| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting and Finance (account_accountant)
• Sales Management (sale) • Invoicing (account) • Discuss (mail) |
| Technical Name |
avatax_connector |
| License | See License tab |
| Versions | 9.0 10.0 11.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting and Finance (account_accountant)
• Sales Management (sale) • Invoicing (account) • Discuss (mail) |
| Technical Name |
avatax_connector |
| License | See License tab |
| Versions | 9.0 10.0 11.0 12.0 |
Sales Tax Calculation Made Easy
Avatax module automates the complex task of sales tax calculation with ease
Overview
Odoo provides integration with AvaTax, a tax solution software by Avalara which includes sales tax calculation for all US states and territories and all Canadian provinces and territories (including GST, PST, and HST). This module is capable of automatically detecting origin (Output Warehouse) and destination (Client Address), then calculating and reporting taxes to the user's Avalara account as well as a recording the correct sales taxes for the validated addresses within Odoo ERP.
This module utilizes core certified modules from Odoo as dependencies. The following dependencies will be installed: base, sale, account, account_accountant, and stock modules. The module also has sandbox data for configuration with demo deployments as needed. Once configured, the module operates in the background and performs calculations and reporting seamlessly to the AvaTax server. Account information to access the Avatax dashboard can be obtained through the Avalara website here:
This guide includes instructions for the following elements:
- Activating your organizationâs AvaTax account and downloading the product
- Entering the AvaTax credentials into your Odoo database and configuring it to use AvaTax services and features within Odoo
Note: Test the module before deploying in live environment. All changes to the AvaTax settings must be performed by a user with administrative access rights.
Installation
- Download the AvaTax Module
- Extract the downloaded file
- Upload the extracted directory into your Odoo module/add-on directory
- Restart your instance of Odoo
- Log in as an Administrator
- Navigate to: Settings>>Installed Modules and search 'AvaTax' in the search field
- Click Install button
To Configure AvaTax API
- Navigate to: Accounting -> Configuration -> AvaTax -> AvaTax API
- Click the Create button.
- Fill out the form with your Company Code, Account Number, and License Key as provided with your Avalara account
- Fill out proper service URL provided to you by Avalara (developer/testing server or production URL)c
- Click the Test Connection button
- Click Save button
Some other configuration
Adapter
- Request Timeout (default is 300ms)
- Enable Logging
Address Validation
- Attempt automatic address validation (this option performs automatic validation when performing tax computation)
- Validate on save for customer profile (automatically attempts to validate on creation of customer profile update and creation, last validation date will be visible and stored)
- Force address validation on customer profile (if validation for customer is required but not valid, the validation will be forced)
- Return validation results in upper case (validation results will return in upper case form)
Avalara Submissions/Transactions
- Request Timeout (default is 300ms)
- Order-level -- All items on order are calculated as one transaction.
- Line-level -- Each line item in an order is calculated, displayed, and transacted separately.
- Enable UPC Taxability -- This will transmit Odooâs product ean13 number instead of its Internal Reference. If there is no ean13 then the Internal Reference will be sent automatically.
Countries
-
Add or remove applicable countries -- The calculator will not calculate for a country unless itâs on the list.
Disable
- Disable Avalara Tax Calculation and reporting (reporting to Avalaraâs dashboard and tracking)
- Disable Avalara Tax reporting only
Configure Exemption Codes
Exemption codes are allowed for users where they may apply (ex. Government entities). Navigate to: Accounting >> Configuration >> AvaTax >> Exemption Code The module is installed with 16 predefined exemption codes. You can add, remove, and modify exemption codes.
Product Tax Codes
Create product tax codes to assign to products and/or product categories. Navigate to: Accounting >> Configuration >> AvaTax >> Product Tax Codes From here you can add, remove, and modify the product tax codes.
Configure Taxes
The AvaTax module is integrated into the tax calculation of Odoo. AVATAX is automatically added as a type of taxes to be applied. You can configure how AVATAX integrates within the Odoo system.
