382e296e13
closes odoo/documentation#1944
X-original-commit: 093aea15ec
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
75 lines
2.1 KiB
ReStructuredText
75 lines
2.1 KiB
ReStructuredText
==================
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Avatax integration
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==================
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Avatax is a tax calculation provider that can be integrated in Odoo.
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.. _avatax/credentials:
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Credential configuration
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========================
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To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings -->
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Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.
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.. tip::
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If you do not yet have credentials, click on :guilabel:`How to Get Credentials`.
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.. image:: avatax/avatax-configuration-settings.png
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:align: center
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:alt: Configure Avatax settings
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.. _avatax/tax-mapping:
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Tax mapping
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===========
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The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal
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position.
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Before using the integration, specify an :guilabel:`Avatax Category` on the product categories.
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.. image:: avatax/avatax-category.png
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:align: center
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:alt: Specify Avatax Category on products
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Avatax Categories may be overridden or set on individual products as well.
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.. image:: avatax/override-avatax-product-category.png
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:align: center
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:alt: Override product categories as needed
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.. _avatax/address-mapping:
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Address validation
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==================
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Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the
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customer form view.
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.. image:: avatax/validate-customer-address.png
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:align: center
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:alt: Validate customer addresses
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If preferred, choose to keep the newly validated address or the original address in the wizard that
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pops up.
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.. image:: avatax/choose-customer-address.png
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:align: center
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:alt: Address validation wizard
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.. _avatax/tax-calculation:
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Tax calculation
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===============
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Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the
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documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes
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using Avatax` button while these documents are in draft mode.
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Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to
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cross-reference data in Odoo and Avatax.
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.. seealso::
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- :doc:`fiscal_positions`
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