How to Connect my TaxCloud Account to Odoo Sale

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 will allow you to install it as if it were officially supported by TaxCloud.

This module is configured to compute the sales tax automatically in the Sale Order using TaxCloud.

Module Installation:

  • If you were not using the Odoo App previously, you can install the App by clicking on the “Activate” button and then proceed with the configuration.
  • If you were using the Odoo TaxCloud App previously, you can install our App by clicking on the “Activate” button. Our module will take care of the transition of configuration and data from the existing module and uninstall the odoo TaxCloud module.

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

  1. Go to Sales. Create a new sale order, Confirm the same.
  2. We could see that the computed tax from the TaxCloud is applied in the sale order as shown below.

  1. Go to Transactions - - > Reports which shows the recent transactions in Odoo.
  2. We could see that the Status of the Sale Order in the TaxCloud website will be “Lookup” when the Sale Order is confirmed in Odoo.
  3. Taxes are computed based on the “Fiscal Position” configured initially which is added under the Other Info tab of the sale order.

  1. If we change the quantity/price of the product in the sale order line and click on “Update taxes/Send by Email” in order to compute taxes from TaxCloud, there will be a new transaction created in the TaxCloud.

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

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

Credits

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/odoo-taxcloud-integration>

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