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1 change: 1 addition & 0 deletions content/applications/finance/accounting/taxation/taxes.rst
Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,7 @@ Taxes
taxes/default_taxes
taxes/fiscal_positions
taxes/eu_distance_selling
taxes/avatax
taxes/taxcloud
taxes/retention
taxes/B2B_B2C
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74 changes: 74 additions & 0 deletions content/applications/finance/accounting/taxation/taxes/avatax.rst
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==================
Avatax integration
==================

Avatax is a tax calculation provider that can be integrated in Odoo.

.. _avatax/credentials:

Credential configuration
========================

To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings -->
Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.

.. tip::
If you do not yet have credentials, click on :guilabel:`How to Get Credentials`.

.. image:: avatax/avatax-configuration-settings.png
:align: center
:alt: Configure Avatax settings

.. _avatax/tax-mapping:

Tax mapping
===========

The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal
position.

Before using the integration, specify an :guilabel:`Avatax Category` on the product categories.

.. image:: avatax/avatax-category.png
:align: center
:alt: Specify Avatax Category on products

Avatax Categories may be overridden or set on individual products as well.

.. image:: avatax/override-avatax-product-category.png
:align: center
:alt: Override product categories as needed

.. _avatax/address-mapping:

Address validation
==================

Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the
customer form view.

.. image:: avatax/validate-customer-address.png
:align: center
:alt: Validate customer addresses

If preferred, choose to keep the newly validated address or the original address in the wizard that
pops up.

.. image:: avatax/choose-customer-address.png
:align: center
:alt: Address validation wizard

.. _avatax/tax-calculation:

Tax calculation
===============

Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the
documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes
using Avatax` button while these documents are in draft mode.

Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to
cross-reference data in Odoo and Avatax.

.. seealso::
- :doc:`fiscal_positions`
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