Package: odoo14-addon-account-avatax
Odoo provides integration with AvaTax, a tax solution software by Avalara
which includes sales tax calculation for all US states and territories
and all Canadian provinces and territories (including GST, PST, and HST).This module is capable of automatically detecting origin (Output Warehouse)
and destination (Client Address), then calculating and reporting taxes
to the user’s Avalara account as well as a recording the correct sales taxes
for the validated addresses within Odoo ERP.This module is compatible both with the Odoo Enterprise and odoo Community
editions.An Avatax account is needed. Account information to access
the Avatax dashboard can be obtained through the Avalara website here:https://www.avalara.com/products/avatax/Once configured, the module operates in the background and performs
calculations and reporting seamlessly to the AvaTax server.This guide includes instructions for the following elements:Activating your organization’s AvaTax account and downloading the productEntering the AvaTax credentials into your Odoo database and configuring it
to use AvaTax services and features within OdooNote: Test the module before deploying in live environment.
All changes to the AvaTax settings must be performed by a user with
administrative access rights.ImportantThis is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.More details on development statusTable of contentsInstallationConfigurationConfigure Exemption CodesProduct Tax CodesConfigure TaxesProduct Category ConfigurationCompany ConfigurationCustomer ConfigurationUsageCustomer InvoicesCreate New Customer InvoiceValidate InvoiceRegister PaymentCustomer RefundsSales OrdersKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsOther creditsMaintainersInstallationTo install this app:Download the AvaTax ModuleExtract the downloaded fileUpload the extracted directory into your Odoo module/add-on directoryRestart your instance of OdooLog in as an AdministratorNavigate to ‘Apps’ and search ‘AvaTax’ in the search fieldClick Install buttonConfigurationTo Configure AvaTax API:Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> AvaTax APIClick the Create button.Uncheck the Disable AvaTax Calculation boxFill out the form with your Company Code, Account Number, and License Keyas provided with your Avalara accountSelect the proper service URL provided to you by Avalara: test or production.Click the Test Connection buttonClick the Save buttonOther Avatax API advanced configurations:AdapterRequest Timeout – default is 300msEnable Logging – enables detailed AvaTax transaction logging within applicationAddress ValidationDisable Address ValidationAddress Validation on save for customer profile – automatically attempts
to validate on creation and update of customer profile,
last validation date will be visible and storedForce Address Validation – if validation for customer is required but not valid,
the validation will be forcedReturn validation results in upper case – validation results
will return in upper case formAutomatically generate customer code – generates a customer code
on creation and update of customer profileAvalara Submissions/TransactionsDisable Avalara Tax Commit – validated invoices will not be sent to AvalaraEnable UPC Taxability – this will transmit Odoo’s product ean13 number
instead of its Internal Reference. If there is no ean13
then the Internal Reference will be sent automatically.Hide Exemption & Tax Based on shipping address – this will give user ability
to hide or show Tax Exemption and Tax Based on shipping address fields
at the invoice level.CountriesAdd or remove applicable countries – the calculator will not calculate
for a country unless it’s on the list.Configure Exemption CodesExemption codes are allowed for users where they may apply (ex. Government entities).Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Exemption CodeThe module is installed with 16 predefined exemption codes.You can add, remove, and modify exemption codes.Product Tax CodesCreate product tax codes to assign to products and/or product categories.
Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Product Tax Codes.From here you can add, remove, and modify the product tax codes.Configure TaxesThe AvaTax module is integrated into the tax calculation of Odoo.
AVATAX is automatically added as a type of taxes to be applied.
You can configure how AVATAX integrates within the Odoo system.Configure AVATAX Tax Type:Navigate to: Accounting or Invoicing App >> Configuration >> Accounting >> TaxesSelect AVATAX from the list view (automatically added on module install).Click the Edit button to configure the AVATAX Tax Type
with the proper tax account configuration for your system.Note: Upon initial install the settings will be blank.
The image shows the demo configuration.Product Category ConfigurationProducts in Odoo are typically assigned to product categories.
AvaTax settings can also be assigned to the product category
when a product category is created.Create New Product CategoryNavigate to: Inventory >> Configuration >> Products >> Product CategoriesClick Create buttonConfigure Product Category Tax CodeUnder AvaTax Properties >> Tax CodeSelect the desired Tax CodeCompany ConfigurationEach company linked to AvaTax and their associated warehouses
should be configured to ensure the correct tax is calculated
and applied for all transactions.Warehouse ConfigurationNavigate to: Inventory >> Configuration >> Warehouse Management >> WarehousesSelect the warehouse associated with your companyUnder Address, follow the link to be directed to your warehouse profileConfigure Warehouse AddressEnter Warehouse AddressUnder AvaTax >> Validation, click Validate buttonCustomer ConfigurationProperly configuring each customer ensures the correct tax is calculated
and applied for all transactions.Create New CustomerNavigate to ContactsClick Create buttonConfigure and Validate Customer AddressEnter Customer AddressUnder AvaTax >> Validation, click Validate buttonAvaTax Module will attempt to match the address you entered
with a valid address in its database.
