[ADD] accounting: add new doc about tax/vat returns (#606)
@ -12,4 +12,5 @@ Taxes
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taxes/tax_included
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taxes/retention
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taxes/B2B_B2C
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taxes/cash_basis_taxes
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taxes/cash_basis_taxes
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taxes/tax_returns
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accounting/fiscality/taxes/media/tax_return_closing.png
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accounting/fiscality/taxes/media/tax_return_grids.png
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accounting/fiscality/taxes/media/tax_return_lock.png
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accounting/fiscality/taxes/media/tax_return_overview.png
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accounting/fiscality/taxes/media/tax_return_periodicity.png
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accounting/fiscality/taxes/media/tax_return_report.png
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accounting/fiscality/taxes/tax_returns.rst
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============================
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Tax Return (VAT Declaration)
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============================
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Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly
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or quarterly basis, depending on their turnover and the regulation of the country in which they are
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registered. A Tax return - or VAT return - gives the tax authorities information about the taxable
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transactions made by the company, the *output tax* it has charged its customers, and the *input tax*
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its vendors have charged it. Based on these values, the company can calculate the tax amount they
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have to pay or be refunded.
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.. note::
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You can find information about VAT and its mechanism on `this page from the European Commission
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<https://ec.europa.eu/taxation_customs/business/vat/what-is-vat_en>`_.
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.. todo:: add doc about intracom listing
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Prerequisites
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=============
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Tax Return Periodicity
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----------------------
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The configuration of the **Tax Return Periodicity** allows Odoo Accounting to compute your Tax
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Return correctly and also to send you a reminder to never miss a tax return deadline.
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To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Fiscal Periods`,
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and go to the **Tax Return Periodicity** section.
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- **Periodicity**: define here whether you file your tax return each month or every three months.
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- **Reminder**: define when Odoo should remind you to file your tax return.
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- **Journal**: select the journal in which to record the tax return.
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.. image:: media/tax_return_periodicity.png
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:align: center
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:alt: Configure how often tax returns have to be made in Odoo Accounting
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.. note::
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This is usually configured during the :doc:`app's initial set up
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<../../overview/getting_started/setup>`.
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Tax Grids
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---------
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Odoo generates Tax Reports based on the **Tax Grids** settings that are configured on your taxes.
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Therefore, it is crucial to make sure that all the recorded transactions use the right taxes. You
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can see on each Journal Item which Tax Grid is used for that transaction.
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.. image:: media/tax_return_grids.png
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:align: center
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:alt: see which tax grids are used to record transactions in Odoo Accounting
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To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
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and open the tax you want to modify. There, you can edit your tax settings, along with the tax
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grids that are used to record invoices or credit notes.
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.. image:: media/tax_return_taxes.png
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:align: center
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:alt: Configure taxes and their tax grids in Odoo Accounting
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.. note::
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Taxes and reports are usually already pre-configured: a *Fiscal Localization Package* is
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installed according to the country you select at the creation of your database.
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.. _tax_return_lock:
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Close a tax period
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==================
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Tax Lock Date
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-------------
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Any new transaction which accounting date is prior to the **Tax Lock Date** has its tax values moved
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to the next open tax period. This is useful to make sure that no change can be made to a report once
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its period is closed.
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Therefore, we recommend locking your tax date before working on your *Closing Journal Entry*. This
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way, other users can't modify or add transactions that would have an impact on the Closing Journal
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Entry, which helps you avoid some tax declaration errors.
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To check the current **Tax Lock Date**, or to edit it, go to :menuselection:`Accounting -->
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Accounting --> Lock Dates`.
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.. image:: media/tax_return_lock.png
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:align: center
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:alt: Lock your tax for a specific period in Odoo Acounting
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Tax Report
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----------
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Once all the transactions involving taxes have been posted for the period you want to report, open
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your **Tax Report**.
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To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. You can also click
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on *TAX Report* from your *Accounting Overview*.
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Make sure to select the right period you want to declare by using the date filter. You can see an
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overview of your tax report. Then, click on the button *Closing Journal Entry*.
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.. image:: media/tax_return_closing.png
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:align: center
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:alt: Select the period for the tax return and create a closing journal entry in Odoo Accounting
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After having reviewed the generated Journal Entry, click on *Post*. In addition to posting the entry,
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Odoo automatically creates a PDF file with the **Tax Report** that you can download from the chatter
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and preview on the right column. It includes all the values to report to the tax authorities, along
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with the amount you have to pay or be refunded.
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.. image:: media/tax_return_report.png
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:align: center
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:alt: download the PDF with your Tax Report in Odoo Accounting
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.. note::
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If you forgot to :ref:`lock your tax date <tax_return_lock>` before clicking on *Closing Journal
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Entry*, then Odoo automatically locks your fiscal period on the same date as the Accounting Date
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of your entry. This automatic lock happens when you click on *Post*. This safety mechanism can
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prevent some fiscal errors, but it is advised to lock your tax date manually before, as described
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above.
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.. seealso::
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* :doc:`create`
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* :doc:`../../overview/getting_started/setup`
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