diff --git a/content/applications/finance/accounting.rst b/content/applications/finance/accounting.rst index baaf0e4a8..f375dc038 100644 --- a/content/applications/finance/accounting.rst +++ b/content/applications/finance/accounting.rst @@ -221,6 +221,8 @@ and loss balance is automatically reported on the balance sheet report. .. seealso:: :doc:`Accounting Cheat Sheet ` +.. _fiduciaries: + Fiduciaries =========== diff --git a/content/applications/finance/accounting/taxes.rst b/content/applications/finance/accounting/taxes.rst index c8b52b834..4ca61ce6a 100644 --- a/content/applications/finance/accounting/taxes.rst +++ b/content/applications/finance/accounting/taxes.rst @@ -13,36 +13,34 @@ supports all kinds of uses and computations. Default taxes ============= -**Default Taxes** define which taxes are automatically selected when creating a new product. They +**Default taxes** define which taxes are automatically selected when creating a new product. They are also used to prefill the :guilabel:`Taxes` field when adding a new line on an invoice in -**Accounting Firms** mode. - -.. image:: taxes/default-taxes-product.png - :alt: Odoo fills out the Tax field automatically according to the Default Taxes - -To change your **Default Taxes**, go to :menuselection:`Accounting --> Configuration --> Settings ---> Taxes --> Default Taxes`, select the appropriate taxes for your default **Sales Tax** and -**Purchase Tax**, and click on *Save*. +:ref:`Accounting Firms ` mode. .. image:: taxes/default-configuration.png + :alt: Odoo fills out the Tax field automatically according to the Default Taxes + +To change your **default taxes**, go to :menuselection:`Accounting --> Configuration --> Settings +--> Taxes --> Default Taxes`, select the appropriate taxes for your default sales tax and purchase +tax, and click on :guilabel:`Save`. + +.. image:: taxes/default-taxes.png :alt: Define which taxes to use by default on Odoo .. note:: - **Default Taxes** are automatically set up according to the country selected at the creation of + **Default taxes** are automatically set up according to the country selected at the creation of your database, or when you set up a :ref:`fiscal localization package ` for your company. .. _taxes/list_activation: -Activate Sales Taxes from the List view +Activate sales taxes from the list view ======================================= As part of your :ref:`fiscal localization package `, most of your -country's sales taxes are already preconfigured on your database. However, only a few of them are -activated by default, so that you can activate only the ones relevant for your business. - -To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> Taxes` and use the -*Activate* toggle button to activate or deactivate a tax. +country's sales taxes are already preconfigured on your database. However, only a few taxes are +activated by default. To activate taxes relevant to your business, go to :menuselection:`Accounting +--> Configuration --> Taxes` and enable the toggle button under the :guilabel:`Active` column. .. image:: taxes/list.png :alt: Activate pre-configured taxes in Odoo Accounting @@ -52,46 +50,32 @@ To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> T Configuration ============= -To edit or create a **Tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open -a tax or click on *Create*. +To edit or create a **tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open +a tax or click on :guilabel:`New`. .. image:: taxes/edit.png :alt: Edition of a tax in Odoo Accounting -.. _taxes/labels: - -.. important:: - Taxes have three different labels, each one having a specific use. Refer to the following table to - see where they are displayed. - - +------------------+-------------------------+-------------------------+ - | :ref:`Tax Name | :ref:`Label on Invoice | :ref:`Tax Group | - | ` | ` | ` | - +==================+=========================+=========================+ - | Back end | *Taxes* column on | Above the *Total* line | - | | exported invoices | on exported invoices | - +------------------+-------------------------+-------------------------+ - -Basic Options +Basic options ------------- .. _taxes/name: -Tax Name +Tax name ~~~~~~~~ -The **Tax Name** as you want to display it for backend users. This is the :ref:`label -` you see while editing Sales Orders, Invoices, Products, etc. +The **tax name** is displayed for backend users in the :guilabel:`Taxes` field in +:doc:`sales orders <../../sales/sales>`, :doc:`invoices `, product forms, etc. .. _taxes/computation: -Tax Computation +Tax computation ~~~~~~~~~~~~~~~ - **Group of Taxes** - The tax is a combination of multiple sub-taxes. You can add as many taxes you want, in the order - you want them to be applied. + The tax is a combination of multiple sub-taxes. You can add as many taxes as you want, in the + order you want them to be applied. .. important:: Make sure that the tax sequence is correct, as the order in which they are may impact the @@ -101,75 +85,93 @@ Tax Computation - **Fixed** The