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Reconcile Tax Transactions in Microsoft Dynamics 365 for Finance and Operations

Use the Reconciliation utility to help reconcile discrepancies between transactions posted in Microsoft Dynamics 365 for Finance and Operations and those posted in AvaTax Update.

  1. In Microsoft Dynamics 365 for Finance and Operations, go to Avalara AvaTax > Utilities > Reconciliation.
  2. Select the date range of transactions to reconcile, and then click Reconcile. The Reconciliation utility identifies transactions in the date range that aren't posted in both Microsoft Dynamics 365 for Finance and Operations and AvaTax Update, and the Push ‘Missing in AvaTax’ to Avatax button displays.
    • Transactions posted only in Microsoft Dynamics 365 for Finance and Operations have a description of Missing in AvaTax.
    • Transactions posted only in AvaTax Update have a description of Missing in ERP.
  3. To post transactions to AvaTax Update that are only posted in Microsoft Dynamics 365 for Finance and Operations, click Push ‘Missing in AvaTax’ to Avatax. Transactions post to AvaTax Update and the Transaction Details page opens, displaying the status of the posting in the Description column.