oca-financial/odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/CONFIGURE.rst

To configure an Odoo company to use Avatax, follow these steps.
Note tha tsome of them might be configured out of the box
for the Odoo default company.

1. Configure AvaTax API Connection
2. Configure Company Taxes
3. Configure Customers
4. Configure Products


Configure Avatax API Connection
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Before you can configure the Odoo Avatax connector,
you will need some connection details ready:

- Login to https://home.avalara.com/
- Navigate to Settings >> All AvaTax Settings.
  There you will see the company details.
- Take note of the Account ID and Company Code
- Navigate to Settings >> License and API Keys.
  In the "Reset License Key" tab, click on the "Generate License Key" button,
  and take note of it.

To configure AvaTax connector in Odoo:

- Navigate to: Accounting/Invoicing App >> Configuration >> AvaTax >> AvaTax API
- Click on the Create button
- Fill out the form with the elements collected from the AvaTax website:

  * Account ID
  * License Key
  * Service URL: usually Production, or Sandox if you have that available.
  * Company Code

- Click the Test Connection button
- Click the Save button

Other Avatax API advanced configurations:

- Tax Calculation tab:

  - Disable Document Recording/Commiting: invoices will not be stored in Avalara
  - Enable UPC Taxability: this will transmit Odoo's product ean13 number
    instead of its Internal Reference. If there is no ean13
    then the Internal Reference will be sent automatically.
  - Hide Exemption & Tax Based on shipping address -- this will give user ability
    to hide or show Tax Exemption and Tax Based on shipping address fields
    at the invoice level.

- Address Validation tab:

  - Automatic Address Validation: automatically attempts
    to validate on creation and update of customer record,
    last validation date will be visible and stored
  - Require Validated Addresses: 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

- Advanced tab:

  - Automatically generate missing customer code: generates a customer code
    on creation and update of customer profile
  - Log API requests: enables detailed AvaTax transaction logging within application
  - Request Timeout: default is 300ms
  - Countries: countries where AvaTax can be used.


Configure Company Taxes
~~~~~~~~~~~~~~~~~~~~~~~

Each company linked to AvaTax and their associated warehouses
should be configured to ensure the correct tax is calculated
and applied for all transactions.


Validate Company Address:

- On the AvTax API configuration form, click on the "Company Address" link
- On the company address form, click on the "validate" button
  in the "AvaTax" tab

Validate Warehouse Address:

- Navigate to: Inventory >> Configuration >> Warehouse Management >> Warehouses
- For each warehouse, open the correspoding from view
- On the Warehouse form, click on the "Address" link
- On the warehouse address form, click on the "validate" button
  in the "AvaTax" tab

Fiscal Positions is what tells the AvaTax connector if the AvaTax service
should be used for a particular Sales Order or Invoice.

Configure Fiscal Position:

- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting
  >> Fiscal Positions
- Ensure there is a Fiscal Position record for the Company,
  with the "Use Avatax API" flag checked

When the appropriate Fiscal Position is being used, and a tax rate is retrieved form
AvaTax, then the corresponding Tax is automatically created in Odoo
using a template tax record, that should have the appropriate accounting configurations.

Configure Taxes:

- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting >> Taxes
- Ensure there is a Tax record for the Company, with the "Is Avatax" flag checked
  (visible in the "Advanced Options" tab). This Tax should have:

  * Tax Type: Sales
  * Tax Computation: Percentage of Price
  * Amount: 0.0%
  * Distribution for Invoices: ensure correct account configuration
  * Distribution for Credit Notes: ensure correct account configuration


Configure Customers
~~~~~~~~~~~~~~~~~~~

Exemption codes are allowed for users where they may apply (ex. Government entities).
 Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Exemption Code

The module is installed with 16 predefined exemption codes.
 You can add, remove, and modify exemption codes.

Properly configuring each customer ensures the correct tax is calculated
and applied for all transactions.

Create New Customer

- Navigate to Contacts
- Click Create button

Configure and Validate Customer Address

- Enter Customer Address
- Under AvaTax >> Validation, click Validate button
- 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
  AvaTax >> Tax Exemption >> Is Tax Exempt and
- Select the desired Tax Exempt Code from the dropdown menu.


Configure Products
~~~~~~~~~~~~~~~~~~

Create product tax codes to assign to products and/or product categories.
Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Product Tax Codes.

From here you can add, remove, and modify the product tax codes.


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 Create button

- Configure Product Category Tax Code

  - Under AvaTax Properties >> Tax Code
  - Select the desired Tax Code