diff --git a/content/applications/finance/fiscal_localizations/singapore.rst b/content/applications/finance/fiscal_localizations/singapore.rst index bb1fb4357..f64c8c876 100644 --- a/content/applications/finance/fiscal_localizations/singapore.rst +++ b/content/applications/finance/fiscal_localizations/singapore.rst @@ -9,139 +9,315 @@ Odoo will automatically configure the accounting module to reflect your chosen p when you install a localisation package. In this case, you will get the following benefits when installing the Singaporean localisation. ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ +| Module Name | Module Key | Description | ++=================================+=========================+===============================================================================+ +| Singapore - Accounting | `ln10_sg` | This module adds the following: | +| | | | +| | | - Singaporean CoA | +| | | - UEN (Unique Entity Number) Field on Company & Partner | +| | | - PermitNo & PermitNoDate on Invoice | ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ +| Singapore - Accounting Reports | `l10n_sg_reports` | Generate the IRAS Audit file | ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ +| | | | ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ +| **Optional Modules** | ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ +| Employment Hero Payroll | `l10n_employment_hero` | Employment Hero Payroll Integration. | +| | | This module will synchronise all payrun journals from Employment Hero to Odoo | ++---------------------------------+-------------------------+-------------------------------------------------------------------------------+ + +.. _singapore/configuration: + Configuration ============= The Singapore localisation package can be installed in two ways. -A. via Company Set-up +a. via Company Set-up --------------------- +.. image:: singapore/Getting_Started.png + :alt: Company Set-up +b. via App +----------------------- -B. via App installation ------------------------- +Search for the :guilabel:`App` icon in the Odoo Dashboard. -Search for the 'Apps' icon in the Odoo Dashboard. +Removed the filter in the search bar and search :guilabel:`Singapore`. -Removed the filter in the search bar and search 'Singapore' +.. image:: singapore/search_filter.png Company Information & Contacts Set-up ===================================== The following fields will replace the tax ID field when you install the SG localisation: -- GST No. -- UEN + +- **GST No.** +- **UEN** Company Information ~~~~~~~~~~~~~~~~~~~ +.. image:: singapore/Company_Set-up.png + :alt: Company Information + Contact form ~~~~~~~~~~~~ +.. image:: singapore/Contacts.png + :alt: Partner Form -These fields need to be filled in order +These fields need to be filled in order to generate some accounting reports. -Chart of Accounts -================= +.. _singapore/Chart of Accounts: + +Chart of Accounts (CoA) +======================= The Singaporean chart of accounts is included in Singapore - Accounting module. +.. note:: + Installing a localisation also installs a default chart of accounts. *The chart of account (i.e. Account Code, Account Name )can be customised + according to the client's needs.* + +.. seealso:: + :doc:`../accounting/get_started/chart_of_accounts` + + +.. _singapore/taxes_&_gst: + Taxes & GST =========== -.. _IRAS Audit File Document: https://www.iras.gov.sg/docs/default-source/asr/etax_guide_recommended_digital_products_features-v1.pdf?sfvrsn=e2f75b3b_28 +*Source:* `IRAS Audit File Document `_ -The taxes are from the IRAS website. Here are the taxes for Singapore in Odoo 17. +The taxes are taken from the IRAS website. Here are the taxes for Singapore in Odoo 17. .. note:: - Each tax in Odoo is configured in such a way that it will be reflected in the Tax Report. - The taxes are updated in accordance with the Singaporean government. New accounts in the CoA - will be created in anticipation of these changes. Older accounts for previous taxes are + The tax rates are updated annually in accordance with the Singaporean government. + + New accounts in the CoA will be created in anticipation of these updates. Older accounts for previous taxes are eventually archived. -You can configure the taxes according to your needs by going to +You can configure the taxes according to your needs by going to :menuselection:`Accounting --> Configuration --> Taxes`. -You can also update the **Tax Return Periodicity** by going to :menuselection:`Accounting --> Configuration --> Settings` +You can also update the **Tax Return Periodicity** of the company by going to :menuselection:`Accounting --> Configuration --> Settings`. -Type of Sales -~~~~~~~~~~~~~ -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Type of Supply | Tax Percentage | Description | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Standard-Rated | | | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SR | 9% | Standard-Rated supply of goods or services | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SRCA-S | N/A | Customer Accounting supply made by supplier | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SRCA-C | 9% | Customer Accounting supply accountable by the customer on