[MOV] Accounting: create a new "Fiscality" section
The new "Fisality" section includes all the doc about taxes + fiscal year. All of these were in the "Other" section.
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Antoine Vandevenne (anv)
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================================================================
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How to get correct tax rates in the United States using TaxCloud
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================================================================
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The **TaxCloud** integration allows you to correctly calculate the sales
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tax for every address in the United States and keeps track of which products
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are exempt from sales tax and in which states each exemption applies.
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TaxCloud calculates sales tax in real-time for every state, city, and
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special jurisdiction in the United States.
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Configuration
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=============
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In TaxCloud
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-----------
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* Create a free account on `TaxCloud
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<https://taxcloud.com/#register>`__ website.
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* Register your Odoo website on TaxCloud to get an *API ID* and an *API Key*.
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.. image:: media/taxcloud01.png
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:align: center
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* In Settings on TaxCloud, click *Locations* to enter the location of your Office(s) & Warehouse(s).
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* In Settings on TaxCloud, click *Manage Tax States* to verify the states where you collect sales tax.
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In Odoo
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-------
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* Go to :menuselection:`Invoicing / Accounting --> Configuration --> Settings`
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and check *TaxCloud - Compute tax rates based on U.S. ZIP codes* (note: actually uses complete street address).
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* Enter your TaxCloud credentials.
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* Click SAVE to store your credentials.
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.. image:: media/taxcloud02.png
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:align: center
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* Click the Refresh Icon next to *Default Category* to import the TIC product categories
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from TaxCloud (Taxability Information Codes). Some categories may imply specific rates or attract product/service type exemptions.
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* Select your default *TIC Code*. This will apply to any new
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product created.
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* Set a specific TaxCloud TIC Category on the *General Information* tab of the Product,
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or on the Product Category.
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* Make sure your company address is complete (including the state
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and the zip code). Go to :menuselection:`Settings --> Users & Companies --> Companies`
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to open and edit your Company record.
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How it works
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============
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Salestax is calculated in Odoo based on fiscal positions
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(see :doc:`application`).
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A Fiscal Position for the United States is created when installing *TaxCloud*.
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Everything works out-of-the-box.
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You can configure Odoo to automtically detect which Customers should use this fiscal
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position. Go to :menuselection:`Accounting --> Configuration --> Fiscal Positions`
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to open and edit the record.
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.. image:: media/taxcloud03.png
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:align: center
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Now, this fiscal position is automatically set on any sales order, web order, or invoice
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when the customer country is *United States*. This triggers the
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automated tax computation.
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.. image:: media/taxcloud04.png
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:align: center
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Add your product(s). You have two options to get Sales Tax on the Order. You can confirm it,
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or you can save it and from the *Action* Menu choose **Update Taxes with TaxCloud**.
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Coupons & Promotions
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====================
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If you use the Coupon or Promotion Programs, the integration with Taxcloud might seem a bit odd.
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The problem lies with the fact that Taxcloud does not accept lines with negative amounts as part of
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the tax computation. This means that the amount of the lines added by the promotion program must be
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deduced from the total of the lines it impacts. This means, amongst other complications, that orders
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that use coupons or promotions with a Taxcloud fiscal position **must** be invoiced completely -
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you cannot create invoices for partial deliveries, etc.
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Another specific oddity is possible in the UI: imagine that you sell a product from the Taxcloud
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category *[20110] Computers* and that you have a promotion program in place that provides a 50%
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discount on this product. If the tax rate for this particular product is 7%, the tax rate that will
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be computed from the Taxcloud integration will display 3.5%. This happens because the discount is
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included in the price that is sent to Taxcloud, but in Odoo this discount is in another line
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entirely. At the end of the day, your tax computation will be correct (since a 3.5% tax on the full
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price is the equivalent of a 7% tax on half the price), but this might be surprising from a user
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point of view.
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.. seealso::
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- :doc:`application`
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