account_avatax_exemption

Purpose

Automates synchronization of customer exemption certificates, custom rules, and product tax items between Odoo and Avalara AvaTax.

Features

avalara.salestax: Adds configuration fields to store the AvaTax company identifier and enable exports for tax items, exemptions, and custom rules.
avalara.salestax: Allows AvaTax transactions to use the commercial entity partner when the option is active.
avalara.salestax: Provides UI actions to import exemption business types, nexus states, and product tax items from AvaTax into Odoo.
avalara.salestax: Downloads exemption certificates from AvaTax and schedules creation of partner exemption lines for new entries.
avalara.salestax: Queues background jobs for exporting tax items, custom rules, customers, and exemption lines through a dedicated job channel.
exemption.code.rule: Provides a managed lifecycle for AvaTax custom rules with validation, automatic sequencing, and queued export or cancellation.
exemption.code: Flags entity use codes that require rules and triggers batch export of draft rules.
res.partner: Filters partner searches to commercial entities when managing exemptions if the configuration requires it.
res.partner.exemption: Aligns exemptions to the commercial entity, validates prerequisites before export, and enqueues customer and certificate synchronization with AvaTax.
res.partner.exemption.business.type: Associates business types with their AvaTax entity use codes for downstream rule creation.
res.partner.exemption.type: Exposes the linked entity use code sourced from the selected business type.
product.product: Automatically schedules AvaTax tax item exports, updates, or deletions when tax codes or categories change.
product.template: Propagates tax code changes to product variants so they queue the appropriate AvaTax tax item jobs.
product.category: Triggers tax item export jobs for products when the category tax code changes.
product.tax.code: Displays related AvaTax custom rules so tax codes can be managed with their dependent rules.
res.country.state: Updates states with AvaTax jurisdiction codes and exposes linked custom rules from the state record.
queue.job: Adds related actions on AvaTax background jobs to open the impacted rule, product, or customer records.
website: Publishes portal pages for customers to list and review their exemption certificates and details.
automation: Provides scheduled actions that can periodically export tax items and rules or download exemptions from AvaTax.