supplier’s behalf | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SRRC | 9% | Imported services and LVG accountable by the customer under the reverse charge mechanism | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SROVR-RS | 9% | Supply of remote services accountable by the electronic marketplace on behalf of thirdparty suppliers | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SROVR-LVG | 9% | Supply of LVG accountable by the redeliverer or electronic marketplace on behalf of thirdparty suppliers | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| SRLVG | 9% | Own supply of LVG | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Zero-Rated | | | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| ZR | 0% | Zero-Rated | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Exempt | | | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| ES33 | N/A | Regulation 33 Exempt Supplies | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| ESN33 | N/A | Non-Regulation 33 Exempt Supplies | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Deemed | | | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| DS | 9% | Deemed | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| Out-of-Scope | | | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ -| OS | N/A | Out-of-Scope | -+----------------+----------------+----------------------------------------------------------------------------------------------------------+ +.. tabs:: + .. tab:: List of Sales Taxes + + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | Type of Supply | Tax Percentage | Description | + +====================+====================+==========================================================================================================+ + | **Standard-Rated** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SR | 9% | Standard-Rated supply of goods or services | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SRCA-S | N/A | Customer Accounting supply made by supplier | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SRCA-C | 9% | Customer Accounting supply accountable by the customer on supplier’s behalf | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SRRC | 9% | Imported services and LVG accountable by the customer under the reverse charge mechanism | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SROVR-RS | 9% | Supply of remote services accountable by the electronic marketplace on behalf of thirdparty suppliers | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SROVR-LVG | 9% | Supply of LVG accountable by the redeliverer or electronic marketplace on behalf of thirdparty suppliers | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | SRLVG | 9% | Own supply of LVG | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Zero-Rated** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | ZR | 0% | Zero-Rated | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Exempt** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | ES33 | N/A | Regulation 33 Exempt Supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | ESN33 | N/A | Non-Regulation 33 Exempt Supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Deemed** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | DS | 9% | Deemed | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Out-of-Scope** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | OS | N/A | Out-of-Scope | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + + .. tab:: List of Purchase Taxes + + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | Type of Supply | Tax Percentage | Description | + +====================+====================+==========================================================================================================+ + | **Standard-Rated** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TX | 9% | Standard-rated Purchases | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TXCA | 9% | Standard-rated purchases of prescribed goods subject to customer accounting | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Zero-Rated** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | ZR | 0% | Purchases from GST-registered suppliers that are subject to GST at 0% | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Imported Goods** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IM | 9% | Imports of Goods | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | ME | 0% | Imports of goods under a Special Scheme | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IGDS | 9% | Imports of goods under the Import GST Deferment Scheme | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Disallowed Expenses** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | BL | 9% | Disallowed Expenses | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Purchases from Non-GST Registered Suppliers** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | NR | N/A | Purchases from Non-GST Registered Suppliers | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Exempt** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | EP | N/A | Exempt | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Out-of-Scope** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | OP | N/A | Supplies