$ 127.70
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
Lines of code | 448 |
Technical Name |
taxcloud_certificate_sit |
License | OPL-1 |
Website | https://silentinfotech.com |
Versions | 16.0 15.0 14.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
Lines of code | 448 |
Technical Name |
taxcloud_certificate_sit |
License | OPL-1 |
Website | https://silentinfotech.com |
Versions | 16.0 15.0 14.0 |
TaxCloud Certificate For Tax Exemption
- In Odoo's TaxCloud setup, taxes are computed based on customer and company addresses, along with product TaxCloud categories in Sale Orders. However, Odoo currently lacks the capability to recognize and apply tax exemptions for customers holding Tax Exemption Certificates in the US, resulting in an inability to set taxes to zero for eligible customers in specific states. Here Taxcloud Certificate for Tax Exemption Module becomes helpful. The TaxCloud Certificate module augments Odoo's TaxCloud integration to address the need for handling tax exemptions for customers possessing valid tax exemption certificates. It allows users to manage, apply, and verify tax exemption certificates within Odoo's Sale Order workflow. This enhancement bridges the gap in Odoo's TaxCloud integration, offering businesses a streamlined way to manage tax exemption certificates, comply with varying state tax regulations in the USA, and cater to customers with valid tax exemptions.
Supported Editions
Enterprise
TaxCloud Certificate For Tax Exemption module supports Enterprise editions of Odoo.
Features
Certificate Management: Can add tax exemption certificates to customer profiles or a dedicated database within Odoo.
Real-time Verification: Ensures certificates are up-to-date and legitimate before application.
Tax Zeroing: Automatically sets tax rates to zero for eligible customers with valid certificates.
Record-keeping: Maintains a log of applied certificates for compliance and auditing purposes.
Reporting: Generates reports summarizing the usage of tax exemption certificates for internal tracking and analysis.
How to Install
- Open your Odoo ERP System ▶ Apps ▶ Install/Activate this module.
How to Use
- Go to the settings app, click on Accounting and fill your TaxCloud credentials then Choose your business category and save this configuration.
- Once it is done, Open the Accounting App, Click on Accounting & find "TaxCloud Certificates."
- To Create a certificate, click on the NEW button & fill the details for a customer as per certificate. You can make multiple certificates by clicking on Add a line for the same customer if they have different Certificates for different states. Once done, Save & publish the certificate.
- Go to the Sales App, create a new sales order and choose a customer with a TaxCloud certificate you've added. Make sure their address details are correct such as State & Zip code. Add products to the order and you'll see taxes applied.
- Then, select the certificate and click Update Tax to apply the exemption. And You can see tax exemptions are applied. (Make sure all the products should be added already in TaxCloud Category and Products Category in TaxCloud Category.)
If you have any query related to this module, you can simply click on the icon shown below and reach out to our support team.
https://silentinfotech.com
More Apps
TaxCloud Certificate For Tax Exemption
In Odoo's TaxCloud setup, taxes are computed based on customer and company addresses, along with product TaxCloud categories in Sale Orders. However, Odoo currently lacks the capability to recognize and apply tax exemptions for customers holding Tax Exemption Certificates in the US, resulting in an inability to set taxes to zero for eligible customers in specific states. Here Taxcloud Certificate for Tax Exemption Module becomes helpful.
The TaxCloud Certificate module augments Odoo's TaxCloud integration to address the need for handling tax exemptions for customers possessing valid tax exemption certificates. It allows users to manage, apply, and verify tax exemption certificates within Odoo's Sale Order workflow. This enhancement bridges the gap in Odoo's TaxCloud integration, offering businesses a streamlined way to manage tax exemption certificates, comply with varying state tax regulations in the USA, and cater to customers with valid tax exemptions.
Configuration
For Installation - Go to apps --> Search Module --> Install.
Usage
Go to the settings app, click on Accounting and fill your TaxCloud credentials then Choose your business category and save this configuration.
Once it is done, Open the Accounting App, Click on Accounting & find "TaxCloud Certificates."
To Create a certificate, click on the NEW button & fill the details for a customer as per certificate. You can make multiple certificates by clicking on Add a line for the same customer if they have different Certificates for different states. Once done, Save & publish the certificate.
Go to the Sales App, create a new sales order and choose a customer with a TaxCloud certificate you've added. Make sure their address details are correct such as State & Zip code. Add products to the order and you'll see taxes applied.
Then, select the certificate and click "Update Tax" to apply the exemption. And You can see tax exemptions are applied. (Make sure all the products should be added already in “TaxCloud Category” and “Products Category” in “TaxCloud Category”.)
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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