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Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration. At the end of this process, you'll send a test transaction to confirm that AvaTax is calculating tax the way you expect. After running a successful test, you'll be able to start using AvaTax!

Note:
There are separate install instructions for Microsoft Dynamics AX 2012 R2 and for Microsoft Dynamics AX 2012 R3. After following the installation instructions for the correct version, you can then follow the configuration instructions for all versions.

1. Install Microsoft Dynamics AX 2012 R2

Learn how to install AvaTax for Microsoft Dynamics AX 2012 R2.

Download your integration

To connect your accounting software to AvaTax, download your integration software. 

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into AvaTax.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install AvaTax for Microsoft Dynamics AX 2012 R2

  1. Once you’ve downloaded the .exe file from the Admin Console, extract it in your local drive. Click the AvaTax for Microsoft Dynamics AX 2012 Setup Wizard to install the connector.
  2. Run AvaTax for Microsoft Dynamics AX.exe to install AvaTax for Microsoft Dynamics AX.
  3. On the Welcome to the InstallShield Wizard screen, click Next.
    MAX - 2012 -  Install 1.png
  4. On the Customer Information screen, type the User Name and Organization.  Select whether you want to install this application for all users or for the current user. Click Next to continue.
    MAX - 2012 - Install 2.png
  5. On the Ready to Install the Program screen, click Install.
    MAX - 2012 - Install 3.png
  6. Wait for the installation to complete. Click Finish to exit the setup wizard.
Notes:
  • The preceding process must be repeated on every server that has the Microsoft Dynamics AX Application Object Server installed.
  • The preceding process must be repeated on every server that has the Microsoft Dynamics AX batch processing application installed.
  • Installation to Terminal Service Servers (including Citrix) must be done when the server is in Install Mode.

MAX - 2012 - Install 4.png

Install the AVA model files

To install the AVA model files in Microsoft Dynamics AX 2012 R3, follow these steps:

  1. Close the Microsoft Dynamics AX service.
  2. Use the following command to uninstall any previous model file in the AVA layers:
    Uninstall-AXModel -Model “AVA Model”
  3. Use the following command to install the new model file in the AVA layers:
    Install-AXModel -File "<path of model file>"
  4. Start the compilation process.
  5. Start synchronization of the database.
  6. Generate a full Common Intermediate Language.
  7. Restart Microsoft Dynamics AX.

Run the AvaTax Install wizard

  1. On the module menu in Microsoft Dynamics AX 2012, click AvaTax.
    MAX - 2012 -  InstallWizard 1.png
  2. On the AvaTax Installation Wizard, click Next to start the installation.
    MAX - 2012 -  InstallWizard 2.png
  3. On the next screen, type the Account Value, License Key, and URL. Select Verify Credentials to validate components.
    MAX - 2012 -  InstallWizard 3.png
  4. The following screen indicates a successful validation. Click OK.
    MAX - 2012 -  InstallWizard 4.png
    • Verify the Microsoft Dynamics AX credentials recorded in the setup window are entered correctly.
    • Ensure the Microsoft Dynamics AX application is configured to connect to the internet.
    • Verify your organization’s internet service provider (ISP) is active and that an internet connection can be established.
  5. Click Next to continue.
  6. On the next screen, select the Sales tax group code from the drop-down menu. We recommend you
    select AVATAX. Click Next.
    MAX - 2012 -  InstallWizard 5.png
  7. On the Do you want to enable AvaTax now? screen, select both checkboxes to enable tax calculation and address validationHoverTT.png, and then click Next.
    MAX - 2012 -  InstallWizard 6.png
  8. To complete the installation and create new records in Microsoft Dynamics AX, click Finish.
    MAX - 2012 -  InstallWizard 8.png
  9. The following message displays, asking you to configure the ledger posting group and sales tax settlement period. Click OK.
    MAX - 2012 -  InstallWizard 9.png
  10. Open the ledger posting groups in General Ledger > Setup > Sales tax > Ledger posting groups. Choose the correct Sales Tax Accounts to use with AvaTax.
    MAX - 2012 -  InstallWizard 11.png
    Note:
    The ledger account that you choose must have a Posting Type of Sales Tax.
  11. In General Ledger > Setup > General Ledger Parameters > Sales Tax tab, validate that your Sales Tax settings match the screen below.
    MAX - 2012 -  GL - Setup - GL Parameters.png
     
  12. Refresh any workstation that was open while running the Setup wizard to ensure the local cache files are updated with the AvaTax configuration settings.

