|
| 1 | +================== |
| 2 | +Avatax integration |
| 3 | +================== |
| 4 | + |
| 5 | +Avatax is a tax calculation provider that can be integrated in Odoo. |
| 6 | + |
| 7 | +.. _avatax/credentials: |
| 8 | + |
| 9 | +Credential configuration |
| 10 | +======================== |
| 11 | + |
| 12 | +To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings --> |
| 13 | +Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section. |
| 14 | + |
| 15 | +.. tip:: |
| 16 | + If you do not yet have credentials, click on :guilabel:`How to Get Credentials`. |
| 17 | + |
| 18 | +.. image:: avatax/avatax-configuration-settings.png |
| 19 | + :align: center |
| 20 | + :alt: Configure Avatax settings |
| 21 | + |
| 22 | +.. _avatax/tax-mapping: |
| 23 | + |
| 24 | +Tax mapping |
| 25 | +=========== |
| 26 | + |
| 27 | +The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal |
| 28 | +position. |
| 29 | + |
| 30 | +Before using the integration, specify an :guilabel:`Avatax Category` on the product categories. |
| 31 | + |
| 32 | +.. image:: avatax/avatax-category.png |
| 33 | + :align: center |
| 34 | + :alt: Specify Avatax Category on products |
| 35 | + |
| 36 | +Avatax Categories may be overridden or set on individual products as well. |
| 37 | + |
| 38 | +.. image:: avatax/override-avatax-product-category.png |
| 39 | + :align: center |
| 40 | + :alt: Override product categories as needed |
| 41 | + |
| 42 | +.. _avatax/address-mapping: |
| 43 | + |
| 44 | +Address validation |
| 45 | +================== |
| 46 | + |
| 47 | +Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the |
| 48 | +customer form view. |
| 49 | + |
| 50 | +.. image:: avatax/validate-customer-address.png |
| 51 | + :align: center |
| 52 | + :alt: Validate customer addresses |
| 53 | + |
| 54 | +If preferred, choose to keep the newly validated address or the original address in the wizard that |
| 55 | +pops up. |
| 56 | + |
| 57 | +.. image:: avatax/choose-customer-address.png |
| 58 | + :align: center |
| 59 | + :alt: Address validation wizard |
| 60 | + |
| 61 | +.. _avatax/tax-calculation: |
| 62 | + |
| 63 | +Tax calculation |
| 64 | +=============== |
| 65 | + |
| 66 | +Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the |
| 67 | +documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes |
| 68 | +using Avatax` button while these documents are in draft mode. |
| 69 | + |
| 70 | +Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to |
| 71 | +cross-reference data in Odoo and Avatax. |
| 72 | + |
| 73 | +.. seealso:: |
| 74 | + - :doc:`fiscal_positions` |
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