diff --git a/content/applications/finance/accounting/taxes/avatax.rst b/content/applications/finance/accounting/taxes/avatax.rst index e40ffddbd..255061342 100644 --- a/content/applications/finance/accounting/taxes/avatax.rst +++ b/content/applications/finance/accounting/taxes/avatax.rst @@ -1,3 +1,5 @@ +:show-content: + ================== Avatax integration ================== @@ -72,3 +74,9 @@ cross-reference data in Odoo and Avatax. .. seealso:: - :doc:`fiscal_positions` + - :doc:`avatax/avatax_use` + +.. toctree:: + :titlesonly: + + avatax/avatax_use diff --git a/content/applications/finance/accounting/taxes/avatax/avatax_use.rst b/content/applications/finance/accounting/taxes/avatax/avatax_use.rst new file mode 100644 index 000000000..39bf5ba1e --- /dev/null +++ b/content/applications/finance/accounting/taxes/avatax/avatax_use.rst @@ -0,0 +1,102 @@ +========== +AvaTax use +========== + +AvaTax is a tax calculation software that can be integrated with Odoo in the United States and +Canada. Once the :doc:`integration setup <../avatax>` is complete, the calculated tax is simple and +automatic. + +Tax calculation +=============== + +Automatically calculate taxes on Odoo quotations and invoices with AvaTax by confirming the +documents during the sales flow. Alternatively, calculate the taxes manually by clicking the +:guilabel:`Compute taxes using Avatax` button while these documents are in draft mode. + +.. tip:: + Clicking the :guilabel:`Compute taxes using Avatax` button recalculates taxes if any product + lines are edited on the invoice. + +.. image:: avatax_use/calculate-avatax.png + :align: center + :alt: Sales quotation with the confirm and compute taxes using AvaTax buttons highlighted. + +The tax calculation is triggered during the following :ref:`automatic trigger +` and :ref:`manual trigger ` circumstances. + +.. _avatax/automatic-triggers: + +Automatic triggers +------------------ + +- When the sales rep sends the quote by email with :guilabel:`Send by email` button (pop-up). +- When the customer views the online quote on the portal. +- When a quote is confirmed and becomes a sales order. +- When the customer views the invoice on the portal. +- When a draft invoice is validated. +- When the customer views the subscription in the portal. +- When a subscription generates an invoice. +- When the customer gets to the last screen of the eCommerce checkout. + +.. _avatax/manual-triggers: + +Manual triggers +--------------- + +- :guilabel:`Compute taxes using Avatax` button at the bottom of the quote. +- :guilabel:`Compute taxes using Avatax` button at the top of the invoice. + +.. tip:: + Use the :guilabel:`Avalara Partner Code` field that is available on customer records, quotations, + and invoices to cross-reference data in Odoo and AvaTax. This field is located under the + :menuselection:`Other info` tab of the sales order or quotation in the :guilabel:`Sales` section. + + On the customer record, navigate to *Contacts app* and select a contact. Then open the + :guilabel:`Sales & Purchase` tab and the :guilabel:`Avalara Partner Code` under the + :guilabel:`Sales` section. + +.. important:: + The :guilabel:`Automatic Tax Mapping (AvaTax)` fiscal position is also applied on those Odoo + documents, like subscriptions. + +.. seealso:: + - :doc:`../fiscal_positions` + +AvaTax synchronization +====================== + +Synchronization occurs with AvaTax, when the *invoice* is created in Odoo. This means the sales tax +is recorded with Avalara (AvaTax software developer). + +To do so, navigate to :menuselection:`Sales app --> Orders --> Quotations`. Select a quotation from +the list. + +After confirming a quotation and validating the delivery, click :guilabel:`Create Invoice`. Indicate +whether it is a :guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)`, or +:guilabel:`Down payment (fixed amount)`. + +Then click :guilabel:`Create and view invoice`. The recorded taxes can be seen in the +:guilabel:`Journal Items` tab of the invoice. There will be different taxes depending on the +location of the :guilabel:`Delivery Address`. + +.. image:: avatax_use/journal-items.png + :align: center + :alt: Journal items highlighted on a invoice in Odoo. + +Finally, press the :guilabel:`Confirm` button to complete the invoice and synchronize with the +AvaTax portal. + +.. warning:: + An invoice cannot be :guilabel:`Reset to draft` because this causes de-synchronization with the + AvaTax Portal. Instead, click :guilabel:`Add credit note` and state: `Sync with AvaTax Portal`. + See this documentation: :doc:`../../../accounting/customer_invoices/credit_notes`. + +Fixed price discounts +===================== + +Add a fixed price discount to a valuable customer by click :guilabel:`Add a line` on the customer's +invoice. Add the product discount and set the :guilabel:`Price` to either a positive or negative +value. To recalculate the taxes, click :guilabel:`Compute taxes using Avatax`. + +.. tip:: + Tax calculation can even be done on negative subtotals and credit notes. diff --git a/content/applications/finance/accounting/taxes/avatax/avatax_use/calculate-avatax.png b/content/applications/finance/accounting/taxes/avatax/avatax_use/calculate-avatax.png new file mode 100644 index 000000000..6a56742e3 Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avatax_use/calculate-avatax.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avatax_use/journal-items.png b/content/applications/finance/accounting/taxes/avatax/avatax_use/journal-items.png new file mode 100644 index 000000000..51ec0c092 Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avatax_use/journal-items.png differ