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