[IMP]accounting: avatax api integration rewrite

content/applications/finance/accounting/taxes/avatax.rst

@@ -2,15 +2,72 @@
 Avatax integration
 ==================
 
-Avatax is a tax calculation provider that can be integrated in Odoo.
+Avalara's *AvaTax* is a cloud-based tax software that delivers the latest sales and use
+tax calculations to Odoo's sales and invoicing flow when the customer makes a purchase. *AvaTax* is
+supported in every United Nations charted country. This includes inter-boarder transactions as well.
+
+*AvaTax* accounts for geospatial tax rates for each state, county and city. It improves remittance
+accuracy by paying close attention to laws, rules, jurisdiction boundaries, and special
+circumstances like tax holidays and product exemptions. Companies who integrate with *AvaTax* can
+maintain control of tax-calculations in-house with this simple :abbr:`API (application programming
+interface)` integration.
+
+Avalara account setup
+=====================
+
+To use *AvaTax*, an account with Avalara is required for the setup. If one has not been set up yet,
+create one at `Avalara's Knowledge Center <https://knowledge.avalara.com/auth/register>`_.
+
+.. seealso::
+   For more information on configuring company information for *AvaTax* in Avalara's management
+   console visit: `Set up AvaTax
+   <https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Set_up_AvaTax.html>`_
+
+Initial Odoo setup
+==================
+
+Ensure that the company has data set up in the Odoo database. When the database or company is
+initially set up, a country is set. This country sets the fiscal position and helps *Avatax*
+calculate the correct tax rates.
+
+.. seealso::
+   Refer to this documentation for more information: :ref:`../fiscal_localizations` or
+   :ref:`fiscal_positions`.
+
+Next, ensure that the Odoo *Avatax* module is installed. To do so, navigate to :menuselection:`Apps
+application --> Search...` bar and then type in `avatax`. Press enter and the following results will
+populate:
+
+- :guilabel:`Avatax`: `account_avatax``
+- :guilabel:`Avatax for SO`: `account_avatax_sale`
+- :guilabel:`Avatax for Subscriptions`: `account_avatax_sale_subscription`
+- :guilabel:`Avatax Brazil`: `l10n_br_avatax`
+- :guilabel:`Avatax for SOs in Brazil`: `l10n_br_avatax_sale`
+- :guilabel:`Account Avatax - Ecommerce`: `website_sale_account_avatax`
+- :guilabel:`Account AvaTax - Ecommerce - Delivery`: `website_sale_delivery_avatax`
+
+Click on the :guilabel:`Install` button on the module labeled :guilabel:`Avatax`: `account_avatax`.
+This will install the following modules:
+
+- :guilabel:`Avatax`: `account_avatax``
+- :guilabel:`Avatax for SO`: `account_avatax_sale`
+- :guilabel:`Account Avatax - Ecommerce`: `website_sale_account_avatax`
+
+Should *Avatax* be needed for Odoo *Subscriptions* or for delivery tax in Odoo *Ecommerce*, then
+install those modules individually by clicking on :guilabel:`Install`. Additionally, in Brazil two
+separate *AvaTax* modules need to be installed. See the list above for these modules.
+
+Gather AvaTax credentials
+=========================
 
 .. _avatax/credentials:
 
-Credential configuration
-========================
+Credential configuration in Odoo
+================================
 
-To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings -->
-Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.
+To integrate the *Avatax* :abbr:`API (application programming interface)` with Odoo, go to
+:menuselection:`Accounting --> Configuration --> Settings --> Taxes --> Avatax` section. This where
+the *AvaTax* credentials will be entered in.
 
 .. tip::
    If you do not yet have credentials, click on :guilabel:`How to Get Credentials`.
@@ -19,6 +76,11 @@ Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.
    :align: center
    :alt: Configure Avatax settings
 
+.. seealso::
+   For help determining which *AvaTax* environment to use (either :guilabel:`Production` or
+   :guilabel:`Sandbox`), visit: `Sandbox vs Production environments
+   <https://knowledge.avalara.com/bundle/fzc1692293626742/page/sandbox-vs-production.html>`_.
+
 .. _avatax/tax-mapping:
 
 Tax mapping