Account TaxCloud - Sale

Account TaxCloud - Sale

Description

This module facilitates the integration of Odoo with TaxCloud, enabling the computation of sales tax on invoices within the Odoo platform. Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the TaxCloud module(s) won’t exist at all in Odoo. This module will allow you to install it as if it were officially supported by TaxCloud.

This module is configured to compute the sales tax automatically in the Sale Order using TaxCloud. It is compatible with multi-companies environments.

Module Installation:

• Download all the TaxCloud Official Apps listed below from the Odoo Apps Store before proceeding with the installation process, even if you don’t use the related odoo TaxCloud module. This ensures you get all the TaxCloud features and proper data transmission. If you are using “Deploy on Odoo.sh” in the Apps Store, deploy all the apps listed below.

• Account TaxCloud
• Account Taxcloud - Sale (loyalty)
• Account Taxcloud - Sale (loyalty) - Delivery
• Account TaxCloud - Ecommerce
• TaxCloud and Subscriptions
• Amazon/TaxCloud Bridge

• For example, you might not have the Subscription module installed but the Sales module is installed, we still recommend downloading all the TaxCloud official modules before installing the “Account TaxCloud” module. This will install the “Account TaxCloud - Sale” modules based on the installed module list. But in the future, installing the Subscription module will automatically install the needed “TaxCloud and Subscription” module. This ensures you do not miss any of the TaxCloud features.

• If you are not using the Odoo App, you can install this App by clicking on the “Activate” button and then proceed with the configuration, see below.

• If you are using the Odoo TaxCloud App, do not uninstall it before installing this App otherwise you will lose all your data.  Install our App by clicking on the “Activate” button. Our module will take care of the transition of configuration and data from the existing App and uninstall the odoo TaxCloud App. Do not reinstall the Odoo Taxcloud App once you have switched to this new one.

Configuration

The technical and functional configurations are detailed in the documentation for Account TaxCloud. Please refer to the documentation for any questions or technical support.

When the boolean “Skip Zero Orders" is enabled, the tax for the order line with “0” price is not sent to Taxcloud. Because, even if it is sent to TaxCloud the computing tax is going to be zero.

You can also contact us at <📧taxcloud@sodexis.com> or visit our website at <🌐sodexis.com/odoo-taxcloud-integration>

Functionality

Go to Sales. Create a new sale order, Confirm the same.

We could see that the computed tax from the TaxCloud is applied in the sale order as shown below.

Since TaxCloud's computation is based on the delivery address, setting a different Delivery Address on the Sale Order and Delivery Order after confirming the sale order may lead to incorrect tax computation.

To overcome this issue, we need to restrict changing the Delivery Address on the delivery order once the quotation is confirmed.

If we try to change the Delivery Address on the confirmed sale order, then we get a user error message.

We also have a user error on the Delivery Order when we change the Delivery Address.

Go to Transactions - - > Reports which shows the recent transactions in Odoo.

We could see that the Status of the Sale Order in the TaxCloud website will be “Lookup” when the Sale Order is confirmed in Odoo.

Taxes are computed based on the “Fiscal Position” configured initially which is added under the Other Info tab of the sale order.

If we change the quantity/price of the product in the sale order line and click on “Update taxes/Send by Email” in order to compute taxes from TaxCloud, there will be a new transaction created in the TaxCloud.

Taxes are calculated based on the Country and its Zip Code. If the Zip code is wrong, then the taxes will not be calculated which causes a pop-up error.

For detailed information on state sales tax rates and to accurately determine sales tax rates based on zip codes, utilize TaxCloud's US Sales Tax Calculator.

Document Version: 2.3

Credits

Contributors

For additional information or inquiries regarding TaxCloud, feel free to reach out to us at

Sodexis <📧taxcloud@sodexis.com> or visit our website at <🌐sodexis.com/taxcloud>

This module is maintained by Sodexis.