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Install and Configure Sage Sales Tax for Sage 500 ERP Powered by Avalara AvaTax

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Download

To connect your accounting software to AvaTax, download your integration software. 

  1. In AvaTax, 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 AvaTax.
  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

To use AvaTax for Sage 500, you must install both a server element and a workstation element. We recommend that your solution provider merge these elements with any add-ons or enhancements to Sage 500 to make sure they work properly.

You must install AvaTax for Sage 500 on your Sage 500 server and on the workstation of every Sage 500 user who needs to use AvaTax.

Before you install, make sure that all Sage 500 users are logged out of Sage 500 and that Sage 500 is closed.

Install on your server

To install AvaTax for Sage 500 on your server:

  1. Extract the contents of the zip file that you downloaded from AvaTax.
  2. On the Sage 500 server, double-click the Sage 500 integration .exe file, and then click Next.
  3. Read and accept the AvaTax License Agreement, and then click Next.
  4. Select the appropriate path to your Sage 500 runtime directory, and then click Install.
  5. In the Database Server dialog box:
    Field Action
    Database Server Select your Sage 500 server.
    Connect using Select Server authentication using the Login ID and password below.
    • Login ID
    • Password
    • If you're using Sage 500 7.70, enter the appropriate value in the Name of database catalog field, and then click Next to start the installation.
  6. When installation is complete, click Finish.

Install on your workstations

To install AvaTax for Sage 500 on each workstation:

  1. Extract the contents of the downloaded .zip file, and copy the contents to each workstation.
  2. Double-click the Sage 500 integration .exe file, and then click Next.
  3. Read and accept the AvaTax License Agreement, and then click Next.
  4. Select the appropriate path to your Sage 500 runtime directory, and then click Install.
  5. When installation is complete, click Finish.

Configure

To configure AvaTax for Sage 500:

  1. In the Avalara Setup Assistant dialog box, next to Enter your Account Credentials and Company Code, click the > button.
  2. On the Avalara Account Credentials page, click Edit Settings, fill in the following, and then click Ok:

    Field Action
    • Account Number
    • License Key
    Use the information provided in an email from Avalara (sent to the email account you used to activate your AvaTax account).
    Web Service

    Make a selection based on your account type, click Test Connection, and then follow one of these steps:

    • If you see the message "Configuration validated successfully," click OK and move to the next field.
    • If you see the message "Connection test failed," reenter your account information, and then click Test Connection again.
    Company Code/Company Name
    • Select the company code that you created when you activated your AvaTax account.
    • To create a new company, click Create Company.
  3. In the Avalara Setup Assistant dialog box, next to Map Tax Schedule to AvaTax, click the > button, fill in the following, and then click Ok:
    Field Action
    Tax Schedule ID Select AVATAX.
    Set Tax Schedule ID Utility Click to schedule tax calculation.
  4. In the Avalara Setup Assistant dialog box, next to Enable Address Validation for USA and Canada, click the > button, fill in the following, and then click Ok:
    Field Action
    Optional: Enable Address Validation Select to enable address validation.
    Map

    Select the countries in which you want to enable address validation.

    (To enable address validation in the United States, select both US and USA.)

  5. In the Avalara Setup Assistant dialog box, next to Test Calculating Tax, click the > button.
    • If you see the "Great! You are connected to AvaTax" message, go to the next step.
    • If you see any other message, follow steps 1-3 again.
  6. 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.