diff --git a/content/applications/finance/accounting/taxes/avatax.rst b/content/applications/finance/accounting/taxes/avatax.rst index b8337e16f..020a35de4 100644 --- a/content/applications/finance/accounting/taxes/avatax.rst +++ b/content/applications/finance/accounting/taxes/avatax.rst @@ -11,9 +11,9 @@ transactions. .. important:: *AvaTax* is only available for integration with databases/companies that have locations in the - United States and Canada. This means the fiscal position/country of a database can only be set to - the United States or Canada. For more information, reference this documentation: - :ref:`avatax/fiscal_country`. + United States, Canada, and Brazil. This means the fiscal position/country of a database can only + be set to the United States, Canada, or Brazil. For more information, reference this + documentation: :ref:`avatax/fiscal_country`. *AvaTax* accounts for location-based tax rates for each state, county, and city. It improves remittance accuracy by paying close attention to laws, rules, jurisdiction boundaries, and special @@ -125,7 +125,7 @@ To set the :guilabel:`Fiscal Country`, navigate to :menuselection:`Accounting ap :doc:`../../fiscal_localizations` Under the :guilabel:`Taxes` section, set the :guilabel:`Fiscal Country` feature to :guilabel:`United -States` or :guilabel:`Canada`. Then, click :guilabel:`Save`. +States`, :guilabel:`Canada`, or :guilabel:`Brazil`. Then, click :guilabel:`Save`. Company settings ---------------- @@ -166,28 +166,50 @@ Next, ensure that the Odoo *AvaTax* module is installed. To do so, navigate to t * - :guilabel:`Avatax` - `account_avatax` - Default *AvaTax* module. This module adds the base *AvaTax* features for tax calculation. + * - :guilabel:`Avatax for geo localization` + - `account_avatax_geolocalize` + - This module includes the features required for integration of *AvaTax* into geo-localization + in Odoo. * - :guilabel:`Avatax for SO` - `account_avatax_sale` - Includes the information needed for tax calculation on sales orders in Odoo. - * - :guilabel:`Avatax for Subscriptions` - - `account_avatax_sale_subscription` - - This module includes the features required for tax calculation on subscriptions in Odoo. - * - :guilabel:`Account Avatax - Ecommerce` - - `website_sale_account_avatax` - - Includes tax calculation features for the checkout process on Odoo eCommerce. - * - :guilabel:`Account AvaTax - Ecommerce - Delivery` - - `website_sale_delivery_avatax` - - Includes tax calculation features for the delivery process on Odoo eCommerce. + * - :guilabel:`Avatax for Inventory` + - `account_avatax_stock` + - Includes tax calculation in Odoo Inventory. + * - :guilabel:`Amazon/Avatax Bridge` + - `sale_amazon_avatax` + - Includes tax calculation features between the *Amazon Connector* and Odoo. + * - :guilabel:`Avatax Brazil` + - `l10n_br_avatax` + - Includes information for tax calculation in the Brazil localization. + * - :guilabel:`Avatax Brazil for Services` + - `l10n_br_avatax_services` + - This module includes the required features for tax calculation for services in the Brazil + localization. + * - :guilabel:`Avatax Brazil Sale for Services` + - `l10n_br_edi_sale_services` + - This module includes the required features for tax calculation for the sale of services in + the Brazil localization. This includes electronic data interchange (EDI). + * - :guilabel:`Test SOs for the Brazilian AvaTax` + - `l10n_br_test_avatax_sale` + - This module includes the required features for test sales orders in the Brazil localization. -Click the :guilabel:`Install` button on the module labeled :guilabel:`Avatax`: `account_avatax`. +Click the :guilabel:`Install` button on the module labeled, :guilabel:`Avatax`: `account_avatax`. Doing so installs the following modules: - :guilabel:`Avatax`: `account_avatax` - :guilabel:`Avatax for SO`: `account_avatax_sale` -- :guilabel:`Account Avatax - Ecommerce`: `website_sale_account_avatax` +- :guilabel:`Avatax for Inventory`: `account_avatax_stock` -Should *AvaTax* be needed for Odoo *Subscriptions*, or for delivery tax in Odoo *eCommerce*, then -install those modules individually by clicking on :guilabel:`Install`. +Should *AvaTax* be needed for geo-localization, or with the *Amazon Connector*, then install those +modules individually by clicking on :guilabel:`Install` on :guilabel:`Avatax for geo localization` +and :guilabel:`Amazon/Avatax Bridge`, respectively. + +.. seealso:: + For localization specific *AvaTax* instructions, view the following :doc:`fiscal localization + <../../fiscal_localizations>` documentation: + + - :doc:`../../fiscal_localizations/brazil` .. _avatax/credentials: @@ -196,9 +218,13 @@ Odoo AvaTax settings To integrate the *AvaTax* :abbr:`API (application programming interface)` with Odoo, go to :menuselection:`Accounting app --> Configuration --> Settings` section. The :guilabel:`AvaTax` -fields in the :guilabel:`Taxes` section is where the *AvaTax* configurations are made and the +fields in the :guilabel:`Taxes` section is where the *AvaTax* configurations are made, and the credentials are entered in. +First, tick the checkbox to the left of the :guilabel:`AvaTax` settings, to activate *AvaTax* on the +database. This is a quick, convenient way to activate and deactivate *AvaTax* tax calculation on the +Odoo database. + .. image:: avatax/avatax-configuration-settings.png :align: center :alt: Configure AvaTax settings @@ -360,6 +386,12 @@ Tax mapping The *AvaTax* integration is available on sale orders and invoices with the included *AvaTax* fiscal position. +.. tip:: + Additionally, there is a :guilabel:`Tax Mapping` tab and :guilabel:`Account Mapping` tab in the + :guilabel:`Automatic Tax Mapping (AvaTax)` fiscal position, where mapping for products can also + be configured. To access :guilabel:`Fiscal Positions` navigate to :menuselection:`Accounting app + --> Configuration --> Accounting: Fiscal Positions`. + Product category mapping ~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/content/applications/finance/accounting/taxes/avatax/avatax-category.png b/content/applications/finance/accounting/taxes/avatax/avatax-category.png index eca8c14b1..10f2b9618 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/avatax-category.png and b/content/applications/finance/accounting/taxes/avatax/avatax-category.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.png b/content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.png index 0de84d674..b69294b2d 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.png and b/content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.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 b68e1a502..081228385 100644 --- a/content/applications/finance/accounting/taxes/avatax/avatax_use.rst +++ b/content/applications/finance/accounting/taxes/avatax/avatax_use.rst @@ -11,15 +11,15 @@ 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. +:guilabel:`Compute Taxes` button, while these documents are in draft stage. .. tip:: - Clicking the :guilabel:`Compute taxes using Avatax` button recalculates taxes if any product - lines are edited on the invoice. + Clicking the :guilabel:`Compute Taxes` 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. + :alt: Sales quotation with the confirm and compute taxes button highlighted. The tax calculation is triggered during the following :ref:`automatic trigger ` and :ref:`manual trigger ` circumstances. @@ -43,8 +43,10 @@ Automatic 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. +- :guilabel:`Compute Taxes` button at the bottom of the quote. +- :guilabel:`Compute Taxes` button at the top of the invoice. + +Use each of these buttons to manually re-calculate the sales tax. .. tip:: Use the :guilabel:`Avalara Partner Code` field that is available on customer records, quotations, @@ -94,9 +96,9 @@ AvaTax portal. 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`. +Add a fixed price discount to a valuable customer, by clicking :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`. .. 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 index 6a56742e3..d7a2a5228 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/avatax_use/calculate-avatax.png 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 index 51ec0c092..e8d46443b 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/avatax_use/journal-items.png and b/content/applications/finance/accounting/taxes/avatax/avatax_use/journal-items.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/avatax_use/logging.png b/content/applications/finance/accounting/taxes/avatax/avatax_use/logging.png index c573d5c00..72ef4c4fe 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/avatax_use/logging.png and b/content/applications/finance/accounting/taxes/avatax/avatax_use/logging.png differ diff --git a/content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png b/content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png index 2c7fc4273..8fb89036d 100644 Binary files a/content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png and b/content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png differ