tax has a fixed amount in the default currency. The amount remains the same, regardless of the - Sales Price. + sales price. - For example, a product has a Sales Price of $1000, and we apply a *$10 fixed* tax. We then have: +.. example:: + A product has a sales price of $1000, and we apply a $10 *fixed* tax. We then have: - +-------------+-------------+----------+----------+ - | Product's | Price | Tax | Total | - | Sales Price | without tax | | | - +=============+=============+==========+==========+ - | 1,000 | 1,000 | 10 | 1,010.00 | - +-------------+-------------+----------+----------+ + +-------------+-------------+----------+----------+ + | Product | Price | Tax | Total | + | sales price | without tax | | | + +=============+=============+==========+==========+ + | 1,000 | 1,000 | 10 | 1,010.00 | + +-------------+-------------+----------+----------+ -- **Percentage of Price** +- **Percentage of price** - The *Sales Price* is the taxable basis: the tax's amount is computed by multiplying the Sales - Price by the tax's percentage. + The *sales price* is the taxable basis: the tax amount is computed by multiplying the sales price + by the tax percentage. - For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax. We then - have: +.. example:: + A product has a sales price of $1000, and we apply a *10% of Price* tax. We then have: - +-------------+-------------+----------+----------+ - | Product's | Price | Tax | Total | - | Sales Price | without tax | | | - +=============+=============+==========+==========+ - | 1,000 | 1,000 | 100 | 1,100.00 | - +-------------+-------------+----------+----------+ + +-------------+-------------+----------+----------+ + | Product | Price | Tax | Total | + | sales price | without tax | | | + +=============+=============+==========+==========+ + | 1,000 | 1,000 | 100 | 1,100.00 | + +-------------+-------------+----------+----------+ - **Percentage of Price Tax Included** - The *Total* is the taxable basis: the tax's amount is a percentage of the Total. + The **total** is the taxable basis: the tax amount is a percentage of the total. - For example, a product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax. - We then have: +.. example:: + A product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax. We then + have: - +-------------+-------------+----------+----------+ - | Product's | Price | Tax | Total | - | Sales Price | without tax | | | - +=============+=============+==========+==========+ - | 1,000 | 1,000 | 111.11 | 1,111.11 | - +-------------+-------------+----------+----------+ + +-------------+-------------+----------+----------+ + | Product | Price | Tax | Total | + | sales price | without tax | | | + +=============+=============+==========+==========+ + | 1,000 | 1,000 | 111.11 | 1,111.11 | + +-------------+-------------+----------+----------+ + +- **Python code** + + A tax defined as **Python code** consists of two snippets of Python code that are executed in a + local environment containing data such as the unit price, product or partner. + :guilabel:`Python Code` defines the amount of the tax, and :guilabel:`Applicable Code` defines if + the tax is to be applied. The formula is found at the bottom of the :guilabel:`Definition` tab. + +.. example:: + :guilabel:`Python Code`: `result = price_unit * 0.10` + :guilabel:`Applicable Code`: `result = true` .. _taxes/active: Active ~~~~~~ -Only **Active** taxes can be added to new documents. +Only **active** taxes can be added to new documents. .. important:: It is not possible to delete taxes that have already been used. Instead, you can deactivate them to prevent future use. .. note:: - This field can be modified from the *List View*. See :ref:`above ` for - more information. + This field can be modified from the :ref:`list view `. .. _taxes/scope: -Tax Scope -~~~~~~~~~ +Tax type +~~~~~~~~ -The **Tax Scope** determines the tax's application, which also restricts where it is displayed. +The :guilabel:`Tax Type` determines the tax application, which also restricts where it is displayed. -- **Sales**: Customer Invoices, Product's Customer Taxes, etc. -- **Purchase**: Vendor Bills, Product's Vendor Taxes, etc. +- **Sales**: Customer invoices, product customer taxes, etc. +- **Purchase**: Vendor bills, product vendor taxes, etc. - **None** .. tip:: - You can use **None** for taxes that you want to include in a :ref:`Group of Taxes - ` but that you don't want to list along with other Sales or Purchase taxes. + You can use :guilabel:`None` for taxes that you want to include in a :ref:`Group of Taxes + ` but that you do not want to list along with other sales or purchase taxes. + +Tax scope +~~~~~~~~~ + +The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, either **goods** or +**services**. .. _taxes/definition-tab: @@ -177,105 +179,118 @@ Definition tab -------------- Allocate with precision the amount of the taxable basis or percentages of the computed tax to -multiple accounts and Tax Grids. +multiple accounts and tax grids. .. image:: taxes/definition.png :alt: Allocate tax amounts to the right accounts and tax grids - **Based On**: - - Base: the price on the invoice line - - % of tax: a percentage of the computed tax. + - :guilabel:`Base`: the price on the invoice line + - :guilabel:`% of tax`: a percentage of the computed tax. -- **Account**: if defined, an additional Journal Item is recorded. -- **Tax Grids**: used to generate :doc:`Tax Reports ` +- **Account**: if defined, an additional journal item is recorded. +- **Tax Grids**: used to generate :doc:`tax reports ` automatically, according to your country's regulations. .. _taxes/advanced-tab: -Advanced Options tab +Advanced options tab -------------------- .. _taxes/label-invoices: -Label on Invoices +Label on invoices ~~~~~~~~~~~~~~~~~ -The label of the tax, as displayed on each invoice line in the **Taxes** column. This is the -:ref:`label ` visible to *front end* users, on exported invoices, on their Customer -Portals, etc. +The tax label is displayed on each invoice line in the :guilabel:`Taxes` column. This is visible to +*front-end* users on exported invoices, in customer portals, etc. .. image:: taxes/invoice-label.png - :alt: The Label on Invoices is displayed on each invoice line + :alt: The label on invoices is displayed on each invoice line .. _taxes/tax-group: -Tax Group +Tax group ~~~~~~~~~ -Select to which **Tax Group** the tax belongs. The Tax Group name is the :ref:`label -` displayed above the *Total* line on exported invoices, and the Customer Portals. +Select which **tax group** the tax belongs to. The tax group name is the displayed above the +**total** line on exported invoices and in customer portals. Tax groups include different iterations of the same tax. This can be useful when you must record -differently the same tax according to :doc:`Fiscal Positions `. +the same tax differently according to :doc:`fiscal positions `. -.. image:: taxes/invoice-tax-group.png - :alt: The Tax Group name is different from the Label on Invoices +.. example:: -In the example above, we see a 0% tax for Intra-Community customers in Europe. It records amounts on -specific accounts and with specific tax grids. Still, to the customer, it is a 0% tax. That's why -the :ref:`Label on the Invoice ` indicates *0% EU*, and the Tax Group name, -above the *Total* line, indicates *0%*. + .. image:: taxes/invoice-tax-group.png + :alt: The Tax Group name is different from the Label on Invoices + + In the example above, the :guilabel:`0% EU S` tax for intra-community customers in Europe records + the amount on specific accounts and tax grids. However, it remains a 0% tax to the customer. This + is why the label indicates :guilabel:`0% EU S`, and the tax group name above the + :guilabel:`Total` line indicates :guilabel:`VAT 0%`. + +.. important:: + Taxes have three different labels, each one having a specific use. Refer to the following table + to see where they are displayed. + + +------------------+-------------------------+-------------------------+ + | :ref:`Tax Name | :ref:`Label on Invoice | :ref:`Tax Group | + | ` | ` | ` | + +==================+=========================+=========================+ + | Backend | :guilabel:`Taxes` column| Above the | + | | on exported invoices | :guilabel:`Total` line | + | | | on exported invoices | + +------------------+-------------------------+-------------------------+ .. _taxes/analytic-cost: -Include in Analytic Cost +Include in analytic cost ~~~~~~~~~~~~~~~~~~~~~~~~ -With this option activated, the tax's amount is assigned to the same **Analytic Account** as the +With this option activated, the tax amount is assigned to the same **analytic account** as the invoice line. .. _taxes/included-in-price: -Included in Price +Included in price ~~~~~~~~~~~~~~~~~ -With this option activated, the total (including the tax) equals the **Sales Price**. +With this option activated, the total (including the tax) equals the **sales price**. -:dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax` +`Total = Sales Price = Computed Tax-Excluded price + Tax` -For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax, which is -*included in the price*. We then have: +.. example:: + A product has a sales price of $1000, and we apply a *10% of Price* tax, which is *included in + the price*. We then have: -+-------------+-------------+----------+----------+ -| Product's | Price | Tax | Total | -| Sales Price | without tax | | | -+=============+=============+==========+==========+ -| 1,000 | 900.10 | 90.9 | 1,000.00 | -+-------------+-------------+----------+----------+ + +-------------+-------------+----------+----------+ + | Product | Price | Tax | Total | + | sales price | without tax | | | + +=============+=============+==========+==========+ + | 1,000 | 900.10 | 90.9 | 1,000.00 | + +-------------+-------------+----------+----------+ .. note:: If you need to define prices accurately, both tax-included and tax-excluded, please refer to the following documentation: :doc:`taxes/B2B_B2C`. .. note:: - - **Invoices**: By default, the Line Subtotals