Odoo Taxjar Connectorby Jupical Technologies Pvt. Ltd. https://www.jupical.com
• Invoicing (account)
Odoo Taxjar Connector
Synchronize different tax based address for sales order, invoices etc.
This module has been tested in Enterprise Version 12 only.
Highlights Of The Application
- Synchronise categories from taxjar
- Synchronise Customer from taxjar
- Synchronise Nexus locations from taxjar as fiscal positions
- Create/Update/Delete Orders to taxjar
- Create/Update/Delete Refund Orders to taxjar
- History table to track all invoices/refunds transactions made to taxjar from odoo
- Fetch latest tax rates based on zip code or state
Complete process for configuration and functionality explained below.
After installation, go to Taxjar Connector >> Create >> Test Account.
When you Fetch Nexus Location from taxjar, it will create that location as fiscal position in the system. For further tax calculation purposes, we have added new fields for location.
You can see the Categories will appear here on this menu.
Here When you click the Fetch Tax Rates button based on zip code from here. Here you will have two options to fetch tax.
- 1) By using Zip code
- 1) By using State
Here you can see the option for fetch tax rates by using state.
When you fetch tax by State it will start the process in the background. You can see system notify that process started in background.
When tax fetched for all zip code for state it will notify you to check it out
Then go to the Tax Rates, it provides all the fetched tax rates list in the list view.
Here you can see more detail about tax
Then after go to, the contacts and create contact and to sync this contact to the taxjar. Whenever you create any order for this customer, it will automatically set the reference to taxjar.
When clicking the sync to taxjar, it will create a customer to taxjar, And Also you can update details to taxjar using Update details to Taxjar button.
You need to set perfect location for the company
This is the test customer for location california
So here we have selected customer for california and it will automatically select fiscal position of that. e.g. Nexus location
Now you can select the multiple products for in the invoice line.
When you click on CALCULATE TAX button it will fetch taxes form taxjar and set to the lines.
When You click on the ORDER TAX DETAIL link, it will show the Tax Summary for each line
Also, you can see the Tax details for Order.
When you click on the validate invoice, it will create an invoice to taxjar. Also, create a history table to track taxjar transaction history.
Here You can see the taxjar transaction history.
When you create a credit note and validate, at that time it will create refund transactions to taxjar.
Go to the Invoices/Refund History menu here You can see the all invoice refund history in the list view.
Then After Go to the Customer menu when you create invoices/credit notes and validate then it will create a transaction to taxjar and create/update customers to taxjar. So you can track customer wise transaction in the taxjar.
Technical Help & Support
We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.
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