[IMP] Accounting: Avatax update and fix

closes odoo/documentation#10819

X-original-commit: f6226e6aac
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
This commit is contained in:
Parish Bracha 2024-08-15 18:42:53 +00:00
parent 96794d47fc
commit 4faeb3fecd

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