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Small and medium business | Business Central, N...
Suggested Answer

Setting us of Bank accounts and Avalara Tax in Business Central

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Posted on by 2,122

We have a few queries listed below. We request you to please look into it and provide us with an appropriate solution.


>> For a requirement client asked us to set up their Bank Accounts


Our query, how do we set up a bank account generally in BC? Is this something that clients do by themselves based on the guidance from our end?


OR


Do we set up the bank account by ourselves? In that case we need to collect all sensitive details from the client? Is it advisable?

>> Avalara Tax
What is Avalara Tax, do you have any experience with the same?

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    When it comes to the setup of bank accounts i don't think there is one single answer to that question. In my experience some clients do the setup them self and some wants their partner to do it all based on their input. And there is also some in betweens her where partners do part of the work and the client does the rest.

    So you will have to discuss it with the client and find the best solution for each case you are working on.  Generally a Business Central partner will have access to a lot of confidential information about their clients so i don't think bank information is the most risky information we have access to.

    Avalara tax i have no experience with.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hello,

    Bank Accounts can be configuration package loaded during implementation or if only a few manually entered on the Bank Account Card. Normally, most customers have a very small handful so we train them and they do it themselves manually.

    As for Avalara, Avalara is a Sales Tax and VAT tax service that will calculate and file the Tax returns for customers. You would install via an APP and coordinate with Avalara what areas of Sales Tax will be collected, or VAT, or GST/PST/HST (Canada) and the customer will decide the services and if Avalara will file or can be done manually.  www.avalara.com

    Thanks,

    Steve

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