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Fine-tune your company profile for Dynamics GP

This article applies to:AvaTax for Microsoft Dynamics GP

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 your items to Avalara tax codes in Microsoft Dynamics GP.
    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 in Microsoft Dynamics GP.
    Skip this step if you don't have exempt customers. Otherwise, decide how you want to manage exempt sales and exemption certificates.

Next

Test your setup

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