[ADD] finance: avalara portal
closes odoo/documentation#9167 Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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@ -397,6 +397,7 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n
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.. seealso::
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- :doc:`fiscal_positions`
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- :doc:`avatax/avatax_use`
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- :doc:`avatax/avalara_portal`
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- `US Tax Compliance: Avatax elearning video
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<https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
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@ -404,3 +405,4 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n
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:titlesonly:
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avatax/avatax_use
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avatax/avalara_portal
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@ -0,0 +1,259 @@
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.. _avatax/portal:
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=======================
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Avalara (Avatax) portal
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=======================
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Avalara's (*AvaTax*) management console offers account management options including: viewing/editing
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the transactions sent from Odoo to *AvaTax*, details on how the taxes are calculated, tax reporting,
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tax exemption management, and tax return resources.
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.. tip::
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Avalara is the software developer of the tax software, *AvaTax*.
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To access the console, first, navigate to either Avalara's `sandbox
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<https://sandbox.admin.avalara.com/>`_ or `production <https://admin.avalara.com/>`_ environment.
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This will depend on which type of account was set in the :doc:`integration <../avatax>`. Log in to
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the management console.
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.. image:: avalara_portal/avalara-portal.png
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:align: center
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:alt: Avalara dashboard after logging into management portal.
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.. seealso::
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For more information see Avalara's documentation: `Activate your Communications Customer Portal
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account
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=Activate_your_Communications_Customer_Portal_account.html&_LANG=enus>`_.
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.. _avalara/portal-transactions:
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Transactions
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============
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To access transactions, click in the :guilabel:`Transactions` link on the main dashboard upon
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logging into the :ref:`avatax/portal`. To manually access the *Transactions* page, while logged into
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the Avalara console, navigate to :menuselection:`Transactions --> Transactions`.
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.. image:: avalara_portal/avalara-transactions.png
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:align: center
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:alt: Avalara portal with the transactions shortcut highlighted.
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Edit transaction
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----------------
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Click into a transaction to reveal more details about the transaction. These details include
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sections on :guilabel:`Invoice detail`, :guilabel:`Additional info`, and :guilabel:`Customer info`.
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Click :icon:`fa-pencil` :guilabel:`Edit document details` to make changes to the transaction.
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A :guilabel:`Discount` can be added to adjust the invoice. This is especially useful in cases where
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the transaction has already synced with Avalara / *AvaTax*, and changes need to be made afterward.
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.. _avalara/portal-filter:
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Filter
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------
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Filter transactions on the :guilabel:`Transactions` page, by setting the :guilabel:`From` and
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:guilabel:`To` fields, and configuring other fields to filter by, including:
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- :guilabel:`Document Status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`,
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:guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
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- :guilabel:`Document Code`: any of the following options, :guilabel:`Exactly match`,
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:guilabel:`Starts with`, or :guilabel:`Contains`.
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- :guilabel:`Customer/Vendor Code`: the customer/vendor code in Odoo (e.g. `Contact18`).
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- :guilabel:`Country`: the country this tax was calculated in; this is a text field.
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- :guilabel:`Region`: the region of the country, which varies based on the :guilabel:`Country`
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selection.
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Click :icon:`fa-plus` :guilabel:`Filters` to access the following filter conditions:
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- :guilabel:`Document Type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales
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Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer
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Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs
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Invoice`.
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- :guilabel:`Import ID`: represents the import ID of the document.
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Sort by
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-------
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On the :guilabel:`Transactions` page, transactions will be listed below, according to the set
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:ref:`avalara/portal-filter`, located in the top half of the page. The following columns are
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available by default, to sort by ascending or descending order:
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- :guilabel:`Doc Code`: either of the following options, :guilabel:`Exactly match`,
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:guilabel:`Starts with`, or :guilabel:`Contains`.
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- :guilabel:`Doc Status`: either of the following options, :guilabel:`All`, :guilabel:`Voided`,
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:guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
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- :guilabel:`Cust/Vendor Code` : this is the customer/vendor code in Odoo (e.g. Contact18).
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- :guilabel:`Region`: this is the region of the country, this will vary based on the
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:guilabel:`Country` selection.
