diff --git a/content/applications/finance/accounting/taxes.rst b/content/applications/finance/accounting/taxes.rst index 9d65c9eb2..f04b62f0e 100644 --- a/content/applications/finance/accounting/taxes.rst +++ b/content/applications/finance/accounting/taxes.rst @@ -304,7 +304,7 @@ directly to a product line. taxes/cash_basis taxes/retention - taxes/vat_validation + taxes/vat_verification taxes/fiscal_positions taxes/avatax taxes/taxcloud diff --git a/content/applications/finance/accounting/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxes/fiscal_positions.rst index 611b9a26e..ca254dc78 100644 --- a/content/applications/finance/accounting/taxes/fiscal_positions.rst +++ b/content/applications/finance/accounting/taxes/fiscal_positions.rst @@ -72,8 +72,11 @@ From there, several conditions can be activated: :alt: Example of a fiscal position automatic application settings .. note:: - Taxes on **eCommerce orders** are automatically updated once the customer has logged in or filled - out their billing details. + - If the :doc:`Verify VAT Numbers ` feature is enabled, any fiscal positions + with :guilabel:`VAT required` enabled will require Intra-Community valid VAT numbers to apply + automatically. + - Taxes on **eCommerce orders** are automatically updated once the customer has logged in or + filled out their billing details. .. important:: The fiscal positions' **sequence** defines which fiscal position is applied if all conditions diff --git a/content/applications/finance/accounting/taxes/vat_validation.rst b/content/applications/finance/accounting/taxes/vat_validation.rst deleted file mode 100644 index ee67a008b..000000000 --- a/content/applications/finance/accounting/taxes/vat_validation.rst +++ /dev/null @@ -1,43 +0,0 @@ -=========================== -VIES VAT numbers validation -=========================== - -**VAT Information Exchange System** - abbreviated **VIES** - is a tool provided by the European -Commission that allows you to check the validity of VAT numbers of companies registered in the -European Union. - -Odoo provides a feature to **Verify VAT Numbers** when you save a contact. This helps you make sure -that your contacts provided you with a valid VAT number without leaving Odoo interface. - -Configuration -============= - -To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, -enable the **Verify VAT Numbers** feature, and click on *Save*. - -.. image:: vat_validation/vat-validation-configuration.png - :align: center - :alt: Enable "Verify VAT Numbers" in Odoo Accounting - -VAT Number validation -===================== - -Whenever you create or modify a contact, make sure to fill out the **Country** and **VAT** fields. - -.. image:: vat_validation/vat-validation-contact-form.png - :align: center - :alt: Fill out the contact form with the country and VAT number before clicking on *Save* - -When you click on *Save*, Odoo runs a VIES VAT number check, and displays an error message if the -VAT number is invalid. - -.. image:: vat_validation/vat-validation-error.png - :align: center - :alt: Odoo displays an error message instead of saving when the VAT number is invalid - -.. important:: - This tool checks the VAT number's validity but does not check the other fields' validity. - -.. seealso:: - - - `European Commission: VIES search engine `__ diff --git a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-configuration.png b/content/applications/finance/accounting/taxes/vat_validation/vat-validation-configuration.png deleted file mode 100644 index dec8da403..000000000 Binary files a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-configuration.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-contact-form.png b/content/applications/finance/accounting/taxes/vat_validation/vat-validation-contact-form.png deleted file mode 100644 index ac9c09aaf..000000000 Binary files a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-contact-form.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-error.png b/content/applications/finance/accounting/taxes/vat_validation/vat-validation-error.png deleted file mode 100644 index b5514a9e3..000000000 Binary files a/content/applications/finance/accounting/taxes/vat_validation/vat-validation-error.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/vat_verification.rst b/content/applications/finance/accounting/taxes/vat_verification.rst new file mode 100644 index 000000000..a15fb90ef --- /dev/null +++ b/content/applications/finance/accounting/taxes/vat_verification.rst @@ -0,0 +1,41 @@ +=============================== +VAT numbers verification (VIES) +=============================== + +`VAT Information Exchange System `_, or +**VIES**, is a tool provided by the European Commission that allows you to check the validity of VAT +numbers for companies registered in the European Union. + +Odoo's VAT Validation feature uses the VIES to verify your contacts' VAT numbers directly from +Odoo's interface. + +.. note:: + Regardless of whether or not the Verify VAT Numbers feature is enabled, Odoo checks the format of + a contact's VAT against the `expected format of VAT numbers + `_ from that country. + +VIES VAT number verification +============================ + +To activate this feature, go to :menuselection:`Accounting --> Configuration --> Settings`. In the +:guilabel:`Taxes` section, enable the :guilabel:`Verify VAT Numbers` feature, and click on +:guilabel:`Save`. + +Once the :guilabel:`Verify VAT Numbers` feature is enabled, if the contact's :guilabel:`Tax ID` +field is populated *and* its country is different from your company's country, Odoo displays an +:guilabel:`Intra-Community Valid` checkbox. Odoo tests the VAT number through the VIES and +automatically checks or unchecks the :guilabel:`Intra-Community Valid` checkbox depending on the +validity of the VAT number. + +.. image:: vat_verification/intra-community-valid.png + :alt: Intra-community valid checkbox on the contact record + +.. important:: + It is possible to manually override the :guilabel:`Intra-Community Valid` field on a contact in + case the automatic VIES check is incorrect (for example, if the company was recently created and + its VAT is not yet in the VIES). This change is logged in the chatter for transparency. + +.. note:: + Odoo can :ref:`automatically apply fiscal positions `. If the Verify VAT + Numbers feature is enabled, any fiscal positions with VAT required enabled will require + Intra-Community valid VAT numbers to apply automatically. diff --git a/content/applications/finance/accounting/taxes/vat_verification/intra-community-valid.png b/content/applications/finance/accounting/taxes/vat_verification/intra-community-valid.png new file mode 100644 index 000000000..a38eaed4f Binary files /dev/null and b/content/applications/finance/accounting/taxes/vat_verification/intra-community-valid.png differ diff --git a/redirects/15.0.txt b/redirects/15.0.txt index 1c8c26e4a..b737b09de 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -62,7 +62,8 @@ applications/finance/accounting/taxation/taxes/fiscal_positions.rst applications applications/finance/accounting/taxation/taxes/retention.rst applications/finance/accounting/taxes/retention.rst # taxation/taxes/* -> taxes/* applications/finance/accounting/taxation/taxes/taxcloud.rst applications/finance/accounting/taxes/taxcloud.rst # taxation/taxes/* -> taxes/* applications/finance/accounting/taxation/taxes/taxes.rst applications/finance/accounting/taxes.rst # taxation/taxes/* -> taxes/* -applications/finance/accounting/taxation/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_validation.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_verification.rst # taxation/taxes/vat_validation -> taxes/vat_verification +applications/finance/accounting/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_verification.rst # vat_validation -> vat_verification # applications/general