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[IMP] localizations: Philippines

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closes odoo/documentation#8414

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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“ralo-odoo” 2024-03-14 10:20:13 +08:00 committed by Jonathan
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content/applications/finance/fiscal_localizations/philippines.rst
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@ -11,9 +11,9 @@ localization, such as a chart of accounts, taxes, and the BIR 2307 report. These
template to get started with using Philippine accounting.
.. note::
- When creating a new database and `Philippines` is selected as a country, the fiscal
- When creating a new database and selecting the `Philippines` as a country, the fiscal
localization module **Philippines - Accounting** is automatically installed.
- If installing the module in an existing company, the **chart of accounts** and **taxes** will
- If the module is installed in an existing company, the **chart of accounts** and **taxes** will
*not* be replaced if there are already posted journal entries.
- The BIR 2307 report is installed, but the withholding taxes may need to be manually created.
@ -21,20 +21,21 @@ Chart of accounts and taxes
---------------------------
A minimum configuration default chart of accounts is installed, and the following types of taxes are
installed and also linked to the relevant account:
installed and linked to the relevant account:
- VAT 12%
- VAT Exempt
- Withholding taxes
For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the
:guilabel:`Philippines` tab.
For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional
:guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab.
.. image:: philippines/philippines-atc-code.png
:alt: Philippines ATC code field set on taxes.
Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must
be added.
.. note::
Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code
must be added.
Contacts
--------
@ -59,8 +60,9 @@ For individuals not belonging to a company, identify them by using the following
BIR 2307 report
===============
**BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*,
can be generated for purchase orders and vendor payments with the applicable withholding taxes.
**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source
<https://www.bir.gov.ph/index.php/bir-forms/certificates.html>`_, can be generated for purchase
orders and vendor payments with the applicable withholding taxes.
To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
:menuselection:`Action --> Download BIR 2307 XLS`.
@ -68,7 +70,8 @@ To generate a BIR 2307 report, select one or multiple vendor bills from the list
.. image:: philippines/philippines-multi-bill.png
:alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS".
The same action can be performed on a vendor bill from the form view.
.. tip::
The same action can be performed on a vendor bill from the form view.
A pop-up appears to review the selection, then click on :guilabel:`Generate`.
@ -78,18 +81,18 @@ A pop-up appears to review the selection, then click on :guilabel:`Generate`.
This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable
withholding tax.
The same process above can also be done for a *single* vendor :doc:`payment
<../accounting/payments>` if they were linked to one or more :doc:`vendor bills
<../accounting/payments>` with applied withholding taxes.
The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if
it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding
taxes.
.. note::
- If there is no withholding tax applied, then the XLS file will not generate records for those
vendor bill lines.
- If no withholding tax is applied, then the XLS file will not generate records for those vendor
bill lines.
- When grouping payments for multiple bills, Odoo splits the payments based on the contact. From
a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that
a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that
only includes vendor bills related to that contact.
.. important::
Odoo cannot generate the BIR 2307 PDF report or DAT files directly.
The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT
or PDF format.
Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated
:file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF
format.