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How to map items to tax codes in AvaTax for Sage 500?

Overview

You would like directions on how to map your items to AvaTax tax codes in the Sage 500 integration

Environment

Sage 500

Resolution

  • In Sage 500 in the AvaTax folder under Maintenance, click Maintain Item Tax Code Mapping and complete the following fields:
    • In the Item ID field, select an item code
    • In the Tax Code ID field, select a tax code. This could be an Avalara tax
      code or a custom tax code
    • In the User Defined Field 1 and User Defined Field 2 fields, type any
      additional information that you want to report on in AvaTax for the item.
  • Click Save
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