:
    1. Under Compatibility mode, click Run this program in compatibility mode for, and on the menu under that, select your Windows operating system.
    2. Under Privilege level, click Run this program as an administrator, and then click OK.
    3. Double-click the .exe file.
  2. In the Destination Folder dialog box, choose the default installation and application folders or other folders on your computer instead of on a network, and then click Next.

    Sage300-2014_v6.12.101.0.InstallStep2.png
  3. In the AvaTax is installing dialog box, click Next.

    Sage300-2014_v6.12.101.0.InstallStep3.png
  4. In the Installation succeeded! dialog box, click Finish.

    Sage300-2014_v6.12.101.0.Install4.png

2. Configure

Learn how to configure Sage Sales Tax for Sage 300 Powered by AvaTax.

Data activation

  1. In Sage 300 ERP, open the Administrative Services menu and click Data Activation.

    Sage300_9.png
  2. In the SAMINC - Data Activation dialog box, under Applications for Activation, click Sage Sales Tax Powered by Avalara, and then click Proceed.
  3. At the bottom, click Activate.
  4. Click Close.

    S300_2014_AvaTaxActivation.png

Configure using Avalara Setup Assistant

  1. Log in to your Sage 300 account.
  2. Go to Sage Sales Tax Powered by Avalara > AvaTax Setup Assistant and click Setup Assistant.

  3. In the Avalara Setup Assistant dialog box, next to Enter your Account Credentials and Company Code, click the > button.

    1. In the Avalara Account Credentials dialog box, enter the following information:
      • Account Number: Sent to you when you set up your AvaTax account.
      • License Key: Sent to you when you set up your AvaTax account.
      • User Name: Your AvaTax user name. 
      • Password: Your AvaTax password. 
    2. Next to Web Service URL depending on what kind of account you have, select Production or Development.

    3. Next to Web Service URL, click Test Connection, and then follow one of these steps:
      • If you see a message that says, "Configuration validated successfully", click OK. Go to step 4.
      • If you see a message that says, "Connection Test failed" reenter your account information, and then click Test Connection again.
    4. In the Company Code, Company Name text box, select your company code that you created when you activated your AvaTax account.
    5. If you want to create a new company, click Create Company.
    6. Click Ok
  4. In the Avalara Setup Assistant dialog box, next to Set Tax Liability Account, click the > button.

    1. In the Map Tax Group, select the Tax Group Code as AvaTax.
    2. To launch the Customer Tax Group Update Utility, click Launch
    3. The AvaTax Customer Tax Group Update Utility makes it easy to assign some or all of your customers to AvaTax so that Sage 300 uses AvaTax as the sales-tax provider when you process transactions for those customers. In the Finder - Tax Groups window, select the Tax Group as AvaTax and click Select.
    4. The Filter Criteria changes based on your selection of the Record Type. 
      • Select the Record Type as either Customer or Customer Group or Tax Group.
      • Select Country. 
      • Select a range of States in which to apply AvaTax as the sales-tax provider to all the customers whom you select. 
      • Select Update all Ship-To records associated with customer if you want to assign the selected Tax Group to all the Ship-To addresses of the customers.
      • Select From Customer Number and To Customer Number to define the range of customers.
    5. Click Update to update all the records selected after applying the filter.
    6. Click Close.
  5. In the Avalara Setup Assistant dialog box, next to Enable Address Validation for USA and Canada click the > button.

  6. In the Address Validation dialog box:
    1. Select Disable Address Validation to disable the address validation feature.
    2. In the Country Selection section, select the country for which you want to enable address validation and click >>.
    3. Click Ok.
       
  7. In the Avalara Setup Assistant dialog box, next to Test Calculating Tax, click the > button, and then follow one of these steps:
    • If you see a message that says "Congratulations! You are connected to AvaTax," go to the next step.
    • If you see any other message, follow steps 1-6 again.

  8. 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.

Configure using AvaTax Options

  1. Go to Sage Sales Tax Powered by Avalara > AvaTax Setup, and then click AvaTax Options.

    Sage300_10.png
  2. In the AvaTax Options dialog box, click the Security tab, and then follow these steps:
    1. Type your URL for AvaTax, Account ValueEnd User License Key, and Company Code in the fields.
    2. Click Test Connection. If you installed AvaTax and entered the correct information on the Security tab, you'll see a message that says that you've successfully connected to AvaTax.

