Account TaxCloud - Sale

Description

This module integrates Odoo with TaxCloud, enabling the automatic computation of sales tax on invoices within the Odoo platform. From Odoo 17, new installations are prohibited, and from Odoo 18, the TaxCloud module(s) won’t exist at all. This module allows it to be installed as if it were officially supported by TaxCloud.

It is configured to compute the sales tax automatically in the sales order using TaxCloud. It is compatible with multi-company environments.    

Module Installation

• Users must download all the official TaxCloud modules listed below from the Odoo Apps Store before proceeding with the installation process, even if they don’t use the related Odoo TaxCloud modules. This ensures they get all the TaxCloud features and proper data transmission. If they use “Deploy on Odoo.sh” in the Apps Store, they must deploy all the modules listed below.
  • Account TaxCloud
  • Account Taxcloud - Sale (loyalty)
  • Account Taxcloud - Sale (loyalty) - Delivery
  • Account TaxCloud - Ecommerce
  • TaxCloud and Subscriptions
  • Amazon/TaxCloud Bridge

• For example, suppose users have not installed the Subscription app but have installed the Sales app. In that case, they are still recommended to download all the official TaxCloud modules before installing the “Account TaxCloud” module. The “Account TaxCloud - Sale” modules are installed based on the installed modules list. In the future, installing the Subscription app will automatically install the needed “TaxCloud and Subscription” module. This ensures they do not miss any of the TaxCloud features.

• Users did not use the Odoo TaxCloud Modules:
  • If users are not currently using the Odoo module, they can install this module by simply clicking the “Activate” button and following the configuration steps below.

• Using Odoo TaxCloud Modules:
  • Switching from the Odoo TaxCloud module to our connector in odoo V17
    • If users are currently using the Odoo TaxCloud module, then they should not uninstall the current module before installing this module; otherwise, they will lose all of their data. This module will take care of the configuration & data transmission from the existing module and automatic uninstallation of the Odoo TaxCloud module once installed. It is not necessary to reinstall the Odoo TaxCloud module.
  • Migrating from Odoo 17 to Odoo 18 or from Earlier Versions to Odoo 18
    • Migrating from Odoo 17 to Odoo 18
      • First, switch to the official connector in Odoo 17 to prevent data loss. Then, proceed with the migration to Odoo 18 using our connector.
    • Migrating from earlier versions to Odoo 18
      • First, migrate to Odoo V17 using our official connector. Then migrate to Odoo 18 to ensure all data is retained.
      • Alternatively, the module can be installed directly in Odoo 18 as a fresh installation and configured from scratch.

For any technical queries or support, contact us at 📧taxcloud@sodexis.com or visit the website at 🌐sodexis.com/taxcloud. Free support for the installation to the first few customers will be provided.

Configuration

The technical and functional configurations are detailed in the “Account TaxCloud” document. Please refer to the documentation for any questions regarding TaxCloud.

When the “Skip Zero Orders" boolean is enabled, the tax for the order line with a “0” price is not sent to TaxCloud. Because, even if it is sent to TaxCloud, the computing tax is going to be zero.

Functionality

Navigate to the Sales app and create a sales order. Under the Other Info tab, set “Automatic Tax Mapping(TaxCloud)” in the Fiscal position field. Taxes are computed based on the “Fiscal Position,” which was configured initially.

As shown below, the taxes are computed from the TaxCloud if the quotation is sent/confirmed, or else the “Update Taxes” button is clicked.

Since TaxCloud's computation is based on the delivery address, editing the Delivery Address field on the Sales Order or Delivery Order after confirming the sales order causes the below pop-up error.

To view the recent transaction, log in to the TaxCloud website, locate the Transactions menu, and select the Reports option.

The status of the sales order on the TaxCloud website is seen as “Lookup” when the sales order is confirmed in Odoo.

If the Quantity/Unit Price of the product in the sales order is changed, then the taxes are computed from TaxCloud, and a new transaction will be created on the TaxCloud website.

Taxes are calculated based on the Country and its Zip Code. If the Zip code is wrong, then the taxes will not be calculated, which causes a pop-up error.

For detailed information on state sales tax rates and to accurately determine sales tax rates based on zip codes, utilize TaxCloud's US Sales Tax Calculator.

Document Version: 1.0

Credits

Contributors

For additional information or inquiries regarding TaxCloud, feel free to reach out to us at

Sodexis <📧taxcloud@sodexis.com> or visit our website at <🌐sodexis.com/taxcloud>

This module is maintained by Sodexis.