|
| 1 | + |
| 2 | +.. _avatax/portal: |
| 3 | + |
| 4 | +======================= |
| 5 | +Avalara (Avatax) portal |
| 6 | +======================= |
| 7 | + |
| 8 | +Avalara's (*AvaTax*) management console offers account management options including: viewing/editing |
| 9 | +the transactions sent from Odoo to *AvaTax*, details on how the taxes are calculated, tax reporting, |
| 10 | +tax exemption management, and tax return resources. |
| 11 | + |
| 12 | +.. tip:: |
| 13 | + Avalara is the software developer of the tax software, *AvaTax*. |
| 14 | + |
| 15 | +To access the console, first, navigate to either Avalara's `sandbox |
| 16 | +<https://sandbox.admin.avalara.com/>`_ or `production <https://admin.avalara.com/>`_ environment. |
| 17 | +This will depend on which type of account was set in the :doc:`integration <../avatax>`. Log in to |
| 18 | +the management console. |
| 19 | + |
| 20 | +.. image:: avalara_portal/avalara-portal.png |
| 21 | + :align: center |
| 22 | + :alt: Avalara dashboard after logging into management portal. |
| 23 | + |
| 24 | +.. seealso:: |
| 25 | + For more information see Avalara's documentation: `Activate your Communications Customer Portal |
| 26 | + account |
| 27 | + <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=Activate_your_Communications_Customer_Portal_account.html&_LANG=enus>`_. |
| 28 | + |
| 29 | +.. _avalara/portal-transactions: |
| 30 | + |
| 31 | +Transactions |
| 32 | +============ |
| 33 | + |
| 34 | +To access transactions, click in the :guilabel:`Transactions` link on the main dashboard upon |
| 35 | +logging into the :ref:`avatax/portal`. To manually access the *Transactions* page, while logged into |
| 36 | +the Avalara console, navigate to :menuselection:`Transactions --> Transactions`. |
| 37 | + |
| 38 | +.. image:: avalara_portal/avalara-transactions.png |
| 39 | + :align: center |
| 40 | + :alt: Avalara portal with the transactions shortcut highlighted. |
| 41 | + |
| 42 | +Edit transaction |
| 43 | +---------------- |
| 44 | + |
| 45 | +Click into a transaction to reveal more details about the transaction. These details include |
| 46 | +sections on :guilabel:`Invoice detail`, :guilabel:`Additional info`, and :guilabel:`Customer info`. |
| 47 | +Click :icon:`fa-pencil` :guilabel:`Edit document details` to make changes to the transaction. |
| 48 | + |
| 49 | +A :guilabel:`Discount` can be added to adjust the invoice. This is especially useful in cases where |
| 50 | +the transaction has already synced with Avalara / *AvaTax*, and changes need to be made afterward. |
| 51 | + |
| 52 | +.. _avalara/portal-filter: |
| 53 | + |
| 54 | +Filter |
| 55 | +------ |
| 56 | + |
| 57 | +Filter transactions on the :guilabel:`Transactions` page, by setting the :guilabel:`From` and |
| 58 |
A3E2
+:guilabel:`To` fields, and configuring other fields to filter by, including: |
| 59 | + |
| 60 | +- :guilabel:`Document Status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`, |
| 61 | + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. |
| 62 | +- :guilabel:`Document Code`: any of the following options, :guilabel:`Exactly match`, |
| 63 | + :guilabel:`Starts with`, or :guilabel:`Contains`. |
| 64 | +- :guilabel:`Customer/Vendor Code`: the customer/vendor code in Odoo (e.g. `Contact18`). |
| 65 | +- :guilabel:`Country`: the country this tax was calculated in; this is a text field. |
| 66 | +- :guilabel:`Region`: the region of the country, which varies based on the :guilabel:`Country` |
| 67 | + selection. |
| 68 | + |
| 69 | +Click :icon:`fa-plus` :guilabel:`Filters` to access the following filter conditions: |
| 70 | + |
| 71 | +- :guilabel:`Document Type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales |
| 72 | + Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer |
| 73 | + Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs |
