[IMP] accounting: add new version of doc about taxes (#703)

- brand new content for the taxes doc (including new content previously explained in tax_included.rst)
- tax_included.rst is merged into taxes.rst
- redirections

  - create -> taxes
  - tax_included -> taxes

accounting/fiscal_localizations/overview/fiscal_localization_packages.rst

@@ -42,6 +42,6 @@ Please refer to the documentation listed below for more information.
 
 .. seealso::
    - :doc:`../../overview/getting_started/chart_of_accounts`
-   - :doc:`../../fiscality/taxes/create`
+   - :doc:`../../fiscality/taxes/taxes`
 
 .. todo:: update list of linked docs, and link with the future one about country-specific statements.

accounting/fiscality/taxes.rst

@@ -5,11 +5,10 @@ Taxes
 .. toctree::
    :titlesonly:
 
-   taxes/create
+   taxes/taxes
    taxes/default_taxes
    taxes/fiscal_positions
    taxes/taxcloud
-   taxes/tax_included
    taxes/retention
    taxes/B2B_B2C
    taxes/cash_basis_taxes

accounting/fiscality/taxes/create.rst

@@ -1,70 +0,0 @@
-================
-Create new taxes
-================
-
-Odoo's tax engine is very flexible and support many different type of
-taxes: value added taxes (VAT), eco-taxes, federal/states/city taxes, retention,
-withholding taxes, etc. For most countries, your system is pre-configured with the
-right taxes.
-
-This section details how you can define new taxes for specific use cases.
-
-* Go to :menuselection:`Accounting --> Configuration --> Taxes`. From this menu, you
-  get all the taxes you can use: sales taxes and purchase taxes.
-
-.. image:: media/create01.png
-   :align: center
-
-* Choose a scope: Sales, Purchase or None (e.g. deprecated tax).
-
-* Select a computation method:
-
-  * **Fixed**: eco-taxes, etc.
-
-  * **Percentage of Price**: most common (e.g. 15% sales tax)
-
-  * **Percentage of Price Tax Included**: used in Brazil, etc.
-
-  * **Group of taxes**: allows to have a compound tax
-
-.. image:: media/create02.png
-   :align: center
-
-
-* If you use Odoo Accounting, set a tax account (i.e. where the tax journal item will be
-  posted). This field is optional, if you keep it empty, Odoo posts
-  the tax journal item in the income account.
-
-.. tip::
-    If you want to avoid using a tax, you can not delete it because the tax
-    is probably used in several invoices. So, in order to avoid users to
-    continue using this tax, you should set the field *Tax Scope* to *None*.
-
-.. note::
-    If you need more advanced tax mechanism, you can install the
-    module **account_tax_python** and you will be able to define new taxes
-    with Python code.
-
-Advanced configuration
-======================
-
-* **Label on Invoices**: a short text on how you want this tax to be
-  printed on invoice line. For example, a tax named "15% on
-  Services" can have the following label on invoice "15%".
-
-* **Tax Group**: defines where this tax is summed in the invoice footer.
-  All the tax belonging to the same tax group will be grouped on
-  the invoice footer. Examples of tax group: VAT, Retention.
-
-* **Include in Analytic Cost**: the tax is counted as a cost and, thus,
-  generate an analytic entry if your invoice uses analytic
-  accounts.
-
-* **Tags**: are used for custom reports. Usually, you can keep this field
-  empty.
-
-
-.. seealso::
-
-  * :doc:`fiscal_positions`
-  * :doc:`tax_included`

accounting/fiscality/taxes/default_taxes.rst

@@ -2,7 +2,7 @@
 Default Taxes
 =============
 
-**Default Taxes** define which :doc:`taxes <create>` are automatically selected when there is no
+**Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no
 other indication about which tax to use. For example, Odoo prefills the **Taxes** field with the
 Default Taxes when you create a new product or add a new line on an invoice.
 
@@ -35,6 +35,6 @@ To change your **Default Taxes**, go to :menuselection:`Accounting --> Configura
 
 .. seealso::
 
-  - :doc:`create`
+  - :doc:`taxes`
   - :doc:`fiscal_positions`
-  - :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`
+  - :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

accounting/fiscality/taxes/fiscal_positions.rst

@@ -106,6 +106,6 @@ To manually select which Fiscal Position to use for a new Sales Order, Invoice,
 
 .. seealso::
 
-  * :doc:`create`
+  * :doc:`taxes`
   * :doc:`taxcloud`
   * :doc:`B2B_B2C`

accounting/fiscality/taxes/retention.rst

@@ -67,4 +67,4 @@ The printed invoice will show the different amounts in each tax group.
 