      Sage300_OptionsSecurity.PNG
  3. Click the General tab and then click any of the following options:

    Sage300_Options_General.PNG
    • Tax Code Mapping: The options on the drop down menu are fields that you can use to map tax codes. 
      • Item Category (To use this option, ensure that the Order Entry module is active)
      • Commodity Number (If the Accounts Receivable module is active, then the A/R items window is opened. If the Order Entry module is active, then the I/C items window is opened.)
      • AvaTax Table (To use this option, ensure that the Order Entry module is active)
    • Enable Entity/Use Code: These codes are applicable either at the header-level or the line-level. 
      • Header Level Entity/Use Code: These codes are exemption reasons that are linked to a customer to create an exemption when that customer and address combination is used in a transaction.
      • Line Level Entity/Use Code: These codes are exemption reasons that are attached at the line level in a transaction.
    • Send Item Account to AvaTax: When checked the general ledger account associated with the item is sent along with the item code when used in a transaction.
    • Enable UPC Code: Select this option to send the UPC for an item to AvaTax. 
    • Disable Warning Messages: Click this option to disable AvaTax warning messages in Sage 300
    • Default Freight Tax Code: Click the search icon to open a menu that displays the available freight codes. The freight code that you select in this field applies to any Freight/Misc. Charges mapped on the right-hand side of the screen. Whatever is under Freight Code for Avatax on the right will carry the value that's in the Default Freight Tax Code field. If there are no values under Freight Code for Avatax, the Default Freight Tax Code will not be used in transactions sent to AvaTax. (To use this option, ensure that the Order Entry module is active)
    • Ship-Via Code (POS): AVPICK, the AvaTax default, will create a point-of-sale (origin-based sourcing) transaction when used in the ship-via field on a transaction sent to the Admin Console. Populating this field with any ship-via code will create a point-of-sale transaction. We suggest that you use the AVPICK default on transactions that require point-of-sale sourcing. (To use this option, ensure that the Order Entry module is active. If the Order Entry module is not active, then this field is a free text field to map Ship-Via Code for accounts receivable transactions)
    • Request Timeout (in Seconds): The default is 300 seconds. Don't change this unless you have a very good reason to do so.
    • Enable Log: Check the box to enable log creation, typically when asked to do so by Avalara Support. Due to space issues, we suggest that you do not check this box unless you're asked.
  4. Click the Tax Calculation tab, and then click any of the following options:
     

    Sage_300_-_3_Tax_calculation.png

    • Disable Tax Calculation to disable AvaTax tax calculations.

    • Use Posting Date to Post Transactions to use the date an invoice was posted instead of the document date.
    • Tax Only Adjustment to allow tax adjustments on credit memos.
    • Always check addresses before calculating to validate addressesHoverTT.png before AvaTax calculates sales tax. We recommend that you do not click this because it may lead to extra charges.
      • Resume Tax Calculation on Address Validation Failure option to let AvaTax calculate tax for a transaction even if it cannot validate the address for the transaction.
    • Default Tax Group and set to AVATAX to calculate sales tax with by using AvaTax.
      • Tax Group Code is the name for this new tax group.
      • Tax Liability Account is the account associated with the new tax group.
      • Currency Code is the currency associated with the new tax group.
    • Consumer Use Tax Assessment
      • Enable Use Tax Assessment to enable consumer use tax assessment for vendor invoices.
      • Credit Account No. is the account where the accrual amount is credited.
      • Debit Account Option is the account from where the accrual amount is debited. You can select either Single Account or Inventory Account.
      • Debit Account No. is the associated account specified when you select Single Account in the Debit Account Option.

      Note:
      To use this feature, ensure that the General Ledger module and either the Accounts Payable module or the Purchase Orders module is active.

  5. Click the Address Validation tab and then click any of the following:
    • Disable Address Validation to disable address validation.
    • Return results in Uppercase to display validated addresses in all capital letters.
    • Batch Processing Options, and under this, click the following:
      • During Batch Address Validation, continue processing regardless of errors to ignore any errors during batch processing.
      • Scan, Add and Report Validated Addresses during Batch Address Validation options:
        • Manually to manually update records that were validated via the report displayed after the batch validation has finished.
        • Automatically to let AvaTax automatically update the records as they are validated; records not able to be validated will be displayed via a report after the batch validation has finished.
    • Country Selection: Select the countries that you would like to include in address validation using AvaTax.

      Sage300_Options_AddressVal.PNG
  6. Click the About AvaTax tab to see details about the integration and contact information for technical support. Email support@Avalara.com to create a support case and have a Avalara Support representative contact you.

    Sage300_Options_About.PNG