========== AvaTax use ========== AvaTax is a tax calculation software that can be integrated with Odoo in the United States and Canada. Once the :doc:`integration setup <../avatax>` is complete, the calculated tax is simple and automatic. Tax calculation =============== Automatically calculate taxes on Odoo quotations and invoices with AvaTax by confirming the documents during the sales flow. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes using Avatax` button while these documents are in draft mode. .. tip:: Clicking the :guilabel:`Compute taxes using Avatax` button recalculates taxes if any product lines are edited on the invoice. .. image:: avatax_use/calculate-avatax.png :align: center :alt: Sales quotation with the confirm and compute taxes using AvaTax buttons highlighted. The tax calculation is triggered during the following :ref:`automatic trigger ` and :ref:`manual trigger ` circumstances. .. _avatax/automatic-triggers: Automatic triggers ------------------ - When the sales rep sends the quote by email with :guilabel:`Send by email` button (pop-up). - When the customer views the online quote on the portal. - When a quote is confirmed and becomes a sales order. - When the customer views the invoice on the portal. - When a draft invoice is validated. - When the customer views the subscription in the portal. - When a subscription generates an invoice. - When the customer gets to the last screen of the eCommerce checkout. .. _avatax/manual-triggers: Manual triggers --------------- - :guilabel:`Compute taxes using Avatax` button at the bottom of the quote. - :guilabel:`Compute taxes using Avatax` button at the top of the invoice. .. tip:: Use the :guilabel:`Avalara Partner Code` field that is available on customer records, quotations, and invoices to cross-reference data in Odoo and AvaTax. This field is located under the :menuselection:`Other info` tab of the sales order or quotation in the :guilabel:`Sales` section. On the customer record, navigate to *Contacts app* and select a contact. Then open the :guilabel:`Sales & Purchase` tab and the :guilabel:`Avalara Partner Code` under the :guilabel:`Sales` section. .. important:: The :guilabel:`Automatic Tax Mapping (AvaTax)` fiscal position is also applied on those Odoo documents, like subscriptions. .. seealso:: - :doc:`../fiscal_positions` AvaTax synchronization ====================== Synchronization occurs with AvaTax, when the *invoice* is created in Odoo. This means the sales tax is recorded with Avalara (AvaTax software developer). To do so, navigate to :menuselection:`Sales app --> Orders --> Quotations`. Select a quotation from the list. After confirming a quotation and validating the delivery, click :guilabel:`Create Invoice`. Indicate whether it is a :guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)`, or :guilabel:`Down payment (fixed amount)`. Then click :guilabel:`Create and view invoice`. The recorded taxes can be seen in the :guilabel:`Journal Items` tab of the invoice. There will be different taxes depending on the location of the :guilabel:`Delivery Address`. .. image:: avatax_use/journal-items.png :align: center :alt: Journal items highlighted on a invoice in Odoo. Finally, press the :guilabel:`Confirm` button to complete the invoice and synchronize with the AvaTax portal. .. warning:: An invoice cannot be :guilabel:`Reset to draft` because this causes de-synchronization with the AvaTax Portal. Instead, click :guilabel:`Add credit note` and state: `Sync with AvaTax Portal`. See this documentation: :doc:`../../../accounting/customer_invoices/credit_notes`. Fixed price discounts ===================== Add a fixed price discount to a valuable customer by click :guilabel:`Add a line` on the customer's invoice. Add the product discount and set the :guilabel:`Price` to either a positive or negative value. To recalculate the taxes, click :guilabel:`Compute taxes using Avatax`. .. tip:: Tax calculation can even be done on negative subtotals and credit notes. Logging ======= It is possible to log Avalara/*AvaTax* actions in Odoo for further analysis, or verification of functionality. Logging is accessible through the *AvaTax* settings. To start logging *AvaTax* actions, first, navigate to the :menuselection:`Accounting app --> Configuration --> Settings`. Then, in the :guilabel:`Taxes` section, under the :guilabel:`AvaTax` settings, click :guilabel:`Start logging for 30 minutes`. Upon starting the log process, Odoo will log all Avalara/*AvaTax* actions performed in the database. To view the logs, click on :guilabel:`Show logs` to the right of the :guilabel:`Start logging for 30 minutes`. This reveals a detailed list of Avalara/*AvaTax* actions. This list is sortable by the following columns: - :guilabel:`Created on`: timestamp of the *AvaTax* calculation. - :guilabel:`Created by`: numeric value of the user in the database. - :guilabel:`Database name`: name of the database. - :guilabel:`Type`: two values can be chosen for this field, :guilabel:`Server` or :guilabel:`Client`. - :guilabel:`Name`: Avalara service name. In this case, it will be *AvaTax*. - :guilabel:`Level`: by default, this will be `INFO`. - :guilabel:`Path`: indicates the path taken to make the calculation. - :guilabel:`Line`: indicates the line the calculation is made on. - :guilabel:`Function`: indicates the calculation taken on the line. .. image:: avatax_use/logging.png :align: center :alt: Avalara logging page with top row of list highlighted. Click into the log line to reveal another field, called :guilabel:`Message`. This field populates a raw transcription of the transaction, which involves the creation (or adjustment) of a sales invoice using the Avalara *AvaTax* API. The transaction includes details, such as addresses for shipping from and to, line items describing the products or services, tax codes, tax amounts, and other relevant information. The :guilabel:`Message` contains the calculated taxes for different jurisdictions and confirms the creation (or adjustment) of the transaction. .. tip:: Custom fields can be made using Odoo *Studio*. Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` menu to the far-right of the header row. Then click :icon:`fa-plus` :guilabel:`Add custom field`. This action opens Odoo *Studio*. .. important:: Odoo *Studio* requires a *custom* pricing plan. Consult the database's customer success manager for more information on switching plans. Or to see if Odoo *Studio* is included in the database's current pricing plan. See this documentation: :doc:`../../../../studio`. .. seealso:: - :doc:`../avatax` - :doc:`avalara_portal` - `US Tax Compliance: Avatax elearning video `_ - :doc:`../fiscal_positions`