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How do I upgrade Avalara AvaTax for Sage 500 to a newer build?

Overview

You want to upgrade to a newer build of the Avalara software for your Sage 500 version and you want to know how to install the newest version.

Environment

Sage 500

Resolution

  • Pull up the Avalara credentials and copy the account number, license key, and company code in the current Sage 500 settings prior to making any changes
  • Uninstall the current version of Avalara AvaTax for Sage 500 from the server (not the workstation/user machine)
  • Install Avalara AvaTax for Sage 500 following the standard installation process using the .exe file
  • On each client (workstation/user machine) place the new AV... files in the "AV" folder in the sage 500 client directory

 

Note: This guide follows the process to change between different builds for the same ERP version. Changing from Sage 500 7.5 → 7.6 for example requires a full installation after ERP upgrade.