Configure AVATAX Tax Type
- Navigate to: Accounting >> Taxes
- Select AVATAX from the list view (automatically added on module install).
- Click the Edit button Configure the AVATAX Tax Type with the proper tax account configuration for your system.
Product Category Configuration
Products in Odoo are typically assigned to product categories, AvaTax settings can also be assigned to the product category. when a product category is created.
Create New Product Category
- Navigate to: Inventory >> Configuration >> Products >> Product Categories
- Click Createbutton
Configure Product Category Tax Code
- Under AvaTax: Properties >> Tax Code
- Select the desired Tax Code
Product Configuration
Individual products default to the tax code assigned to their product category, however you can change the tax codes if needed. Tax calculations for a specific product can be disabled and will default to the product tax settings for the product category it belongs to.
Create New Product
- Navigate to: Sales >> Products >> Products
- Click Create button
Configure Product Tax Code
- Under Category, select a Product Category
- Under AvaTax Properties, the Tax Calculation check box is checked by default
- If you want to change the Tax Code defined by the Product Category, navigate to: AvaTax Properties > Tax Code
Customer Configuration
Properly configuring each customer ensures the correct tax is calculated and applied for all transactions.
Create New Customer
- Navigate to: Sales >> Customers
- Click Create button
Configure Customer Address
- Enter Customer Address in the AvaTax tab
- Click Validate button
Address Validation
The AvaTax Module will attempt to match the address you entered with a valid address in its database. Click the Accept button if the address is valid.
Tax Exemption Status
If the customer is tax exempt, check the box under Tax Exemption >> Is Tax Exempt and select the desired Tax Exempt Code from the dropdown menu.
Customer Invoices
The AvaTax module is integrated into Customer Invoices and is applied to each transaction. The transaction log in the Avatax dashboard shows the invoice details and displays whether the transaction is in an uncommitted or committed status. A validated invoice will show an Uncommitted status and a paid invoice will show a Committed status.
The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and the origin location. If no address is assigned to the warehouse, the company as its origin.
Discounts are handled when they are enabled in Odoo's settings. They will be reported as a net deduction on the line item cost.
Create New Customer Invoice
- Navigate to: Accounting >> Customers >> Customer Invoices
- Click Create button
Register Payment
- To complete the invoice, click the Register Payment button.
Validate Invoice
- Click the Validate button to finalize the Customer Invoice
Customer Refunds
Odoo applies refunds as opposed to voids in its accounting module. As with customer invoices, the AvaTax module is integrated with customer refunds and is applied to each transaction. Refunded invoice transactions will be indicated with a negative total in the AvaTax interface.
Initiate Customer Refund
- Navigate to: Accounting >> Customers >> Customer Invoices
- Select the invoice you wish to refund
- Click Refund Invoice button
Create Refund Invoice
- Under refund, select Create a Draft Refund from the dropdown
- Click Create Refund button
Validate Refund
- Select the Customer Refund you wish to validate, review and then click Validate button
Register Refund Payment
- Click Register Payment button to complete a refund
Sales Orders
The AvaTax module is integrated into Sales Orders and allows computation of taxes. Sales order transactions do not appear in the in the AvaTax interface.
The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and the origin location. If no address is assigned to the warehouse the module will automatically use the address of the company as its origin.
The information placed in the sales order will automatically pass to the invoice on the Avalara server and can be viewed in the AvaTax control panel.
Discounts are handled when they are enabled in Odoo's settings. They will be reported as a net deduction on the line item cost.
Create New Sales Order
- Navigate to: Sales >> Sales >> Sales Orders
- Click Create button
Compute Taxes with AvaTax
- The module will calculate tax when the line item is updated (refreshed) or when the sales order is confirmed. At this step, the sales order will retrieve the tax amount from Avalara but will not report the transaction to the AvaTax dashboard. Only invoice, refund, and payment activity are reported to the dashboard.
- The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and the origin location. If no address is assigned to the warehouse the module will automatically use the address of the company as its origin. Location code will automatically populate with the warehouse code but can be modified if needed.
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