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63 lines
2.7 KiB
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63 lines
2.7 KiB
ReStructuredText
.. |avataxbadge1| image:: static/description/SalesTax.png
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:target: https://developer.avalara.com/certification/avatax/sales-tax-badge/
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:alt: Sales Tax Certification
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:width: 250
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.. |avataxbadge2| image:: static/description/Refunds.png
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:target: https://developer.avalara.com/certification/avatax/refunds-credit-memos-badge/
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:alt: Refunds Certification
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:width: 250
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.. |avataxbadge3| image:: static/description/AddressValidation.png
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:target: https://developer.avalara.com/certification/avatax/address-validation-badge/
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:alt: Address Validation Certification
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:width: 250
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|avataxbadge1| |avataxbadge2| |avataxbadge3|
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Odoo provides integration with AvaTax, a tax solution software by Avalara
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which includes sales tax calculation for all US states and territories
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and all Canadian provinces and territories (including GST, PST, and HST).
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This module is capable of automatically detecting origin (Output Warehouse)
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and destination (Client Address), then calculating and reporting taxes
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to the user's Avalara account as well as a recording the correct sales taxes
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for the validated addresses within Odoo ERP.
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This module is compatible both with the Odoo Enterprise and Odoo Community
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editions.
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An Avatax account is needed. Account information to access
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the Avatax dashboard can be obtained through the Avalara website here:
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https://www.avalara.com/products/calculations.html
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Once configured, the module operates in the background and performs
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calculations and reporting seamlessly to the AvaTax server.
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This guide includes instructions for the following elements:
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- Activating your organization's AvaTax account and downloading the product
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- Entering the AvaTax credentials into your Odoo database and configuring it
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to use AvaTax services and features within Odoo
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Note: Test the module before deploying in live environment.
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All changes to the AvaTax settings must be performed by a user with
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administrative access rights.
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**IMPORTANT - resolving name conflict with Odoo EE**
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Avatax support was added to Odoo EE 14 and 15.
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Unfortunately the module names used are the same as the OCA ones,
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and because of this name collision the OCA modules were forced to change name.
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The main module was renamed from ``account_avatax`` (now used by Odoo EE) to
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``account_avatax_oca``.
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To apply this change in your odoo database and continue using the OCA Avalara certified
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connector:
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1. Ensure you have the latest version from the OCA, and you see ``account_avatax_oca``
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in your Apps list.
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2. Install the new ``account_avatax_oca`` module
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3. Unistall the ``account_avatax`` module
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4. Confirm that your configurations were kept safe, in particular:
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Avatax API, "Avatax" default Fiscal Position, and "Avatax" default Tax record.
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