• Taxjar - Odoo Connector
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  • Taxjar - Odoo Connector

    Join us and help disrupt the enterprise market!

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  • About Module


    Taxjar is cloud-based sales tax automation for those who have nexus in states. One more thing, if you have nexus in states and you are familiar with the odoo ERP solution. But unfortunately, in odoo, there is no any feature to manage your sales tax with nexus states. So don't worry our this application will help you to manage your sales tax calculation with taxjar. Just connect your taxjar account with your odoo ERP and that's it.





    Features


    • 1) Easy to config taxjar with odoo.
    • 2) Easy to import nexus states and categories in one click.
    • 3) Easy to set taxjar categories in odoo products categories and categories inside the individual products as well
    • 4) Easy to manage customer invoice and credit notes as well.
    • 5) Easy to delete the customer invoice and customer credit notes entries from odoo to taxjar.
    • 6) No more configurations required.

    Versions


    • v15.0
    • v14.0
    • v13.0
    • v12.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_taxjar_connector’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_taxjar_connector’.

    7) Click on ‘Install’ to install it.

    Workflow


    Enable 'Taxjar Manager' for the taxjar user.

    Taxjar tree view.

    Now goto taxjar dashboard and goto the Account --> Taxjar Api --> Copy Taxjar API Token.

    After adding Taxjar API Token and selecting company just click on 'Test Connection'.

    After connection succefuly setup, two buttons are visible 'Import States' and 'Import Categories'. Also state change to 'Done'.

    After click on 'Import Categories' you can see the imported categories list in 'Categories' menu.

    In Taxjar define your nexus states.

    After click on 'Import State' you can see your nexus state are imported.

    Now, goto in invoice configuration --> Fiscal Positions. Here create a fiscal position for taxjar.

    In inventory, just set the taxjar categories into your product categories.

    Goto the product and define the taxjar category.

    Make sure your customer address, city, state and pin code is correct. And define 'Taxjar Exempt Type' and 'Fiscal Position' as well.

    Now make a sale order for the customer and while you selecting the product it will add tax automatically based on the customer state. After invoice is created suucessfully you can see the taxjar id in the chatter for that invoice.

    i.e Invoice .

    Invoice entry in taxjar.

    Create a credit note for the invoice and you can see the taxjar id in the chatter.

    Credit note entry in the taxjar dashboard.

    Delete customer invoice entries odoo to taxjar.

    Support

    You will get free support and assistance in case of any issues