Click the Accept button if the address is valid.Tax Exemption StatusIf the customer is tax exempt, check the box under
AvaTax >> Tax Exemption >> Is Tax Exempt andSelect the desired Tax Exempt Code from the dropdown menu.UsageCustomer InvoicesThe AvaTax module is integrated into Sales Invoices
and is applied to each transaction.
The transaction log in the AvaTax dashboard shows the invoice details
and displays whether the transaction is in an uncommitted or committed status.A validated invoice will have a Committed status
and a cancelled invoice will have a Voided status.The module will check if there is a selected warehouse
and will automatically determine the address of the warehouse
and the origin location.
If no address is assigned to the warehouse, the company address is used.Discounts are handled when they are enabled in Odoo’s settings.
They are calculated as a net deduction on the line item cost
before the total is sent to AvaTax.Create New Customer InvoiceNavigate to: Accounting or Invoicing >> Customers >> Invoices.Click Create button.Validate InvoiceEnsure that Tax based on shipping address is checked.Line items should have AVATAX selected under Taxes for internal records.To complete the invoice, click the Validate button.The sale order will now appear in the AvaTax dashboard.Register PaymentClick the Register Payment button to finalize the invoice.Customer RefundsOdoo applies refunds as opposed to voids in its accounting module.
As with customer invoices, the AvaTax module is integrated
with customer refunds and is applied to each transaction.Refunded invoice transactions will be indicatedwith a negative total in the AvaTax interface.Initiate Customer RefundNavigate to: Accounting or Invoicing >> Customers >> InvoicesSelect the invoice you wish to refundClick Add Credit Note buttonCreate Credit NoteUnder Credit Method, select Create a draft credit note.Enter a reason.Click Add Credit Note button.Note: You will be taken to the Credit Notes list viewValidate RefundSelect the Credit Note you wish to validate, review and then click Validate button.Register Refund PaymentClick Register Payment button to complete a refundSales OrdersThe AvaTax module is integrated into Sales Orders and allows computation of taxes.
Sales order transactions do not appear in the in the AvaTax interface.The information placed in the sales order will automatically pass to the invoiceon the Avalara server and can be viewed in the AvaTax control panel.Discounts are handled when they are enabled in Odoo’s settings.
They will be reported as a net deduction on the line item cost.Create New Sales OrderNavigate to: Sales >> Orders >> OrdersClick Create buttonCompute Taxes with AvaTaxThe module will calculate tax when the sales order is confirmed,
or by navigating to Action >> Update taxes with Avatax.
At this step, the sales order will retrieve the tax amount from Avalara
but will not report the transaction to the AvaTax dashboard.
Only invoice, refund, and payment activity are reported to the dashboard.The module will check if there is a selected warehouse
and will automatically determine the address of the warehouse
and the origin location. If no address is assigned to the warehouse
the module will automatically use the address of the company as its origin.
Location code will automatically populate with the warehouse code
but can be modified if needed.Known issues / RoadmapThe development of this module was driven by US companies to compute Sales Tax.However the Avatax service supports more use cases, that could be added:Add support to EU VATAdd support to US Use Tax on Purchases / vendor BillsOther improvements that could be added:Detect and warn if customers State is not a nexus available for the current accountBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOpen Source IntegratorsFabrice HenrionSodexisContributorsOdoo SAFabrice HenrionOpen Source Integrators (https://opensourceintegrators.com)Daniel Reis <dreis@opensourceintegrators.com>Bhavesh Odedra <bodedra@opensourceintegrators.com>Sandip Mangukiya <smangukiya@opensourceintegrators.com>Serpent CSMurtuza SalehSodexisAtchuthan UbendranOther creditsThis module was originally developed by Fabrice Henrion at Odoo SA,
and maintained up to version 11.For version 12, Fabrice invited partners to migrate this modules to
later version, and maintain it.Open Source Integrators performed the migration to Odoo 12
, and later added support for the more up to date REST API
, alongside with the legacy SOAP API.With the addition of the REST API, a deep refactor was introduced,
changing the tax calculation approach, from just setting the total
tax amount, to instead adding the tax rates to each document line
and then having Odoo do all the other computations.For Odoo 13, the legacy SOAP support was supported, and
additional refactoring was done to contribute the module
to the Odoo Community Association.MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/account-fiscal-ruleproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.