[FIX] accounting/tax-return: fix tax return menu path

Fix the menu navigation path of the tax return and update for 18.0 UI

task-4424499

closes odoo/documentation#11689

X-original-commit: 27bddd133b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
This commit is contained in:
“Dallas” 2025-01-02 14:34:13 +00:00
parent 4a069b9681
commit 84451d1bf7
6 changed files with 21 additions and 28 deletions

View File

@ -35,9 +35,6 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde
- :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
:alt: Configure how often tax returns have to be made in Odoo Accounting
.. note::
This is usually configured during the :doc:`app's initial set up <../get_started>`.
@ -53,16 +50,11 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t
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 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.
.. image:: tax_returns/tax_return_taxes.png
:align: center
:alt: Configure taxes and their tax grids in Odoo Accounting
grids that are used to record invoices or refunds.
.. note::
Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package
@ -76,40 +68,41 @@ Close a tax period
.. _tax-returns/lock-date:
Tax Lock Date
Tax lock date
-------------
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.
Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` 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
: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 :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 Accounting
To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to
:menuselection:`Accounting --> Accounting --> Lock Dates`.
.. _tax-returns/report:
Tax Report
Tax return
----------
Once all the transactions involving taxes have been posted for the period you want to report, open
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.
the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax
Return`. Select the period you want to declare using the date filter to have an overview of the tax
return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo
automatically proposes the details of the journal entry. Make any necessary changes and click
:guilabel:`Post`.
.. image:: tax_returns/tax_return_report.png
:align: center
:alt: download the PDF with your Tax Report in Odoo Accounting
From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the
:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of
the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`)
icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the
:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
The report includes all the values to report to the tax authorities, along with the amount to be
paid or refunded.
.. note::
If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then

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