Skip to main content
Avalara Help Center

Assign vendors to AvaTax in a batch in Microsoft Dynamics 365 for 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 for Finance and Operations, go to Avalara AvaTax > Utilities > Tax Group Code Mass Update.
  2. From Customer/Vendor, select Vendor.
  3. From Sales Tax Group, select AVATAX.
  4. Click the Range field and then click Select. The Inquiry page opens.
  5. On the Range tab, click the down arrow under Criteria, select the first vendor in the range, and then type 2 periods (..).
  6. Click the down arrow again, select the last vendor in the range, and then click OK.
  7. Click OK to run the utility.

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