使用 AvaTax¶

AvaTax 是一款税务计算软件，可以与美国和加拿大的 Odoo 集成。一旦 整合设置 完成，计算的税费就变得简单且自动。

税费计算¶

通过在销售流程中确认文档，使用 AvaTax 自动计算 Odoo 报价单和发票上的税金。或者，当这些文件处于草稿阶段时，点击 计算税款 按钮手动计算税款。

在以下 自动触发 和 手动触发 情况下触发税款计算。

自动触发¶

• When the sales rep sends the quote by email with Send by email button (pop-up).

• When the customer views the online quote on the portal.

• When a quote is confirmed and becomes a sales order.

• When the customer views the invoice on the portal.

• When a draft invoice is validated.

• When the customer views the subscription in the portal.

• When a subscription generates an invoice.

• When the customer gets to the last screen of the eCommerce checkout.

Manual triggers¶

• Compute Taxes button at the bottom of the quote.

• Compute Taxes button at the top of the invoice.

Use each of these buttons to manually re-calculate the sales tax.

AvaTax 同步¶

在 Odoo 中创建 发票 时，会与 AvaTax 同步。这意味着 Avalara（AvaTax 软件开发商）记录了销售税。

要执行此操作，请导航至 销售应用程序 ‣ 订单 ‣ 报价单。从列表中选择报价单。

确认报价和验证交货后，点击 创建发票。指明是 普通发票、预付款（百分比） 还是 预付款（固定金额）。

然后点击 创建并查看发票。在发票的 日记账项目 选项卡中可以看到记录的税款。根据 送货地址 所在地的不同，税率也不同。

最后，按 确认 按钮完成发票并与 AvaTax 门户网站同步。

固定价格折扣¶

点击客户发票上的 添加行，为有价值的客户添加固定价格折扣。添加产品折扣，并将 价格 设置为正值或负值。要重新计算税金，请点击 计算税金。

记录¶

可以在 Odoo 中记录 Avalara/AvaTax 的操作，以便进一步分析或验证功能。可通过 AvaTax 设置访问。

要开始记录 AvaTax 操作，首先，导航至 会计应用程序 ‣ 配置 ‣ 设置。

然后，在:guilabel:税务 部分的:guilabel:AvaTax 设置下，点击:guilabel:开始记录 30 分钟。

Upon starting the log process, Odoo will log all Avalara/AvaTax actions performed in the database.

To view the logs, click on Show logs to the right of the Start logging for 30 minutes. This reveals a detailed list of Avalara/AvaTax actions. This list is sortable by the following columns:

• Created on: timestamp of the AvaTax calculation.

• Created by: numeric value of the user in the database.

• Database name: name of the database.

• Type: two values can be chosen for this field, Server or Client.

• Name: Avalara service name. In this case, it will be AvaTax.

• Level: by default, this will be INFO.

• Path: indicates the path taken to make the calculation.

• Line: indicates the line the calculation is made on.

• Function: indicates the calculation taken on the line.

Click into the log line to reveal another field, called Message.

This field populates a raw transcription of the transaction, which involves the creation (or adjustment) of a sales invoice using the Avalara AvaTax API.

The transaction includes details, such as addresses for shipping from and to, line items describing the products or services, tax codes, tax amounts, and other relevant information.

信息 包含计算出的不同辖区的税额，并确认交易的创建（或调整）。