Register the adapter

To register the AvaTax SDK .NET adapter, follow these steps:

  1. Stop the AOS service.
  2. Uninstall your current version of AvaTax for Microsoft Dynamics AX 2012.
    1. Go to the Windows Control Panel and uninstall the Avalara connector (Start > Control Panel > Add/Remove Program > AvaTax Setup for Microsoft Dynamics AX  > Uninstall).
    2. If the uninstall is not successful, you can manually uninstall it by typing the following command in the Visual Studio GacUtil tool: gacutil /u Avalara.AvaTax.Adapter.

      Note:
      If there is no adapter DLL in GAC, the following messages is displayed.

      SDKNET 1 msg displayed.png

  3. Install AvaTax for Microsoft Dynamics AX 2012:
    1. Copy the new Avalara adapter DLL file, available in the latest release, to the server.
    2. Go to Visual Studio GacUtil tool and type the following command: gacutil /i <.dll file path>

      For example, if you copy the Avalara.AvaTax.Adapter.dll to C:\Avalara\ , then the command is gacutil /i c:\Avalara\Avalara.AvaTax.Adapter.dll.

      SDKNET 2 code.png

  4. Start the AOS Service.
  5. Start Microsoft Dynamics AX 2012.
  6. Select the Reference node and delete the old Avalara.AvaTax.Adapter reference:
    1. Go to AOT and select the Reference node.

      SDKNET 3 aot reference.png

    2. On the Avalara.AvaTax.Adapter reference, right-click and click Delete.

      SDKNET 4 aot reference node.png

  7. Add the new Avalara adapter reference:
    1. Right-click Reference and click Add Reference.

      SDKNET 5 aot reference node properties.png

    2. Click Avalara.AvaTax.Adapter and click Select. Click OK

      SDKNET 6 aot reference added.png

  8. Open Avalara project: Click Project > Shared Avalara, and compile it.
  9. Open AvalaraAX project: Click Project > Shared AvalaraAX, and compile it.
  10. Click System administration > Periodic > Compile application.
  11. Generate Full CIL (Compiler Intermediate Language).
  12. Restart the AOS service.

2. Install Microsoft Dynamics AX 2012 R3

Learn how to install AvaTax for Microsoft Dynamics AX 2012 R3.

Download your integration

To connect your accounting software to AvaTax, download your integration software. 

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into AvaTax.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install AvaTax for Microsoft Dynamics AX 2012 R3

  1. After you download the zip file from the Admin Console, unzip the contents to your local drive.
  2. Double-click AvaTax for Microsoft Dynamics AX 2012 R3 Version AX 6.3.164.0.01.00.exe.
    DAX_2012_R3_Install 1.png
  3. In the Custom Setup dialog box, choose whether to install AvaTax with or without a Help file, and then click Install.
    DAX_2012_R3_Install 2.png
  4. In the Installation succeeded dialog box, click Finish.

DAX_2012_R3_Install 4.png

Notes:
  • The preceding process must be repeated on every server that has the Microsoft Dynamics AX Application Object Server installed.
  • The preceding process must be repeated on every server that has the Microsoft Dynamics AX batch processing application installed.
  • Installation to Terminal Service Servers (including Citrix) must be done when the server is in Install Mode.

Install the AVA model files

To install the AVA model files in Microsoft Dynamics AX 2012 R3, follow these steps:

  1. Close the Microsoft Dynamics AX service.
  2. Use the following command to uninstall any previous model file in the AVA layers:
    Uninstall-AXModel -Model “AVA Model”
  3. Use the following command to install the new model file in the AVA layers:
    Install-AXModel -File "<path of model file>"
  4. Start the compilation process.
  5. Start synchronization of the database.
  6. Generate a full Common Intermediate Language.
  7. Restart Microsoft Dynamics AX.

Run the Setup Assistant

In order to complete the configuration of AvaTax for Microsoft Dynamics AX 2012, you need to enter your account credentials and company code, map your tax schedule to AvaTax, setup address validation, and finally, test to ensure that tax is calculating. Follow these steps to complete the configuration:

  1. Go to AvaTax > Area page and click AvaTax Setup Assistant.

    AX2012_Setup_Assistant.png

  2. In the Avalara Setup Assistant dialog box, next to Enter your Avalara account credentials, click the > button.
    AX2012_1_Setup Assistant.png
  3. On the Avalara account credentials page, click Edit Setting to enter the following information:
    1. Account Number, which you received from Avalara when you set up your AvaTax account.
    2. License Key, which you received from Avalara when you set up your AvaTax account.
    3. User name and associated Password, which you received from Avalara when you set up your AvaTax account.
    4. Next to Web service URL, depending on what kind of account you have, select Production or Development.
    5. Next to Web service URL, click Test Connection and then follow one of these steps:
      • If you see a message that says, "Configuration validated successfully" click OK and go to the next step.
      • If you see a message that says, "Connection test failed" reenter your account information, and then again click Test Connection. Do this until you see a message that says "Configuration validated successfully", then click OK and go to the next step.
    6. In the Company Code/Company name grid, select your company code that you created when you activated your AvaTax account. To create a new company, click Create Company.
    7. Click Close.

