diff --git a/accounting/fiscality/taxes.rst b/accounting/fiscality/taxes.rst index 6be07a3b7..9d298e3f5 100644 --- a/accounting/fiscality/taxes.rst +++ b/accounting/fiscality/taxes.rst @@ -7,7 +7,7 @@ Taxes taxes/create taxes/default_taxes - taxes/application + taxes/fiscal_positions taxes/taxcloud taxes/tax_included taxes/retention diff --git a/accounting/fiscality/taxes/application.rst b/accounting/fiscality/taxes/application.rst deleted file mode 100644 index 4863a809b..000000000 --- a/accounting/fiscality/taxes/application.rst +++ /dev/null @@ -1,87 +0,0 @@ -================================================= -Adapt taxes to my customer status or localization -================================================= - -Most often sales tax rates depend on your customer status or localization. -To map taxes, Odoo brings the so-called *Fiscal Positions*. - -Create tax mapping -================== - -A fiscal position is just a set of rules that maps default taxes (as defined -on product form) into other taxes. In the screenshot below, foreign customers -get a 0% tax instead of the default 15%, for both sales and purchases. - -.. image:: media/application02.png - :align: center - -The main fiscal positions are automatically created according to your -localization. But you may have to create fiscal positions for specific use cases. -To define fiscal positions, go to -:menuselection:`Invoicing/Accounting --> Configuration --> Fiscal Positions`. - -.. note:: - If you use Odoo Accounting, you can also map the Income/Expense accounts according to the fiscal - position. For example, in some countries, revenues from sales are not posted in - the same account than revenues from sales in foreign countries. - -Adapt taxes to your customer status -=================================== - -If a customer falls into a specific taxation rule, you need to apply a tax-mapping. -To do so, create a fiscal position and assign it to your customers. - -.. image:: media/application01.png - :align: center - -Odoo will use this specific fiscal position for any order/invoice recorded for the customer. - -.. note:: - If you set the fiscal position in the sales order or invoice manually, it will only - apply to this document and not to future orders/invoices of the same customer. - -Adapt taxes to your customer address (destination-based) -======================================================== - -Depending on your localization, sales taxes may be origin-based or destination-based. -Most states or countries require you to collect taxes at the rate of the destination -(i.e. your buyer’s address) while some others require to collect them at the rate effective -at the point of origin (i.e. your office or warehouse). - -If you are under the destination-based rule, create one fiscal position per tax-mapping to apply. - -* Check the box *Detect Automatically*. -* Select a country group, country, state or city to trigger the tax-mapping. - -.. image:: media/application04.png - :align: center - -This way if no fiscal position is set on the customer, Odoo will choose the fiscal position matching the -shipping address on creating an order. - -.. note:: - For eCommerce orders, the tax of the visitor's cart will automatically - update and apply the new tax after the visitor has logged in or filled - in his shipping address. - -Specific use cases -================== - -If, for some fiscal positions, you want to remove a tax, instead of -replacing by another, just keep the *Tax to Apply* field empty. - -.. image:: media/application03.png - :align: center - -If, for some fiscal positions, you want to replace a tax by two other -taxes, just create two lines having the same *Tax on Product*. - -.. note:: - The fiscal positions are not applied on assets and deferred revenues. - -.. seealso:: - - * :doc:`create` - * :doc:`taxcloud` - * :doc:`tax_included` - * :doc:`B2B_B2C` diff --git a/accounting/fiscality/taxes/create.rst b/accounting/fiscality/taxes/create.rst index 3e4ec3125..5d76cbf65 100644 --- a/accounting/fiscality/taxes/create.rst +++ b/accounting/fiscality/taxes/create.rst @@ -66,5 +66,5 @@ Advanced configuration .. seealso:: - * :doc:`application` + * :doc:`fiscal_positions` * :doc:`tax_included` diff --git a/accounting/fiscality/taxes/default_taxes.rst b/accounting/fiscality/taxes/default_taxes.rst index c495104be..3a58b1543 100644 --- a/accounting/fiscality/taxes/default_taxes.rst +++ b/accounting/fiscality/taxes/default_taxes.rst @@ -25,7 +25,7 @@ To change the default taxes set for any new product created go to .. seealso:: * :doc:`create` - * :doc:`application` + * :doc:`fiscal_positions` * :doc:`taxcloud` * :doc:`B2B_B2C` * :doc:`tax_included` diff --git a/accounting/fiscality/taxes/fiscal_positions.rst b/accounting/fiscality/taxes/fiscal_positions.rst new file mode 100644 index 000000000..31926664a --- /dev/null +++ b/accounting/fiscality/taxes/fiscal_positions.rst @@ -0,0 +1,111 @@ +========================================== +Fiscal Positions (tax and account mapping) +========================================== + +Default taxes and accounts are set on products and customers to create new transactions on the fly. +However, you might have to use different taxes and record the transactions on different accounts, +according to your customers' and providers' localizations and business types. + +**Fiscal Positions** allow you to create *sets of rules* to automatically adapt the taxes and the +accounts used for a transaction. + +.. image:: media/fiscal-positions-intra-community.png + :align: center + :alt: Example: Belgian to Intra-Community tax mapping with Fiscal Positions in Odoo Accounting + +They can be applied in various ways: + +- :ref:`automatically applied, based on some rules ` +- :ref:`manually applied on a transaction ` +- :ref:`assigned to a partner, on its contact form ` + +.. note:: + A few Fiscal Positions are already preconfigured on your database, as part of your :doc:`Fiscal + Localization Package <../../fiscal_localizations/overview/fiscal_localization_packages>`. + +Configuration +============= + +Tax and Account Mapping +----------------------- + +To edit or create a Fiscal Position, go to :menuselection:`Accounting --> Configuration --> Fiscal +Positions`, and open the entry you want to modify or click on *Create*. + +The mapping of taxes and accounts is based on the default taxes and accounts defined in the +products' forms. + +- To map to another tax or account, fill out the right column (**Tax to Apply**/**Account to Use + Instead**). +- To remove a tax, rather than replacing it with another, leave the field **Tax to Apply** empty. +- To replace a tax with multiple other taxes, add multiple lines with the same **Tax on Product**. + +.. note:: + The mapping only works with *active* taxes. Therefore, make sure they are active by going to + :menuselection:`Accounting --> Configuration --> Taxes`. + +.. _fiscal_positions/automatic: + +Automatic application +--------------------- + +You can configure your Fiscal Positions to be applied automatically, following a set of conditions. + +To do so, open the Fiscal Position you want to modify and click on **Detect Automatically**. You can +configure a few conditions: + +- **VAT Required**: The VAT number *must* be indicated in the customer's contact form. +- **Country Group** / **Country**: The Fiscal Position is applied to these countries. + +.. image:: media/fiscal-positions-automatic.png + :align: center + :alt: Example of settings to apply a Fiscal Position automatically + +.. note:: + Taxes on **eCommerce orders** are automatically updated once the visitor has logged in or filled + out their billing details. + +.. important:: + The Fiscal Positions' **sequence** - the order in which they are arranged - defines which + Fiscal Position to apply if the conditions are met in multiple Fiscal Positions. + + For example, if the first Fiscal Position targets *country A*, and the second Fiscal Position + targets a *Country Group* that also comprises *country A*, only the first Fiscal Position will be + applied to customers from *country A*. + +.. _fiscal_positions/application: + +Application +=========== + +.. _fiscal_positions/partner: + +Assign a Fiscal Position to a partner +-------------------------------------- + +You can manually define which Fiscal Position must be used by default for a specific partner. + +To do so, open the partner's contact form, go to the **Sales & Purchase** tab, edit the **Fiscal +Position** field, and click on *Save*. + +.. image:: media/fiscal-positions-partner.png + :align: center + :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting + +.. _fiscal_positions/transaction: + +Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills +--------------------------------------------------------------------- + +To manually select which Fiscal Position to use for a new Sales Order, Invoice, or Bill, go to the +**Other Info** tab and select the right **Fiscal Position** *before* adding product lines. + +.. image:: media/fiscal-positions-transaction.png + :align: center + :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting + +.. seealso:: + + * :doc:`create` + * :doc:`taxcloud` + * :doc:`B2B_B2C` \ No newline at end of file diff --git a/accounting/fiscality/taxes/media/application01.png b/accounting/fiscality/taxes/media/application01.png deleted file mode 100644 index 793331820..000000000 Binary files a/accounting/fiscality/taxes/media/application01.png and /dev/null differ diff --git a/accounting/fiscality/taxes/media/application02.png b/accounting/fiscality/taxes/media/application02.png deleted file mode 100644 index 302c015f8..000000000 Binary files a/accounting/fiscality/taxes/media/application02.png and /dev/null differ diff --git a/accounting/fiscality/taxes/media/application03.png b/accounting/fiscality/taxes/media/application03.png deleted file mode 100644 index 84fe5b89c..000000000 Binary files a/accounting/fiscality/taxes/media/application03.png and /dev/null differ diff --git a/accounting/fiscality/taxes/media/application04.png b/accounting/fiscality/taxes/media/application04.png deleted file mode 100644 index cef369bed..000000000 Binary files a/accounting/fiscality/taxes/media/application04.png and /dev/null differ diff --git a/accounting/fiscality/taxes/media/fiscal-positions-automatic.png b/accounting/fiscality/taxes/media/fiscal-positions-automatic.png new file mode 100644 index 000000000..95ae975b9 Binary files /dev/null and b/accounting/fiscality/taxes/media/fiscal-positions-automatic.png differ diff --git a/accounting/fiscality/taxes/media/fiscal-positions-intra-community.png b/accounting/fiscality/taxes/media/fiscal-positions-intra-community.png new file mode 100644 index 000000000..c0ccf0ee5 Binary files /dev/null and b/accounting/fiscality/taxes/media/fiscal-positions-intra-community.png differ diff --git a/accounting/fiscality/taxes/media/fiscal-positions-partner.png b/accounting/fiscality/taxes/media/fiscal-positions-partner.png new file mode 100644 index 000000000..a4db2967d Binary files /dev/null and b/accounting/fiscality/taxes/media/fiscal-positions-partner.png differ diff --git a/accounting/fiscality/taxes/media/fiscal-positions-transaction.png b/accounting/fiscality/taxes/media/fiscal-positions-transaction.png new file mode 100644 index 000000000..1668f5014 Binary files /dev/null and b/accounting/fiscality/taxes/media/fiscal-positions-transaction.png differ diff --git a/accounting/fiscality/taxes/taxcloud.rst b/accounting/fiscality/taxes/taxcloud.rst index 8c2055cc5..914c0f0bf 100644 --- a/accounting/fiscality/taxes/taxcloud.rst +++ b/accounting/fiscality/taxes/taxcloud.rst @@ -47,7 +47,7 @@ How it works ============ Salestax is calculated in Odoo based on fiscal positions -(see :doc:`application`). +(see :doc:`fiscal_positions`). A Fiscal Position for the United States is created when installing *TaxCloud*. Everything works out-of-the-box. @@ -90,4 +90,4 @@ price is the equivalent of a 7% tax on half the price), but this might be surpri point of view. .. seealso:: - - :doc:`application` + - :doc:`fiscal_positions` diff --git a/accounting/fiscality/taxes/vat_validation.rst b/accounting/fiscality/taxes/vat_validation.rst new file mode 100644 index 000000000..e13c329df --- /dev/null +++ b/accounting/fiscality/taxes/vat_validation.rst @@ -0,0 +1,4 @@ +=========================== +VIES VAT numbers validation +=========================== + diff --git a/ecommerce/taxes.rst b/ecommerce/taxes.rst index 2a1ee1526..5efb491d0 100644 --- a/ecommerce/taxes.rst +++ b/ecommerce/taxes.rst @@ -6,7 +6,7 @@ Collect taxes :titlesonly: ../../accounting/fiscality/taxes/default_taxes - ../../accounting/fiscality/taxes/application + ../../accounting/fiscality/taxes/fiscal_positions ../../accounting/fiscality/taxes/tax_included ../../accounting/fiscality/taxes/taxcloud diff --git a/redirects.txt b/redirects.txt index 316a45d4c..8f19e9ddb 100644 --- a/redirects.txt +++ b/redirects.txt @@ -84,6 +84,7 @@ accounting/localizations/switzerland.rst accounting/fiscal_localizations/localiz accounting/payables/supplier_bills/bills_or_receipts.rst accounting/payables/supplier_bills/purchase_receipts.rst # bills_or_receipts.rst -> purchase_receipts.rst 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 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 dea583896..7e4a3edcc 100644 --- a/sales/products_prices/taxes.rst +++ b/sales/products_prices/taxes.rst @@ -6,7 +6,7 @@ Set taxes :titlesonly: ../../accounting/fiscality/taxes/default_taxes - ../../accounting/fiscality/taxes/application + ../../accounting/fiscality/taxes/fiscal_positions ../../accounting/fiscality/taxes/tax_included ../../accounting/fiscality/taxes/taxcloud ../../accounting/fiscality/taxes/B2B_B2C