 .. seealso::
 
-  * :doc:`create`
+  * :doc:`taxes`

accounting/fiscality/taxes/tax_included.rst

@@ -1,41 +0,0 @@
-=======================
-Set tax-included prices
-=======================
-
-In most countries, B2C prices are tax-included. To do that in Odoo, check
-*Included in Price* for each of your sales taxes in
-:menuselection:`Accounting --> Configuration --> Accounting --> Taxes`.
-
-.. image:: media/tax_included.png
-   :align: center
-
-This way the price set on the product form includes the tax. As an example,
-let's say you have a product with a sales tax of 10%. The sales price on
-the product form is $100.
-
-- If the tax is not included in the price, you will get:
-
-  - Price without tax: $100
-
-  - Taxes: $10
-
-  - Total to pay: $110
-
-- If the tax is included in the price
-
-  - Price without tax: 90.91
-
-  - Taxes: $9.09
-
-  - Total to pay: $100
-
-You can rely on following documentation if you need both tax-included (B2C) and
-tax-excluded prices (B2B): :doc:`B2B_B2C`.
-
-Show tax-included prices in eCommerce catalog
-=============================================
-
-By default prices displayed in your eCommerce catalog are tax-excluded. To display
-it in tax-included, check *Show line subtotals with taxes included (B2C)* in
-:menuselection:`Sales --> Configuration --> Settings` (Tax Display).
-