| 74 | + Invoice`. |
| 75 | +- :guilabel:`Import ID`: represents the import ID of the document. |
| 76 | + |
| 77 | +Sort by |
| 78 | +------- |
| 79 | + |
| 80 | +On the :guilabel:`Transactions` page, transactions will be listed below, according to the set |
| 81 | +:ref:`avalara/portal-filter`, located in the top half of the page. The following columns are |
| 82 | +available by default, to sort by ascending or descending order: |
| 83 | + |
| 84 | +- :guilabel:`Doc Code`: either of the following options, :guilabel:`Exactly match`, |
| 85 | + :guilabel:`Starts with`, or :guilabel:`Contains`. |
| 86 | +- :guilabel:`Doc Status`: either of the following options, :guilabel:`All`, :guilabel:`Voided`, |
| 87 | + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. |
| 88 | +- :guilabel:`Cust/Vendor Code` : this is the customer/vendor code in Odoo (e.g. Contact18). |
| 89 | +- :guilabel:`Region`: this is the region of the country, this will vary based on the |
| 90 | + :guilabel:`Country` selection. |
| 91 | +- :guilabel:`Amount`: the numeric amount of the total amount on the Odoo document. |
| 92 | +- :guilabel:`Tax`: the numeric amount of the tax applied to the total. |
| 93 | + |
| 94 | +.. image:: avalara_portal/transactions.png |
| 95 | + :align: center |
| 96 | + :alt: Transactions page on the Avalara portal with the filter and sort-by options highlighted. |
| 97 | + |
| 98 | +Customize columns |
| 99 | +~~~~~~~~~~~~~~~~~ |
| 100 | + |
| 101 | +Additional columns can be added by clicking the :icon:`fa-cog` :guilabel:`Customize columns`. On the |
| 102 | +resulting popover window, click the drop-down menu for the :guilabel:`column` that should be |
| 103 | +changed. |
| 104 | + |
| 105 | +The following columns can be added for additional transactional information: |
| 106 | + |
| 107 | +- :guilabel:`AvaTax calculated`: the amount of tax calculated by *AvaTax*. |
| 108 | +- :guilabel:`Country`: the country this tax was calculated in; this is a text field. |
| 109 | +- :guilabel:`Cust/vendor code`: the customer/vendor code in Odoo (e.g. `Contact18`). |
| 110 | +- :guilabel:`Currency`: the standardized abbreviation for the currency the amount total is in. |
| 111 | +- :guilabel:`Doc date`: the document's date of creation. |
| 112 | +- :guilabel:`Doc status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`, |
| 113 | + :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`. |
| 114 | +- :guilabel:`Doc type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales |
| 115 | + Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer |
| 116 | + Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs |
| 117 | + Invoice`. |
| 118 | +- :guilabel:`Import ID`: represents the import ID of the document. |
| 119 | +- :guilabel:`Last modified`: timestamp of the last time the document was modified. |
| 120 | +- :guilabel:`Location code`: the location code used to calculate the tax, based on the delivery |
| 121 | + address. |
| 122 | +- :guilabel:`PO number`: the purchase order number. |
| 123 | +- :guilabel:`Reference code`: the Odoo reference code (e.g. NV/2024/00003) |
| 124 | +- :guilabel:`Region`: the region of the country,which varies based on the :guilabel:`Country` |
| 125 | + selection. |
| 126 | +- :guilabel:`Salesperson code`: the numeric ID of the user assigned to the sales order in Odoo. |
| 127 | +- :guilabel:`Tax date`: the month/day/year of the tax calculation. |
| 128 | +- :guilabel:`Tax override type`: where an exemption would appear, should there be none, the field |
| 129 | + populates with :guilabel:`None`. |
| 130 | + |
| 131 | +To add a new column click the :icon:`fa-plus` :guilabel:`Column`. |
| 132 | + |
| 133 | +.. seealso:: |
| 134 | + For more information on *AvaTax* transactions, refer to this Avalara documentation: `Transactions |
