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Avalara Avatax Certified Connector for Sales Orders
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This module is a component of the Avatax Integration with odoo app.
Please refer to the corresponding documentation.

**Table of contents**

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   :local:

Usage
=====

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.

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_sale_oca%0Aversion:%2017.0%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>
   -  Nikul Chaudhary <nchaudhary@opensourceintegrators.com>

-  Serpent CS

   -  Murtuza Saleh

-  Sodexis

   -  Atchuthan Ubendran

Maintainers
-----------

This module is maintained by the OCA.

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

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This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/17.0/account_avatax_sale_oca>`_ project on GitHub.

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