diff --git a/accounting/others/taxes.rst b/accounting/others/taxes.rst index e872849ee..40072e5ef 100644 --- a/accounting/others/taxes.rst +++ b/accounting/others/taxes.rst @@ -6,4 +6,5 @@ Taxes :titlesonly: taxes/application + taxes/create taxes/retention \ No newline at end of file diff --git a/accounting/others/taxes/create.rst b/accounting/others/taxes/create.rst new file mode 100644 index 000000000..577066b97 --- /dev/null +++ b/accounting/others/taxes/create.rst @@ -0,0 +1,123 @@ +======================== +How to define new taxes? +======================== + +Odoo's tax engine is very flexible and support many different type of +taxes: value added taxes (VAT), eco-taxes, federal taxes, retention, +withholding taxes, etc. For most countries, the chart of account you +setup is automatically pre-configured with the main taxes of the +country. + +This section details how you can define new taxes for specific use +cases. + +Managing Taxes +============== + +Defining new taxes +------------------ + +In order to create new taxes, use the menu :menuselection:`Configuration --> Taxes` in the +accounting application. From this menu, you will get all the taxes you +can use: sales taxes and purchase taxes. + +.. image:: media/create01.png + :align: center + +When you create a new tax, you can set the following information: + +- **Scope**: Sales, Purchases or None (e.g. deprecated tax) + +- **Tax Account**: is the account where the tax journal item will be + posted. This field is optional, if you keep it empty, Odoo posts + the tax journal item in the income account. + +- **Label on Invoices**: a short text on how you want this tax to be + printed on invoice line. For example, a tax named "21% on + Services" can have the following label on invoice "21%". + +- **Tax Group**: defines where this tax is summed in the invoice footer. + All the tax belonging to the same tax group will be grouped on + the invoice footer. Examples of tax group: VAT, Retention. + +- **Include in Analytic Cost**: the tax is counted as a cost and, thus, + generate an analytic entry if your invoice uses analytic + accounts. + +- **Tags**: are used for custom reports. (usually, you can keep this field + empty) + +Taxes allow different computation mechanism: + +- **Fixed**, example: an eco-tax of $1.34 per battery + +- **Percentage**, example: 15% sales tax + +- **Percentage of price**, tax included: example in brazil + +- **Group of taxes**: allows to have a compound tax + +.. image:: media/create02.png + :align: center + +.. note:: + + if you need more advanced tax mechanism, you can install the + module **account_tax_python** and you will be able to define new taxes + with Python code. + +If a tax is included in price, it means that the price set on the +product form includes this tax. As an example, let's say you have a +product with a sale tax of 10%. The sale price on the product form is +$100. + +- If the tax is not included in the price, you will get: + + - Price without tax: $100 + + - Taxes: $10 + + - Total to pay: $110 + +- If the tax is included in the price + + - Price without tax: 90.91 + + - Taxes: $9.09 + + - Total to pay: $100 + +.. image:: media/create03.png + :align: center + +Stop using a tax +---------------- + +If you want to avoid using a tax, you can not delete it because the tax +is probably used in several invoices. So, in order to avoid users to +continue using this tax, you should set the field **Tax Scope** to **None**. + +Setting your default taxes +========================== + +Once you have created your taxes, you can define which tax is the +default one when creating new products (for sales and purchase taxes). +To set the default taxes, in the accounting application, go in the menu +:menuselection:`Configuration --> Settings`. + +.. image:: media/create04.png + :align: center + +Once taxes are set by default, when you create a new product, Odoo will +propose you the right taxes by default on the product form. + +.. note:: + + Setting the default taxes impact the creation of product, but not + sales order or invoices. The tax used on sales order or invoices is + defined by the product on the sale order line. + +.. seealso:: + + * :doc:`application` + * :doc:`retention` diff --git a/accounting/others/taxes/media/create01.png b/accounting/others/taxes/media/create01.png new file mode 100644 index 000000000..a576f693d Binary files /dev/null and b/accounting/others/taxes/media/create01.png differ diff --git a/accounting/others/taxes/media/create02.png b/accounting/others/taxes/media/create02.png new file mode 100644 index 000000000..d07555d5a Binary files /dev/null and b/accounting/others/taxes/media/create02.png differ diff --git a/accounting/others/taxes/media/create03.png b/accounting/others/taxes/media/create03.png new file mode 100644 index 000000000..4ca018d42 Binary files /dev/null and b/accounting/others/taxes/media/create03.png differ diff --git a/accounting/others/taxes/media/create04.png b/accounting/others/taxes/media/create04.png new file mode 100644 index 000000000..481af7266 Binary files /dev/null and b/accounting/others/taxes/media/create04.png differ