diff --git a/content/applications/finance/accounting/taxes/avatax.rst b/content/applications/finance/accounting/taxes/avatax.rst index 5de628447..b8337e16f 100644 --- a/content/applications/finance/accounting/taxes/avatax.rst +++ b/content/applications/finance/accounting/taxes/avatax.rst @@ -397,6 +397,7 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n .. seealso:: - :doc:`fiscal_positions` - :doc:`avatax/avatax_use` + - :doc:`avatax/avalara_portal` - `US Tax Compliance: Avatax elearning video `_ @@ -404,3 +405,4 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n :titlesonly: avatax/avatax_use + avatax/avalara_portal diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal.rst b/content/applications/finance/accounting/taxes/avatax/avalara_portal.rst new file mode 100644 index 000000000..f9ed8a777 --- /dev/null +++ b/content/applications/finance/accounting/taxes/avatax/avalara_portal.rst @@ -0,0 +1,259 @@ + +.. _avatax/portal: + +======================= +Avalara (Avatax) portal +======================= + +Avalara's (*AvaTax*) management console offers account management options including: viewing/editing +the transactions sent from Odoo to *AvaTax*, details on how the taxes are calculated, tax reporting, +tax exemption management, and tax return resources. + +.. tip:: + Avalara is the software developer of the tax software, *AvaTax*. + +To access the console, first, navigate to either Avalara's `sandbox +`_ or `production `_ environment. +This will depend on which type of account was set in the :doc:`integration <../avatax>`. Log in to +the management console. + +.. image:: avalara_portal/avalara-portal.png + :align: center + :alt: Avalara dashboard after logging into management portal. + +.. seealso:: + For more information see Avalara's documentation: `Activate your Communications Customer Portal + account + `_. + +.. _avalara/portal-transactions: + +Transactions +============ + +To access transactions, click in the :guilabel:`Transactions` link on the main dashboard upon +logging into the :ref:`avatax/portal`. To manually access the *Transactions* page, while logged into +the Avalara console, navigate to :menuselection:`Transactions --> Transactions`. + +.. image:: avalara_portal/avalara-transactions.png + :align: center + :alt: Avalara portal with the transactions shortcut highlighted. + +Edit transaction +---------------- + +Click into a transaction to reveal more details about the transaction. These details include +sections on :guilabel:`Invoice detail`, :guilabel:`Additional info`, and :guilabel:`Customer info`. +Click :icon:`fa-pencil` :guilabel:`Edit document details` to make changes to the transaction. + +A :guilabel:`Discount` can be added to adjust the invoice. This is especially useful in cases where +the transaction has already synced with Avalara / *AvaTax*, and changes need to be made afterward. + +.. _avalara/portal-filter: + +Filter +------ + +Filter transactions on the :guilabel:`Transactions` page, by setting the :guilabel:`From` and +:guilabel:`To` fields, and configuring other fields to filter by, including: + +- :guilabel:`Document Status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`, + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. +- :guilabel:`Document Code`: any of the following options, :guilabel:`Exactly match`, + :guilabel:`Starts with`, or :guilabel:`Contains`. +- :guilabel:`Customer/Vendor Code`: the customer/vendor code in Odoo (e.g. `Contact18`). +- :guilabel:`Country`: the country this tax was calculated in; this is a text field. +- :guilabel:`Region`: the region of the country, which varies based on the :guilabel:`Country` + selection. + +Click :icon:`fa-plus` :guilabel:`Filters` to access the following filter conditions: + +- :guilabel:`Document Type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales + Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer + Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs + Invoice`. +- :guilabel:`Import ID`: represents the import ID of the document. + +Sort by +------- + +On the :guilabel:`Transactions` page, transactions will be listed below, according to the set +:ref:`avalara/portal-filter`, located in the top half of the page. The following columns are +available by default, to sort by ascending or descending order: + +- :guilabel:`Doc Code`: either of the following options, :guilabel:`Exactly match`, + :guilabel:`Starts with`, or :guilabel:`Contains`. +- :guilabel:`Doc Status`: either of the following options, :guilabel:`All`, :guilabel:`Voided`, + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. +- :guilabel:`Cust/Vendor Code` : this is the customer/vendor code in Odoo (e.g. Contact18). +- :guilabel:`Region`: this is the region of the country, this will vary based on the + :guilabel:`Country` selection. +- :guilabel:`Amount`: the numeric amount of the total amount on the Odoo document. +- :guilabel:`Tax`: