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.
- Hide Exemption & Tax Based on shipping address -- this will provide
  this feature support at sale order level.

Tax Exemption Status

- Tax exemption status can be defined on Contacts.
- In a multi-company environment, the exemption status is defined per
  Company, since each individual company is required to secure the
  exemption certificates to claim for exemption application, and this
  may not be the case for all Companies.
- If the customer is tax exempt, in the "Avatax" tab, check the "Is Tax
  Exempt" checkbox. When checked, the exemption details can be provided.
  The Exemption Code is the type of exemption, and the Exemption Number
  is an identification number to use on the customer's State.
- This exemption status will only be applied for delivery addresses in
  the State matching the State of the exemption address. The same
  customer can have exemptiions on several states. For this use
  additional Contact/Addresses for those states, and enter the
  exempention details there.
- To make this data management simpler, is it possible to set the
  customer as exempt country wide, using the corresponding checkbox. In
  this case the exemption status will be used for delivery addresses in
  any state. Using this option has compliance risks, so plase use it
  with care.
