Tax Cloud Module

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TAX Cloud
https//www.o2btechnologies.com/
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About

• In O2b customized Tax cloud module we have
  managed tax cloud transaction whenever a sales
  order and invoice is validated there is tax cloud
  entry made which will help retailer and
  wholesalers to comply with Sales tax laws for
  every address in US. Not only the invoices it
  also captures the refund on invoice. There can be
  a scenario where in there can multiple invoices
  and refunds, It also covers the multiple invoices
  and multiple refunds. If we cancel any invoice,
  then also there is a transaction triggered on tax
  cloud

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  Basic Features

• Every Sale Order and invoice is captured in tax
  cloud
• When an invoice is cancelled and created again,
  It triggers a transaction in tax cloud
• Manage tax cloud transaction for every refund of
  an invoice.

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Scenarios to understand how it works
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Scenario 1

• When we confirm any SO there is a Lookup
  transaction created in Tax cloud which can be
  searched by SO number.
• Delivered the product and then we validate the
  invoice there is an authorized and captured
  transaction created in Tax cloud which can be
  searched by invoice id.
• Now we refund the invoice and there will new
  invoice id for draft refund Lookup transaction
  created in Tax cloud which can be searched by new
  refund invoice id 
• If we validate the draft refund no impact on tax
  cloud
• Once we register payment for the validate refund
  invoice there is a return transaction created in
  Tax cloud which can be searched by Original
  invoice id
• Whenever there is return transaction created in
  tax cloud it will be searched by original invoice
  id and it can be identified by the return symbol.

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Scenario 2

• When we confirm any SO there is a Lookup
  transaction created in Tax cloud which can be
  searched by SO number.
• Delivered the product and created invoice there
  is an authorized and captured transaction created
  in Tax cloud which can be searched by Original
  invoice id.
• Then we returned the product and created return
  invoice from SO 
• Once we register payment for the validated refund
  invoice there is a return transaction created in
  Tax cloud which can be searched by Original
  invoice id
• Whenever there is return transaction created in
  tax cloud it will be searched by original invoice
  id and it can be identified by the return symbol

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Scenario 3

• When we confirm any SO there is a Lookup
  transaction created in Tax cloud which can be
  searched by SO number.
• When we validate the invoice there is an
  authorized and captured transaction created in
  Tax cloud which can be searched by invoice id for
  eg 1138 
• User Cancels the invoice. Tax Cloud updated with
  the return 
• User Presses the 'Reset to Draft' button and then
  validate the invoice then Tax cloud is sent new
  invoice id of 1138-1

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Who WE Are ?

• O2b Technologies, an odoo official partner and
  leading global provider of Enterprise Resource
  Planning (ERP),Enterprise Content Management
  (ECM),Customer Engagement Management (CEM) and
  E-Commerce Solution. The company has a global
  footprint of 50 installations in over 20
  countries with large, Mid-Scale Installation that
  have been deployed at Manufacturing, Distributor
  firms and E-Commerce firms etc.

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• O2b Technologies Pvt. Ltd.
•  UM-A107, Ansal Plaza Vaishali Road Sector-1,
   Ghaziabad 201010, Uttar Pradesh, India
• Phone No 911204311908
• Email Id info_at_o2b.co.in

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• Thank You!