outside the scope of the GST Act | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | **Purchases by Partially Exempt Traders** | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TX | 9% | Standard-rated purchases directly attributable to the making of taxable supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TXRC-TS | 9% | Imported services and LVG directly attributable to the making of taxable supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IM | 9% | Import of goods directly attributable to the making of taxable supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TX-ESS | 9% | Standard-rated purchases directly attributable to Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TXRC-ESS | 9% | Imported services and LVG directly attributalbe to Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IM-ESS | 9% | Import of goods directly attributable to Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TX-N33 | 9% | Standard-rated purchases directly attributable to Non-Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TXRC-N33 | 9% | Imported services and LVG directly attributable to Non-Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IM-N33 | 9% | Import of goods directly attributable to Non-Regulation 33 exempt supplies | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TX-RE | 9% | Purchase from GST-registered suppliers that are subject to GST at 9% and are either attributable to the | + | | | making of both xable and exempt supplies or incurred for the overall running of the business | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | TXRC-RE | 9% | Imported services and LVG that are subject to reverse charge and are either attributable to the making | + | | | of both taxable and exempt supplies or incurred for the overall running of the businesses | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ + | IM-RE | 9% | Import of goods that are subject to GST at 9% and are either attributable to the making of both taxable | + | | | and exempt supplies or incurred for the overall running of the business | + +--------------------+--------------------+----------------------------------------------------------------------------------------------------------+ -Type of Purchases -~~~~~~~~~~~~~~~~~ +.. _singapore/accounting_reports: Accounting Reports ================== -1 GST Report -============ +a. GST Report +------------- -2 IRAS Audit File -================= -The **UEN** and the **GST No** of the company should be filled in order to generate the IRAS audit file. +When the Singaporean localisation is installed, the tax report is updated to reflect the legal requirements +as stipulated by the government of Singapore. The GST report format is based on the -Go to the :menuselection:`Accounting --> Reporting --> IRAS Audit File`. Enter the **Start Date** and the **End Date**. Choose the file format and click on **Generate**. +.. important:: + To know more about :guilabel:`Filing GST returns`, please check this page from the Inland Revenue Authority of Singapore + ``_ + +Proper :doc:`tax closing <../accounting/reporting/tax_returns>` needs to be executed as it closes and posts the tax return +journal entry. The final tax report may be generated after the tax closing procedure has been done. +.. admonition:: Configuring Additional Taxes and Tax Closing Procedures -Other Configurations -=================== + Some taxes may not be included when you download a localisation. You can simply add and configure taxes + by going to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`. + + In order for the amount to be included in the tax report, the ::guilabel:`tax grids and tax groups` + need to be configured during the process of adding your taxes. -1 Employment Hero -================= + For more information, please visit the article regarding :doc:`taxes <../accounting/taxes>`. -2 Add PayNow QR codes to invoices -================================= +b. IRAS Audit File +------------------ + +Odoo allows export of the GST + +The **UEN** and the **GST No** fields are required to generate the IRAS audit file. + +To generate the report, go to the :menuselection:`Accounting --> Reporting --> IRAS Audit File`. + +Enter the **Start Date** and the **End Date**. Choose the file format and click on **Generate**. + +.. image:: singapore/IRAS_Audit_File.png + :alt: IRAS Audit File Pop-up + + +.. _singapore/other_configuration: + +Additional Configurations +========================= + +1. Electronic Invoicing +----------------------- + +Odoo supports **BIS Billing 3.0 SG** the electronic invoicing format. + +Enabling Electronic Invoicing +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Electronic invoicing can be set-up by accessing your partner's **contact form**. + +You can access the **partner contact form** via the following: + +- :menuselection:`Accounting --> Customers` +- :menuselection:`Accounting --> Vendors` +- :menuselection:`Contacts` + +.. image:: singapore/sg_peppol.png + :alt: contact form + + +Downloading the Electronic Invoicing file (XML) +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Once the Sales Order is confirmed, click on :menuselection:`Send & Print` to generate the XML file as you cannot +generate the XML by printing like how you can with invoices or quotations. + +:guilabel:`Tick` on *BIS Billing 3.0 SG* to ensure that it gets generated as one it has been missed, +Odoo will not be able to generate the XML file anymore. + +**If you do not wish to send an email**, simply :guilabel:`untick` *Email* +and :guilabel:`click` on *'Send & Print'.