Avatax Exemptions Base
This module is a component of the Avatax Exemption Integration with odoo app and it is used as an anchor module for account_avatax_exemption to add support for odoo enterprise module such as sign and document extension.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Set up Avalara AvaTax exemption data in Odoo: groups of states, exemption types, activity types, and customer exemptions with per-state certificate lines.
This module adds the configuration and data structure needed to manage sales-tax exemptions for Avalara AvaTax. Under Accounting > Configuration you get a new "AvaTax Exemption" menu with four screens.
- Group of States: name a group, pick a country, and select the states that belong to it (only states flagged as AvaTax nexus are offered).
- Exemption Type: define a type with an activity type, a group of states, specific states, and a validity duration in days (default 30). Choosing a group of states automatically fills in its states.
- Exemption Activity Type: a simple list of activity names with their AvaTax identifier.
- Exemption: record a customer exemption with customer, exemption type, business/activity type, states, exemption number and number type (taxpayer ID, foreign diplomat, driver's license, FEIN), effective date (defaults to today) and expiry date. Selecting an exemption type or effective date automatically proposes the expiry date based on the type's validity duration, and selecting states automatically creates one exemption line per state. Each line carries an AvaTax certificate ID, an AvaTax status flag, and an optional exemption number.
Exemptions have a status bar (Draft, In Progress, Done, Cancelled) and a chatter for messages and activities. Customers gain an "Avalara Exemptions" tab and an AvaTax customer ID, and states gain AvaTax code, name and nexus fields. Exemption lines get an automatic CERT-prefixed sequence number.
Depends on
Required by other modules
Menus it adds
Models and fields (7)
- res.partner · extends an existing modelavatax_id (Avatax Customer ID), exemption_ids (Avalara Exemptions)
- res.country.state · extends an existing modelavatax_code, avatax_name, avatax_nexus
- res.partner.exemption · new modelstate, state_ids, partner_id, expiry_date, effective_date, exemption_type, group_of_state, exemption_number, exemption_line_ids, exemption_number_type
- res.partner.group.state · new modelname, state_ids, country_id
- res.partner.exemption.line · new modelname, state_id, avatax_id (Avatax Certificate ID), partner_id, exemption_id, avatax_status, exemption_number, linked_to_customer, add_exemption_number
- res.partner.exemption.type · new modelname, state_ids (States), business_type (Activity Type), group_of_state (Group of States), exemption_validity_duration
- res.partner.exemption.business.type · new modelname, avatax_id
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 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.