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Hello,

I am in the U.S. and need to set up sales tax by state and then within that state by county.  Right now I have counties set up individually and not associated with a main account for the state.  Is there a way to associate them?   Ideally I would need a report that shows total sales for the state then a breakdown by county.  Is there a way to do this in Odoo?  I do not use an outside service for taxes.


Thank you


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Hi Karen,
I recently developed a solution very similar to what you are asking for, but for one of my clients. If you’d like me to send you some information about it, shoot me an email at: sanford@aglow.dev

Even if you have already signed up with Avalara, it might be worth a look. I know these systems can get expensive.

最佳答案

Hi Karen,

There is a new app called TaxAvenger that is an alternative to Avalara/TaxCloud. The main difference is that everything is managed inside of Odoo, other than the tax-rate lookup itself which is handled by a simple API connection. 

The Tax rate info is state/county/city/district specific as the API is address based, not purely zip code based. This means it is just as accurate as Avalara or TaxCloud. Its worth a look as I agree with Ray where he describes how Sales Tax gets complicated very quickly. 
https://apps.odoo.com/apps/modules/18.0/tax_avenger

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最佳答案

You should use an outside service:


  • Rates can vary not just by state and county, but by city, zip and even special tax districts.  You need the full Street Address.
  • The percentages and rules change frequently, requiring constant updates.
  • Each state has different rules for what creates a "nexus" (an obligation to collect sales tax). Economic nexus laws mean businesses may owe taxes in states where they have no physical presence. As little as 200 sales a year can obligate you to collect tax in State.
  • Some products and services are taxed differently depending on how they are combined in a sale with other products (e.g., adding one item to an order may result in the entire order becoming taxable when it was not before).
  • Some states require monthly filings, others quarterly or annually, with different deadlines and reporting formats.
  • Incorrect tax collection or remittance can lead to audits, fines, and penalties. 


States aggressively pursue unpaid sales tax.


For all of these reasons we recommend Avalara's Avatax: 


https://www.odoo.com/documentation/master/applications/finance/accounting/taxes/avatax.html

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Hi Ray,

Yes I know it's complicated. I've been dealing with it for years but our previous software was able to track correctly. I'm struggling with Odoo. I will look into Avalara as that may be the easiest solution. Thank you for the suggestion.

最佳答案

Hi Karen,

What I understand from you is that you are asking about:

  1. How to set tax per country per states?
    You can do it by mapping through fiscal position setups in Accounting, check this https://www.odoo.com/documentation/18.0/applications/finance/accounting/taxes/fiscal_positions.html
  2. To show sales by country or states, you can do it going to Sales Analysis in Sales App. You can set what fields you want to see
  3. If you want to check on the taxes, you can either check the Tax Report in Accounting > Reporting or you can manually do filter in the Journal Items menu.

Hope this helps.

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HI Andry,
I have looked into fiscal positions but it seems overwhelming to do it that way. I need to track sales tax in the U.S. by State then by county within the state. Some states have 50-100 counties. I have not found a good solution for this issue.

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