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AvaTax Update for Microsoft Dynamics 365 for Finance and Operations

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations
Microsoft Dynamics 365 for Finance and Operations unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, and operations.

Set Up AvaTax for Microsoft Dynamics 365 for Finance and Operations and Keep It Current

Set up AvaTax to work with your company's business application. Already using AvaTax? Make sure you've got the latest version.

  1. Create a company profile.

    Start by telling us a little about your company and where you are registered to collect and pay tax.

  2. Connect Microsoft Dynamics 365 for Finance and Operations to AvaTax.

    Get your transactions flowing to AvaTax for automated sales tax calculation.

  3. Fine-tune your company profile.

    Adjust product taxability and learn about options for exempting customers.

  4. Test your setup.

    Preview tax calculations and make sure the connection is working.

  5. Set up Returns.

    Complete this milestone only if you purchased Returns. Import transactions, if needed. Schedule your returns and send them to our compliance team for review.

Keep Your Connection to AvaTax Current

Microsoft Dynamics 365 for Finance and Operations Release Notes

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