Obtener los tipos de impuesto correctos en Estados Unidos usando TaxCloud

The TaxCloud integration allows you to correctly calculate the sales tax for every address in the United States and keeps track of which products are exempt from sales tax and in which states each exemption applies. TaxCloud calculates sales tax in real-time for every state, city, and special jurisdiction in the United States.

Configuración

En TaxCloud

  • Crea una cuenta gratuita en el sitio de TaxCloud

  • Registre su sitio web Odoo en TaxCloud para obtener una API ID y una API Key.

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  • In Settings on TaxCloud, click Locations to enter the location of your Office(s) & Warehouse(s).

  • In Settings on TaxCloud, click Manage Tax States to verify the states where you collect sales tax.

En Odoo

  • Aneu a Facturació / Comtabilitat ‣ Configuració ‣ Ajustos i marqueu TaxCloud - Compute tax rates based on U.S. ZIP codes (nota: realment utilitza l’adreça completa).

  • Introduzca sus credenciales TaxCloud.

  • Haga clic en GUARDAR para almacenar sus credenciales.

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  • Click the Refresh Icon next to Default Category to import the TIC product categories from TaxCloud (Taxability Information Codes). Some categories may imply specific rates or attract product/service type exemptions.

  • Select your default TIC Code. This will apply to any new product created.

  • Set a specific TaxCloud TIC Category on the General Information tab of the Product, or on the Product Category.

  • Make sure your company address is complete (including the state and the zip code). Go to Settings ‣ Users & Companies ‣ Companies to open and edit your Company record.

¿Cómo funciona?

Salestax is calculated in Odoo based on fiscal positions (see Posiciones fiscales (mapeo de impuestos y cuentas)). A Fiscal Position for the United States is created when installing TaxCloud. Everything works out-of-the-box.

You can configure Odoo to automatically detect which Customers should use this fiscal position. Go to Accounting ‣ Configuration ‣ Fiscal Positions to open and edit the record.

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Now, this fiscal position is automatically set on any sales order, web order, or invoice when the customer country is United States. This triggers the automated tax computation.

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Add your product(s). You have two options to get Sales Tax on the Order. You can confirm it, or you can save it and from the Action Menu choose Update Taxes with TaxCloud.

Cupones & Promociones

If you use the Coupon or Promotion Programs, the integration with Taxcloud might seem a bit odd.

El problema radica en el hecho de que Taxcloud no acepta líneas con montos negativos como parte del cálculo de impuestos. Esto significa que el monto de las líneas agregadas por el programa de promoción debe deducirse del total de las líneas que impacta. Esto significa, entre otras complicaciones, que los pedidos que utilizan cupones o promociones con una posición fiscal en Taxcloud deben facturarse por completo, no se pueden crear facturas para entregas parciales, etc.

Another specific oddity is possible in the UI: imagine that you sell a product from the Taxcloud category [20110] Computers and that you have a promotion program in place that provides a 50% discount on this product. If the tax rate for this particular product is 7%, the tax rate that will be computed from the Taxcloud integration will display 3.5%. This happens because the discount is included in the price that is sent to Taxcloud, but in Odoo this discount is in another line entirely. At the end of the day, your tax computation will be correct (since a 3.5% tax on the full price is the equivalent of a 7% tax on half the price), but this might be surprising from a user point of view.