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Assign Customers to AvaTax

Assign the AvaTax tax group to customer records in Sage 300 to use AvaTax to calculate tax for those customers.

Manually add the AvaTax tax group

The easiest way to add the AvaTax tax group to customer records in Sage 300 is to follow these steps:

  1. In Sage 300 on the left pane under Accounts Receivable, click A/R Customers, and in the right pane, click Customers.
  2. In the A/R Customers screen, click File and select Export.
    Sage300_A-RCustomersExport1.png
  3. In the File Import/Export Selection dialog box, select Customer, and then click OK.
    S300_2014_FileImportExportSelection1.png
  4. In the Export dialog box, next to type, select a spreadsheet-compatible file type such as Excel 2007 Binary Workbook or CSV File.
  5. Click Browse, and save the resulting file to a place that's easy to find, such as your desktop.
    S300_2014_Export.png
  6. Use a spreadsheet program to open the file, and under the TAX CODE column, change all values to AVATAX, and save the resulting file. (Do not change any column name in the file or this import will not work.)
  7. In the A/R Customers screen, on the top left, click Import, navigate to and select the spreadsheet-compatible file that you edited, and click Import.

Add the AvaTax tax group in bulk

Another way to add the AvaTax tax group to customer records in Sage 300 is to use the AvaTax Customer Tax Group Update utility. To do that, follow these steps:

  1. In Sage 300 on the left pane under Sage Sales Tax Powered by Avalara, click AvaTax Setup, and on the right pane, click AvaTax Customer/Tax Group.
  2. Use the fields below to define the records that you want to update.
    1. At the top, next to Tax Group, click the Search icon.
    2. In the Finder - Tax Groups dialog box, select the tax group and then click Select.
    3. Select any of the following criteria:
      • Record Type: Select the type of record to update, including:
        • Customer to update a range of customers based on any criteria you select.
        • Customer Group to update a customer group based on your selection.
        • Tax Group to update a tax group based on your selection.
      • Country: Select a group of customers in a country.
      • State: Select a group of customers in a state.
      • Update all Ship-To records associated with customer: Updates all ship-to records for all customers that you select in the above fields.

      • From Customer Number/To Customer Number: Select a group of customers based on their customer numbers.
        Sage300-2014_taxgroup1-1.png

  3. At the lower left, click Update.
    Sage300-2014_taxgroup2-1.png

     

Mass Update the Tax Group Code

To update the tax group code for more than one customer, follow these steps:
  1. Go to Sage Sales Tax, Powered by Avatax  > Avatax Setup >AvaTax Customer/Tax Group Update.

    S300-AvaTaxCustomerTaxGroupMenuPath.png
  2. Click the Magnifying Glass to choose the range of customers or choose one of the following options:​
    • Country
    • State
    • Customer Range
    • Ship-to Address

      S300-AvaTaxCustomerTaxGroupUpdate.png
  3. Click Update.

 

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