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Install and Configure Avalara AvaTax for Microsoft Dynamics AX 2009

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Update these settings when your business needs change.

During the install process, you must:

  • Repeat the installation process on every workstation, laptop, or server that has the Microsoft Dynamics AX client application installed; on every server that has the Microsoft Dynamics AX Application Object Server installed; and on every workstation or server that has the Microsoft Dynamics AX batch processing application installed
  • Install to Terminal Service Servers (including Citrix) when the server is in Install Mode
  • Install the Microsoft Dynamics AX client on Microsoft Dynamics AX batch servers

Download AvaTax for your accounting software

To connect your accounting software to AvaTax, download your integration software. 

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into AvaTax.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe, .pdf, or .msi). 

Install AvaTax for your accounting software

We recommend you contact Avalara Professional Services before you install and configure AvaTax for your accounting software for help with implementation.

To install AvaTax for Microsoft Dynamics AX yourself:

  1. Run AvaTax for Microsoft Dynamics AX.exe.
  2. On the  Welcome to the InstallShield Wizard  screen, click Next.
  3. Enter the User Name and Organization, select whether you want to install AvaTax for Microsoft Dynamics AX for all users or for the current user, and then click Next.
  4. On the Ready to Install the Program screen, click Install.
  5. After AvaTax for Microsoft Dynamics AX is installed, click Finish.
  6. Open Microsoft Dynamics AX, and then go to Administration > Administration Area > Avatax > Setup > Install Wizard.

To setup AvaTax:

  1. On the  Welcome to the Installation Wizard for AvaTax  screen, click Next.
  2. Enter the Account ValueLicense Key, and URL, and then click  Verify Credentials.
    • If you get a success message, click OK.
    • If you don't get a success message:
      • Double-check the credentials you entered.
      • Make sure Microsoft Dynamics AX  application is configured to connect to the internet.
  3. Click Next.
  4. To use AvaTax to calculate taxes, from Sales tax group, select AVATAX, and then click Next.
  5. Select the countries for which addresses should be validated (AvaTax supports validation for the United States and Canada), and then click Next.
  6. Select both checkboxes to enable tax calculation and address validation, and then click Next.
  7. Click Finish.

Configure

Configure Microsoft Dynamics AX with the Configuration window and AvaTax menu.

Change your configuration and settings

The Configuration window displays after completing the setup wizard.

To edit your account value, end user license key, or URL:

  • Click Edit Settings. Use the information provided in an email from Avalara (sent to the email account you used to activate your account). It must match what's saved in AvaTax.

To test your account’s connection to AvaTax:

  • Click Verify Credentials.

Configure AvaTax for your accounting software

Go to Administration > Administration Area > Avatax > Setup > Configuration Setting. Use the following to guide you in making selections appropriate to your business:

Tab Fields
General
  • Optional Display All Warning Messages - If not selected, you see only error messages.
  • Optional Tax Mapping Code - Enable to map items to Avalara tax codes to account for varying taxability of products and services. Note: Item Tax Code Mapping takes precedence over Item Tax Class Mapping.
  • Enable Entity Use Code - Enable to map entity/use codes for your customer addresses to flag them as exempt from sales tax.
  • Shipping Options section - Control the assignment of tax codes to additional charge items. Available additional charge items display in the window on the left. Assign them to tax codes associated with freight or miscellaneous charge references found on the right side of the window.
Tax Calculation
  • 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 Addresses Before Calculating Tax - Select to force an address validationHoverTT.png of the sales/billing document prior to tax calculation.
  • Sales Tax Group - Enter AVATAX.
  • Optional Tax Group Code Mass Update - Click to access a utility to perform a mass update of the sales tax group code on a range of customers.
Address Validation
  • 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.
  • Perform Address Validation Based on Country Names Selected section - Select the specific countries in which AvaTax will validate addresses. These names are retrieved from your transaction records.
  • During Batch Address Validation, continue processing regardless of errors - Select to process all selected addresses and note validation errors after the utility completes.
  • Scan, Accept and Report Validated Address during Batch Address Validation
    • Manual - Individually select addresses to update within Microsoft Dynamics AX
    • Automatic - Validated addresses are automatically selected for update
  • Reset - Click to clear the Address Validated flag so that previously verified addresses will not be recognized as previously validated.
Overview This tab lists your shipping codes and their descriptions. Edit them in the General tab.
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