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Avalara Help Center

Refine Settings

 Update company information and configure additional settings after you've integrated with AvaTax.

  1. Assign customers to AvaTax
    To make sure AvaTax calculates tax for all your customers, add the AVATAX tax item to your customer records.
  2. Manage taxability of products and services
    Manage item taxability by mapping a tax code to an item in AvaTax for Sage 300. By associating your items with tax codes, you can manage item taxability by product or product category, and allow for jurisdictional subtlety in taxability.
  3. Configure item for UPC
    To customize the taxability of specific products, items need to be mapped to tax codes or UPCs (Universal Product Codes).
  4. Check the AvaTax connector version
    AvaTax supports numerous versions of Sage 300. Learn how to locate your version number
  5. Upgrade your AvaTax version
    Follow these steps to upgrade to the latest version of AvaTax for Sage 300
  6. Create reports
    Run a report detailing all your AvaTax settings and mapped codes to review your configuration for accuracy.
  7. Validate addresses
    Quickly validate one address or many addressesHoverTT.png at once in order to ensure that the address is formatted correctly for AvaTax to calculate tax accurately.