displayed on your invoices are *Tax-Excluded*. To - display *Tax-Included* Line Subtotals, go to :menuselection:`Accounting --> Configuration --> - Settings --> Customer Invoices`, and select *Tax-Included* in the **Line Subtotals Tax - Display** field, then click on *Save*. - - **eCommerce**: By default, the prices displayed on your eCommerce website are *Tax-Excluded*. - To display *Tax-Included* prices, go to :menuselection:`Website --> Configuration --> Settings - --> Pricing`, and select *Tax-Included* in the **Product Prices** field, then click on *Save*. + By default, only the :guilabel:`Tax excluded` column is displayed on invoices. To display the + :guilabel:`Tax included` column, click the **dropdown toggle** button and check + :guilabel:`Tax incl.`. + + .. image:: taxes/toggle-button.png .. _taxes/base-subsequent: -Affect Base of Subsequent Taxes +Affect base of subsequent taxes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ With this option, the total tax-included becomes the taxable basis for the other taxes applied to the same product. -You can configure a new :ref:`Group of Taxes ` to include this tax, or add it +You can configure a new :ref:`group of taxes ` to include this tax or add it directly to a product line. .. image:: taxes/subsequent-line.png @@ -293,9 +308,9 @@ directly to a product line. :alt: The taxes' sequence in Odoo determines which tax is applied first .. seealso:: - - :doc:`taxes/fiscal_positions` - :doc:`taxes/B2B_B2C` + - :doc:`taxes/taxcloud` - :doc:`reporting/tax_returns` .. toctree:: diff --git a/content/applications/finance/accounting/taxes/default-configuration.png b/content/applications/finance/accounting/taxes/default-configuration.png index f3cfa3d34..8ed466904 100644 Binary files a/content/applications/finance/accounting/taxes/default-configuration.png and b/content/applications/finance/accounting/taxes/default-configuration.png differ diff --git a/content/applications/finance/accounting/taxes/default-taxes-product.png b/content/applications/finance/accounting/taxes/default-taxes-product.png deleted file mode 100644 index a47362539..000000000 Binary files a/content/applications/finance/accounting/taxes/default-taxes-product.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/default-taxes.png b/content/applications/finance/accounting/taxes/default-taxes.png new file mode 100644 index 000000000..f6825a2a2 Binary files /dev/null and b/content/applications/finance/accounting/taxes/default-taxes.png differ diff --git a/content/applications/finance/accounting/taxes/definition.png b/content/applications/finance/accounting/taxes/definition.png index a0c66cfac..8cdbb5250 100644 Binary files a/content/applications/finance/accounting/taxes/definition.png and b/content/applications/finance/accounting/taxes/definition.png differ diff --git a/content/applications/finance/accounting/taxes/edit.png b/content/applications/finance/accounting/taxes/edit.png index eb61372f5..e67c8fd10 100644 Binary files a/content/applications/finance/accounting/taxes/edit.png and b/content/applications/finance/accounting/taxes/edit.png differ diff --git a/content/applications/finance/accounting/taxes/invoice-label.png b/content/applications/finance/accounting/taxes/invoice-label.png index 9e68fcb12..8e195d4db 100644 Binary files a/content/applications/finance/accounting/taxes/invoice-label.png and b/content/applications/finance/accounting/taxes/invoice-label.png differ diff --git a/content/applications/finance/accounting/taxes/invoice-tax-group.png b/content/applications/finance/accounting/taxes/invoice-tax-group.png index 04d605266..7dd2151a2 100644 Binary files a/content/applications/finance/accounting/taxes/invoice-tax-group.png and b/content/applications/finance/accounting/taxes/invoice-tax-group.png differ diff --git a/content/applications/finance/accounting/taxes/list-sequence.png b/content/applications/finance/accounting/taxes/list-sequence.png index 45356104d..66621e5c1 100644 Binary files a/content/applications/finance/accounting/taxes/list-sequence.png and b/content/applications/finance/accounting/taxes/list-sequence.png differ diff --git a/content/applications/finance/accounting/taxes/list.png b/content/applications/finance/accounting/taxes/list.png index e113d23ce..560ff77f1 100644 Binary files a/content/applications/finance/accounting/taxes/list.png and b/content/applications/finance/accounting/taxes/list.png differ diff --git a/content/applications/finance/accounting/taxes/subsequent-line.png b/content/applications/finance/accounting/taxes/subsequent-line.png index 4c01ce93f..47e2067ce 100644 Binary files a/content/applications/finance/accounting/taxes/subsequent-line.png and b/content/applications/finance/accounting/taxes/subsequent-line.png differ diff --git a/content/applications/finance/accounting/taxes/toggle-button.png b/content/applications/finance/accounting/taxes/toggle-button.png new file mode 100644 index 000000000..525446dae Binary files /dev/null and b/content/applications/finance/accounting/taxes/toggle-button.png differ