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How can I recalculate tax on a batch in GP?

Overview

You want to know how to calculate tax on an SOP or AR invoice batch.

Environment

Microsoft Dynamics GP

Resolution

  • To recalculate sales orders and accounts receivable records in batches, follow these steps:

  • On the Microsoft Dynamics menu >Tools Utilities  > Avalara AvaTax Update > SOP Tax Update Utility

  • Next to Document Type, click SOP (for sales order processing) or AR (for accounts receivable).

  • Next to Batch ID From and Batch ID To, click the Search icon.

  • In the Batch IDs dialog box, click the first batch you'd like to update en masse, then click the last batch you'd like to update en masse, and then click Select. The Batch IDs dialog box selects as your update range the first batch that you clicked, the last batch that you clicked, and all batches between the two.

  • In the Avalara AvaTax Tax Update Utility, next to Document Date From and Document Date To, click the Calendar icons to select a date range, or leave them blank to update all records in the batches that you selected in step 4.

  • Under Transaction Type, click the types of transactions that you'd like to update in batches.

  • At the upper left, click Update.

  • ​In the Are you sure you want to continue tax recalculations? message, click Yes.

  • In the Report Destination dialog box, under Report Type, click Screen, and then click OK.

  • In the Screen Output - AVA SOP Update Results or Screen Output - AVA AR Update Results report, review the records to make sure they're the ones you wanted to update.