diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index 07e5631e6..b52bf720a 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/content/applications/finance/fiscal_localizations.rst @@ -90,6 +90,7 @@ available on Odoo. - Israel - Accounting - :doc:`Italy - Accounting ` - Japan - Accounting +- :doc:`Jordan - Accounting ` - :doc:`Kenya - Accounting ` - Lithuania - Accounting - :doc:`Luxembourg - Accounting ` @@ -146,6 +147,7 @@ available on Odoo. fiscal_localizations/india fiscal_localizations/indonesia fiscal_localizations/italy + fiscal_localizations/jordan fiscal_localizations/kenya fiscal_localizations/luxembourg fiscal_localizations/malaysia diff --git a/content/applications/finance/fiscal_localizations/jordan.rst b/content/applications/finance/fiscal_localizations/jordan.rst new file mode 100644 index 000000000..c65e37980 --- /dev/null +++ b/content/applications/finance/fiscal_localizations/jordan.rst @@ -0,0 +1,219 @@ +====== +Jordan +====== + +.. _localizations_jordan/configuration/modules: + +Modules +======= + +The following modules are installed automatically with the Jordanian localization: + +.. list-table:: + :header-rows: 1 + :widths: 25 25 50 + + * - Name + - Technical name + - Description + * - :guilabel:`Jordan - Accounting` + - `l10n_jo` + - Jordanian :ref:`fiscal localization package `, complete with + the Jordan chart of accounts, taxes, tax report, and fiscal positions + * - :guilabel:`Jordan E-Invoicing` + - `l10n_jo_edi` + - Integration module for JoFotara to support Jordanian e-invoicing requirements + +.. note:: + In some cases, such as when upgrading to a version with additional modules, it is possible that + modules may not be installed automatically. Any missing modules can be manually :ref:`installed + `. + +.. _localizations/jordan/specifics: + +Localization specifics +====================== + +The Jordan localization package ensures compliance with Jordanian fiscal and accounting regulations. +It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of +accounts tailored to Jordan's standards. + +The Jordan localization package provides the following key features to ensure compliance with local +fiscal and accounting regulations: + +- :doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to Jordanian + accounting standards +- :ref:`localizations/jordan/taxes`: pre-configured tax rates, including standard VAT, zero-rated, + and exempt options +- :doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or + supplier registration status +- :ref:`localizations/jordan/tax-reporting`: detailed overview of your net tax liability +- :ref:`E-invoicing (JoFotara)`: integration for electronic invoicing + in line with Jordanian government requirements + +.. _localizations/jordan/taxes: + +Taxes +----- + +The following :doc:`taxes <../accounting/taxes>` are available by default with the Jordan +localization package: + +- Standard Sales Tax (16%): Applied to most goods and services within Jordan. +- Exempt Transactions: For sales and services not subject to VAT, such as financial services or + healthcare. +- Export Tax (0%): Zero-rated tax applied to goods and services exported outside Jordan. + +.. _localizations/jordan/tax-reporting: + +Tax reporting +------------- + +The :doc:`VAT summary <../accounting/reporting/tax_returns>` provides a detailed breakdown of +taxable, zero-rated, and exempt transactions. Like other :doc:`financial reports +<../accounting/reporting>`, the VAT summary can be filtered by period, compared against other +periods, and exported in Excel and PDF formats, ensuring compliance with Jordanian tax laws. + +.. _localizations/jordan/jofotara: + +E-invoicing with JoFotara +========================= + +E-invoicing with JoFotara is seamlessly integrated with Odoo, ensuring compliance with Jordanian +government's technical and legal requirements for electronic invoicing. The JoFotara integration in +Odoo directly connects with the Jordanian e-invoicing platform, allowing companies to: + +- generate compliant electronic invoices +- submit invoices in real time for validation +- track invoice statuses directly within Odoo + +The integration requires first creating an account with JoFotara, then generating API credentials, +and finally entering those credentials in your Odoo database to link the two. + +.. _manuals: https://istd.gov.jo/EN/List/Electronic_billing_User_Manual + +`Government manuals `_ provide instructions for creating an account and generating the API +credentials. + +.. _localizations/jordan/jofotara-configuration: + +Configuration +------------- + +.. _localizations/jordan/linking-jofotara: + +Link Odoo to JoFotara +~~~~~~~~~~~~~~~~~~~~~ + +#. If you don't already have