diff --git a/accounting/others/taxes/application.rst b/accounting/others/taxes/application.rst index f57b18325..d85eef49b 100644 --- a/accounting/others/taxes/application.rst +++ b/accounting/others/taxes/application.rst @@ -1,3 +1,131 @@ ========================================================= -How to apply specific taxes by country, state or city? -========================================================= \ No newline at end of file +How to apply specific taxes by country, state or city ? +========================================================= + +In Odoo, the default tax to apply on a product/service is set on the +**product form**. But, some customers may have specific tax rates because of +their status (in some countries, construction companies are VAT exempts) +or their location (customers in a different country, state and/or city +may be subjected to another tax rate). + +In order to select the right tax to apply according to the customer or +product, Odoo uses the concept of **fiscal positions**. If a customer has a +specific fiscal position, the default tax may be replaced by another +one. (as an example, construction companies have 0% instead of 21% in +Belgium for construction related work). + +As an example, in Belgium, for the VAT tax, there are 3 fiscal positions +that depend on on the country of the customer and some companies (like +construction companies) benefit from a specific fiscal treatments: + +- **Belgian companies:** with 21% VAT (default, on product form) + +- **European companies:** with 0% VAT (intra-EU) + +- **Other countries:** 0% (but a different tax since it uses different + accounts) + +- **Construction companies:** with 0% VAT, only for construction companies + in Belgium + +Configuration +============= + +Set the right taxes on your products +------------------------------------ + +The main taxes are automatically configured according to the chart of +accounts of your country. + +But if you want to set a specific tax on a specific product, you can set +the **sales and purchases taxes** on the **product form**, under the **Accounting +tab**. These taxes are the default one (used when you sell to companies +that are in the same country/state than you) + +.. image:: media/application05.png + :align: center + +.. tip:: + If you work in a multi-company environment, the sales and + purchase taxes may have a different value according to the + company you work for. You can login into two different companies + and change this field for each company. + +Defining Fiscal Positions +------------------------- + +The main fiscal positions are automatically created according to the +chart of accounts of your country. But you may have to create fiscal +positions manually for specific use cases. + +To define fiscal positions, from the **Accounting** application, go to +:menuselection:`Configuration --> Fiscal Positions`. + +Fiscal position is just a set of rules that maps default taxes (as defined on +product form) into other taxes. In the screenshot below, european +customers have a VAT of 0% instead of the default 15%, for both sales +and purchases. + +.. image:: media/application02.png + :align: center + +.. note:: + You can also map the **income / expense account** according to the fiscal + position. For example, in Belgium, revenues from sales are not posted in + the same account than revenues from sales in foreign countries. + +Apply fiscal positions automatically +------------------------------------ + +If you check the box **Detect Automatically**, the fiscal position will be +applied automatically if the **Country**, **State**, **City** or even the +**Country Group** matches. You can also apply the fiscal position only +to companies having a valid **VAT number**. + +You can also set a target **Country/State/City**. The fiscal position will +be applied if the destination address of the customer matches these +criteria. + +.. image:: media/application04.png + :align: center + +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**. You can +also create one that is a grouping of two other taxes, depending on how +you want to make them appear on the invoice. + +Using fiscal positions +====================== + +If you keep the field **Fiscal Position** empty on customers +:menuselection:`Accounting --> Sales --> Customers`, the fiscal position +is applied automatically on sales order, purchase orders, web orders and invoices. + +.. image:: media/application01.png + :align: center + +But, if you set the fiscal position, Odoo will use this specific fiscal +position for this customer on orders (example: construction companies). +In such a case, it’s recommended to set the fiscal position on the +customer form. Odoo will automatically reuse this value for orders and +invoices, without trying to auto-detect the fiscal position. + +If you set the fiscal position at the sale order or invoice level, it +will only apply to this document only and not to future orders/invoices +of the same customer. + +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. + +.. todo:: + seealso to **How to define new taxes** \ No newline at end of file diff --git a/accounting/others/taxes/media/application01.png b/accounting/others/taxes/media/application01.png new file mode 100644 index 000000000..793331820 Binary files /dev/null and b/accounting/others/taxes/media/application01.png differ diff --git a/accounting/others/taxes/media/application02.png b/accounting/others/taxes/media/application02.png new file mode 100644 index 000000000..302c015f8 Binary files /dev/null and b/accounting/others/taxes/media/application02.png differ diff --git a/accounting/others/taxes/media/application03.png b/accounting/others/taxes/media/application03.png new file mode 100644 index 000000000..84fe5b89c Binary files /dev/null and b/accounting/others/taxes/media/application03.png differ diff --git a/accounting/others/taxes/media/application04.png b/accounting/others/taxes/media/application04.png new file mode 100644 index 000000000..cef369bed Binary files /dev/null and b/accounting/others/taxes/media/application04.png differ diff --git a/accounting/others/taxes/media/application05.png b/accounting/others/taxes/media/application05.png new file mode 100644 index 000000000..ace4923f5 Binary files /dev/null and b/accounting/others/taxes/media/application05.png differ