[IMP] localizations: Philippines (SLSP and 2550Q)

Added additonal sections for SLSP and 2550Q tax report as these were updated for 17.0

closes odoo/documentation#8145

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
This commit is contained in:
“ralo-odoo” 2024-03-14 10:20:13 +08:00 committed by Jonathan
parent b5bfc45f09
commit 56cf586061
3 changed files with 75 additions and 22 deletions

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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 +21,22 @@ 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
- Sales and Purchase VAT 12%
- Sales and Purchase VAT Exempt
- Sales and Purchase VAT Zero-Rated
- Purchase Withholding
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 +61,9 @@ 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 +71,8 @@ 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 +82,67 @@ 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.
SLSP Report
===========
The **SLSP** report, also known as the *Summary List of Sales and Purchases*, can be viewed and
exported (in XLSX format). The report can be viewed from :menuselection:`Reporting --> Partner
Reports --> Summary List of Sales and Purchases`.
The report is split into two sections, which can be accessed from their respective buttons at the
top:
- | :guilabel:`Sales` for :abbr:`SLS (Summary List of Sales)` report
| All customer invoices with the associated sales taxes applied are shown in this report.
- | :guilabel:`Purchases` for :abbr:`SLP (Summary List of Purchases)` report
| All vendor bills with the associated purchase taxes applied are shown in this report.
.. image:: philippines/slsp.png
:alt: SLSP Report
By default, both reports exclude journal entries containing partners without a TIN number set and
those with importation taxes set. To view or hide them, the :guilabel:`Options:` button gives
additional filters to include these, among others:
- `Including Partners Without TIN`
- `Including Importations`
.. important::
Odoo cannot generate the DAT files directly. The :guilabel:`Export SLSP` and :guilabel:`XLSX`
buttons export an XLSX file, which can be processed using an *external* tool to convert to the
DAT format.
2550Q Tax report
================
The tax report report is accessible by navigating to :menuselection:`Reporting --> Statement Reports
--> Tax Report --> 2550Q(PH)`. The form is based on the latest *2550Q (Quarterly Value-Added Tax
Return)* Jan. 2023 version.
.. image:: philippines/2550Q.png
:alt: 2550Q Tax Report
.. tip::
Most lines in the tax report are automatically computed based on the taxes. For more accurate
reporting and filing of the tax report, manual journal entries can also be mapped to the tax
report through preconfigured **Tax Grids** for each tax report line.
.. important::
Odoo cannot generate the 2550Q BIR formatted PDF report directly. It should be used as a
reference when externally filing the form manually or online.

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