diff --git a/content/applications/finance/accounting/get_started.rst b/content/applications/finance/accounting/get_started.rst index 46a2f7fda..40e7a53f6 100644 --- a/content/applications/finance/accounting/get_started.rst +++ b/content/applications/finance/accounting/get_started.rst @@ -196,3 +196,4 @@ Send yourself a sample invoice by email to make sure everything is correctly con get_started/chart_of_accounts get_started/multi_currency get_started/avg_price_valuation + get_started/vat_units diff --git a/content/applications/finance/accounting/get_started/vat_units.rst b/content/applications/finance/accounting/get_started/vat_units.rst new file mode 100644 index 000000000..2daeca56d --- /dev/null +++ b/content/applications/finance/accounting/get_started/vat_units.rst @@ -0,0 +1,86 @@ +========= +VAT units +========= + +.. important:: + This is only applicable to multi-company environments. + +A **VAT unit** is a group of VAT-taxable enterprises that are legally independent of each other but +are closely linked financially, organizationally, and economically and therefore considered the same +VAT-taxable enterprise. **VAT units** are not mandatory, but if created, constituent companies of +the unit must belong to the same **country**, use the same **currency**, and one company must be +designated as the **representative** company of the **VAT unit**. **VAT units** receive a specific +**tax ID** intended only for **tax returns**. **Constituent** companies keep their **tax ID** used +for **commercial purposes**. + +.. example:: + Enterprise **A** owes €300.000,00 of VAT taxes and enterprise **B** can recover €280.000,00 of + VAT taxes. They form up as a **VAT unit** so that the two amounts balance out and must conjointly + only pay €20.000,00 of VAT taxes. + +Configuration +============= + +To configure a **VAT unit**, go to :menuselection:`Settings --> General Settings`, scroll down to +the :guilabel:`Companies` section, and click :guilabel:`Manage Companies`. Select the company to +serve the **representative** role, and in the :guilabel:`General Information` tab, fill in the +mandatory fields for the .XML export when exporting the **tax report**: :guilabel:`Company Name`, +:guilabel:`Address`, :guilabel:`VAT`, :guilabel:`Currency`, :guilabel:`Phone`, and +:guilabel:`Email`. + +.. image:: vat_units/general.png + :align: center + :alt: General information tab + +Then, click on the :guilabel:`VAT Units` tab, :guilabel:`Add a line`, and either select an existing +**VAT unit**, or create a new one. Enter a **name** for the unit, :guilabel:`Country` of the +constituent companies and tax report, the :guilabel:`Companies`, the :guilabel:`Main Company` that +serves the **representative** role, and the :guilabel:`Tax ID` of the **VAT unit**. + +.. image:: vat_units/vat-unit.png + :align: center + :alt: VAT units tab + +Fiscal position +--------------- + +As transactions between constituents of the same **VAT unit** are not subject to VAT, it is possible +to create a :doc:`tax mapping (fiscal position) <../taxes/fiscal_positions>` to avoid the +application of VAT on inter-constituent transactions. + +Be sure a constituent company has been selected before, then go to :menuselection:`Accounting --> +Configuration --> Fiscal Positions`, and :guilabel:`Create` a new **fiscal position**. Click the +:guilabel:`Tax Mapping` tab, select the :guilabel:`Tax on Product` usually applied for +**non-constituent** transactions, and in :guilabel:`Tax to Apply`, select the 0% tax to apply for +**constituent** transactions. + +Do the same for the :guilabel:`Account Mapping` tab if required, and repeat this process for +**each** constituent company on your database. + +.. Example:: + Depending on your :doc:`localization package `, taxes + may vary from the screenshot displayed. + + .. image:: vat_units/fiscal-positions.png + :align: center + :alt: Tax mapping of fiscal position for VAT unit + +Then, assign the fiscal position by opening the **Contacts** app. Search for a **constituent** +company, and open the contact's **card**. Click the :guilabel:`Sales & Purchase` tab, and in the +:guilabel:`Fiscal Position` field, input the **fiscal position** created for the **VAT unit**. +Repeat the process for each **constituent** company card form, on each company database. + +.. seealso:: + :doc:`../taxes/fiscal_positions`. + +Tax report +========== + +The **representative** company can access the aggregated tax report of the **VAT unit** by going to +:menuselection:`Accounting --> Reporting --> Tax Report`, and selecting the **VAT unit** in +:guilabel:`Tax Unit`. This report contains the aggregated transactions of all **constituents** and +the .XML export contains the name and VAT number of the **main** company. + +.. image:: vat_units/report.png + :align: center + :alt: VAT unit tax report diff --git a/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png b/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png new file mode 100644 index 000000000..bb9ee8e9b Binary files /dev/null and b/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png differ diff --git a/content/applications/finance/accounting/get_started/vat_units/general.png b/content/applications/finance/accounting/get_started/vat_units/general.png new file mode 100644 index 000000000..36bb88192 Binary files /dev/null and b/content/applications/finance/accounting/get_started/vat_units/general.png differ diff --git a/content/applications/finance/accounting/get_started/vat_units/report.png b/content/applications/finance/accounting/get_started/vat_units/report.png new file mode 100644 index 000000000..1c86763fa Binary files /dev/null and b/content/applications/finance/accounting/get_started/vat_units/report.png differ diff --git a/content/applications/finance/accounting/get_started/vat_units/vat-unit.png b/content/applications/finance/accounting/get_started/vat_units/vat-unit.png new file mode 100644 index 000000000..2db22514d Binary files /dev/null and b/content/applications/finance/accounting/get_started/vat_units/vat-unit.png differ