AvaTax integration

Avalara’s AvaTax is a cloud-based tax software. Integrating AvaTax with Odoo provides real-time and region-specific tax calculations when users sell, purchase, and invoice items in Odoo. AvaTax tax calculation is supported with every United Nations charted country, including inter-border transactions.

重要

AvaTax is only available for integration with databases/companies that have locations in the United States, Canada, and Brazil. This means the fiscal position/country of a database can only be set to the United States, Canada, or Brazil. For more information, reference this documentation: Fiscal country.

AvaTax accounts for location-based tax rates for each state, county, and city. It improves remittance accuracy by paying close attention to laws, rules, jurisdiction boundaries, and special circumstances (like, tax holidays, and product exemptions). Companies who integrate with AvaTax can maintain control of tax-calculations in-house with this simple API integration.

重要

Some limitations exist in Odoo while using AvaTax for tax calculation:

• AvaTax is not supported in Odoo’s Point of Sale app, because a dynamic tax calculation model is excessive for transactions within a single delivery address, such as stores or restaurants.

• AvaTax and Odoo use the company address, not the warehouse address.

• Excise tax is not supported. This includes tobacco/vape taxes, fuel taxes, and other specific industries.

另请参阅

Avalara’s support documents: About AvaTax

Set up on AvaTax

To use AvaTax, an account with Avalara is required for the setup. If one has not been set up yet, connect with Avalara to purchase a license: Avalara: Let’s Talk.

小技巧

Upon account setup, take note of the AvaTax Account ID. This will be needed in the Odoo setup. In Odoo, this number is the API ID.

Then, create a basic company profile.

Create basic company profile

Collect essential business details for the next step: locations where tax is collected, products/services sold (and their sales locations), and customer tax exemptions, if applicable. Follow the Avalara documentation for creating a basic company profile:

1. Add company information.

2. Tell us where the company collects and pays tax.

3. Verify jurisdictions and activate the company.

4. Add other company locations for location-based filing.

5. Add a marketplace to the company profile.

Connect to AvaTax

After creating the basic company profile in Avalara, connect to AvaTax. This step links Odoo and AvaTax bidirectionally.

Navigate to either Avalara’s sandbox or production environment. This will depend on which type of Avalara account the company would like to integrate.

另请参阅

Sandbox vs production environments in Avalara.

Log in to create the License Key. Go to Settings ‣ License and API Keys. Click Generate License Key.

重要

A warning appears stating: If your business app is connected to Avalara solutions, the connection will be broken until you update the app with the new license key. This action cannot be undone.

Generating a new license key breaks the connection with existing business apps using the AvaTax integration. Make sure to update these apps with the new license key.

If this will be the first API integration being made with AvaTax and Odoo, then click Generate license key.

If this is an additional license key, ensure the previous connection can be broken. There is only one license key associated with each of the Avalara sandbox and production accounts.

警告

Copy this key to a safe place. It is strongly encouraged to back up the license key for future reference. This key cannot be retrieved after leaving this screen.

Odoo configuration

Before using AvaTax, there are some additional configurations in Odoo to ensure tax calculations are made accurately.

Verify that the Odoo database contains necessary data. The country initially set up in the database determines the fiscal position, and aids AvaTax in calculating accurate tax rates.

Fiscal country

To set the Fiscal Country, navigate to Accounting app ‣ Configuration ‣ Settings.

另请参阅

财务本地化

Under the Taxes section, set the Fiscal Country feature to United States, Canada, or Brazil. Then, click Save.

Company settings

All companies operating under the Odoo database should have a full and complete address listed in the settings. Navigate to the Settings app, and under the Companies section, ensure there is only one company operating the Odoo database. Click Update Info to open a separate page to update company details.

If there are multiple companies operating in the database, click Manage Companies to load a list of companies to select from. Update company information by clicking into the specific company.

Database administrators should ensure that the Street…, Street2…, City, State, ZIP, and Country are all updated for the companies.

This ensures accurate tax calculations and smooth end-of-year accounting operations.

