How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

Description

This module facilitates the integration of Odoo with TaxCloud, enabling automatic computation of sales tax on invoices within the Odoo platform. Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the TaxCloud module(s) won’t exist at all in Odoo. This module helps to manage discounts in tax computations on the TaxCloud.

Module Installation:

Download all the TaxCloud Official Apps listed below from the Odoo Apps Store before proceeding with the installation process, even if you don’t use the related Odoo TaxCloud module. This ensures you get all the TaxCloud features and proper data transmission. If you are using “Deploy on Odoo.sh” in the Apps Store, deploy all the apps listed below.

For example, you might not have the Subscription module installed but the Sales module is installed, we still recommend downloading all the TaxCloud Official modules and then install the “Account TaxCloud” module. Based on your installed module list, this will install the “Account TaxCloud - Sale” modules. However, the subscription module will automatically install the needed “TaxCloud and subscription” module in the future. This ensures you do not miss any of the TaxCloud features.

If you are not using the Odoo App, you can install this App by clicking on the “Activate” button and then proceed with the configuration, see below.

If you are using the Odoo TaxCloud App, do not uninstall it before installing our App, you will lose all your data. Install our App by clicking on the “Activate” button. Our module will take care of the transition of configuration and data from the existing App and uninstall the Odoo TaxCloud App. Do not reinstall the Odoo Taxcloud App once you have switched to this new one.

Configuration

The technical and functional configurations are detailed in the documentation for Account TaxCloud. Please refer to the documentation for any questions or technical support.

You can also contact us at <📧taxcloud@sodexis.com> or visit our website at <🌐sodexis.com/odoo-taxcloud-integration>

Functionality

Go to Sales. Create a new sale order, Confirm the same.
Applying Loyalty as 10% to the sale order.

This module calculates the tax only for the discounted price in both sale order and invoice.

In the TaxCloud website, Go to Transactions - - > Reports which shows the recent transactions in Odoo.
We could see the Status of the sale order as “Lookup” and Invoice as “Captured” with the computed taxes as shown below.

If the order has coupon applied and invoice, then the users are not allowed to modify quantity or add a new sale order line which causes a pop-up error.

Users are not allowed to apply coupon when the Sale order is already invoiced.

Users are not allowed to do partial invoice which causes a pop-up error.