This is supported via the API, but it seems like Odoo doesn't not manage this?
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Odoo does not currently leverage the Exemption Certificate support of the TaxCloud API.
Odoo does uniquely identify each Customer and send this information to TaxCloud using the customer_id field.
Potentially you could use the API yourself, or otherwise send the Tax Exemption to TaxCloud using the customer_id field (we use res.partner id) and have this information used when calculating Sales Tax rates.
Update (Feb 2020):
TaxCloud also offers a form that Customers can complete and send to store the exemptions as an alternative to using the API.
There is a $5 charge per captured (validated Invoice) for each order (from TaxCloud) to get adjusted Sales Tax rates based on exemption checking.
Hi Ray,
Thanks for your quick response yesterday. I did not see this post yet.
I did use the API from tax cloud. But what i'm wondering. My res.partner id is i.e. 405 but the Taxcloud API certificate id whats a minimum of 5 characters.
So is that the correct ID?
I would suggest clarifying with TaxCloud, but my understanding is that if Tax Certificate XXXXX is associated with Partner 405, that the API will return the correct tax ($0) for Partner 405 simply because it looks for any applicable certificates automatically on the TaxCloud end. The certificate number isn't used during the calls for Sales Tax rates.
With regards to the tax cloud certificate and how it works. It actually has minor issues, and I just reported that to support. Here is the breakdown:
1- Tax cloud allows you to upload the tax certificate to Taxcloud (Make sure you use the new UI). The question is which is the Partner ID. The partner ID is the ID on the contact. GO TO STUDIO and add the ID to the contact and you will see it.
The business logic is an issue.
For Sales order Lookup - No customer ID is passed, Lookup transactions currently will have and NOCUSTOMER ID in place of the ID. So regardless if you have an exempt certificate or not, the lookup will charge you the tax, based on the TIC setup on the product.
response = self.client.service.LookupForDate(
self.api_login_id,
self.api_key,
hasattr(self, 'customer_id') and self.customer_id or 'NoCustomerID',
hasattr(self, 'cart_id') and self.cart_id or 'NoCartID',
self.cart_items,
self.origin,
self.destination,
False, # deliveredBySeller
None, # exemptCert
self.taxcloud_date, # useDate
For invoice: Taxcloud / odoo code will set the customer_id to elf.customer_id = invoice.partner_id.id, which is not correct, we believe it should be the Commerical_partner_Id. Billing address could be third party (which is becoming prevalent). Universities are not taxable, and can outsource AP function to 3rd provider. The taxability is on the Commerical entity and not the invoice address. If it is an Individual with no parent Odoo handles that correctly partner_id = commercial_partner_id.
We filed a ticket today, and we will be probably contributing for the first time in GitHub, to help push this forward.
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We (TaxCloud team) are eager to help if you have any questions. Our Exemption Certificates APIs are pretty straight forward: 17 data elements. Please check out our developer site at https://dev.taxcloud.com