TaxCloud PoS

Description

This is the official TaxCloud integration for Odoo Point of Sale (POS) that enables real-time U.S. sales tax calculation for POS orders and which is fully compatible with multi-POS store environments by seamlessly connecting Odoo with the TaxCloud API.

Enhanced POS flexibility: The PoS Contact setup has been transitioned from the Warehouse level to the POS Store level. This change enhances flexibility and ensures more precise management of PoS transactions.

Configuration

Go to Point of Sale - -> Configuration - -> Settings - -> Accounting - -> TaxCloud PoS Integration.
When this boolean “TaxCloud PoS Integration” is enabled, POS orders created using the TaxCloud fiscal position will have their transactions sent to TaxCloud, applicable only for the specific POS store where the boolean is activated.

Go to Point of Sale - -> Configuration - -> Settings - -> Accounting- -> Flexible Taxes.

In the standard Odoo configuration,  there is an option to set flexible taxes for each POS session using the “Flexible Taxes” boolean under POS settings.

Assign the TaxCloud fiscal position as the default (e.g., Automatic Tax Mapping (TaxCloud), which will be automatically applied to any POS order created during an active session. Such orders must be transmitted to TaxCloud for tax calculation.

We need to make sure that the “Use TaxCloud API” boolean is enabled in the TaxCloud fiscal position in order to send the transactions to TaxCloud.

POS orders use the TIC (Taxability Information Code) set on the product or product category to compute tax via TaxCloud, following the same logic as the regular sales workflow.

"If we set a TaxCloud Category on a product and another on its Product Category, Odoo only considers the TaxCloud Category found on the product itself.

If the TaxCloud Category is not set on a product, then Odoo considers the TaxCloud category set on its Product Category.

If both the TaxCloud Category on a product and its Product Category are not set, Odoo considers the Default Category set under Accounting Settings.

A TaxCloud Category set on a parent product category does not apply to its child product categories. For example, if we set the TaxCloud Category on the All Product Category, it is not applied to the All/Sales Product Category.”

We need to set the TaxCloud category for the Shipping Products and Down Payment Products to get the correct tax computed.

When a product-specific exemption is applied, such as assigning the "Gift Card" TIC to a product, taxes will not be computed for that product during the POS transaction.

A new “POS Contact” field has been added to the POS Store model. This field is intended to define a default generic customer to be used in Point of Sale (POS) operations when no customer is explicitly selected.

When a POS Store is configured, a generic contact with the same address as the warehouse can be automatically created and assigned as the POS Contact.

"If we set a PoS Contact on the PoS Store and Warehouse, Odoo only considers the PoS Contact found on the PoS Store.

If the PoS Contact is not set on the PoS Store, then Odoo considers the PoS Contact set on the Warehouse”.

Go to Point of Sale - -> Configuration - -> Settings - -> Inventory - -> Allow Ship Later.

The Odoo base boolean “Allow Ship Later” separates the sale confirmation from the delivery operation, allowing the POS to register the sale immediately while scheduling the shipment for a later time.

When "Allow Ship Later" is disabled, it uses the Ship From as the warehouse address defined on the operation type for the POS session, and Ship To is the customer or, if missing, the POS Store’s POS Contact.

When enabled, Odoo requires the customer on the POS order, and hence the Ship From should always be the customer address. 

Functionality

Go to Point of Sale - -> Dashboard. Open a new session in the POS store.

When a customer is selected or the Payment button is clicked in the POS interface, the applicable tax is automatically fetched from TaxCloud. The total tax amount is then displayed in the POS view.

Additionally, as mentioned earlier, as we enabled “Flexible Taxes”, the TaxCloud fiscal position configured for the session is automatically applied to the POS order.

In the example below, two products with different TIC codes are added to the POS order, and taxes are computed accordingly.

When the TaxCloud fiscal position is used, the Invoice button in the POS configuration is enabled by default and set to read-only. This ensures that once payment is completed, the transaction can be properly captured and recorded in TaxCloud.

Additionally, the printed receipt will clearly include the calculated tax value.

During POS order processing, if a customer is not selected manually, the system will fall back to using the “POS Contact” defined on the POS Store associated with the order. If no POS Contact is set anywhere, a prompt will appear requiring the user to select a customer before proceeding.

When a customer with a valid tax exemption is selected, no taxes will be computed for the POS order, as shown below.

When a POS order using the TaxCloud fiscal position is processed in offline mode, no tax will be computed as it has limited functionality; hence, a warning message will be displayed when selecting the customer or upon clicking the Payment button. 

Document Version: 1.0

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.