diff --git a/accounting/others/taxes/media/retention01.png b/accounting/others/taxes/media/retention01.png new file mode 100644 index 000000000..fd217a1b5 Binary files /dev/null and b/accounting/others/taxes/media/retention01.png differ diff --git a/accounting/others/taxes/media/retention02.png b/accounting/others/taxes/media/retention02.png new file mode 100644 index 000000000..73bba66ef Binary files /dev/null and b/accounting/others/taxes/media/retention02.png differ diff --git a/accounting/others/taxes/media/retention03.png b/accounting/others/taxes/media/retention03.png new file mode 100644 index 000000000..179995318 Binary files /dev/null and b/accounting/others/taxes/media/retention03.png differ diff --git a/accounting/others/taxes/media/retention04.png b/accounting/others/taxes/media/retention04.png new file mode 100644 index 000000000..76f211187 Binary files /dev/null and b/accounting/others/taxes/media/retention04.png differ diff --git a/accounting/others/taxes/retention.rst b/accounting/others/taxes/retention.rst index 5c200bf5f..10a208665 100644 --- a/accounting/others/taxes/retention.rst +++ b/accounting/others/taxes/retention.rst @@ -1,3 +1,70 @@ ================================ How to manage retention taxes? -================================ \ No newline at end of file +================================ + +A withholding tax, also called a retention tax, is a government +requirement for the payer of a customer invoice to withhold or deduct +tax from the payment, and pay that tax to the government. In most +jurisdictions, withholding tax applies to employment income. + +With normal taxes, the tax is added to the subtotal to give you the +total to pay. As opposed to normal taxes, withholding taxes are deducted +from the amount to pay, as the tax will be paid by the customer. + +As, an example, in Colombia you may have the following invoice: + +.. image:: media/retention03.png + :align: center + +In this example, the **company** who sent the invoice owes $20 of taxes to +the **government** and the **customer** owes $10 of taxes to the **government**. + +Configuration +============= + +In Odoo, a withholding tax is defined by creating a negative tax. For a +retention of 10%, you would configure the following tax (accessible +through :menuselection:`Configuration --> Taxes`): + +.. image:: media/retention04.png + :align: center + +In order to make it appear as a retention on the invoice, you should set +a specific tax group **Retention** on your tax, in the **Advanced Options** +tab. + +.. image:: media/retention02.png + :align: center + +Once the tax is defined, you can use it in your products, sales order or +invoices. + +.. tip:: + If the retention is a percentage of a regular tax, create a Tax with a + **Tax Computation** as a **Tax Group** and set the two taxes in this group + (normal tax and retention). + +Applying retention taxes on invoices +==================================== + +Once your tax is created, you can use it on customer forms, sales order +or customer invoices. You can apply several taxes on a single customer +invoice line. + +.. image:: media/retention01.png + :align: center + +.. note:: + When you see the customer invoice on the screen, you get only a + **Taxes line** summarizing all the taxes (normal taxes & retentions). + But when you print or send the invoice, Odoo does the correct + grouping amongst all the taxes. + +The printed invoice will show the different amounts in each tax group. + +.. image:: media/retention03.png + :align: center + +.. todo:: + seealso How to define new taxes? + seealso How to report on taxes due?