There's a lot you can do in AvaTax for Microsoft Dynamics GP. Dig into the settings to fine-tune the way AvaTax and Microsoft Dynamics GP work together.
In Microsoft Dynamics GP, go to Microsoft Dynamics GP > Tools > Setup > System > Avalara AvaTax > Configuration to make changes to your settings.
The account credentials you entered with the Setup Assistant automatically populate in this window.
|Edit Settings||Click to reset or edit any of the fields in the section.|
|Test Connection||If you make changes to the fields in the section, click to confirm you've entered correct values.|
|Optional: Display all warning messages||If not selected, you see only error messages.|
|Optional: Enable Item Tax Class Mapping||Select to map item classes to AvaTax tax codes.|
|Optional: Item Class Mapping||To map an Avalara tax code to an item class, select the taxability field you want to map to.|
|Optional: Tax Code Mapping||Select to enable mapping items to Avalara tax codes to account for varying taxability of products and services. Item tax code mapping takes precedence over item tax class mapping.|
|Optional: User Defined 1 and 2||Select the type of data you want to send to AvaTax.|
|Optional: Enable Entity/Use Code||
Enable to map entity/use codes for your customer addresses to flag them as exempt from sales tax. Select one of the following:
|Optional: Entity/Use Code||
Click to open the Entity/Use Code dialog box, click the Entity/Use Code ID field, and then select an AvaTax entity/use code.
|Optional: Assign Entity/Use Codes||
Click, and then:
|Optional: Send Item Account to AvaTax||
Select to pass the general ledger account information to AvaTax during transactions. The information is for reference purposes only and isn't used to calculate tax.
|Default Shipping Code||The default shipping code when you enter a shipping charge on a sales document.|
|Optional: Default Miscellaneous Code||Select the default miscellaneous code, the custom tax code for a miscellaneous line on an invoice. By default, this field is blank.|
|Optional: Request Timeout||We recommend that you don't adjust this setting. Enter the length of time to wait for AvaTax to respond to calculation requests.|
|Optional: Enable Adapter Logging||This function is primarily used for troubleshooting issues. If you choose to enable logging, all success, warning, and error messages are included in the log. Only enable logging if you've been instructed to do so by Avalara Support because it can significantly slow down your service. Log files are stored locally at C:\Program Files (x86)\Avalara\AvaTax Adapter\Bin\logs.|
|Optional: Extensive Logging||Select to automatically log AvaTax activities and save the details in a local log file. Log files are stored locally at C:\Program Files (x86)\Avalara\AvaTax Adapter\Bin\logs.|
|Optional: Disable Tax Calculation||If you choose to disable tax calculation, your accounting software no longer uses AvaTax to calculate tax on transactions.|
|Optional: Always check address before calculating tax||Select to force address validation before tax is calculated. We recommend that you don't select this because it may lead to extra charges. Instead, validate many addresses at once.|
|Optional: Resume Tax calculation in case of Address Validation Failure||Select to have AvaTax calculate tax for a transaction even if it can't validate the address for the transaction.|
|Optional: Enable Tax Calculation on demand||Select to perform a tax calculation with a keyboard shortcut you select in the Keyboard Shortcut menu.|
|Optional: Keyboard Shortcut||Select a keyboard shortcut that triggers on-demand tax calculations.|
|Optional: AvaTax integration for Receivables Transaction Entry||Select to enable the option to calculate tax in the Receivables Transaction Entry dialog box in AvaTax for Microsoft Dynamics GP.|
|Optional: Tax Amount Adjustment functionality via Receivables Transaction||Select to enable tax adjustment functionality in the Receivables Transaction Entry dialog box in Microsoft Dynamics GP.|
|Optional: WennSoft integration Enabled||Select to enable the WennSoft integration for the Receivables Transaction Entry dialog box in Microsoft Dynamics GP.|
|Optional: Enable Item Tax Option Override - Sales Transaction Entry||To prevent AvaTax from calculating tax for an item, select this and mark the item as non-taxable in Microsoft Dynamics GP.|
|Optional: Use UPC as Item Code||Select to send a UPC instead of an item code to AvaTax. Using this feature may trigger additional fees. Talk to your Customer Account Manager (CAM) for more information.|
|Optional: Use Drop Ship||Select this option if you want to use the Purchase Address ID (i.e. the vendor address on the purchase order) as the origin address for sales tax calculation.|
|Tax Schedule ID|
|GL Account Mapping||Click, and then select the GL account that you want to map to the AVATAX or AVATAX-M tax schedule.|
|Optional: Pass (Used in Tax calculation)||Select a country to use its name to trigger AvaTax tax calculations.|
|Optional: Set Tax Schedule ID||Click to open the AvaTax Tax Schedule Utility.|
|Optional: Enable Use Tax Assessment||
If enabled, your accounting software uses AvaTax to calculate consumer use tax on vendor consumer use tax transactions.
|Optional: Use Tax Payable Liability Account||Select the use tax payable liability account for use tax transactions.|
|Optional: GL Account to Debit||Select the GL account to use for use tax transactions.|
|Optional: Use Tax Debit GL Account||If, from the GL Account to Debit list, you selected Use Tax Debit GL Account, select the use tax debit GL account.|
|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. Sales tax might be calculated incorrectly if this option is disabled.|
|Optional: Return results in uppercase||Select to save all address validation results in uppercase format.|
|Automatic or On Demand Validation||
Select one of the following:
|Optional: Keyboard Shortcut||Select a keyboard shortcut that triggers address validation.|
|Perform Address Validation based on the Country Names selected||Select countries for address validation on the left, and then click --> to move them to the field on the right and activate them.|
|Optional: During Batch Processing Validation, continue processing regardless of errors||Select to allow batch address validations to continue even if there are errors.|
|Scan, Accept and Report Validated Addresses during Batch Address Validation||
|Optional: Reset||Click to clear the Address Validated flag so verified addresses are not recognized as previously validated.|
The About Avalara tab contains technical information about the connection between Microsoft Dynamics GP and your AvaTax account.