diff --git a/accounting/others/taxes/taxcloud.rst b/accounting/others/taxes/taxcloud.rst index 1e9f11e9e..0d10c9412 100644 --- a/accounting/others/taxes/taxcloud.rst +++ b/accounting/others/taxes/taxcloud.rst @@ -3,7 +3,7 @@ Manage Your Sales Tax with TaxCloud API ======================================= The **TaxCloud** module allows you to calculate the sales tax for every -address in United States and keeps track of which type of products are +address in the United States and keeps track of which product types 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. @@ -26,19 +26,19 @@ Configure TaxCloud API To configure your TaxCloud API, go to the **Accounting** module, click on :menuselection:`Configuration -> Settings`. -** Under **TaxCloud Configuration,** link your Account (API ID and +** Under **TaxCloud Configuration** enter your account credentials (API ID and API Key). For more information, please refer to the `*Taxcloud* `__ website. .. image:: media/taxcloud02.png :align: center -Synchronize the TICs(Taxability information codes) category +Synchronize the TICs(Taxability Information Codes) category ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -After link with TaxCloud API, click on **Sync TaxCloud -Category (TIC)** to synchronize the TICs(Taxability information codes) -for product. +After connecting to TaxCloud API, click on **Sync TaxCloud +Category (TIC)** to synchronize the TICs(Taxability Information Codes) +for products. .. image:: media/taxcloud03.png :align: center @@ -62,15 +62,14 @@ will automatically reference the default category for your company. :align: center To check your information, go to the **Settings** app and click on -**General Settings.** Click on the first link **Configure your company +**General Settings**. Next, click **Configure your company data.** Product configuration --------------------- Set the correct sales tax and TIC category on the product. The main -taxes are automatically configured according to the chart of accounts -for the US. +taxes are automatically configured according to the US chart of accounts. If you want to set a specific tax rate on a product, you can set the sales tax on the **product form** under the **Accounting** tab. @@ -87,15 +86,15 @@ You can set the TIC Category on the **Product form** under the Customer configuration ---------------------- -In order to compute the right tax, the provider needs customer information. -Be sure customer address is correctly encoded. +In order to compute the correct tax, the provider needs customer information. +Be sure your customer address is correctly encoded. .. image:: media/taxcloud08.png :align: center The main fiscal positions are automatically created for TaxCloud in the -**US** by default but you may need to create fiscal position for specific -user cases. +**US** by default but you may need to create additional fiscal positions +for specific user cases. To define fiscal position: @@ -103,7 +102,7 @@ To define fiscal position: - Go to :menuselection:`Configuration --> Fiscal Position` -- Default fiscal position (country) is already set to US (you can +- Default fiscal position (country) is set to US (you can define the fiscal position in the Customer Form of the **Accounting tab**). @@ -113,24 +112,24 @@ For more information on fiscal position, see the Odoo documentation on Manage your sales tax ===================== -Get sales tax automatically by TaxCloud ---------------------------------------- +Get sales tax automatically via TaxCloud +---------------------------------------- When the fiscal position(tax mapping on fiscal position) is applied (automatically) on a sales order, web order, or invoices it will send a request to TaxCloud and return a sales tax calculation. -For example, to get sales tax automatically on a sales order: in the -menu click :menuselection:`Sales --> Sales orders` and create new sales order. +For example, to get sales tax automatically on a sales order: In the +main menu click :menuselection:`Sales --> Sales orders` and create a new sales order. Select a customer in the United States and TaxCloud will automatically apply the US fiscal position on the sales order. .. image:: media/taxcloud09.png :align: center -Add product with sales tax on an order line and Odoo will automatically +Add a product with sales tax on an order line and Odoo will automatically send a request to TaxCloud, get the correct tax percentage based on the -customer’s State and Product TIC category, create new a new tax rate if +customer’s State and Product TIC category, create a new tax rate if that tax percentage does not already exist on your list and return the new tax rate (example: 7.0%). @@ -138,7 +137,7 @@ new tax rate (example: 7.0%). :align: center You can also add a tax mapping line on the fiscal position with the new -tax. Odoo will check if the tax exists for the customer State and +tax. Odoo will check if the tax exists for the customer's State and product TIC category in the fiscal position mapping line and if it does not exist it will send a request to TaxCloud to retrieve the new tax rate.