an account, create one by going to the `government manuals `_ + page and following the steps in the **Procedure Manual for Joining the Jordanian National + Electronic Invoicing System**. +#. Generate API credentials (Activity Number, Secret Key, and Client ID) by going to the `government + manuals `_ page and following the steps in **Procedure Manual for Linking to the + Jordanian National Electronic Invoicing System**. +#. In your Odoo database, go to :menuselection:`Accounting --> Configuration --> Settings`. In the + :guilabel:`Electronic Invoicing (Jordan)` section, enter the API credentials generated + previously: + + - :guilabel:`Activity Number` (income source sequence) + - :guilabel:`JoFotara Secret Key` + - :guilabel:`JoFotara Client ID` + +#. Enter the :guilabel:`Taxpayer type`: + + - :guilabel:`Unregistered in the sales tax`: For businesses not registered for sales tax. + + - No tax on the invoice line is required. + - :guilabel:`Registered in the sales tax`: For businesses registered under Jordan's standard + sales tax system. + + - One tax computed as a percentage is required per invoice line. + + - :guilabel:`Registered in the special sales tax`: For businesses subject to special sales tax + regulations. + + - One tax computed as a percentage and one fixed tax per invoice line are allowed per invoice + line. + +#. Click :guilabel:`Save`. + +.. tip:: + If the :guilabel:`Electronic Invoicing (Jordan)` section is not in the :guilabel:`Settings`, make + sure the :guilabel:`Jordan E-Invoicing` module is :ref:`installed `. + +.. _localizations/jordan/company-and-contacts: + +Company and customers +~~~~~~~~~~~~~~~~~~~~~ + +The JoFotara invoicing workflow requires address information related to the company that sends the +invoices and the customers who receive them: + +#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that + will use JoFotara. +#. Fill in the :guilabel:`Street`, :guilabel:`City`, :guilabel:`Country`, and :guilabel:`Tax ID + (TIN)`, as well as any additional optional fields. + + .. important:: + The company currency must be set to :guilabel:`JOD`. + +#. Go to :menuselection:`Accounting --> Customers --> Customers`. For each customer whose invoices + will be sent via JoFotara, click on the customer to open the form view, and complete the + :guilabel:`Country` and :guilabel:`Tax ID`. + +.. _localizations/jordan/sending-invoices: + +Sending invoices via JoFotara with Odoo +--------------------------------------- + +Once the company has been :ref:`linked with JoFotara ` and +the :ref:`company and customers have been properly configured +`, invoices can be sent to JoFotara via Odoo: + +#. Go to :menuselection:`Accounting --> Customers --> Invoices` and open a confirmed invoice. +#. Click :guilabel:`Send & Print`. +#. In the :guilabel:`Send` window, select :guilabel:`Send JoFotara e-invoice` and click + :guilabel:`Send & Print`. + +When an invoice is sent via JoFotara, Odoo does the following: + +- generates the invoice in the required format (UBL 1.2) +- submits the invoice to JoFotara for validation +- receives the QR code from JoFotara on the invoice's PDF + +.. tip:: + - Multiple invoices can be :ref:`sent at once ` to JoFotara. + - From the invoices list view, filter the invoices by their + :ref:`localizations/jordan/jofotara-state` to see only the invoices that have not been sent to + JoFotara. + - In the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) menu, add the + :guilabel:`JoFotara Error` field to see any errors directly in the list view. + +.. important:: + There is an inherent difference in how values are approximated in Odoo and ISTD due to the + differing system architectures. JOD values in Odoo are stored and approximated to three decimals, + whereas ISTD expects values to have nine decimals. As a result, an insignificant difference is + inevitable and arises between the values stores in Odoo and the values reported to ISTD, which + can have an error margin of <0.01. + +.. _localizations/jordan/jofotara-state: + +JoFotara State +~~~~~~~~~~~~~~ + +The :guilabel:`JoFotara State` field in the :guilabel:`Other Info` tab of confirmed invoices +reflects the current state of the document in JoFotara. It can be changed to reflect the actual +state of the invoices in cases where a technical error or timeout has prevented the automatic +updating of the state in Odoo. + +.. _localizations/jordan/qr-codes: + +Validating QR codes (Sanad app) +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +To validate JoFotara's invoice, follow these steps: + +#. Install the `Sanad app `_. +#. Navigate to :guilabel:`More`. +#. Click on :guilabel:`Validate document` and scan the QR code. +#. Review results.