| 135 | + <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=transactions.html&_LANG=enus>`_. |
| 136 | + |
| 137 | +Import-export |
| 138 | +------------- |
| 139 | + |
| 140 | +While on the :ref:`avalara/portal-transactions`, click :icon:`fa-download` :guilabel:`Import |
| 141 | +transactions` or :icon:`fa-upload` :guilabel:`Export transactions` to import or export transactions. |
| 142 | + |
| 143 | +Reports |
| 144 | +------- |
| 145 | + |
| 146 | +To access reporting, navigate to the :menuselection:`Reports` link in the top menu of the Avalara |
| 147 | +management console. Next, select from one of the available reporting tabs: :guilabel:`Transactions |
| 148 | +reports`, :guilabel:`Liability & tax return reports`, or :guilabel:`Exemption reports`. |
| 149 | + |
| 150 | +.. tip:: |
| 151 | + Additionally, there is a :guilabel:`Favorites` tab and :guilabel:`Downloads` tab. The |
| 152 | + :guilabel:`Favorites` tab contains any favorited report configurations for the Avalara user. The |
| 153 | + :guilabel:`Downloads` tab contains a list view where the user can download the high-volume |
| 154 | + transaction reports created in the last 30 days. |
| 155 | + |
| 156 | +Make a selection for the :guilabel:`Report Category`, and the :guilabel:`Report Name`, under the |
| 157 | +:guilabel:`Select a report` section. |
| 158 | + |
| 159 | +Next, fill out the :guilabel:`Select report details` section. These options will vary based on the |
| 160 | +tab selected above. |
| 161 | + |
| 162 | +Depending on the report size, the following two options are available in the section labeled, |
| 163 | +:guilabel:`Select the approximate number of transactions for your report`: :guilabel:`Create and |
| 164 | +download the report instantly` (for small reports) and :guilabel:`Create and download the report in |
| 165 | +the background` (for larger reports). Select one or the other depending on the volume of |
| 166 | +transactions in this report. |
| 167 | + |
| 168 | +Finally, under the section labeled, :guilabel:`Report preview and export` make a selection of the |
| 169 | +file type to download. Either a :guilabel:`.PDF` or :guilabel:`.XLS` can be chosen. Alternatively, |
| 170 | +the file can be previewed by selecting the :guilabel:`Preview` option. |
| 171 | + |
| 172 | +After making all the configurations, click :guilabel:`Create report` to download the report. Click |
| 173 | +:icon:`fa-star-o` :guilabel:`Make this report a favorite` to save the report configuration to the |
| 174 | +user's favorites. |
| 175 | + |
| 176 | +After the report is created, click :icon:`fa-download` :guilabel:`Download` to download the file to |
| 177 | +the device. |
| 178 | + |
| 179 | +.. tip:: |
| 180 | + Select a pre-configured report from the :guilabel:`Frequently used reports` section of the |
| 181 | + reporting dashboard. |
| 182 | + |
| 183 | + Access this list by clicking on the :guilabel:`Reports` option in the top menu of the Avalara |
| 184 | + management console, and scroll to the bottom of the page. |
| 185 | + |
| 186 | +.. seealso:: |
| 187 | + `See Avalara's documentation: Reports in AvaTax |
| 188 | + <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=rjq1671176624730&topicId=Reports_in_AvaTax.html&_LANG=enus>`_. |
| 189 | + |
| 190 | +Add more jurisdictions |
| 191 | +====================== |
| 192 | + |
| 193 | +Additional jurisdictions (tax locations) can be added in the Avalara management console. Navigate to |
| 194 | +either Avalara's `sandbox <https://sandbox.admin.avalara.com/>`_ or `production |
| 195 | +<https://admin.avalara.com/>`_ environment. This will depend on which type of account was set in the |
| 196 | +:doc:`integration <../avatax>`. |
| 197 | + |
| 198 | +Next, navigate to :menuselection:`Settings --> Where you collect tax`. Choose between the three |