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- :guilabel:`Amount`: the numeric amount of the total amount on the Odoo document.
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- :guilabel:`Tax`: the numeric amount of the tax applied to the total.
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.. image:: avalara_portal/transactions.png
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:align: center
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:alt: Transactions page on the Avalara portal with the filter and sort-by options highlighted.
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Customize columns
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~~~~~~~~~~~~~~~~~
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Additional columns can be added by clicking the :icon:`fa-cog` :guilabel:`Customize columns`. On the
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resulting popover window, click the drop-down menu for the :guilabel:`column` that should be
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changed.
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The following columns can be added for additional transactional information:
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- :guilabel:`AvaTax calculated`: the amount of tax calculated by *AvaTax*.
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- :guilabel:`Country`: the country this tax was calculated in; this is a text field.
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- :guilabel:`Cust/vendor code`: the customer/vendor code in Odoo (e.g. `Contact18`).
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- :guilabel:`Currency`: the standardized abbreviation for the currency the amount total is in.
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- :guilabel:`Doc date`: the document's date of creation.
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- :guilabel:`Doc status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`,
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:guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
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- :guilabel:`Doc type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales
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Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer
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Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs
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Invoice`.
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- :guilabel:`Import ID`: represents the import ID of the document.
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- :guilabel:`Last modified`: timestamp of the last time the document was modified.
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- :guilabel:`Location code`: the location code used to calculate the tax, based on the delivery
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address.
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- :guilabel:`PO number`: the purchase order number.
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- :guilabel:`Reference code`: the Odoo reference code (e.g. NV/2024/00003)
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- :guilabel:`Region`: the region of the country,which varies based on the :guilabel:`Country`
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selection.
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- :guilabel:`Salesperson code`: the numeric ID of the user assigned to the sales order in Odoo.
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- :guilabel:`Tax date`: the month/day/year of the tax calculation.
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- :guilabel:`Tax override type`: where an exemption would appear, should there be none, the field
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populates with :guilabel:`None`.
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To add a new column click the :icon:`fa-plus` :guilabel:`Column`.
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.. seealso::
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For more information on *AvaTax* transactions, refer to this Avalara documentation: `Transactions
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=transactions.html&_LANG=enus>`_.
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Import-export
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-------------
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While on the :ref:`avalara/portal-transactions`, click :icon:`fa-download` :guilabel:`Import
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transactions` or :icon:`fa-upload` :guilabel:`Export transactions` to import or export transactions.
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Reports
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-------
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To access reporting, navigate to the :menuselection:`Reports` link in the top menu of the Avalara
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management console. Next, select from one of the available reporting tabs: :guilabel:`Transactions
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reports`, :guilabel:`Liability & tax return reports`, or :guilabel:`Exemption reports`.
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.. tip::
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Additionally, there is a :guilabel:`Favorites` tab and :guilabel:`Downloads` tab. The
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:guilabel:`Favorites` tab contains any favorited report configurations for the Avalara user. The
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:guilabel:`Downloads` tab contains a list view where the user can download the high-volume
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transaction reports created in the last 30 days.
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Make a selection for the :guilabel:`Report Category`, and the :guilabel:`Report Name`, under the
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:guilabel:`Select a report` section.
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Next, fill out the :guilabel:`Select report details` section. These options will vary based on the
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tab selected above.
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Depending on the report size, the following two options are available in the section labeled,
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:guilabel:`Select the approximate number of transactions for your report`: :guilabel:`Create and
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download the report instantly` (for small reports) and :guilabel:`Create and download the report in
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the background` (for larger reports). Select one or the other depending on the volume of
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transactions in this report.
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Finally, under the section labeled, :guilabel:`Report preview and export` make a selection of the
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file type to download. Either a :guilabel:`.PDF` or :guilabel:`.XLS` can be chosen. Alternatively,
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the file can be previewed by selecting the :guilabel:`Preview` option.
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After making all the configurations, click :guilabel:`Create report` to download the report. Click
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:icon:`fa-star-o` :guilabel:`Make this report a favorite` to save the report configuration to the
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user's favorites.
