88 lines
2.9 KiB
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88 lines
2.9 KiB
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=========================================================
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How to get correct tax rates in the US thanks to TaxCloud
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=========================================================
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The **TaxCloud** integration allows you to calculate the sales tax for every
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address in the United States and keeps track of which product types 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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In Tax Cloud
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------------
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* Create a free account on `*TaxCloud*
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<https://taxcloud.net/#register>`__ website.
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* Register your website on TaxCloud to get an *API ID* and an *API Key*.
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.. image:: media/taxcloud01.png
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:align: center
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In Odoo
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-------
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* Go to :menuselection:`Invoicing/Accounting --> Configuration --> Settings`
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and check *Compute sales tax automatically using TaxCloud*. Click *Apply*.
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.. image:: media/taxcloud02.png
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:align: center
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* Still in those settings, enter your TaxCloud credentials.
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* Hit *Sync TaxCloud Categories (TIC)* to import TIC product categories
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from TaxCloud (Taxability Information Codes). Some categories may imply
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specific rates.
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.. image:: media/taxcloud03.png
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:align: center
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* Set default *TIC Code* and taxe rates. This will apply to any new
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product created. A default sales tax is needed to trigger the
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tax computation.
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* For products under a specific category, select it in its detail form
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(in *Sales* tab).
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* Make sure your company address is well defined (especially the state
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and the zip code). Go to :menuselection:`Settings --> General Settings`
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and click *Configure your company data*.
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How it works
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============
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Automatic tax assignation works thanks to fiscal positions
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(see :doc:`application`).
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A specific fiscal position is created when installing *TaxCloud*.
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Everything works out-of-the-box.
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This fiscal position is set on any sales order, web order, or invoice
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when the customer country is *United States*. This is triggering the
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automated tax computation.
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.. image:: media/taxcloud04.png
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:align: center
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Add a product with a default sales tax. 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 location (state and zip code) and product TIC category, create
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a new tax rate if that tax percentage does not already exist in
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your system and return it in the order item line (e.g. 7.0%).
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.. image:: media/taxcloud05.png
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:align: center
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How to create specific tax mappings using TaxCloud
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==================================================
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You can create several fiscal positions using TaxCloud.
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Check *Use TaxCloud API* to do so. Such fiscal postions can be
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assigned to customers in their detail form in order to get them by default
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whenever they buy you something.
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.. image:: media/taxcloud06.png
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:align: center
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.. seealso::
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* :doc:`default_taxes`
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* :doc:`application`
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