NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] Taxcloud: Better English + typos

Browse Source
This commit is contained in:
Yannick Tivisse 2016-07-04 10:14:04 +02:00
parent b1668c3654
commit a892ca46dd
1 changed files with 20 additions and 21 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

41
accounting/others/taxes/taxcloud.rst
View File

@ -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* <http://taxcloud.net>`__ 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.