diff --git a/accounting/others/taxes/media/taxcloud01.png b/accounting/others/taxes/media/taxcloud01.png index a3bdaab35..30e3b9110 100644 Binary files a/accounting/others/taxes/media/taxcloud01.png and b/accounting/others/taxes/media/taxcloud01.png differ diff --git a/accounting/others/taxes/media/taxcloud02.png b/accounting/others/taxes/media/taxcloud02.png index 8dda15b2c..b463c4c95 100644 Binary files a/accounting/others/taxes/media/taxcloud02.png and b/accounting/others/taxes/media/taxcloud02.png differ diff --git a/accounting/others/taxes/media/taxcloud03.png b/accounting/others/taxes/media/taxcloud03.png index 6d3c1d66b..9731f0705 100644 Binary files a/accounting/others/taxes/media/taxcloud03.png and b/accounting/others/taxes/media/taxcloud03.png differ diff --git a/accounting/others/taxes/media/taxcloud04.png b/accounting/others/taxes/media/taxcloud04.png index db4c45513..8acd54a09 100644 Binary files a/accounting/others/taxes/media/taxcloud04.png and b/accounting/others/taxes/media/taxcloud04.png differ diff --git a/accounting/others/taxes/media/taxcloud05.png b/accounting/others/taxes/media/taxcloud05.png deleted file mode 100644 index 1db6882e7..000000000 Binary files a/accounting/others/taxes/media/taxcloud05.png and /dev/null differ diff --git a/accounting/others/taxes/media/taxcloud06.png b/accounting/others/taxes/media/taxcloud06.png deleted file mode 100644 index df02706d9..000000000 Binary files a/accounting/others/taxes/media/taxcloud06.png and /dev/null differ diff --git a/accounting/others/taxes/taxcloud.rst b/accounting/others/taxes/taxcloud.rst index c2a631c75..4a8f4cdfe 100644 --- a/accounting/others/taxes/taxcloud.rst +++ b/accounting/others/taxes/taxcloud.rst @@ -1,87 +1,72 @@ -========================================================= -How to get correct tax rates in the US thanks to TaxCloud -========================================================= +================================================================ +How to get correct tax rates in the United States using TaxCloud +================================================================ -The **TaxCloud** integration allows you to calculate the sales tax for every -address in the United States and keeps track of which product types are -exempt from sales tax and in which states each exemption applies. +The **TaxCloud** integration allows you to correctly calculate the sales +tax for every address in the United States and keeps track of which products +are exempt from sales tax and in which states each exemption applies. TaxCloud calculates sales tax in real-time for every state, city, and special jurisdiction in the United States. Configuration ============= -In Tax Cloud ------------- -* Create a free account on `*TaxCloud* - `__ website. -* Register your website on TaxCloud to get an *API ID* and an *API Key*. +In TaxCloud +----------- +* Create a free account on `TaxCloud + `__ website. +* Register your Odoo website on TaxCloud to get an *API ID* and an *API Key*. .. image:: media/taxcloud01.png :align: center +* In Settings on TaxCloud, click *Locations* to enter the location of your Office(s) & Warehouse(s). +* In Settings on TaxCloud, click *Manage Tax States* to verify the states where you collect sales tax. + In Odoo ------- -* Go to :menuselection:`Invoicing/Accounting --> Configuration --> Settings` - and check *Compute sales tax automatically using TaxCloud*. Click *Apply*. +* Go to :menuselection:`Invoicing / Accounting --> Configuration --> Settings` + and check *TaxCloud - Compute tax rates based on U.S. ZIP codes*. +* Enter your TaxCloud credentials. +* Click SAVE to store your credentials. .. image:: media/taxcloud02.png :align: center -* Still in those settings, enter your TaxCloud credentials. -* Hit *Sync TaxCloud Categories (TIC)* to import TIC product categories - from TaxCloud (Taxability Information Codes). Some categories may imply - specific rates. - -.. image:: media/taxcloud03.png - :align: center - -* Set default *TIC Code* and taxe rates. This will apply to any new - product created. A default sales tax is needed to trigger the - tax computation. - -* For products under a specific category, select it in its detail form - (in *Sales* tab). - -* Make sure your company address is well defined (especially the state - and the zip code). Go to :menuselection:`Settings --> General Settings` - and click *Configure your company data*. +* Click the Refresh Icon next to *Default Category* to import the TIC product categories + from TaxCloud (Taxability Information Codes). Some categories may imply specific rates. +* Select your default *TIC Code*. This will apply to any new + product created. +* Set a specific TaxCloud Category on the *General Information* tab of the Product, + or on the Product Category. +* Make sure your company address is complete (including the state + and the zip code). Go to :menuselection:`Settings --> Users & Companies --> Companies` + to open and edit your Company record. How it works ============ -Automatic tax assignation works thanks to fiscal positions +Salestax is calculated in Odoo based on fiscal positions (see :doc:`application`). -A specific fiscal position is created when installing *TaxCloud*. +A Fiscal Position for the United States is created when installing *TaxCloud*. Everything works out-of-the-box. -This fiscal position is set on any sales order, web order, or invoice -when the customer country is *United States*. This is triggering the +You can configure Odoo to automtically detect which Customers should use this fiscal +position. Go to :menuselection:`Accounting --> Configuration --> Fiscal Positions` +to open and edit the record. + +.. image:: media/taxcloud03.png + :align: center + +Now, this fiscal position is automatically set on any sales order, web order, or invoice +when the customer country is *United States*. This triggers the automated tax computation. .. image:: media/taxcloud04.png :align: center -Add a product with a default sales tax. Odoo will automatically -send a request to TaxCloud, get the correct tax percentage based on the -customer location (state and zip code) and product TIC category, create -a new tax rate if that tax percentage does not already exist in -your system and return it in the order item line (e.g. 7.0%). - -.. image:: media/taxcloud05.png - :align: center - -How to create specific tax mappings using TaxCloud -================================================== - -You can create several fiscal positions using TaxCloud. -Check *Use TaxCloud API* to do so. Such fiscal postions can be -assigned to customers in their detail form in order to get them by default -whenever they buy you something. - -.. image:: media/taxcloud06.png - :align: center +Add your product(s). You have two options to get Sales Tax on the Order. You can confirm it, +or you can save it and from the *Action* Menu choose **Update Taxes with TaxCloud**. .. seealso:: - * :doc:`default_taxes` * :doc:`application`