diff --git a/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst b/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst index 7c78f5840..4cd5c8cf7 100644 --- a/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst +++ b/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. \ No newline at end of file diff --git a/accounting/fiscality/taxes.rst b/accounting/fiscality/taxes.rst index 6a4e6f301..0076d6168 100644 --- a/accounting/fiscality/taxes.rst +++ b/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 diff --git a/accounting/fiscality/taxes/create.rst b/accounting/fiscality/taxes/create.rst deleted file mode 100644 index 5d76cbf65..000000000 --- a/accounting/fiscality/taxes/create.rst +++ /dev/null @@ -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` diff --git a/accounting/fiscality/taxes/default_taxes.rst b/accounting/fiscality/taxes/default_taxes.rst index dd56aa67f..27f839e02 100644 --- a/accounting/fiscality/taxes/default_taxes.rst +++ b/accounting/fiscality/taxes/default_taxes.rst @@ -2,7 +2,7 @@ Default Taxes ============= -**Default Taxes** define which :doc:`taxes ` are automatically selected when there is no +**Default Taxes** define which :doc:`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` \ No newline at end of file diff --git a/accounting/fiscality/taxes/fiscal_positions.rst b/accounting/fiscality/taxes/fiscal_positions.rst index 31926664a..02267439e 100644 --- a/accounting/fiscality/taxes/fiscal_positions.rst +++ b/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` \ No newline at end of file diff --git a/accounting/fiscality/taxes/media/tax_included.png b/accounting/fiscality/taxes/media/tax_included.png deleted file mode 100644 index 1b4d65134..000000000 Binary files a/accounting/fiscality/taxes/media/tax_included.png and /dev/null differ diff --git a/accounting/fiscality/taxes/media/taxes-definition.png b/accounting/fiscality/taxes/media/taxes-definition.png new file mode 100644 index 000000000..a0c66cfac Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-definition.png differ diff --git a/accounting/fiscality/taxes/media/taxes-edit.png b/accounting/fiscality/taxes/media/taxes-edit.png new file mode 100644 index 000000000..eb61372f5 Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-edit.png differ diff --git a/accounting/fiscality/taxes/media/taxes-invoice-label.png b/accounting/fiscality/taxes/media/taxes-invoice-label.png new file mode 100644 index 000000000..9e68fcb12 Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-invoice-label.png differ diff --git a/accounting/fiscality/taxes/media/taxes-invoice-tax-group.png b/accounting/fiscality/taxes/media/taxes-invoice-tax-group.png new file mode 100644 index 000000000..04d605266 Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-invoice-tax-group.png differ diff --git a/accounting/fiscality/taxes/media/taxes-list-sequence.png b/accounting/fiscality/taxes/media/taxes-list-sequence.png new file mode 100644 index 000000000..45356104d Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-list-sequence.png differ diff --git a/accounting/fiscality/taxes/media/taxes-list.png b/accounting/fiscality/taxes/media/taxes-list.png new file mode 100644 index 000000000..e113d23ce Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-list.png differ diff --git a/accounting/fiscality/taxes/media/taxes-subsequent-line.png b/accounting/fiscality/taxes/media/taxes-subsequent-line.png new file mode 100644 index 000000000..4c01ce93f Binary files /dev/null and b/accounting/fiscality/taxes/media/taxes-subsequent-line.png differ diff --git a/accounting/fiscality/taxes/retention.rst b/accounting/fiscality/taxes/retention.rst index 8025e8de2..3680c5e60 100644 --- a/accounting/fiscality/taxes/retention.rst +++ b/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` diff --git a/accounting/fiscality/taxes/tax_included.rst b/accounting/fiscality/taxes/tax_included.rst deleted file mode 100644 index d0b677cbf..000000000 --- a/accounting/fiscality/taxes/tax_included.rst +++ /dev/null @@ -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). - diff --git a/accounting/fiscality/taxes/taxes.rst b/accounting/fiscality/taxes/taxes.rst new file mode 100644 index 000000000..dbf8661ba --- /dev/null +++ b/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 | + | ` | ` | ` | + +==================+=========================+=========================+ + | 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 +` 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 `. + +- **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 ` 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 + ` 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 ` 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 +` 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 `. + +.. 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 ` 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 ` 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` \ No newline at end of file diff --git a/accounting/reporting/declarations/tax_returns.rst b/accounting/reporting/declarations/tax_returns.rst index a3a5822d5..d5ef01c5f 100644 --- a/accounting/reporting/declarations/tax_returns.rst +++ b/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` \ No newline at end of file diff --git a/ecommerce/taxes.rst b/ecommerce/taxes.rst index 5efb491d0..ad069f49f 100644 --- a/ecommerce/taxes.rst +++ b/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 diff --git a/expense/expense.rst b/expense/expense.rst index 455bafc9a..861e58ca5 100644 --- a/expense/expense.rst +++ b/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 `. That way, employees report expenses with prices including taxes, which is usually the expected behaviour. diff --git a/redirects.txt b/redirects.txt index 3184db541..0bc2c42f2 100644 --- a/redirects.txt +++ b/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) diff --git a/sales/products_prices/taxes.rst b/sales/products_prices/taxes.rst index 7e4a3edcc..901808ea2 100644 --- a/sales/products_prices/taxes.rst +++ b/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