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Avalara Help Center

Fine-tune your company profile for Microsoft Dynamics 365 for Finance and Operations

After you create an initial company profile and connect your system to AvaTax, you may want to make further adjustments depending on the products and services you sell and whether you have customers exempted from tax.

Steps

  1. Review where you collect and pay tax.
    Before making adjustments, review everywhere you collect and pay tax. If you're required to file based on location—or you sell through an online marketplace like Amazon or Etsy—confirm your company locations. 
  2. Map the items you sell to Avalara tax codes in Microsoft Dynamics 365 for Finance and Operations.
    Make sure your customers aren't overpaying sales tax. The taxability of some products and services—such as clothing, food, beverages, downloadable content and software, and pharmaceuticals—varies depending on jurisdiction.
  3. Review options for exempting customers from sales tax in Microsoft Dynamics 365 for Finance and Operations.
    Skip this step if you don't have exempt customers. Otherwise, decide how you want to manage exempt sales and exemption certificates.

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