accounting/fiscality/taxes/taxes.rst

@@ -0,0 +1,282 @@
+=====
+Taxes
+=====
+
+There are numerous types of **taxes**, and their application varies greatly, depending mostly on
+your company's localization. To make sure they are recorded with accuracy, Odoo's tax engine
+supports all kinds of uses and computations.
+
+.. _taxes/list_activation:
+
+Activate Sales Taxes from the List view
+=======================================
+
+As part of your :doc:`Fiscal Localization Package
+<../../fiscal_localizations/overview/fiscal_localization_packages>`, most of your country's sales
+taxes are already preconfigured on your database. However, only a few of them are activated by
+default, so that you can activate only the ones relevant for your business.
+
+To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> Taxes` and use the
+*Activate* toggle button to activate or deactivate a tax.
+
+.. image:: media/taxes-list.png
+   :align: center
+   :alt: Activate pre-configured taxes in Odoo Accounting
+
+.. _taxes/configuration:
+
+Configuration
+=============
+
+To edit or create a **Tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open
+a tax or click on *Create*.
+
+.. image:: media/taxes-edit.png
+   :align: center
+   :alt: Edition of a tax in Odoo Accounting
+
+.. _taxes/labels:
+
+.. important::
+   Taxes have three different labels, each one having a specific use. Refer to the following table to
+   see where they are displayed.
+
+   +------------------+-------------------------+-------------------------+
+   | :ref:`Tax Name   | :ref:`Label on Invoice  | :ref:`Tax Group         |
+   | <taxes/name>`    | <taxes/label-invoices>` | <taxes/tax-group>`      |
+   +==================+=========================+=========================+
+   | Back end         | *Taxes* column on       | Above the *Total* line  |
+   |                  | exported invoices       | on exported invoices    |
+   +------------------+-------------------------+-------------------------+
+
+Basic Options
+-------------
+
+.. _taxes/name:
+
+Tax Name
+~~~~~~~~
+
+The **Tax Name** as you want to display it for backend users. This is the :ref:`label
+<taxes/labels>` you see while editing Sales Orders, Invoices, Products, etc.
+
+.. _taxes/computation:
+
+Tax Computation
+~~~~~~~~~~~~~~~
+
+- **Group of Taxes**
+
+  The tax is a combination of multiple sub-taxes. You can add as many taxes you want, in the order
+  you want them to be applied.
+
+  .. important::
+     Make sure that the tax sequence is correct, as the order in which they are may impact the
+     taxes' amounts computation, especially if one of the taxes :ref:`affects the base of the
+     subsequent ones <taxes/base-subsequent>`.
+
+- **Fixed**
+
+  The tax has a fixed amount in the default currency. The amount remains the same, regardless of the
+  Sales Price.
+
+  For example, a product has a Sales Price of $1000, and we apply a *$10 fixed* tax. We then have:
+
+  +-------------+-------------+----------+----------+
+  | Product's   | Price       | Tax      | Total    |
+  | Sales Price | without tax |          |          |
+  +=============+=============+==========+==========+
+  | 1,000       | 1,000       | 10       | 1,010.00 |
+  +-------------+-------------+----------+----------+
+
+- **Percentage of Price**
+
+  The *Sales Price* is the taxable basis: the tax's amount is computed by multiplying the Sales
+  Price by the tax's percentage.
+
+  For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax. We then
+  have:
+
+  +-------------+-------------+----------+----------+
+  | Product's   | Price       | Tax      | Total    |
+  | Sales Price | without tax |          |          |
+  +=============+=============+==========+==========+
+  | 1,000       | 1,000       | 100      | 1,100.00 |
+  +-------------+-------------+----------+----------+
+
+- **Percentage of Price Tax Included**
+
+  The *Total* is the taxable basis: the tax's amount is a percentage of the Total.
+
+  For example, a product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax.
+  We then have:
+
+  +-------------+-------------+----------+----------+
+  | Product's   | Price       | Tax      | Total    |
+  | Sales Price | without tax |          |          |
+  +=============+=============+==========+==========+
+  | 1,000       | 1,000       | 111.11   | 1,111.11 |
+  +-------------+-------------+----------+----------+
+
+.. _taxes/active:
+
+Active
+~~~~~~
+
+Only **Active** taxes can be added to new documents.
+
+.. important::
+   It is not possible to delete taxes that have already been used. Instead, you can deactivate them
+   to prevent future use.
+
+.. note::
+   This field can be modified from the *List View*. See :ref:`above <taxes/list_activation>` for
+   more information.
+
+.. _taxes/scope:
+
+Tax Scope
+~~~~~~~~~
+
+The **Tax Scope** determines the tax's application, which also restricts where it is displayed.
+
+- **Sales**: Customer Invoices, Product's Customer Taxes, etc.
+- **Purchase**: Vendor Bills, Product's Vendor Taxes, etc.
+- **None**
+
+.. tip::
+   You can use **None** for taxes that you want to include in a :ref:`Group of Taxes
+   <taxes/computation>` but that you don't want to list along with other Sales or Purchase taxes.
+
+.. _taxes/definition-tab:
+
+Definition tab
+--------------
+
+Allocate with precision the amount of the taxable basis or percentages of the computed tax to
+multiple accounts and Tax Grids.
+
+.. image:: media/taxes-definition.png
+   :align: center
+   :alt: Allocate tax amounts to the right accounts and tax grids
+
+- **Based On**:
+
+  - Base: the price on the invoice line
+  - % of tax: a percentage of the computed tax.
+
+- **Account**: if defined, an additional Journal Item is recorded.
+- **Tax Grids**:  used to generate :doc:`Tax Reports <../../reporting/declarations/tax_returns>`
+  automatically, according to your country's regulations.
+
+.. _taxes/advanced-tab:
+
+Advanced Options tab
+--------------------
+
+.. _taxes/label-invoices:
+
+Label on Invoices
+~~~~~~~~~~~~~~~~~
+
+The label of the tax, as displayed on each invoice line in the **Taxes** column. This is the
+:ref:`label <taxes/labels>` visible to *front end* users, on exported invoices, on their Customer
+Portals, etc.
+
+.. image:: media/taxes-invoice-label.png
+   :align: center
+   :alt: The Label on Invoices is displayed on each invoice line
+
+.. _taxes/tax-group:
+
+Tax Group
+~~~~~~~~~
+
+Select to which **Tax Group** the tax belongs. The Tax Group name is the :ref:`label
+<taxes/labels>` displayed above the *Total* line on exported invoices, and the Customer Portals.
+
+Tax groups include different iterations of the same tax. This can be useful when you must record
+differently the same tax according to :doc:`Fiscal Positions <fiscal_positions>`.
+
+.. image:: media/taxes-invoice-tax-group.png
+   :align: center
+   :alt: The Tax Group name is different from the Label on Invoices
+
+In the example above, we see a 0% tax for Intra-Community customers in Europe. It records amounts on
+specific accounts and with specific tax grids. Still, to the customer, it is a 0% tax. That's why
+the :ref:`Label on the Invoice <taxes/label-invoices>` indicates *0% EU*, and the Tax Group name,
+above the *Total* line, indicates *0%*.
+
+.. _taxes/analytic-cost:
+
+Include in Analytic Cost
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+With this option activated, the tax's amount is assigned to the same **Analytic Account** as the
+invoice line.
+
+.. _taxes/included-in-price:
+
+Included in Price
+~~~~~~~~~~~~~~~~~
+
+With this option activated, the total (including the tax) equals the **Sales Price**.
+
+:dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`
+
+For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax, which is
+*included in the price*. We then have:
+
++-------------+-------------+----------+----------+
+| Product's   | Price       | Tax      | Total    |
+| Sales Price | without tax |          |          |
++=============+=============+==========+==========+
+| 1,000       | 900.10      | 90.9     | 1,000.00 |
++-------------+-------------+----------+----------+
+
+.. note::
+   If you need to define prices accurately, both tax-included and tax-excluded, please refer to the
+   following documentation: :doc:`B2B_B2C`.
+
+.. note::
+   - **Invoices**: By default, the Line Subtotals displayed on your invoices are *Tax-Excluded*. To
+     display *Tax-Included* Line Subtotals, go to :menuselection:`Accounting --> Configuration -->
+     Settings --> Customer Invoices`, and select *Tax-Included* in the **Line Subtotals Tax
+     Display** field, then click on *Save*.
+   - **eCommerce**: By default, the prices displayed on your eCommerce website are *Tax-Excluded*.
+     To display *Tax-Included* prices, go to :menuselection:`Website --> Configuration --> Settings
+     --> Pricing`, and select *Tax-Included* in the **Product Prices** field, then click on *Save*.
+
+.. _taxes/base-subsequent:
+
+Affect Base of Subsequent Taxes
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+With this option, the total tax-included becomes the taxable basis for the other taxes applied to
+the same product.
+
+You can configure a new :ref:`Group of Taxes <taxes/computation>` to include this tax, or add it
+directly to a product line.
+
+.. image:: media/taxes-subsequent-line.png
+   :align: center
+   :alt: The eco-tax is taken into the basis of the 21% VAT tax
+
+.. warning::
+   The order in which you add the taxes on a product line has no effect on how amounts are computed.
+   If you add taxes directly on a product line, only the tax sequence determines the order in which
+   they are applied.
+
+   To reorder the sequence, go to :menuselection:`Accounting --> Configuration --> Taxes`, and drag
+   and drop the lines with the handles next to the tax names.
+
+   .. image:: media/taxes-list-sequence.png
+      :align: center
+      :alt: The taxes' sequence in Odoo determines which tax is applied first
+
+.. seealso::
+
+  - :doc:`fiscal_positions`
+  - :doc:`B2B_B2C`
+  - :doc:`taxcloud`
+  - :doc:`../../reporting/declarations/tax_returns`