| 199 | +different tabs, depending on the business need. The first tab is :guilabel:`Sales and use tax`, |
| 200 | +where tax can be collected for the United States. Click the :icon:`fa-plus` :guilabel:`Add to where |
| 201 | +you collect sales and use tax` to add another location where the company collects sales and use tax. |
| 202 | + |
| 203 | +The second option, is the :guilabel:`VAT/GST` tab where the :icon:`fa-plus` :guilabel:`Add a country |
| 204 | +or territory where you collect VAT/GST` can be selected to add another country or territory where |
| 205 | +the company collects VAT/GST. |
| 206 | + |
| 207 | +Finally, on the far-right, is the :guilabel:`Customs duty` tab, where a country can be added where |
| 208 | +the company collects customs duty. Simply click on the :icon:`fa-plus` :guilabel:`Add a country |
| 209 | +where you calculate customs duty` icon below the tab. |
| 210 | + |
| 211 | +.. image:: avalara_portal/where-you-collect-tax.png |
| 212 | + :align: center |
| 213 | + :alt: AvaTax management console, on the Where you collect tax page, with the add button and |
| 214 | + sales and use tax tab highlighted. |
| 215 | + |
| 216 | +.. seealso:: |
| 217 | + `See Avalara's documentation: Add local jurisdiction taxes |
| 218 | + <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=bla1700809896571_bla1700809896571&topicId=nbw1698727575499.html&_LANG=enus>`_. |
| 219 | + |
| 220 | +Tax exemption certificate |
| 221 | +========================= |
| 222 | + |
| 223 | +Tax exemption certificates for customers can be added into the Avalara management console, so that |
| 224 | +*AvaTax* is aware of which customers may be exempt from paying certain taxes. To add an *exception |
| 225 | +certificate* navigate to :menuselection:`Exemptions --> Customer certificates`. From there, click on |
| 226 | +the :icon:`fa-plus` :guilabel:`Add a certificate` to configure an exemption. |
| 227 | + |
| 228 | +.. warning:: |
| 229 | + An Avalara subscription to Exemption Certificate Management (ECM) is required in order to attach |
| 230 | + certificate images, and to be ready for an audit. For more on subscribing to this add-on, visit |
| 231 | + `Avalara |
| 232 | + <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hff1682048150115_hff1682048150115&topicId=fol1682356576230.html&_LANG=enus>`_. |
| 233 | + |
| 234 | +End-of-year operations |
| 235 | +====================== |
| 236 | + |
| 237 | +Avalara's services include tax return services, for when it is time to file taxes at the end of the |
| 238 | +year. To access Avalara's tax services log, into the `management portal |
| 239 | +<https://admin.avalara.com/>`_. Then, from the main dashboard, click :guilabel:`Returns`. Avalara |
| 240 | +will prompt the Avalara user to log in for security purposes, and redirect the user to the *Returns* |
| 241 | +portal. |
| 242 | + |
| 243 | +.. image:: avalara_portal/avalara-returns.png |
| 244 | + :align: center |
| 245 | + :alt: Avalara portal with the returns shortcut highlighted. |
| 246 | + |
| 247 | +Click :guilabel:`Get started` to begin the tax return process. For more information, refer to this |
| 248 | +Avalara documentation: `About Managed Returns |
| 249 | +<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hps1656397152776_hps1656397152776&topicId=Learn_about_Managed_Returns.html&_LANG=enus>`_. |
| 250 | + |
| 251 | +.. tip:: |
| 252 | + Alternatively, click on the :menuselection:`Returns` button in the top menu of the Avalara |
| 253 | + management console. |
| 254 | + |
| 255 | +.. seealso:: |
| 256 | + - :doc:`../avatax` |
| 257 | + - :doc:`avatax_use` |
| 258 | + - `US Tax Compliance: Avatax elearning video |
| 259 | + <https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_ |
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