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How to install AvaTax on multiple companies within Sage 500?

Overview

Steps for installing AvaTax on multiple Sage 500 companies

Environment

Sage 500

Resolution

  • From within Sage 500 go to Set Up AvaTax Options and verify version number
    • Make sure you have the license key
  • Close local workstation 
    • ***You do not need all users out of Sage 500 for this as it is done at the workstation level
  • Obtain the correct version of the Sage 500 ERP Sales Tax Client for 7.40 either through download or past storage
    • Run Sage 500 ERP Sales Tax Client for 7.40 on the local workstation choosing repair as the option
  • Relaunch Sage 500
    • Log in as Admin
  • From within Sage 500 go to Set Up AvaTax Options
    • Enter credentials 
    • Click Verify Credentials
 
Note: If the installation is on a company that is located on a separate server, the reinstallation of AvaTax has to be complete, with the server being re-run on the server.