      AX2012_AvalaraAccountCredentials.png

  4. In the Avalara Setup Assistant dialog box, next to Map General Ledger Accounts(s) to Sales Tax group, click the > button. On the Map Sales Tax Group page: 
    1. Next to Sales tax group, select AVATAX.
    2. Click Tax Group Code Mass Update to update the sales tax group.
    3. Click Close.

      AX2012_3_SalesTax Group.png
  5. In the Avalara Setup Assistant dialog box, next to Enable Address Validation for USA and Canada, click the > button.
    1. In the Enable Address Validation dialog box, click the checkbox next to Disable Address Validation to disable address validation functionality.
    2. In the Country Code table, click the checkboxes next to the countries you want to enable address validation, and then click Close.

      AX2012_4_Address Validation.png
  6. In the Avalara Setup Assistant dialog box, next to Test Calculating Tax, click the > button.
    • If you see a message that says "Great! You are connected to AvaTax," go to the next step.
    • If you see any other message, follow steps 1-3 again.
  7. To set up your tax profile using the AvaTax tax profile assistant, in the Avalara Setup Assistant dialog box, click Click here to launch the AvaTax Tax Profile Assistant.

Other required setups

  1. Open the ledger posting groups in General Ledger > Setup > Sales tax > Ledger posting groups. Choose the correct Sales Tax Accounts to use with AvaTax.
    MAX - 2012 -  InstallWizard 11.png
    Note:
    The ledger account that you choose must have a Posting Type of Sales Tax.
  2. In General Ledger > Setup > General Ledger Parameters > Sales Tax tab, validate that your Sales Tax settings match the screen below.
    MAX - 2012 -  GL - Setup - GL Parameters.png
     
  3. Refresh any workstation that was open while running the Setup wizard to ensure the local cache files are updated with the AvaTax configuration settings.

3. Configure

After you run the Setup and Install Wizards for AvaTax for Microsoft Dynamics AX 2012, you can configure it to meet your unique sales tax needs:

  • Registering Microsoft Dynamics AX  to work with your AvaTax account
  • Validating your license
  • Configuring address validation by country
  • Enabling company-specific information for AvaTax reports
  • Setup of product and services taxability
  • Setup of address specific customer exemptions

Configuration settings

The Configuration window displays after completing the setup wizard and allows you to edit your account value, end user license key and URL. 

  1. Go to AvaTax > Area page, click Configuration Setting.

  2. To edit Account Credentials, click Edit Settings and add or modify the following details: 
    1. Account Number: The account number that you received from Avalara in an email when you signed up for your AvaTax account.
    2. License Key: The license key that you received from Avalara in an email when you signed up for your AvaTax account.
    3. URL: https://development.avalara.net if you have an AvaTax development account or https://avatax.avalara.net if you have an AvaTax production account.
    4. User name and associated Password: Received from Avalara when you set up your AvaTax account.
    5. Company Code: Your AvaTax company code.
  3. Click Verify Credentials to verify the updated account credentials.

General tab

In the General Options menu, you can define your organization’s company code, shipping options, and miscellaneous code, as well as enable or disable the entity/use code. This area allows you to view and edit how AvaTax interacts with products, services, exemptions and freight.

 

  • General Options
    • Display all warning messages: Enables/disables warning messages. Error messages, however, will always be displayed.
    • Tax Mapping Code: Controls how tax codes are assigned to items. Selecting the check box enables the tax code mapping utility within the AvaTax menu.
    • User Defined 1: Identifies Microsoft Dynamics AX information to pass to AvaTax in the User Defined 1 field for reporting.
    • User Defined 2: Identifies Microsoft Dynamics AX information to pass to AvaTax in the User Defined 2 field for reporting.
    • Enable Entity Use Code: Enables/disables entity/use code for customer records.
    • Send Item account to AvaTax: Enable to send the item account details to AvaTax.
    • Use UPC as Item Code: Enable to send UPC instead of the item code. 
  • Return Order Address
    • Return Order Address: Select the address for return orders.
  • Shipment Options: Controls the assignment of tax codes to additional charge items. Available additional charge items are displayed in the window on the left, and can be assigned to tax codes associated with freight or miscellaneous charge references found on the right side of the window.
    • Request Timeout (In seconds): Allows you to change the adapter timeout.
    • Enable logging: Enables/disables transaction logging for AvaTax. Typically used to assist with transaction troubleshooting. We do not recommend changing the settings or checking the Enable logging box unless advised by Avalara Avalara Support.

