diff --git a/content/applications/finance/accounting/taxation/taxes.rst b/content/applications/finance/accounting/taxation/taxes.rst index 049f9dea0..f82b78393 100644 --- a/content/applications/finance/accounting/taxation/taxes.rst +++ b/content/applications/finance/accounting/taxation/taxes.rst @@ -11,6 +11,7 @@ Taxes taxes/default_taxes taxes/fiscal_positions taxes/eu_distance_selling + taxes/avatax taxes/taxcloud taxes/retention taxes/B2B_B2C diff --git a/content/applications/finance/accounting/taxation/taxes/avatax.rst b/content/applications/finance/accounting/taxation/taxes/avatax.rst new file mode 100644 index 000000000..e40ffddbd --- /dev/null +++ b/content/applications/finance/accounting/taxation/taxes/avatax.rst @@ -0,0 +1,74 @@ +================== +Avatax integration +================== + +Avatax is a tax calculation provider that can be integrated in Odoo. + +.. _avatax/credentials: + +Credential configuration +======================== + +To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings --> +Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section. + +.. tip:: + If you do not yet have credentials, click on :guilabel:`How to Get Credentials`. + +.. image:: avatax/avatax-configuration-settings.png + :align: center + :alt: Configure Avatax settings + +.. _avatax/tax-mapping: + +Tax mapping +=========== + +The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal +position. + +Before using the integration, specify an :guilabel:`Avatax Category` on the product categories. + +.. image:: avatax/avatax-category.png + :align: center + :alt: Specify Avatax Category on products + +Avatax Categories may be overridden or set on individual products as well. + +.. image:: avatax/override-avatax-product-category.png + :align: center + :alt: Override product categories as needed + +.. _avatax/address-mapping: + +Address validation +================== + +Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the +customer form view. + +.. image:: avatax/validate-customer-address.png + :align: center + :alt: Validate customer addresses + +If preferred, choose to keep the newly validated address or the original address in the wizard that +pops up. + +.. image:: avatax/choose-customer-address.png + :align: center + :alt: Address validation wizard + +.. _avatax/tax-calculation: + +Tax calculation +=============== + +Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the +documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes +using Avatax` button while these documents are in draft mode. + +Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to +cross-reference data in Odoo and Avatax. + +.. seealso:: + - :doc:`fiscal_positions` diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/avatax-category.png b/content/applications/finance/accounting/taxation/taxes/avatax/avatax-category.png new file mode 100644 index 000000000..eca8c14b1 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/avatax/avatax-category.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/avatax-configuration-settings.png b/content/applications/finance/accounting/taxation/taxes/avatax/avatax-configuration-settings.png new file mode 100644 index 000000000..0de84d674 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/avatax/avatax-configuration-settings.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/choose-customer-address.png b/content/applications/finance/accounting/taxation/taxes/avatax/choose-customer-address.png new file mode 100644 index 000000000..284c29b6f Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/avatax/choose-customer-address.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/override-avatax-product-category.png b/content/applications/finance/accounting/taxation/taxes/avatax/override-avatax-product-category.png new file mode 100644 index 000000000..2c7fc4273 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/avatax/override-avatax-product-category.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/validate-customer-address.png b/content/applications/finance/accounting/taxation/taxes/avatax/validate-customer-address.png new file mode 100644 index 000000000..b17abe81d Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/avatax/validate-customer-address.png differ