AvaTax for Microsoft Dynamics 365 Business Central works with the suggested default settings. But you can adjust them any time based on your company's business needs.
Log in to Microsoft Dynamics 365 Business Central, search for AvaTax Configuration, and then select Avalara AvaTax Configuration. Make the changes you want.
View your account number in AvaTax. Select Settings > All AvaTax settings. The account number is listed at the top of the page as your Account ID. If you don't know your license key, get a new one.
Click Verify Credentials when you update this information.
|Web Service URL||
|Company Code||Select the company code that you created in AvaTax from the list. Every business application that works with AvaTax uses a company code to identify itself to AvaTax.|
|Select the type of data you want to send to AvaTax.|
|Optional: Send Item account to AvaTax||Select to send the general ledger account number for an item to AvaTax for reporting purposes. The number displays in the Revenue Account field on the line item.|
|Extensive Logging||Select to have logs for all AvaTax API calls created and sent to Avalara. We use these logs to help you with troubleshooting.|
|Transactional Logs||Select to have logs for all AvaTax API calls created and displayed in Microsoft Dynamics 365 Business Central at Avalara AvaTax > Utilities > AvaTax Logs.|
|Display Warnings||Select to allow messages and warnings related to AvaTax to display.|
|Optional: Disable Tax Calculation||If you choose to disable tax calculation, your accounting software no longer uses AvaTax to calculate tax on transactions.|
|Tax Calculation Date||Select which date to use when calculating tax.|
|Optional: Always Check Address Before Calculating Tax||
Select to display address validation results for each transaction. Selecting this option may result in additional transaction fees.
AvaTax does an implicit address validation during the tax calculation process however, it doesn't display the results in the user interface. Validated addresses are stored in the transaction but not on the source record.
AvaTax may still calculate taxes on the transaction, regardless of address validation results.
|Optional: Show AvaTax Tax Details Before Sales Statistics Window||Select to view the AvaTax-calculated sales tax details before they show in the sales statistics page.|
|Optional: Use UPC as Item Code||Select to send a UPC instead of an item code to AvaTax. Talk to your Account Manager for more information.|
|Optional: Enable Entity Use Code||
Enable to map entity/use codes for your customer addresses to flag them as exempt from sales tax.
|Tax Area Code||
Identifies the default sales tax group. Select AVATAX to use AvaTax as the tax calculation method.
|Return Address||Select the address you want to use for return orders and credit memos.
|Show Line Jurisdiction details on Statistics||
Enable this to see jurisdiction-level details in the AvaTax Statistics window of the tax calculated by AvaTax for each line.
If this option is disabled, tax calculation may be faster on transactions with many lines.
|Enable Asynchronous AvaTax Posting||
|Optional: Enable Service Module Integration||Select to enable service module integration.|
|Use Tax Assessment||
|Optional: Disable Address Validation||
If you disable address validation, AvaTax uses the customer's ship-to address as entered to calculate the correct sales tax.
If an address can't be validated at the street level during tax calculation, AvaTax uses the city, state, and ZIP or Postal Code to calculate sales tax.
|Optional: Return Results in Uppercase||Select to save all address validation results in uppercase format.|
|Optional: During Batch Address Validation, continue processing regardless of errors||Select to prevent errors from stopping batch address validation.|
|Optional: Accept Validated Address during Batch Address Validation manually||Select to prevent validated addresses from being automatically accepted. If this option is disabled, validated addresses are automatically accepted and updated.|
|Optional: Country Codes for Address Validation||
Click Set Country Codes for Address Validation, and then select the countries for which AvaTax validates addresses. (AvaTax validates addresses only in the United States and Canada.)