[IMP] accounting: tax return

closes odoo/documentation#3113

X-original-commit: 1db9968faa
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>

content/applications/finance/accounting/reporting/declarations/tax_returns.rst

@@ -2,18 +2,17 @@
 Tax return (VAT declaration)
 ============================
 
-Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly
-or quarterly basis, depending on their turnover and the regulation of the country in which they are
-registered. A Tax return - or VAT return - gives the tax authorities information about the taxable
-transactions made by the company, the *output tax* it has charged its customers, and the *input tax*
-its vendors have charged it. Based on these values, the company can calculate the tax amount they
-have to pay or be refunded.
+Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit a **tax return** on
+a monthly or quarterly basis, depending on their turnover and the registration regulation. A tax
+return - or VAT return - gives the tax authorities information about the taxable transactions made
+by the company. The **output tax** is charged on the number of goods and services sold by a
+business, while the **input tax** is the tax added to the price when goods or services are
+purchased. Based on these values, the company can calculate the tax amount they have to pay or be
+refunded.
 
 .. note::
-   You can find information about VAT and its mechanism on `this page from the European Commission
-   <https://ec.europa.eu/taxation_customs/business/vat/what-is-vat_en>`_.
-
-.. todo:: add doc about intracom listing
+   You can find additional information about VAT and its mechanism on this page from the European
+   Commission: `"What is VAT?" <https://ec.europa.eu/taxation_customs/business/vat/what-is-vat_en>`_.
 
 Prerequisites
 =============
@@ -21,15 +20,16 @@ Prerequisites
 Tax Return Periodicity
 ----------------------
 
-The configuration of the **Tax Return Periodicity** allows Odoo Accounting to compute your Tax
-Return correctly and also to send you a reminder to never miss a tax return deadline.
+The configuration of the **Tax Return Periodicity** allows Odoo to compute your tax return correctly
+and also to send you a reminder to never miss a tax return deadline.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Fiscal Periods`,
-and go to the **Tax Return Periodicity** section.
+To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Under the
+:guilabel:`Tax Return Periodicity`, you can set:
 
-- **Periodicity**: define here whether you file your tax return each month or every three months.
-- **Reminder**: define when Odoo should remind you to file your tax return.
-- **Journal**: select the journal in which to record the tax return.
+- :guilabel:`Periodicity`: define here whether you submit your tax return on a monthly or quarterly
+  basis;
+- :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return;
+- :guilabel:`Journal`: select the journal in which to record the tax return.
 
 .. image:: tax_returns/tax_return_periodicity.png
    :align: center
@@ -42,15 +42,16 @@ and go to the **Tax Return Periodicity** section.
 Tax Grids
 ---------
 
-Odoo generates Tax Reports based on the **Tax Grids** settings that are configured on your taxes.
-Therefore, it is crucial to make sure that all the recorded transactions use the right taxes. You
-can see on each Journal Item which Tax Grid is used for that transaction.
+Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that are configured on your
+taxes. Therefore, it is crucial to make sure that all recorded transactions use the right taxes.
+You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` tab of any
+invoice and bill.
 
 .. image:: tax_returns/tax_return_grids.png
    :align: center
    :alt: see which tax grids are used to record transactions in Odoo Accounting
 
-To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
+To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
 and open the tax you want to modify. There, you can edit your tax settings, along with the tax
 grids that are used to record invoices or credit notes.
 
@@ -59,12 +60,9 @@ grids that are used to record invoices or credit notes.
    :alt: Configure taxes and their tax grids in Odoo Accounting
 
 .. note::
-   Taxes and reports are usually already pre-configured: a *Fiscal Localization Package* is
-   installed according to the country you select at the creation of your database. :doc:`Click here
-   <../../fiscal_localizations/overview/fiscal_localization_packages>` for more information about
-   Fiscal Localization Packages.
-
-.. _tax_return_lock:
+   Taxes and reports are usually already pre-configured in Odoo: a
+   :doc:`Fiscal Localization Package <../../fiscal_localizations/overview/fiscal_localization_packages>`
+   is installed according to the country you select at the creation of your database.
 
 Close a tax period
 ==================
@@ -72,52 +70,41 @@ Close a tax period
 Tax Lock Date
 -------------
 
-Any new transaction which accounting date is prior to the **Tax Lock Date** has its tax values moved
-to the next open tax period. This is useful to make sure that no change can be made to a report once
-its period is closed.
+Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values
+moved to the next open tax period. This is useful to make sure that no change can be made to a
+report once its period is closed.
 
-Therefore, we recommend locking your tax date before working on your *Closing Journal Entry*. This
-way, other users can't modify or add transactions that would have an impact on the Closing Journal
-Entry, which helps you avoid some tax declaration errors.
+Therefore, we recommend locking your tax date before working on your
+:guilabel:`Closing Journal Entry`.
+This way, other users cannot modify or add transactions that would have an impact on the
+:guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors.
 
-To check the current **Tax Lock Date**, or to edit it, go to :menuselection:`Accounting -->
-Accounting --> Lock Dates`.
+To check the current :guilabel:`Tax Lock Date`, or to edit it, go to
+:menuselection:`Accounting --> Accounting --> Actions: Lock Dates`.
 
 .. image:: tax_returns/tax_return_lock.png
    :align: center
-   :alt: Lock your tax for a specific period in Odoo Acounting
+   :alt: Lock your tax for a specific period in Odoo Accounting
 
 Tax Report
 ----------
 
 Once all the transactions involving taxes have been posted for the period you want to report, open
-your **Tax Report**.
-
-To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. You can also click
-on *TAX Report* from your *Accounting Overview*.
-
-Make sure to select the right period you want to declare by using the date filter. You can see an
-overview of your tax report. Then, click on the button *Closing Journal Entry*.
-
-.. image:: tax_returns/tax_return_closing.png
-   :align: center
-   :alt: Select the period for the tax return and create a closing journal entry in Odoo Accounting
-
-After having reviewed the generated Journal Entry, click on *Post*. In addition to posting the entry,
-Odoo automatically creates a PDF file with the **Tax Report** that you can download from the chatter
-and preview on the right column. It includes all the values to report to the tax authorities, along
-with the amount you have to pay or be refunded.
+your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting -->
+Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the
+date filter, this way you can have an overview of your tax report. From this view, you can easily
+access different formats of your tax report, such as `PDF` and XLSX. These include all the values to
+report to the tax authorities, along with the amount you have to pay or be refunded.
 
 .. image:: tax_returns/tax_return_report.png
    :align: center
    :alt: download the PDF with your Tax Report in Odoo Accounting
 
 .. note::
-   If you forgot to :ref:`lock your tax date <tax_return_lock>` before clicking on *Closing Journal
-   Entry*, then Odoo automatically locks your fiscal period on the same date as the Accounting Date
-   of your entry. This automatic lock happens when you click on *Post*. This safety mechanism can
-   prevent some fiscal errors, but it is advised to lock your tax date manually before, as described
-   above.
+   If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then
+   Odoo automatically locks your fiscal period on the same date as the accounting date of your
+   entry. This safety mechanism can prevent some fiscal errors, but it is advised to lock your tax
+   date manually before, as described above.
 
 .. seealso::
    * :doc:`../../taxation/taxes/taxes`