This module is a component of the Avatax Exemption Integration with odoo app.
> - Export Exemption customer in Avatax > - Export Exemptions for customer based on nexus region > - Export Custom rules based on avatax nexus regions > - Export Product Taxcodes to Avatax
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Connect Odoo to Avalara AvaTax so customer tax exemption certificates and product tax codes can be exported to and downloaded from AvaTax, and so custom exemption rules can be managed per state.
This module links Odoo with Avalara AvaTax for sales tax exemptions. It adds an "Avatax Custom Rules" menu under the AvaTax configuration where users create rules that decide, for a given Entity Use Code and US state, whether a sale is taxable or taxed at a reduced rate.
- On the AvaTax configuration screen you get a Company ID, plus switches for exporting tax items, exemptions and exemption rules, and an option to use the commercial entity (company) instead of the individual contact.
- Customers can be exported to AvaTax, and exemption certificates can be exported, downloaded, cancelled or re-enabled. Exemption lines are linked to the customer in AvaTax, and the exemption record moves to Done or Cancelled automatically.
- Products get an "Avatax TaxItem" reference. Changing the tax code on a product, product template or product category automatically queues an export or update of the tax item to AvaTax.
- Scheduled jobs run in the background: export new tax items, export new rules, and download exemptions. States marked as AvaTax nexus are used to generate draft rules for Entity Use Codes flagged as "Taxed by default".
- A customer portal page lists the customer's exemptions.
Rules are validated so the AvaTax rate must stay between 0 and 100. Exporting a rule requires it to be in Draft, cancelling requires Done, and re-enabling requires Cancelled.
Depends on
Menus it adds
Models and fields (11)
- exemption.code · extends an existing modelflag (Taxed by default), rule_ids
- product.product · extends an existing modelavatax_item_id (Avatax TaxItem)
- avalara.salestax · extends an existing modeltax_item_export, exemption_export, avatax_company_id (Company ID), exemption_rule_export, use_commercial_entity
- product.category · extends an existing model
- product.tax.code · extends an existing modelrule_ids
- product.template · extends an existing model
- res.country.state · extends an existing modelrule_ids
- exemption.code.rule · new modelname, state, taxable, state_id (Region), avatax_id (Avatax Rule ID), avatax_rate, is_all_juris, avatax_tax_code, exemption_code_id (Entity Use Code)
- res.partner.exemption · extends an existing modelexemption_code_id (Entity Use Code)
- res.partner.exemption.type · extends an existing modelexemption_code_id (Entity Use Code)
- res.partner.exemption.business.type · extends an existing modelexemption_code_id (Entity Use Code)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/account-fiscal-rule.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.