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Avalara Help Center

Where is the Avatax tax schedule utility in GP?

Overview

After software upgrade, looking for utility to update tax schedule ID.

Environment

Microsoft Dynamic GP

Resolution

  • In the GP menu go to Tools > Setup > System Avatax Configuration
    • Tax calculation menu lists the current Default Tax Schedule ID - should be AVATAX
  • Search by magnifying glass or run Set Tax schedule ID to AVATAX and utility to filter From ID to To ID (optional).
  • Click Update to run utility.
  • Optional, you can choose to filter customers by ID or state