[IMP] Accounting: Avatax update and fix
closes odoo/documentation#10820
X-original-commit: f6226e6aac
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
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@ -22,18 +22,18 @@ can maintain control of tax-calculations in-house with this simple :abbr:`API (a
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programming interface)` integration.
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programming interface)` integration.
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.. important::
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.. important::
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Some limitations exist in Odoo while using *AvaTax* for tax calculation:
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Some limitations exist in Odoo while using AvaTax for tax calculation:
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- *AvaTax* is **not** supported in Odoo's *Point of Sale* app, because a dynamic tax calculation
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- AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax
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model is excessive for transactions within a single delivery address, such as stores or
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calculation model is excessive for transactions within a single delivery address, such as
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restaurants.
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stores or restaurants.
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- *AvaTax* and Odoo use the company address and **not** the warehouse address.
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- AvaTax and Odoo use the company address, **not** the warehouse address.
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- Exercise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
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- Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
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specific industries.
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specific industries.
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.. seealso::
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.. seealso::
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Avalara's support documents: `About AvaTax
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Avalara's support documents: `About AvaTax
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<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=dqa1657870670369_dqa1657870670369&topicId=About_AvaTax.html&_LANG=enus>`_
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<https://community.avalara.com/support/s/document-item?language=en_US>`_
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Set up on AvaTax
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Set up on AvaTax
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================
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================
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@ -47,7 +47,7 @@ connect with Avalara to purchase a license: `Avalara: Let's Talk
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:ref:`Odoo setup <avatax/credentials>`. In Odoo, this number is the :guilabel:`API ID`.
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:ref:`Odoo setup <avatax/credentials>`. In Odoo, this number is the :guilabel:`API ID`.
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Then, `create a basic company profile
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Then, `create a basic company profile
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Create_a_Basic_company_profile.html&_LANG=enus>`_.
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<https://www.odoo.com/r/2k0>`_.
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Create basic company profile
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Create basic company profile
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----------------------------
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----------------------------
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@ -57,15 +57,15 @@ products/services sold (and their sales locations), and customer tax exemptions,
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Follow the Avalara documentation for creating a basic company profile:
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Follow the Avalara documentation for creating a basic company profile:
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#. `Add company information
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#. `Add company information
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_your_company_information.html&_LANG=enus>`_.
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<https://www.odoo.com/r/XZDW>`_.
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#. `Tell us where the company collects and pays tax
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#. `Tell us where the company collects and pays tax
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Tell_us_where_you_collect_and_pay_tax.html&_LANG=enus>`_.
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<https://www.odoo.com/r/E6g>`_.
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#. `Verify jurisdictions and activate the company
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#. `Verify jurisdictions and activate the company
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Verify_your_jurisdictions_and_activate_your_company.html&_LANG=enus>`_.
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<https://www.odoo.com/r/NIy>`_.
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#. `Add other company locations for location-based filing
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#. `Add other company locations for location-based filing
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_other_company_locations_for_location-based_filing.html&_LANG=enus>`_.
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<https://www.odoo.com/r/GF4>`_.
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#. `Add a marketplace to the company profile
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#. `Add a marketplace to the company profile
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<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_marketplace_transactions_to_your_company_profile.html&_LANG=enus>`_.
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<https://www.odoo.com/r/QA5>`_.
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.. _avatax/create_avalara_credentials:
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.. _avatax/create_avalara_credentials:
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@ -86,7 +86,7 @@ company would like to integrate.
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Log in to create the :guilabel:`License Key`. Go to :menuselection:`Settings --> License and API
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Log in to create the :guilabel:`License Key`. Go to :menuselection:`Settings --> License and API
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Keys`. Click :guilabel:`Generate License Key`.
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Keys`. Click :guilabel:`Generate License Key`.
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.. note::
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.. important::
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A warning appears stating: `If your business app is connected to Avalara solutions, the
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A warning appears stating: `If your business app is connected to Avalara solutions, the
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connection will be broken until you update the app with the new license key. This action cannot
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connection will be broken until you update the app with the new license key. This action cannot
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be undone.`
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be undone.`
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@ -100,9 +100,9 @@ with *AvaTax* and Odoo, then click :guilabel:`Generate license key`.
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If this is an additional license key, ensure the previous connection can be broken. There is
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If this is an additional license key, ensure the previous connection can be broken. There is
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**only** one license key associated with each of the Avalara sandbox and production accounts.
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**only** one license key associated with each of the Avalara sandbox and production accounts.
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.. important::
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.. warning::
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Copy this key to a safe place. It is **strongly encouraged** to backup the license key for future
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Copy this key to a safe place. It is strongly encouraged to back up the license key for
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reference. This key cannot be retrieved after leaving this screen.
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future reference. This key **cannot** be retrieved after leaving this screen.
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Odoo configuration
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Odoo configuration
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==================
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==================
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@ -210,6 +210,7 @@ and :guilabel:`Amazon/Avatax Bridge`, respectively.
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<../../fiscal_localizations>` documentation:
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<../../fiscal_localizations>` documentation:
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- :doc:`../../fiscal_localizations/brazil`
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- :doc:`../../fiscal_localizations/brazil`
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- :doc:`../../fiscal_localizations/united_states`
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.. _avatax/credentials:
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.. _avatax/credentials:
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@ -424,7 +425,7 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n
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.. important::
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.. important::
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Mapping an :guilabel:`AvaTax Category` on either the *Product* or *Product Category* should be
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Mapping an :guilabel:`AvaTax Category` on either the *Product* or *Product Category* should be
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completed for every *Product* or *Product Category*, depending the route that is chosen.
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completed for every *Product* or *Product Category*, depending on the route that is chosen.
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.. seealso::
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.. seealso::
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- :doc:`fiscal_positions`
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- :doc:`fiscal_positions`
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