diff --git a/content/applications/finance/accounting/taxes.rst b/content/applications/finance/accounting/taxes.rst index f04b62f0e..c8b52b834 100644 --- a/content/applications/finance/accounting/taxes.rst +++ b/content/applications/finance/accounting/taxes.rst @@ -296,7 +296,6 @@ directly to a product line. - :doc:`taxes/fiscal_positions` - :doc:`taxes/B2B_B2C` - - :doc:`taxes/taxcloud` - :doc:`reporting/tax_returns` .. toctree:: diff --git a/content/applications/finance/accounting/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxes/fiscal_positions.rst index ca254dc78..cd3556c78 100644 --- a/content/applications/finance/accounting/taxes/fiscal_positions.rst +++ b/content/applications/finance/accounting/taxes/fiscal_positions.rst @@ -115,5 +115,4 @@ To define which fiscal position must be used by default for a specific partner, .. seealso:: * :doc:`../taxes` - * :doc:`taxcloud` * :doc:`B2B_B2C` diff --git a/content/applications/finance/accounting/taxes/taxcloud.rst b/content/applications/finance/accounting/taxes/taxcloud.rst index 452038994..b249ec988 100644 --- a/content/applications/finance/accounting/taxes/taxcloud.rst +++ b/content/applications/finance/accounting/taxes/taxcloud.rst @@ -2,150 +2,10 @@ TaxCloud integration ==================== -TaxCloud calculates the sales tax rate in real time for every state, city, and special jurisdiction -in the United States. It keeps track of which products are exempt from sales tax and in which states -each exemption applies. - -TaxCloud registration -===================== - -Register an account on `TaxCloud.com `_ and complete the setup. -Once you go live, get the :guilabel:`TaxCloud API Keys` by clicking on :guilabel:`Stores`, then -:guilabel:`Get Details`. - -.. image:: taxcloud/taxcloud-api-keys.png - :align: center - :alt: Example of a store's TaxCloud API Keys - -Enable TaxCloud -=============== - -#. Go to :menuselection:`Accounting Dashboard --> Configuration --> Settings` and in the - :guilabel:`Taxes` section enable :guilabel:`TaxCloud`. -#. Add the store's :guilabel:`Login ID` under :guilabel:`API ID` and the store's :guilabel:`Key` - under :guilabel:`API KEY`. Click on :guilabel:`Save`. -#. Click the :guilabel:`Refresh` button (:guilabel:`🗘`) next to :guilabel:`Default Category` to - import the TIC :dfn:`Taxability Information Codes` product categories from TaxCloud. Some - categories may imply specific tax rates or exemptions. -#. Select a :guilabel:`Default Category` and :guilabel:`Save`. The :guilabel:`Default Category` is - applied when no :guilabel:`TaxCloud Category` is set on your products or product categories, - or when no product is found on an order/invoice. - - .. image:: taxcloud/taxcloud-settings.png - :align: center - :alt: Filling in TaxCloud API Keys in Odoo - -Set TaxCloud categories on products -=================================== - -If you need to use more than one TIC category (i.e., the :guilabel:`Default Category`), go to the -product's :guilabel:`General Information` tab and select a :guilabel:`TaxCloud Category`. - -If you want to configure multiple products simultaneously, ensure they share the same -:guilabel:`Product Category` and click on the external link button (:guilabel:`🡕`) to set a -:guilabel:`TaxCloud Category` on the :guilabel:`Product Category` instead. - -.. note:: - If you set a :guilabel:`TaxCloud Category` on a product and another on its :guilabel:`Product - Category`, Odoo only considers the :guilabel:`TaxCloud Category` found on the product itself. - - A :guilabel:`TaxCloud Category` set on a **parent product category** does not apply to its - **child product categories**. For example, if you set :guilabel:`TaxCloud Category` on the *All* - :guilabel:`Product Category`, it is not applied to the *All/Sales* :guilabel:`Product Category`. - -.. important:: - Make sure your company address is complete, including the state and the ZIP code. Go to - :menuselection:`Settings --> Companies: Update Info` to open and edit your company address. - -Automatically post taxes in the correct tax payable account -=========================================================== - -To make sure the new taxes generated by the TaxCloud integration are created with the correct -**Tax Payable** account, create a **user-defined default**. This process should be repeated for each -one of your companies that uses TaxCloud. - .. warning:: - A user-defined default impacts all records at creation. It means that **every** new tax is - set up to record income in the specified Tax Payable account unless the tax is manually edited to - specify a different income account (or if another user-defined default takes precedence). - -To do so, go to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Chart of -Accounts`, find the company's :guilabel:`Tax Payable` account, and click on :guilabel:`Setup`. Take -note of the number after `id=` in the URL string; it is the **Tax Payable account ID** and will -be used later. - -.. image:: taxcloud/tax-payable-id.png - :align: center - :alt: Example of Tax Payable account id in the URL string - -Activate the :ref:`developer mode `, then go to :menuselection:`Settings --> -Technical --> Actions: User-defined Defaults` and click on :guilabel:`Create`. - -Click on :guilabel:`Field` drop-down menu and then on :guilabel:`Search More...