Tax Calculation tab

The Tax Calculation menu allows you to view and edit how AvaTax calculates your sales tax.

  • General Options
    • Disable Tax calculation: Disables the AvaTax tax calculation service within Microsoft Dynamics AX.
    • Always check address before calculating tax: Generally only recommended if you enter ship-to address on-the-fly during the Microsoft Dynamics AX sales transaction entry process; this option forces an address validation of the sales/billing document prior to tax calculation.
    • Enable credit note / return order tax override date: Generally recommended if you want to override the tax details for a credit note / return order.
  • Tax Area Code
    • Sales tax group: Identifies the default sales tax group. The AVATAX sales tax group is suggested.
    • Tax Group Code Mass Update: Accesses a utility to perform a mass updates of the sales tax group code on a range of customers.

Address Validation tab

The Address Validation options allow control of how addresses are processed.

  • General Options
    • Disable Address Validation: Disables the AvaTax address validation service within Microsoft Dynamics AX.
    • Return Results in Uppercase: Address validation results are returned in uppercase format.
  • Perform Address Validation based on country names selected: By selecting names from the window on the left and moving them to the window on the right, you can select the specific countries in which AvaTax will validate addresses.  These names are retrieved from your transaction records.
    NOTE:  AvaTax only validates addresses in the United States and Canada.
  • Other Options

    • Reset: Clears the “Address Validated” Flag so previously verified addresses will not be recognized as previously validated.

Consumer Use Tax tab

The consumer use tax tab allows you to configure consumer use tax for your integration.

  • Consumer Use Tax
    • Enable use tax assessment on vendor invoice: Select to enable consumer use tax assessment on your vendor invoices. 
    • Mark vendor to assess: Click to select and mark vendors for consumer use tax assessment.
  • Posting account
    • Use Tax liability account: Select the account to which the accrual amount is to be credited.
    • GL Account to Debit: Select the type of account from which the accrual amount is to be debited. 
    • Use Tax Debit GL Account: If you select the Single Account option in GL account to Debit, then select the associated account from which the accrual amount is to be debited.

 Project tabs

The project address menu allows you to select the address for your invoice.

  • Project Invoice Address
    • Project Invoice Address: Select one of the following appropriate project addresses for your invoice:
      • Delivery address
      • Funding source address

About Avalara tab

The About Avalara tab displays the integration details.

Configure shipping codes

The Overview tab lists your shipping codes and their descriptions, while the General tab allows you to edit them.

4. Send a test transaction

AvaTax makes accurate calculations based on the information it is given, so it's a good idea to send a test transaction to make sure your tax profile is configured correctly. If the results of the test transaction are anything other than what you expect to see, you'll know you may have missed a configuration option or entered information incorrectly. If your results come back the way you expected, you're ready to start calculating tax!

  1. Verify the following information if applicable:
    1. Any additional 3rd party add-ons or customizations intended to function with sales order processing are enabled.
    2. All automated workflows intended to work with sales order processing are enabled.
  2. Send a test transaction to AvaTax from your accounting software:
    1. Use an address in a state the company has nexus.
    2. Use an item mapped to a tax code.
    3. Include a freight line like FR or FR020100.
    4. If applicable, include an exempt customer.
    5. If applicable, test address validation on a customer record in your accounting system
  3. Review the test transaction in the Admin Console:
    1. Remember that the test transaction must be posted in the accounting software for it to be passed to the AvaTax engine.
    2. Confirm taxable invoice record appears in appropriate company's transaction data
    3. Ensure transaction transitions from uncommitted to committed status
    4. Review each field of the test transaction to make sure it reflects the values you expect.
      • Check addresses
      • Check document information
      • Check line item information - jurisdictions, freight, etc.
  4. Void the test transaction
    1. Don't forget to void the test transaction in your accounting software!

If your tax profile calculates tax as expected, you can start using AvaTax. If you don't get the results you expect, contact your GoLive Implementation Consultant or Avalara Support.