[ADD] accounting: avatax integration

closes odoo/documentation#1947

X-original-commit: 093aea15ec
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Zachary Straub (ZST) 2022-04-22 03:38:27 +00:00 committed by Jonathan Castillo (jcs)
parent 35da831350
commit 663157179f
7 changed files with 75 additions and 0 deletions

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@ -11,6 +11,7 @@ Taxes
taxes/default_taxes
taxes/fiscal_positions
taxes/eu_distance_selling
taxes/avatax
taxes/taxcloud
taxes/retention
taxes/B2B_B2C

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@ -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`

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