diff --git a/content/applications/finance/accounting/taxation/taxes/taxcloud.rst b/content/applications/finance/accounting/taxation/taxes/taxcloud.rst index dcd3b0b78..1442a87bf 100644 --- a/content/applications/finance/accounting/taxation/taxes/taxcloud.rst +++ b/content/applications/finance/accounting/taxation/taxes/taxcloud.rst @@ -43,6 +43,52 @@ In Odoo and the zip code). Go to :menuselection:`Settings --> Users & Companies --> Companies` to open and edit your Company record. +Automatically post taxes to the correct Tax Payable account +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +* For each one of your companies that uses TaxCloud, it might be necessary to create a + **User-Defined Default** so that the new taxes generated by the TaxCloud integration are created + with the correct Tax Payable account: + +.. warning:: + A User-Defined Default impacts all records at creation. It means that **every** new tax will be + set up to record income in the specified Tax Payable account, unless the tax is manually edited + to specify a different income account (or there exists another User-Defined Default that takes + precedence). + +* In :menuselection:`Accounting --> Configuration --> Chart of Accounts`, select the Tax Payable + account for the company. Take note of the account's ``id`` in the URL string. + +.. image:: taxcloud/user-default-find-account-id.png + :alt: The account's ID can be found in the URL string as 'id=...'. + :align: center + +* Activate the :ref:`developer mode `, then go to + :menuselection:`Settings --> Technical --> Actions --> User-Defined Defaults`, and + click on *Create*. + +* Click on *Field*, then, in the drop-down menu, on *Search More*. + +.. image:: taxcloud/user-default-search-field.png + :alt: Click on 'Search More' in the 'Field' drop-down menu. + :align: center + +* In the pop-up's search box, filter on the model ``tax.repartition.line`` and the field ``account``. + Select the ``account`` field of the ``tax.repartition.line`` model. + +.. image:: taxcloud/user-default-select-field.png + :alt: Select the 'account' field of the 'tax.repartition.line' model. + :align: center + +* In the **Default Value** field, enter the ID of the company's Tax Payable account. + Select the company for which this configuration should apply in the *Company* field. + Click *Save*. + +.. image:: taxcloud/user-default-enter-default-account-id.png + :alt: Enter the ID of the company's Tax Payable account. + :align: center + + How it works ============ diff --git a/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-enter-default-account-id.png b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-enter-default-account-id.png new file mode 100644 index 000000000..fde8c5116 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-enter-default-account-id.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-find-account-id.png b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-find-account-id.png new file mode 100644 index 000000000..2ef439329 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-find-account-id.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-search-field.png b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-search-field.png new file mode 100644 index 000000000..7b40ef2fd Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-search-field.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-select-field.png b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-select-field.png new file mode 100644 index 000000000..588156c2d Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/taxcloud/user-default-select-field.png differ