`. - -.. image:: taxcloud/user-defaults-search-more.png - :alt: User-defined Defaults Field search - :align: center - -Use the search bar to filter for the :guilabel:`Tax Repartition Line` model, and use it a second -time to filter for the :guilabel:`Account` field. Select the line with :guilabel:`Tax Repartition -Line` under the :guilabel:`Model` column. - -.. image:: taxcloud/user-defaults-search-filters.png - :alt: Searching for the Tax Repartition Line model and Account field - :align: center - -Once you are back to the :guilabel:`User-defined Defaults` creation, enter the **Tax Payable account -ID** you took note of earlier under the :guilabel:`Default Value (JSON format)` field. - -Select the company for which this configuration should apply under the :guilabel:`Company` field and -click :guilabel:`Save`. - -.. image:: taxcloud/user-defaults-complete-configuration.png - :align: center - :alt: Example of a User-defined Defaults configuration - -Automatically detect the fiscal position -======================================== - -Sales taxes are calculated in Odoo based on :doc:`fiscal positions `. A fiscal -position for the United States is created when enabling TaxCloud. - -You can configure Odoo to automatically detect to which customers the fiscal position should be -applied. To do so, go to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: -Fiscal Positions` and select :guilabel:`Automatic Tax Mapping (TaxCloud)`. Enable :guilabel:`Detect -Automatically` and then :guilabel:`Save`. - -.. image:: taxcloud/fiscal-position-detect.png - :align: center - :alt: Detect Automatically setting on the TaxCloud fiscal position - -Now, this fiscal position is automatically set on any order or invoice if the customer country is -*United States*. This triggers the automated tax computation. - -.. note:: - To get the sales taxes on a sales order, confirm it or click the :guilabel:`Update Taxes` button - next to :guilabel:`Add Shipping`. - -Interaction with coupons and promotions -======================================= - -If you use the **Coupon** or **Promotion Programs**, the integration with TaxCloud might behave -unexpectedly. Indeed, as TaxCloud does not accept lines with negative amounts as part of the tax -computation, the amount of the lines added by the promotion program must be deduced from the total -of the lines it impacts. - -.. important:: - This means, amongst other complications, that orders using coupons or promotions with a TaxCloud - fiscal position **must** be invoiced completely - you cannot create invoices for partial - deliveries, etc. - -Another unexpected behavior is possible. For example, you sell a product for which you have a -promotion program that provides a 50% discount. If the product's tax rate is 7%, the tax rate -computed from the TaxCloud integration displays 3.5%. This happens because the discount is included -in the price sent to TaxCloud. However, in Odoo, the discount is on another line entirely. Still, -the tax computation is correct. Indeed, a 3.5% tax on the full price is the equivalent of a 7% tax -on half the price, but this might be unexpected from a user point of view. + The Odoo TaxCloud integration has begun its decommissioning, starting in Odoo 17. New + installations are prohibited in Odoo 17, and in Odoo 18, the TaxCloud module(s) won't exist at + all. Odoo recommends the use of the Avatax platform. .. seealso:: - :doc:`fiscal_positions` + :doc:`avatax` diff --git a/content/applications/finance/accounting/taxes/taxcloud/fiscal-position-detect.png b/content/applications/finance/accounting/taxes/taxcloud/fiscal-position-detect.png deleted file mode 100644 index 64cf7bc23..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/fiscal-position-detect.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/tax-payable-id.png b/content/applications/finance/accounting/taxes/taxcloud/tax-payable-id.png deleted file mode 100644 index a841c0b86..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/tax-payable-id.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/taxcloud-api-keys.png b/content/applications/finance/accounting/taxes/taxcloud/taxcloud-api-keys.png deleted file mode 100644 index 140e8bb02..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/taxcloud-api-keys.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/taxcloud-settings.png b/content/applications/finance/accounting/taxes/taxcloud/taxcloud-settings.png deleted file mode 100644 index 689bba465..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/taxcloud-settings.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-complete-configuration.png b/content/applications/finance/accounting/taxes/taxcloud/user-defaults-complete-configuration.png deleted file mode 100644 index 55228cad7..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-complete-configuration.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-filters.png b/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-filters.png deleted file mode 100644 index 920aa0d7c..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-filters.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-more.png b/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-more.png deleted file mode 100644 index 6f767c3ea..000000000 Binary files a/content/applications/finance/accounting/taxes/taxcloud/user-defaults-search-more.png and /dev/null differ diff --git a/content/applications/sales/sales/amazon_connector/manage.rst b/content/applications/sales/sales/amazon_connector/manage.rst index e60b4ecc1..a592674d8 100644 --- a/content/applications/sales/sales/amazon_connector/manage.rst +++ b/content/applications/sales/sales/amazon_connector/manage.rst @@ -109,11 +109,6 @@ generated on Odoo to the Amazon backend. In addition, for your B2B clients, it is currently required to manually retrieve VAT numbers from the Amazon backend before creating the invoice in Odoo. -.. note:: - For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: invoices created from - Amazon sales orders are **not** synchronized with TaxCloud, since Amazon already includes them in - its own tax report to TaxCloud. - Register payments ----------------- diff --git a/content/applications/websites/ecommerce/managing_products/price_management.rst b/content/applications/websites/ecommerce/managing_products/price_management.rst index 143679d36..2aaa32a3b 100644 --- a/content/applications/websites/ecommerce/managing_products/price_management.rst +++ b/content/applications/websites/ecommerce/managing_products/price_management.rst @@ -18,7 +18,6 @@ To add a tax on a product, you can either set a tax in the :guilabel:`Customer T .. seealso:: - :doc:`/applications/finance/accounting/taxes` - :doc:`/applications/finance/accounting/taxes/avatax` - - :doc:`/applications/finance/accounting/taxes/taxcloud` - :doc:`/applications/finance/accounting/taxes/fiscal_positions` Tax display