[ADD] Manage Your Sales Tax with TaxCloud API
https://docs.google.com/document/d/19NfWJV0AEUUCLUlObVU9AhqM3_ArBf6mzfQAPYjiRmg/edit#
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taxes/application
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taxes/create
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taxes/retention
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taxes/retention
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taxes/taxcloud
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accounting/others/taxes/taxcloud.rst
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=======================================
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Manage Your Sales Tax with TaxCloud API
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=======================================
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The **TaxCloud** module allows you to calculate the sales tax for every
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address in United States and keeps track of which type of products are
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exempt from sales tax and in which states each exemption applies.
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TaxCloud calculates sales tax in real-time for every state, city, and
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special jurisdiction in the United States.
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Configuration
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=============
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Install the TaxCloud module
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---------------------------
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In the **Accounting** module, click on :menuselection:`Configuration --> Settings`.
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Under :menuselection:`Invoicing and Payments --> Taxes`, check the box **Compute sales
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tax automatically using TaxCloud**.
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.. image:: media/taxcloud01.png
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:align: center
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Configure TaxCloud API
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----------------------
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To configure your TaxCloud API, go to the **Accounting** module, click
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on :menuselection:`Configuration -> Settings`.
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** Under **TaxCloud Configuration,** link your Account (API ID and
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API Key). For more information, please refer to the
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`*Taxcloud* <http://taxcloud.net>`__ website.
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.. image:: media/taxcloud02.png
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:align: center
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Synchronize the TICs(Taxability information codes) category
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After link with TaxCloud API, click on **Sync TaxCloud
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Category (TIC)** to synchronize the TICs(Taxability information codes)
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for product.
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.. image:: media/taxcloud03.png
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:align: center
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Company configuration
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---------------------
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In order to compute the right tax rate, the provider needs your company
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information. Be sure your address and default TIC category are correctly
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encoded.
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.. image:: media/taxcloud04.png
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:align: center
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Set default TIC category on your company. This ensures if you are
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selling the same TIC category product you aren’t required to fill the
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TIC on each product or in case of a missing TIC category on product it
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will automatically reference the default category for your company.
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.. image:: media/taxcloud05.png
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:align: center
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To check your information, go to the **Settings** app and click on
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**General Settings.** Click on the first link **Configure your company
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data.**
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Product configuration
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---------------------
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Set the correct sales tax and TIC category on the product. The main
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taxes are automatically configured according to the chart of accounts
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for the US.
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If you want to set a specific tax rate on a product, you can set the
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sales tax on the **product form** under the **Accounting** tab.
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.. image:: media/taxcloud06.png
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:align: center
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You can set the TIC Category on the **Product form** under the
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**Sales** tab.
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.. image:: media/taxcloud07.png
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:align: center
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Customer configuration
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----------------------
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In order to compute the right tax, the provider needs customer information.
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Be sure customer address is correctly encoded.
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.. image:: media/taxcloud08.png
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:align: center
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The main fiscal positions are automatically created for TaxCloud in the
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**US** by default but you may need to create fiscal position for specific
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user cases.
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To define fiscal position:
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- Navigate to the **Accounting** app
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- Go to :menuselection:`Configuration --> Fiscal Position`
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- Default fiscal position (country) is already set to US (you can
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define the fiscal position in the Customer Form of the
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**Accounting tab**).
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For more information on fiscal position, see the Odoo documentation on
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:doc:`application`.
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Manage your sales tax
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=====================
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Get sales tax automatically by TaxCloud
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---------------------------------------
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When the fiscal position(tax mapping on fiscal position) is applied
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(automatically) on a sales order, web order, or invoices it will send a
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request to TaxCloud and return a sales tax calculation.
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For example, to get sales tax automatically on a sales order: in the
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menu click :menuselection:`Sales --> Sales orders` and create new sales order.
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Select a customer in the United States and TaxCloud will automatically
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apply the US fiscal position on the sales order.
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.. image:: media/taxcloud09.png
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:align: center
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Add product with sales tax on an order line and Odoo will automatically
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send a request to TaxCloud, get the correct tax percentage based on the
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customer’s State and Product TIC category, create new a new tax rate if
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that tax percentage does not already exist on your list and return the
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new tax rate (example: 7.0%).
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.. image:: media/taxcloud10.png
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:align: center
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You can also add a tax mapping line on the fiscal position with the new
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tax. Odoo will check if the tax exists for the customer State and
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product TIC category in the fiscal position mapping line and if it does
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not exist it will send a request to TaxCloud to retrieve the new tax
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rate.
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.. image:: media/taxcloud11.png
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:align: center
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.. seealso::
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* :doc:`application`
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