From 4faeb3fecdca1c970a80f41c0b5471601c352ce8 Mon Sep 17 00:00:00 2001 From: Parish Bracha Date: Thu, 15 Aug 2024 18:42:53 +0000 Subject: [PATCH] [IMP] Accounting: Avatax update and fix closes odoo/documentation#10819 X-original-commit: f6226e6aaccfedf979892e629c30c3480ecb2f85 Signed-off-by: Samuel Lieber (sali) Signed-off-by: Parish Bracha (pabr) --- .../finance/accounting/taxes/avatax.rst | 37 ++++++++++--------- 1 file changed, 19 insertions(+), 18 deletions(-) diff --git a/content/applications/finance/accounting/taxes/avatax.rst b/content/applications/finance/accounting/taxes/avatax.rst index 020a35de4..d3bcee55e 100644 --- a/content/applications/finance/accounting/taxes/avatax.rst +++ b/content/applications/finance/accounting/taxes/avatax.rst @@ -22,18 +22,18 @@ can maintain control of tax-calculations in-house with this simple :abbr:`API (a programming interface)` integration. .. important:: - Some limitations exist in Odoo while using *AvaTax* for tax calculation: + Some limitations exist in Odoo while using AvaTax for tax calculation: - - *AvaTax* is **not** supported in Odoo's *Point of Sale* app, because a dynamic tax calculation - model is excessive for transactions within a single delivery address, such as stores or - restaurants. - - *AvaTax* and Odoo use the company address and **not** the warehouse address. - - Exercise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other + - AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax + calculation model is excessive for transactions within a single delivery address, such as + stores or restaurants. + - AvaTax and Odoo use the company address, **not** the warehouse address. + - Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other specific industries. .. seealso:: Avalara's support documents: `About AvaTax - `_ + `_ Set up on AvaTax ================ @@ -47,7 +47,7 @@ connect with Avalara to purchase a license: `Avalara: Let's Talk :ref:`Odoo setup `. In Odoo, this number is the :guilabel:`API ID`. Then, `create a basic company profile -`_. +`_. Create basic company profile ---------------------------- @@ -57,15 +57,15 @@ products/services sold (and their sales locations), and customer tax exemptions, Follow the Avalara documentation for creating a basic company profile: #. `Add company information - `_. + `_. #. `Tell us where the company collects and pays tax - `_. + `_. #. `Verify jurisdictions and activate the company - `_. + `_. #. `Add other company locations for location-based filing - `_. + `_. #. `Add a marketplace to the company profile - `_. + `_. .. _avatax/create_avalara_credentials: @@ -86,7 +86,7 @@ company would like to integrate. Log in to create the :guilabel:`License Key`. Go to :menuselection:`Settings --> License and API Keys`. Click :guilabel:`Generate License Key`. -.. note:: +.. important:: A warning appears stating: `If your business app is connected to Avalara solutions, the connection will be broken until you update the app with the new license key. This action cannot be undone.` @@ -100,9 +100,9 @@ with *AvaTax* and Odoo, then click :guilabel:`Generate license key`. If this is an additional license key, ensure the previous connection can be broken. There is **only** one license key associated with each of the Avalara sandbox and production accounts. -.. important:: - Copy this key to a safe place. It is **strongly encouraged** to backup the license key for future - reference. This key cannot be retrieved after leaving this screen. +.. warning:: + Copy this key to a safe place. It is strongly encouraged to back up the license key for + future reference. This key **cannot** be retrieved after leaving this screen. Odoo configuration ================== @@ -210,6 +210,7 @@ and :guilabel:`Amazon/Avatax Bridge`, respectively. <../../fiscal_localizations>` documentation: - :doc:`../../fiscal_localizations/brazil` + - :doc:`../../fiscal_localizations/united_states` .. _avatax/credentials: @@ -424,7 +425,7 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n .. important:: Mapping an :guilabel:`AvaTax Category` on either the *Product* or *Product Category* should be - completed for every *Product* or *Product Category*, depending the route that is chosen. + completed for every *Product* or *Product Category*, depending on the route that is chosen. .. seealso:: - :doc:`fiscal_positions`