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After the report is created, click :icon:`fa-download` :guilabel:`Download` to download the file to
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the device.
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.. tip::
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Select a pre-configured report from the :guilabel:`Frequently used reports` section of the
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reporting dashboard.
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Access this list by clicking on the :guilabel:`Reports` option in the top menu of the Avalara
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management console, and scroll to the bottom of the page.
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.. seealso::
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`See Avalara's documentation: Reports in AvaTax
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=rjq1671176624730&topicId=Reports_in_AvaTax.html&_LANG=enus>`_.
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Add more jurisdictions
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======================
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Additional jurisdictions (tax locations) can be added in the Avalara management console. Navigate to
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either Avalara's `sandbox <https://sandbox.admin.avalara.com/>`_ or `production
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<https://admin.avalara.com/>`_ environment. This will depend on which type of account was set in the
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:doc:`integration <../avatax>`.
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Next, navigate to :menuselection:`Settings --> Where you collect tax`. Choose between the three
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different tabs, depending on the business need. The first tab is :guilabel:`Sales and use tax`,
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where tax can be collected for the United States. Click the :icon:`fa-plus` :guilabel:`Add to where
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you collect sales and use tax` to add another location where the company collects sales and use tax.
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The second option, is the :guilabel:`VAT/GST` tab where the :icon:`fa-plus` :guilabel:`Add a country
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or territory where you collect VAT/GST` can be selected to add another country or territory where
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the company collects VAT/GST.
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Finally, on the far-right, is the :guilabel:`Customs duty` tab, where a country can be added where
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the company collects customs duty. Simply click on the :icon:`fa-plus` :guilabel:`Add a country
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where you calculate customs duty` icon below the tab.
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.. image:: avalara_portal/where-you-collect-tax.png
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:align: center
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:alt: AvaTax management console, on the Where you collect tax page, with the add button and
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sales and use tax tab highlighted.
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.. seealso::
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`See Avalara's documentation: Add local jurisdiction taxes
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=bla1700809896571_bla1700809896571&topicId=nbw1698727575499.html&_LANG=enus>`_.
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Tax exemption certificate
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=========================
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Tax exemption certificates for customers can be added into the Avalara management console, so that
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*AvaTax* is aware of which customers may be exempt from paying certain taxes. To add an *exception
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certificate* navigate to :menuselection:`Exemptions --> Customer certificates`. From there, click on
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the :icon:`fa-plus` :guilabel:`Add a certificate` to configure an exemption.
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.. warning::
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An Avalara subscription to Exemption Certificate Management (ECM) is required in order to attach
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certificate images, and to be ready for an audit. For more on subscribing to this add-on, visit
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`Avalara
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hff1682048150115_hff1682048150115&topicId=fol1682356576230.html&_LANG=enus>`_.
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End-of-year operations
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======================
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Avalara's services include tax return services, for when it is time to file taxes at the end of the
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year. To access Avalara's tax services log, into the `management portal
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<https://admin.avalara.com/>`_. Then, from the main dashboard, click :guilabel:`Returns`. Avalara
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will prompt the Avalara user to log in for security purposes, and redirect the user to the *Returns*
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portal.
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.. image:: avalara_portal/avalara-returns.png
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:align: center
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:alt: Avalara portal with the returns shortcut highlighted.
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Click :guilabel:`Get started` to begin the tax return process. For more information, refer to this
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Avalara documentation: `About Managed Returns
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hps1656397152776_hps1656397152776&topicId=Learn_about_Managed_Returns.html&_LANG=enus>`_.
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.. tip::
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Alternatively, click on the :menuselection:`Returns` button in the top menu of the Avalara
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management console.
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.. seealso::
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- :doc:`../avatax`
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- :doc:`avatax_use`
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- `US Tax Compliance: Avatax elearning video
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<https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
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@ -157,5 +157,8 @@ creation (or adjustment) of the transaction.
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.. seealso::
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- :doc:`../avatax`
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- :doc:`avalara_portal`
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- `US Tax Compliance: Avatax elearning video
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<https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
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- :doc:`../fiscal_positions`
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