* + +However, you may also simply generate by just :guilabel:`unticking` both *Email* & *Download* then proceed as per usual. + +.. image:: singapore/Bis_sg.png + :alt: Generating the XML file + + +2. Add PayNow QR codes to invoices +---------------------------------- PayNow is a payment service platform that allows customers to make instant domestic payments to individuals and merchants in Singapore dollars via online and mobile banking. Activate QR codes ------------------ +~~~~~~~~~~~~~~~~~ -Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer -Payments` section, activate the :guilabel:`QR Codes` feature. +Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer Payments` section, +activate the :guilabel:`QR Codes` feature. PayNow bank account configuration ---------------------------------- +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for which you want to activate PayNow. Set the :guilabel:`Proxy Type` and fill in the :guilabel:`Proxy @@ -159,7 +335,7 @@ Value` field depending on the type you chose. :doc:`../accounting/bank` Bank journal configuration --------------------------- +~~~~~~~~~~~~~~~~~~~~~~~~~~ Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab. @@ -168,7 +344,7 @@ out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Jou :alt: Bank Account's journal configuration Issue invoices with PayNow QR codes ------------------------------------ +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment QR-code` option to *EMV Merchant-Presented QR-code*. @@ -178,3 +354,15 @@ QR-code` option to *EMV Merchant-Presented QR-code*. Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to generate the PayNow QR code. + +3. Employment Hero +------------------ +Odoo has created a a connector with Employment Hero as an alternative payroll solution. This module synchronises the payslip +accounting entries automatically that were created from Employment Hero to Odoo. + +.. important:: + Odoo only records the journal entries from Employment Hero. Payroll administration is still done in the + Employment Hero platform. + + +For more information about configuration, please refer to this document `here. `_ diff --git a/content/applications/finance/fiscal_localizations/singapore/Attachments.png b/content/applications/finance/fiscal_localizations/singapore/Attachments.png new file mode 100644 index 000000000..9391ef98d Binary files /dev/null and b/content/applications/finance/fiscal_localizations/singapore/Attachments.png differ diff --git a/content/applications/finance/fiscal_localizations/singapore/Bis_sg.png b/content/applications/finance/fiscal_localizations/singapore/Bis_sg.png new file mode 100644 index 000000000..087a205e2 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/singapore/Bis_sg.png differ diff --git a/content/applications/finance/fiscal_localizations/singapore/Company Set-up.png b/content/applications/finance/fiscal_localizations/singapore/Company_Set-up.png similarity index 100% rename from content/applications/finance/fiscal_localizations/singapore/Company Set-up.png rename to content/applications/finance/fiscal_localizations/singapore/Company_Set-up.png diff --git a/content/applications/finance/fiscal_localizations/singapore/Contacts .png b/content/applications/finance/fiscal_localizations/singapore/Contacts.png similarity index 100% rename from content/applications/finance/fiscal_localizations/singapore/Contacts .png rename to content/applications/finance/fiscal_localizations/singapore/Contacts.png diff --git a/content/applications/finance/fiscal_localizations/singapore/Getting Started.png b/content/applications/finance/fiscal_localizations/singapore/Getting_Started.png similarity index 100% rename from content/applications/finance/fiscal_localizations/singapore/Getting Started.png rename to content/applications/finance/fiscal_localizations/singapore/Getting_Started.png diff --git a/content/applications/finance/fiscal_localizations/singapore/IRAS Audit File.png b/content/applications/finance/fiscal_localizations/singapore/IRAS_Audit_File.png similarity index 100% rename from content/applications/finance/fiscal_localizations/singapore/IRAS Audit File.png rename to content/applications/finance/fiscal_localizations/singapore/IRAS_Audit_File.png diff --git a/content/applications/finance/fiscal_localizations/singapore/search_filter.png b/content/applications/finance/fiscal_localizations/singapore/search_filter.png new file mode 100644 index 000000000..1e4033dd2 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/singapore/search_filter.png differ diff --git a/content/applications/finance/fiscal_localizations/singapore/sg_peppol.png b/content/applications/finance/fiscal_localizations/singapore/sg_peppol.png new file mode 100644 index 000000000..4e23375ff Binary files /dev/null and b/content/applications/finance/fiscal_localizations/singapore/sg_peppol.png differ