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Assign vendors to AvaTax in a batch in Microsoft Dynamics 365 Finance and Operations

Assign an AvaTax tax group code to vendors to ensure AvaTax is calculating tax on purchase orders. Use the Tax Group Code Mass Update utility to assign multiple vendors to a tax group code at once.

Steps

  1. In Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax > Utilities > Customer/Vendor Level Utilities > Map Customers/Vendors to AVATAX.
  2. From Customer/Vendor, select Vendor.
  3. From Sales Tax Group, select AVATAX.
  4. Select the first customer in the range from From and select the last customer in the range from To.
  5. Click OK to run the utility.

When the utility finishes assigning your vendors to AvaTax, the "Vendor Tax Group Code Update Completed" message displays.