另请参阅

• 公司

• 开始

Module installation

Next, ensure that the Odoo AvaTax module is installed. To do so, navigate to the Apps application. In the Search… bar, type in avatax, and press Enter. The following results populate:

名称	技术名称	描述
Avatax	account_avatax	Default AvaTax module. This module adds the base AvaTax features for tax calculation.
Avatax for geo localization	account_avatax_geolocalize	This module includes the features required for integration of AvaTax into geo-localization in Odoo.
Avatax for SO	account_avatax_sale	Includes the information needed for tax calculation on sales orders in Odoo.
Avatax for Inventory	account_avatax_stock	Includes tax calculation in Odoo Inventory.
Amazon/Avatax Bridge	sale_amazon_avatax	Includes tax calculation features between the Amazon Connector and Odoo.
Avatax Brazil	l10n_br_avatax	Includes information for tax calculation in the Brazil localization.
Avatax Brazil for Services	l10n_br_avatax_services	This module includes the required features for tax calculation for services in the Brazil localization.
Avatax Brazil Sale for Services	l10n_br_edi_sale_services	This module includes the required features for tax calculation for the sale of services in the Brazil localization. This includes electronic data interchange (EDI).
Test SOs for the Brazilian AvaTax	l10n_br_test_avatax_sale	This module includes the required features for test sales orders in the Brazil localization.

Click the Install button on the module labeled, Avatax: account_avatax. Doing so installs the following modules:

• Avatax: account_avatax

• Avatax for SO: account_avatax_sale

• Avatax for Inventory: account_avatax_stock

Should AvaTax be needed for geo-localization, or with the Amazon Connector, then install those modules individually by clicking on Install on Avatax for geo localization and Amazon/Avatax Bridge, respectively.

另请参阅

For localization specific AvaTax instructions, view the following fiscal localization documentation:

• 巴西

• 美国

Odoo AvaTax settings

To integrate the AvaTax API with Odoo, go to Accounting app ‣ Configuration ‣ Settings section. The AvaTax fields in the Taxes section is where the AvaTax configurations are made, and the credentials are entered in.

First, tick the checkbox to the left of the AvaTax settings, to activate AvaTax on the database. This is a quick, convenient way to activate and deactivate AvaTax tax calculation on the Odoo database.

先决条件

First, select the Environment in which the company wishes to use AvaTax in. It can either be Sandbox or Production.

另请参阅

For help determining which AvaTax environment to use (either Production or Sandbox), visit: Sandbox vs Production environments.

凭据

Now, the credentials can be entered in. The AvaTax Account ID should be entered in the API ID field, and the License Key should be entered in the API Key field.

重要

The Account ID can be found by logging into the AvaTax portal (sandbox or production). In the upper-right corner, click on the initials of the user and Account. The Account ID is listed first.

To access the License Key see this documentation: Connect to AvaTax.

For the Company Code field, enter the Avalara company code for the company being configured. Avalara interprets this as DEFAULT, if it is not set. The Company Code can be accessed in the Avalara management portal.

First, log into the AvaTax portal (sandbox or production). Then, navigate to Settings ‣ Manage Companies. The Company Code value is located in the row of the Company in the Company Code column.

Transaction options

There are two transactional settings in the Odoo AvaTax settings that can be configured: Use UPC and Commit Transactions.

If the checkbox next to Use UPC is ticked, the transactions will use Universal Product Codes (UPC), instead of custom defined codes in Avalara. Consult a certified public accountant (CPA) for specific guidance.

Should the Commit Transactions checkbox be ticked, then, the transactions in the Odoo database will be committed for reporting in AvaTax.

地址验证

The Address Validation feature ensures that the most up-to-date address by postal standards is set on a contact in Odoo. This is important to provide accurate tax calculations for customers.

重要

The Address Validation feature only works with partners/customers in North America.

Additionally, tick the checkbox next to the Address validation field.

重要

For accurate tax calculations, it is best practice to enter a complete address for the contacts saved in the database. However, AvaTax can still function by implementing a best effort attempt using only the Country, State, and Zip code. These are the three minimum required fields.

