Install and Configure Avalara AvaTax for Microsoft Dynamics 365 for Operations

Transcription

1 Install and Configure Avalara AvaTax for Microsoft Dynamics 365 for Operations 1

2 This article applies to: Now that you've activated your AvaTax account and set up your tax profile, it's time to setup 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! Setup Learn how to setup AvaTax for. 1. Go to Avalara AvaTax > Setup > AvaTax Setup Assistant. 2. On the Avalara account credentials page: a. To edit Avalara account credentials, click Edit Settings to add or modify the following information: Account Number, which you received from Avalara when you set up your AvaTax account. License Key, which you received from Avalara when you set up your AvaTax account. User name and associated Password, which you received from Avalara when you set up your AvaTax account. Web service URL, depending on what kind of account you have, select Production or Development. b. Click Verify Credentials 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 Verify Credentials. Do this until you see a message that says "Configuration validated successfully", then click OK and go to the next step. c. 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. d. Click Next. 3. On the Map Sales Tax Group page: a. Next to Sales tax group, select AVATAX. 2

3 b. Click Tax Group Code Mass Update to update the sales tax group. Select the Customer/Vendor, Sales tax group, and Range. Click OK. c. Click Next. 4. On the Enable Address Validation page: a. To disable the address validation functionality, move the toggle towards No. b. In the Country Code table, click the checkboxes next to the countries you want to enable address validation, and then click Close c. Click Next. 3

4 5. On the Test Calculating Tax page: 1. Click Test Calculating Tax. 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 1-4 again. 2. To set up your tax profile using the AvaTax tax profile assistant, click Click here to launch the AvaTax Tax Profile Assistant. 6. Click Finish. Other required setups 1. Open the ledger posting groups in Tax > Setup > Sales tax > Ledger posting groups. Choose the correct Sales Tax Accounts to use with AvaTax. 4

5 2. Refresh any workstation that was open while running the Setup Assistant to ensure the local cache files are updated with the AvaTax configuration settings. Configure After you run the Setup Assistant for AvaTax for Microsoft Dynamics 365 for Operations, configure the following to meet your unique sales tax needs: Registering Microsoft Dynamics 365 for Operations 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 Access additional configuration options and information about AvaTax for Microsoft Dynamics 365 for Operations. Go to Avalara AvaTax > Setup > Configuration Setting. 1. The Avalara account credentials tab: a. To edit Avalara account credentials, click Edit Settings to add or modify the following information. Account Number: You received your AvaTax account number from Avalara in an when you signed up for your AvaTax account. The subject of that is, Important! Your AvaTax Production Account Number & License Key. License Key: You received your AvaTax license key in the same as your 5

6 account number when you signed up for your AvaTax account. URL: If you have an AvaTax production account, use Production. If you have an AvaTax development account, use Development. Company Code: This is the code you entered when you activated your AvaTax account. Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax. Here's some help if you can't find your company code in Microsoft Dynamics 365 for Operations. b. Click Verify Credentials to verify the added or updated account credentials. You must supply the AvaTax license key to verify your credentials. 2. The General tab: 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 365 for Operations information to pass to AvaTax in the User Defined 1 field for reporting. User Defined 2: Identifies Microsoft Dynamics 365 for Operations 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. 6

7 Shipment Options: Controls the assignment of tax codes to additional charge items. Available additional charge items are displayed in the table on the left, and can be assigned to tax codes associated with freight or miscellaneous charge references found on the right side of the page. Adapter Options 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. 3. The Tax Calculation tab: General Options Disable Tax calculation: Disables the AvaTax tax calculation service within Microsoft Dynamics 365 for Operations. Always check address before calculating tax: Generally only recommended if you enter ship-to address on-the-fly during the Microsoft Dynamics 365 for Operations 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. 4. The Address Validation tab: 7

8 General Options Disable Address Validation: Disables the AvaTax address validation service within Microsoft Dynamics 365 for Operations. 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. 5. The Project tab: Project Invoice Address Project Invoice Address: Select one of the following appropriate project addresses for your invoice: Delivery address Funding source address 6. The About Avalara tab. 8

9 7. When you finish making changes to your AvaTax for Microsoft Dynamics 365 for Operations configuration, click Save to save the changes. 9