accounting/reporting/declarations/tax_returns.rst

@@ -120,6 +120,6 @@ with the amount you have to pay or be refunded.
    above.
 
 .. seealso::
-   * :doc:`../../fiscality/taxes/create`
+   * :doc:`../../fiscality/taxes/taxes`
    * :doc:`../../overview/getting_started/setup`
    * :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

ecommerce/taxes.rst

@@ -7,6 +7,6 @@ Collect taxes
 
    ../../accounting/fiscality/taxes/default_taxes
    ../../accounting/fiscality/taxes/fiscal_positions
-   ../../accounting/fiscality/taxes/tax_included
+   ../../accounting/fiscality/taxes/taxes
    ../../accounting/fiscality/taxes/taxcloud
 

expense/expense.rst

@@ -33,7 +33,7 @@ Here are some examples to configure:
 Don't forget to set an expense tax on each expense type 
 (and an account if you use Odoo Accounting). 
 It's usually a good practice to use a tax that is configured 
-with *Tax Included in Price* (see: :doc:`../accounting/fiscality/taxes/tax_included`).
+with :ref:`Tax Included in Price <taxes/included-in-price>`.
 That way, employees report expenses with 
 prices including taxes, which is usually the expected behaviour.
 

redirects.txt

@@ -85,6 +85,8 @@ accounting/payables/supplier_bills/bills_or_receipts.rst accounting/payables/sup
 accounting/bank/reconciliation/configure.rst accounting/bank/reconciliation/reconciliation_models.rst             # configure -> reconciliation_models (#613)
 accounting/receivables/customer_payments/credit_cards.rst accounting/receivables/customer_payments/online_payment.rst # credit_cards -> online_payment
 accounting/fiscality/taxes/application.rst accounting/fiscality/taxes/fiscal_positions.rst                        # application -> fiscal_positions
+accounting/fiscality/taxes/create.rst accounting/fiscality/taxes/taxes.rst                                        # create -> taxes
+accounting/fiscality/taxes/tax_included.rst accounting/fiscality/taxes/taxes.rst                                  # tax_included -> taxes
 
 social_marketing/social_marketing.rst social_marketing/overview.rst    # social_marketing/* -> overview/* (#578)
 

sales/products_prices/taxes.rst

@@ -7,7 +7,7 @@ Set taxes
 
    ../../accounting/fiscality/taxes/default_taxes
    ../../accounting/fiscality/taxes/fiscal_positions
-   ../../accounting/fiscality/taxes/tax_included
+   ../../accounting/fiscality/taxes/taxes
    ../../accounting/fiscality/taxes/taxcloud
    ../../accounting/fiscality/taxes/B2B_B2C