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Avalara Avatax Certified Connector
==================================

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    :alt: Sales Tax Certification
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    :alt: Address Validation Certification
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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 is compatible both with the Odoo Enterprise and Odoo Community
editions.

An Avatax account is needed. Account information to access
the Avatax dashboard can be obtained through the Avalara website here:
https://www.avalara.com/products/calculations.html

Once configured, the module operates in the background and performs
calculations and reporting seamlessly to the AvaTax server.

This guide includes instructions for the following elements:

- Activating your organization's 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.


**IMPORTANT - resolving name conflict with Odoo EE**

Avatax support was added to Odoo EE 14 and 15.
Unfortunately the module names used are the same as the OCA ones,
and because of this name collision the OCA modules were forced to change name.

The main module was renamed from ``account_avatax`` (now used by Odoo EE) to
``account_avatax_oca``.

To apply this change in your odoo database and continue using the OCA Avalara certified
connector:

  1. Ensure you have the latest version from the OCA, and you see ``account_avatax_oca``
       in your Apps list.
  2. Install the new ``account_avatax_oca`` module
  3. Unistall the ``account_avatax`` module
  4. Confirm that your configurations were kept safe, in particular:
       Avatax API, "Avatax" default Fiscal Position, and "Avatax" default Tax record.

**Table of contents**

.. contents::
   :local:

Installation
============

Before installing the Avatax app, the Avalara Python client
must be installed in your system.
It is available at https://pypi.org/project/Avalara.

Typically it can be installed in your system usin ``pip``::

    pip3 install Avalara

The base app, ``account_Avatax``, adds Avatax support to Customer Invoices.
Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax/

The ``account_avatax_sale`` extension adds support to Quotations / Sales Orders.
Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax_sale/

In most cases you will want to download and install both modules.

To install the Avatax app:

- Download the AvaTax modules
- Extract the downloaded files
- Upload the extracted directories into your Odoo module/addons directory
- Log into Odoo as an Administrator and enable the Developer Mode, in 'Settings'
- Navigate to 'Apps', select the 'Update Apps List' menu, to have the new apps listed.
- In the Apps list, search for 'AvaTax'
- Click on the Install button. If available, the ``account_avatax_sale`` module will
  also be installed automatically.

Configuration
=============

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

Usage
=====

Customer Invoices
~~~~~~~~~~~~~~~~~

The AvaTax module is integrated into Sales 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 have a Committed status
and a cancelled invoice will have a Voided 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 address is used.

Discounts are handled when they are enabled in Odoo's settings.
They are calculated as a net deduction on the line item cost
before the total is sent to AvaTax.

Create New Customer Invoice
^^^^^^^^^^^^^^^^^^^^^^^^^^^

- Navigate to: Accounting or Invoicing >> Customers >> Invoices.
- Click Create button.

Validate Invoice
^^^^^^^^^^^^^^^^

- Ensure that Tax based on shipping address is checked.
- Line items should have AVATAX selected under Taxes for internal records.
- To complete the invoice, click the Validate button.
- The sale order will now appear in the AvaTax dashboard.

Register Payment
^^^^^^^^^^^^^^^^

- Click the Register Payment button to finalize the 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 or Invoicing >> Customers >> Invoices
- Select the invoice you wish to refund
- Click Add Credit Note button

Create Credit Note

- Under Credit Method, select Create a draft credit note.
- Enter a reason.
- Click Add Credit Note button.

Note: You will be taken to the Credit Notes list view

Validate Refund

- Select the Credit Note 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 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 >> Orders >> Orders
- Click Create button

Compute Taxes with AvaTax

- The module will calculate tax when the sales order is confirmed,
  or by navigating to Action >> Update taxes with Avatax.
  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.

Known issues / Roadmap
======================

The development of this module was driven by US companies to compute Sales Tax.

However the Avatax service supports more use cases, that could be added:

- Add support to EU VAT
- Add support to US Use Tax on Purchases / vendor Bills

Other improvements that could be added:

- Detect and warn if customers State is not a nexus available for the current account

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_oca%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Open Source Integrators
* Fabrice Henrion
* Sodexis

Contributors
~~~~~~~~~~~~

* Odoo SA

  * Fabrice Henrion

* Open Source Integrators (https://opensourceintegrators.com)

  * Daniel Reis <dreis@opensourceintegrators.com>
  * Bhavesh Odedra <bodedra@opensourceintegrators.com>
  * Sandip Mangukiya <smangukiya@opensourceintegrators.com>

* Serpent CS

  * Murtuza Saleh

* Sodexis

  * Atchuthan Ubendran

Other credits
~~~~~~~~~~~~~

This module was originally developed by Fabrice Henrion at Odoo SA,
and maintained up to version 11.

For version 12, Fabrice invited partners to migrate this modules to
later version, and maintain it.

Open Source Integrators performed the migration to Odoo 12
, and later added support for the more up to date REST API
, alongside with the legacy SOAP API.

With the addition of the REST API, a deep refactor was introduced,
changing the tax calculation approach, from just setting the total
tax amount, to instead adding the tax rates to each document line
and then having Odoo do all the other computations.

For Odoo 13, the legacy SOAP support was supported, and
additional refactoring was done to contribute the module
to the Odoo Community Association.

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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    :alt: dreispt

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-dreispt| 

This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/15.0/account_avatax_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