the numeric amount of the tax applied to the total. + +.. image:: avalara_portal/transactions.png + :align: center + :alt: Transactions page on the Avalara portal with the filter and sort-by options highlighted. + +Customize columns +~~~~~~~~~~~~~~~~~ + +Additional columns can be added by clicking the :icon:`fa-cog` :guilabel:`Customize columns`. On the +resulting popover window, click the drop-down menu for the :guilabel:`column` that should be +changed. + +The following columns can be added for additional transactional information: + +- :guilabel:`AvaTax calculated`: the amount of tax calculated by *AvaTax*. +- :guilabel:`Country`: the country this tax was calculated in; this is a text field. +- :guilabel:`Cust/vendor code`: the customer/vendor code in Odoo (e.g. `Contact18`). +- :guilabel:`Currency`: the standardized abbreviation for the currency the amount total is in. +- :guilabel:`Doc date`: the document's date of creation. +- :guilabel:`Doc status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`, + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. +- :guilabel:`Doc type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales + Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer + Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs + Invoice`. +- :guilabel:`Import ID`: represents the import ID of the document. +- :guilabel:`Last modified`: timestamp of the last time the document was modified. +- :guilabel:`Location code`: the location code used to calculate the tax, based on the delivery + address. +- :guilabel:`PO number`: the purchase order number. +- :guilabel:`Reference code`: the Odoo reference code (e.g. NV/2024/00003) +- :guilabel:`Region`: the region of the country,which varies based on the :guilabel:`Country` + selection. +- :guilabel:`Salesperson code`: the numeric ID of the user assigned to the sales order in Odoo. +- :guilabel:`Tax date`: the month/day/year of the tax calculation. +- :guilabel:`Tax override type`: where an exemption would appear, should there be none, the field + populates with :guilabel:`None`. + +To add a new column click the :icon:`fa-plus` :guilabel:`Column`. + +.. seealso:: + For more information on *AvaTax* transactions, refer to this Avalara documentation: `Transactions + `_. + +Import-export +------------- + +While on the :ref:`avalara/portal-transactions`, click :icon:`fa-download` :guilabel:`Import +transactions` or :icon:`fa-upload` :guilabel:`Export transactions` to import or export transactions. + +Reports +------- + +To access reporting, navigate to the :menuselection:`Reports` link in the top menu of the Avalara +management console. Next, select from one of the available reporting tabs: :guilabel:`Transactions +reports`, :guilabel:`Liability & tax return reports`, or :guilabel:`Exemption reports`. + +.. tip:: + Additionally, there is a :guilabel:`Favorites` tab and :guilabel:`Downloads` tab. The + :guilabel:`Favorites` tab contains any favorited report configurations for the Avalara user. The + :guilabel:`Downloads` tab contains a list view where the user can download the high-volume + transaction reports created in the last 30 days. + +Make a selection for the :guilabel:`Report Category`, and the :guilabel:`Report Name`, under the +:guilabel:`Select a report` section. + +Next, fill out the :guilabel:`Select report details` section. These options will vary based on the +tab selected above. + +Depending on the report size, the following two options are available in the section labeled, +:guilabel:`Select the approximate number of transactions for your report`: :guilabel:`Create and +download the report instantly` (for small reports) and :guilabel:`Create and download the report in +the background` (for larger reports). Select one or the other depending on the volume of +transactions in this report. + +Finally, under the section labeled, :guilabel:`Report preview and export` make a selection of the +file type to download. Either a :guilabel:`.PDF` or :guilabel:`.XLS` can be chosen. Alternatively, +the file can be previewed by selecting the :guilabel:`Preview` option. + +After making all the configurations, click :guilabel:`Create report` to download the report. Click +:icon:`fa-star-o` :guilabel:`Make this report a favorite` to save the report configuration to the +user's favorites. + +After the report is created, click :icon:`fa-download` :guilabel:`Download` to download the file to +the device. + +.. tip:: + Select a pre-configured report from the :guilabel:`Frequently used reports` section of the + reporting dashboard. + + Access this list by clicking on the :guilabel:`Reports` option in the top menu of the Avalara + management console, and scroll to the bottom of the page. + +.. seealso:: + `See Avalara's documentation: Reports in AvaTax + `_. + +Add more jurisdictions +====================== + +Additional jurisdictions (tax locations) can be