Tax by ZIP Code
Enter sales tax by zip code.
This module developed by Blue Stingray allows you manage simple sales tax rules based specifically on zip codes. This is great for small businesses who only have transactions/orders in a few states, and do not need a larger tax solution.
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Access a live demo instance with this module installed.
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Installation and Configuration
1. Copy the files to your addons folder.
This step depends on exactly how your installation is configured, but you will want to place the blue_tax_by_zip module that is provided on download into an addons folder on your server. If you are not sure about what folders are considered addons folders then you can look at your odoo configuration file.
You can place these files on your server multiple different ways. We recommend either SCP/SSH or FTP.
2. Restart your Odoo instance.
Whenever installing new applications, you will need to restart your Odoo instance. We highly recommend that you do not do this during your standard hours of operations, and in a production environment. There is always a chance that modules can conflict, and you do not want to take down your system for any amount of time like this.
Use the standard method that you would normally use to restart your Odoo instance. There are multiple different methods for this depending on your setup but we typically see something like the following:
# Using a service script on Linux
sudo service odoo-server restart
# Using Docker and Docker-Compose
3. Install The Module.
Once you have restarted your instance, you can navigate to the Apps screen within your Odoo instance and install the Tax By Zip module. This will open up all of the feature for you to access.
That's it! Start using the new features!
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Taxes by ZIP Code
The module is installed through Odoo's App interface. It will automatically install Odoo dependencies not already installed.
Creating a tax rate for a ZIP Code
Under the Invoicing module, go to Configuration -> Taxes by Zip. This will bring up list of ZIP codes that have a sales tax associated with them. Create a new entry for the ZIP Code. When an order is shipped to a customer with a delivery addess of that zip code, the additional tax will be applied.
Customers may still be charged tax per product or product category, which is the default Odoo tax calculation. Those rules are not managed by this module. So if you have a ZIP Code 99999 configured to have a tax of 3%, and your default tax rate is 5%, then any customers with a shipping address of 99999 will be charged a total tax of 8%.
Making a customer tax exempt
When looking at a customer, there is an Accounting tab with an entry for Resale Number. Putting an alphanumeric entry here with a minimum length of 16 will then make this customer tax exempt.