Save the settings to implement the configuration.

小技巧

Manually Validate the address by navigating to the Contacts app, and selecting a contact. Now that the AvaTax module has been configured on the database, a Validate button appears directly below the Address.

Click Validate, and a pop-up window appears with a Validated Address and Original Address listed. If the Validated Address is the correct mailing address for tax purposes, click Save Validated.

警告

All previously-entered addresses for contacts in the Odoo database will need to be validated using the manually validate process outlined above. Addresses are not automatically validated if they were entered previously. This only occurs upon tax calculation.

Test connection

After entering all the above information into the AvaTax setup on Odoo, click Test connection. This ensures the API ID and API KEY are correct, and a connection is made between Odoo and the AvaTax application programming interface (API).

Sync parameters

Upon finishing the configuration and settings of the AvaTax section, click the Sync Parameters button. This action synchronizes the exemption codes from AvaTax.

财政状况

Next, navigate to Accounting app ‣ Configuration ‣ Accounting: Fiscal Positions. A Fiscal Position is listed named, Automatic Tax Mapping (AvaTax). Click it to open AvaTax’s fiscal position configuration page.

Here, ensure that the Use AvaTax API checkbox is ticked.

Optionally, tick the checkbox next to the field labeled: Detect Automatically. Should this option be ticked, then, Odoo will automatically apply this Fiscal Position for transactions in Odoo.

Enabling Detect Automatically also makes specific parameters, such as VAT required, Foreign Tax ID, Country Group, Country, Federal States, or Zip Range appear. Filling these parameters filters the Fiscal Position usage. Leaving them blank ensures all calculations are made using this Fiscal Position.

警告

Should the Detect Automatically checkbox not be ticked, each customer will need to have the Fiscal Position set on their Sales and Purchase tab of the contact record. To do so, navigate to Sales app ‣ Order ‣ Customers, or Contacts app ‣ Contacts. Then, select a customer or contact to set the fiscal position on.

Navigate to the Sales and Purchase tab, and down to the section labeled, Fiscal Position. Set the Fiscal Position field to the fiscal position for the customer.

另请参阅

财政状况（税务和账户映射）

AvaTax accounts

Upon selecting the checkbox option for Use AvaTax API a new AvaTax tab appears. Click into this tab to reveal two different settings.

The first setting is the AvaTax Invoice Account, while the second is, AvaTax Refund Account. Ensure both accounts are set for smooth end-of-year record keeping. Consult a certified public accountant (CPA) for specific guidance on setting both accounts.

点击 保存 以确保这些设置已保存。

税务映射

The AvaTax integration is available on sale orders and invoices with the included AvaTax fiscal position.

小技巧

Additionally, there is a Tax Mapping tab and Account Mapping tab in the Automatic Tax Mapping (AvaTax) fiscal position, where mapping for products can also be configured. To access Fiscal Positions navigate to Accounting app ‣ Configuration ‣ Accounting: Fiscal Positions.

Product category mapping

Before using the integration, specify an Avatax Category on the product categories. Navigate to Inventory app ‣ Configuration ‣ Product Categories. Select the product category to add the AvaTax Category to. In the AvaTax Category field, select a category from the drop-down menu, or Search More… to open the complete list of options.

Product mapping

AvaTax Categories may be set on individual products, as well. To set the Avatax Category navigate to Inventory app ‣ Products ‣ Products. Select the product to add the Avatax Category to. Under the General Information tab, on the far-right, is a selector field labeled: Avatax Category. Finally, click the drop-down menu, and select a category, or Search More… to find one that is not listed.

注解

If both the product, and its category, have an AvaTax Category set, the product’s AvaTax Category takes precedence.

重要

Mapping an AvaTax Category on either the Product or Product Category should be completed for every Product or Product Category, depending on the route that is chosen.

另请参阅

• 财政状况（税务和账户映射）

• AvaTax use

• Avalara (Avatax) portal

• US Tax Compliance: Avatax elearning video

• AvaTax use
• Avalara (Avatax) portal