added in the Avalara management console. Navigate to +either Avalara's `sandbox `_ or `production +`_ environment. This will depend on which type of account was set in the +:doc:`integration <../avatax>`. + +Next, navigate to :menuselection:`Settings --> Where you collect tax`. Choose between the three +different tabs, depending on the business need. The first tab is :guilabel:`Sales and use tax`, +where tax can be collected for the United States. Click the :icon:`fa-plus` :guilabel:`Add to where +you collect sales and use tax` to add another location where the company collects sales and use tax. + +The second option, is the :guilabel:`VAT/GST` tab where the :icon:`fa-plus` :guilabel:`Add a country +or territory where you collect VAT/GST` can be selected to add another country or territory where +the company collects VAT/GST. + +Finally, on the far-right, is the :guilabel:`Customs duty` tab, where a country can be added where +the company collects customs duty. Simply click on the :icon:`fa-plus` :guilabel:`Add a country +where you calculate customs duty` icon below the tab. + +.. image:: avalara_portal/where-you-collect-tax.png + :align: center + :alt: AvaTax management console, on the Where you collect tax page, with the add button and + sales and use tax tab highlighted. + +.. seealso:: + `See Avalara's documentation: Add local jurisdiction taxes + `_. + +Tax exemption certificate +========================= + +Tax exemption certificates for customers can be added into the Avalara management console, so that +*AvaTax* is aware of which customers may be exempt from paying certain taxes. To add an *exception +certificate* navigate to :menuselection:`Exemptions --> Customer certificates`. From there, click on +the :icon:`fa-plus` :guilabel:`Add a certificate` to configure an exemption. + +.. warning:: + An Avalara subscription to Exemption Certificate Management (ECM) is required in order to attach + certificate images, and to be ready for an audit. For more on subscribing to this add-on, visit + `Avalara + `_. + +End-of-year operations +====================== + +Avalara's services include tax return services, for when it is time to file taxes at the end of the +year. To access Avalara's tax services log, into the `management portal +`_. Then, from the main dashboard, click :guilabel:`Returns`. Avalara +will prompt the Avalara user to log in for security purposes, and redirect the user to the *Returns* +portal. + +.. image:: avalara_portal/avalara-returns.png + :align: center + :alt: Avalara portal with the returns shortcut highlighted. + +Click :guilabel:`Get started` to begin the tax return process. For more information, refer to this +Avalara documentation: `About Managed Returns +`_. + +.. tip:: + Alternatively, click on the :menuselection:`Returns` button in the top menu of the Avalara + management console. + +.. seealso:: + - :doc:`../avatax` + - :doc:`avatax_use` + - `US Tax Compliance: Avatax elearning video + `_ diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-portal.png b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-portal.png new file mode 100644 index 000000000..618cea06f Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-portal.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-returns.png b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-returns.png new file mode 100644 index 000000000..204c9e331 Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-returns.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-transactions.png b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-transactions.png new file mode 100644 index 000000000..dbdf911c7 Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avalara_portal/avalara-transactions.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal/transactions.png b/content/applications/finance/accounting/taxes/avatax/avalara_portal/transactions.png new file mode 100644 index 000000000..1e31eca4d Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avalara_portal/transactions.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avalara_portal/where-you-collect-tax.png b/content/applications/finance/accounting/taxes/avatax/avalara_portal/where-you-collect-tax.png new file mode 100644 index 000000000..27f1fe591 Binary files /dev/null and b/content/applications/finance/accounting/taxes/avatax/avalara_portal/where-you-collect-tax.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avatax_use.rst b/content/applications/finance/accounting/taxes/avatax/avatax_use.rst index 781f57817..b68e1a502 100644 --- a/content/applications/finance/accounting/taxes/avatax/avatax_use.rst +++ b/content/applications/finance/accounting/taxes/avatax/avatax_use.rst @@ -157,5 +157,8 @@ creation (or adjustment) of the transaction. .. seealso:: - :doc:`../avatax` + - :doc:`avalara_portal` - `US Tax Compliance: Avatax elearning video `_ + - :doc:`../fiscal_positions` +