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TaxCloud Certificate For Tax Exemption

by
Odoo

$ 140.67

v 16.0 Third Party 1
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
Lines of code 448
Technical Name taxcloud_certificate_sit
LicenseOPL-1
Websitehttps://silentinfotech.com
Versions 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
Lines of code 448
Technical Name taxcloud_certificate_sit
LicenseOPL-1
Websitehttps://silentinfotech.com
Versions 14.0 15.0 16.0 17.0

TaxCloud Certificate For Tax Exemption

  • arrow In Odoo's TaxCloud setup, taxes are computed based on customer and company addresses, along with product TaxCloud categories in Sale Orders. However, Odoo currently lacks the capability to recognize and apply tax exemptions for customers holding Tax Exemption Certificates in the US, resulting in an inability to set taxes to zero for eligible customers in specific states. Here Taxcloud Certificate for Tax Exemption Module becomes helpful. The TaxCloud Certificate module augments Odoo's TaxCloud integration to address the need for handling tax exemptions for customers possessing valid tax exemption certificates. It allows users to manage, apply, and verify tax exemption certificates within Odoo's Sale Order workflow. This enhancement bridges the gap in Odoo's TaxCloud integration, offering businesses a streamlined way to manage tax exemption certificates, comply with varying state tax regulations in the USA, and cater to customers with valid tax exemptions.
Supported Editions
Enterprise

TaxCloud Certificate For Tax Exemption module supports Enterprise editions of Odoo.

Demo Video
TaxCloud Certificate For Tax Exemption

Features

Certificate Management: Can add tax exemption certificates to customer profiles or a dedicated database within Odoo.

Real-time Verification: Ensures certificates are up-to-date and legitimate before application.

Tax Zeroing: Automatically sets tax rates to zero for eligible customers with valid certificates.

Record-keeping: Maintains a log of applied certificates for compliance and auditing purposes.

Reporting: Generates reports summarizing the usage of tax exemption certificates for internal tracking and analysis.

How to Install

  • arrow Open your Odoo ERP System ▶ Apps ▶ Install/Activate this module.


How to Use

  • arrow Go to the settings app, click on Accounting and fill your TaxCloud credentials then Choose your business category and save this configuration.


  • arrow Once it is done, Open the Accounting App, Click on Accounting & find "TaxCloud Certificates."


  • arrow To Create a certificate, click on the NEW button & fill the details for a customer as per certificate. You can make multiple certificates by clicking on Add a line for the same customer if they have different Certificates for different states. Once done, Save & publish the certificate.


  • arrow Go to the Sales App, create a new sales order and choose a customer with a TaxCloud certificate you've added. Make sure their address details are correct such as State & Zip code. Add products to the order and you'll see taxes applied.


  • arrow Then, select the certificate and click Update Tax to apply the exemption. And You can see tax exemptions are applied. (Make sure all the products should be added already in TaxCloud Category and Products Category in TaxCloud Category.)


If you have any query related to this module, you can simply click on the icon shown below and reach out to our support team.


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More Apps

TaxCloud Certificate For Tax Exemption

In Odoo's TaxCloud setup, taxes are computed based on customer and company addresses, along with product TaxCloud categories in Sale Orders. However, Odoo currently lacks the capability to recognize and apply tax exemptions for customers holding Tax Exemption Certificates in the US, resulting in an inability to set taxes to zero for eligible customers in specific states. Here Taxcloud Certificate for Tax Exemption Module becomes helpful.

The TaxCloud Certificate module augments Odoo's TaxCloud integration to address the need for handling tax exemptions for customers possessing valid tax exemption certificates. It allows users to manage, apply, and verify tax exemption certificates within Odoo's Sale Order workflow. This enhancement bridges the gap in Odoo's TaxCloud integration, offering businesses a streamlined way to manage tax exemption certificates, comply with varying state tax regulations in the USA, and cater to customers with valid tax exemptions.

Configuration

For Installation - Go to apps --> Search Module --> Install.

Usage

Go to the settings app, click on Accounting and fill your TaxCloud credentials then Choose your business category and save this configuration.

Once it is done, Open the Accounting App, Click on Accounting & find "TaxCloud Certificates."

To Create a certificate, click on the NEW button & fill the details for a customer as per certificate. You can make multiple certificates by clicking on Add a line for the same customer if they have different Certificates for different states. Once done, Save & publish the certificate.

Go to the Sales App, create a new sales order and choose a customer with a TaxCloud certificate you've added. Make sure their address details are correct such as State & Zip code. Add products to the order and you'll see taxes applied.

Then, select the certificate and click "Update Tax" to apply the exemption. And You can see tax exemptions are applied. (Make sure all the products should be added already in “TaxCloud Category” and “Products Category” in “TaxCloud Category”.)

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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