11=======================================
2- Manage Your Sales Tax with TaxCloud API
2+ How to get right tax rates in the US thanks to TaxCloud
33=======================================
44
5- The **TaxCloud ** module allows you to calculate the sales tax for every
5+ The **TaxCloud ** integration allows you to calculate the sales tax for every
66address in the United States and keeps track of which product types are
77exempt from sales tax and in which states each exemption applies.
88TaxCloud calculates sales tax in real-time for every state, city, and
@@ -11,139 +11,77 @@ special jurisdiction in the United States.
1111Configuration
1212=============
1313
14- Install the TaxCloud module
15- ---------------------------
16-
17- In the **Accounting ** module, click on :menuselection: `Configuration --> Settings `.
18- Under :menuselection: `Invoicing and Payments --> Taxes `, check the box **Compute sales
19- tax automatically using TaxCloud **.
14+ In Tax Cloud
15+ ------------
16+ * Create a free account on `*TaxCloud*
17+ <https://taxcloud.net/#register> `__ website.
18+ * Register your website on TaxCloud to get an *API ID * and an *API Key *.
2019
2120.. image :: media/taxcloud01.png
2221 :align: center
2322
24- Configure TaxCloud API
25- ----------------------
26-
27- To configure your TaxCloud API, go to the **Accounting ** module, click
28- on :menuselection: `Configuration -> Settings `.
29- ** Under **TaxCloud Configuration ** enter your account credentials (API ID and
30- API Key). For more information, please refer to the
31- `*Taxcloud* <http://taxcloud.net >`__ website.
23+ In Odoo
24+ -------
25+ * Go to :menuselection: `Invoicing/Accounting --> Configuration --> Settings `
26+ and check *Compute sales tax automatically using TaxCloud *. Click *Apply *.
3227
3328.. image :: media/taxcloud02.png
3429 :align: center
3530
36- Synchronize the TICs(Taxability Information Codes) category
37- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
38-
39- After connecting to TaxCloud API, click on **Sync TaxCloud
40- Category (TIC) ** to synchronize the TICs(Taxability Information Codes)
41- for products.
31+ * Still in those settings, enter your TaxCloud credentials.
32+ * Hit *Sync TaxCloud Categories (TIC) * to import TIC product categories
33+ from TaxCloud (Taxability Information Codes). Some categories may imply
34+ specific rates.
4235
4336.. image :: media/taxcloud03.png
4437 :align: center
4538
46- Company configuration
47- ---------------------
48-
49- In order to compute the right tax rate, the provider needs your company
50- information. Be sure your address and default TIC category are correctly
51- encoded.
52-
53- .. image :: media/taxcloud04.png
54- :align: center
55-
56- Set default TIC category on your company. This ensures if you are
57- selling the same TIC category product you aren’t required to fill the
58- TIC on each product or in case of a missing TIC category on product it
59- will automatically reference the default category for your company.
60-
61- .. image :: media/taxcloud05.png
62- :align: center
63-
64- To check your information, go to the **Settings ** app and click on
65- **General Settings **. Next, click **Configure your company
66- data. **
67-
68- Product configuration
69- ---------------------
70-
71- Set the correct sales tax and TIC category on the product. The main
72- taxes are automatically configured according to the US chart of accounts.
73-
74- If you want to set a specific tax rate on a product, you can set the
75- sales tax on the **product form ** under the **Accounting ** tab.
76-
77- .. image :: media/taxcloud06.png
78- :align: center
79-
80- You can set the TIC Category on the **Product form ** under the
81- **Sales ** tab.
82-
83- .. image :: media/taxcloud07.png
84- :align: center
85-
86- Customer configuration
87- ----------------------
88-
89- In order to compute the correct tax, the provider needs customer information.
90- Be sure your customer address is correctly encoded.
91-
92- .. image :: media/taxcloud08.png
93- :align: center
94-
95- The main fiscal positions are automatically created for TaxCloud in the
96- **US ** by default but you may need to create additional fiscal positions
97- for specific user cases.
39+ * Set default *TIC Code * and taxe rates. This will apply to any new
40+ product created. A default sales tax is needed to trigger the
41+ tax computation.
9842
99- To define fiscal position:
43+ * For products under a specific category, select it in its detail form
44+ (in *Sales * tab).
10045
101- - Navigate to the **Accounting ** app
46+ * Make sure your company address is well defined (especially the state
47+ and the zip code). Go to :menuselection: `Settings --> General Settings `
48+ and click *Configure your company data *.
10249
103- - Go to :menuselection: `Configuration --> Fiscal Position `
50+ How it works
51+ ============
10452
105- - Default fiscal position (country) is set to US (you can
106- define the fiscal position in the Customer Form of the
107- **Accounting tab **).
53+ Automatic tax assignation works thanks to fiscal positions
54+ (see :doc: `application `).
55+ A specific fiscal position is created when installing *TaxCloud *.
56+ Everything works out-of-the-box.
10857
109- For more information on fiscal position, see the Odoo documentation on
110- :doc: `application `.
58+ This fiscal position is set on any sales order, web order, or invoice
59+ when the customer country is *United States *. This is triggering the
60+ automated tax computation.
11161
112- Manage your sales tax
113- =====================
114-
115- Get sales tax automatically via TaxCloud
116- ----------------------------------------
117-
118- When the fiscal position(tax mapping on fiscal position) is applied
119- (automatically) on a sales order, web order, or invoices it will send a
120- request to TaxCloud and return a sales tax calculation.
121-
122- For example, to get sales tax automatically on a sales order: In the
123- main menu click :menuselection: `Sales --> Sales orders ` and create a new sales order.
124- Select a customer in the United States and TaxCloud will automatically
125- apply the US fiscal position on the sales order.
126-
127- .. image :: media/taxcloud09.png
62+ .. image :: media/taxcloud04.png
12863 :align: center
12964
130- Add a product with sales tax on an order line and Odoo will automatically
65+ Add a product with a default sales tax. Odoo will automatically
13166send a request to TaxCloud, get the correct tax percentage based on the
132- customer’s State and Product TIC category, create a new tax rate if
133- that tax percentage does not already exist on your list and return the
134- new tax rate (example: 7.0%).
67+ customer location (state and zip code) and product TIC category, create
68+ a new tax rate if that tax percentage does not already exist in
69+ your system and return it in the order item line (e.g. 7.0%).
13570
136- .. image :: media/taxcloud10 .png
71+ .. image :: media/taxcloud05 .png
13772 :align: center
13873
139- You can also add a tax mapping line on the fiscal position with the new
140- tax. Odoo will check if the tax exists for the customer's State and
141- product TIC category in the fiscal position mapping line and if it does
142- not exist it will send a request to TaxCloud to retrieve the new tax
143- rate.
74+ How to create specific tax mappings using TaxCloud
75+ ============================
14476
145- .. image :: media/taxcloud11.png
77+ You can create several fiscal positions using TaxCloud.
78+ Check *Use TaxCloud API * to do so. Such fiscal postions can be
79+ assigned to customers in their detail form in order to get them by default
80+ whenever they buy you something.
81+
82+ .. image :: media/taxcloud06.png
14683 :align: center
14784
14885.. seealso ::
86+ * :doc: `default_taxes `
14987 * :doc: `application `
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