Avalara for Dynamics 365 for Finance

Avalara for Microsoft Dynamics 365 Finance and Operations integrates Avalara’s cloud-based tax solutions to help you offload complexity of compliance management and increase accuracy. With an integrated suite of cloud-native technologies, plus access to tax content and experts, Avalara helps businesses automate and manage sales and use tax, GST, VAT, customs and duties, registrations and exceptions, industry specific tax requirements, and returns.

Increase Accuracy & Reduce Risk

• Apply more accurate tax calculations with line-level ship-to address validation with rooftop accuracy across more than 13,000 U.S. sales and use tax jurisdictions.

• Manage specialty taxes and taxability rules for vast product catalogs easily with comprehensive database of regularly updated compliance content for more than 190 countries.  

• Maintain more accurate and up-to-date exemption certificates linked to customer profiles with automated alerts when certificates expire or become invalid.  

• Automate the assessment and accrual of consumer use tax.
  
  

Increase Operational Efficiency

• Centralize management of sales and use tax for all your sales channels.

• Reduce the burden and complexity of navigating the nuances of each jurisdiction’s registrations and tax registration requirements.

• Automate the preparation, filing, and remittance of returns across jurisdictions. 

• Integrate all business systems to apply consistent rates for reconciliation, eliminate recalculation and duplicate transactions.
  
  

Seamless Integration

• Avalara for Dynamics 365 Finance and Operations plugs the power of Avalara compliance cloud into your existing workflows

• Avalara integrates with hundreds of the most commonly used business applications including ERP, POS, Ecommerce, and CRM, allowing you to create workflows specific to your needs.
  

Features Include:

Sales & Use Tax Calculation

• Maintains tax rules and rates, eliminating tax research and tax table maintenance

• Verifies addresses with geospatial targeting to improve accuracy over ZIP methods

• Integrates with the AP module to self-assess use tax

• Integrates global compliance solutions to calculate VAT as well as customs duty and import taxes
  
  

Managed Returns Filing

• Manages sales tax prep, filing, payments, and notices

• Handles outlet-based returns

• Integrates sales from multiple channels on one tax return
  
  

Exemption Certificate Management

• Collects, stores, tracks, and reports certificates

• Provides an integrated customer experience across sales channels

• Captures certificates by simply snapping a picture on a mobile device

Contact Avalara to learn more about Avalara compliance solutions for Dynamics 365 Finance and Operations integration.