diff --git a/accounting/others/taxes/create.rst b/accounting/others/taxes/create.rst index 577066b97..83f60b5b5 100644 --- a/accounting/others/taxes/create.rst +++ b/accounting/others/taxes/create.rst @@ -1,123 +1,70 @@ ======================== -How to define new taxes? +How to create new taxes ======================== Odoo's tax engine is very flexible and support many different type of -taxes: value added taxes (VAT), eco-taxes, federal taxes, retention, -withholding taxes, etc. For most countries, the chart of account you -setup is automatically pre-configured with the main taxes of the -country. +taxes: value added taxes (VAT), eco-taxes, federal/states/city taxes, retention, +withholding taxes, etc. For most countries, your system is pre-configured with the +right taxes. -This section details how you can define new taxes for specific use -cases. +This section details how you can define new taxes for specific use cases. -Managing Taxes -============== - -Defining new taxes ------------------- - -In order to create new taxes, use the menu :menuselection:`Configuration --> Taxes` in the -accounting application. From this menu, you will get all the taxes you -can use: sales taxes and purchase taxes. +* Go to :menuselection:`Accounting --> Configuration --> Taxes`. From this menu, you + get all the taxes you can use: sales taxes and purchase taxes. .. image:: media/create01.png :align: center -When you create a new tax, you can set the following information: +* Choose a scope: Sales, Purchase or None (e.g. deprecated tax). -- **Scope**: Sales, Purchases or None (e.g. deprecated tax) +* Select a computation method: -- **Tax Account**: is the account where the tax journal item will be - posted. This field is optional, if you keep it empty, Odoo posts - the tax journal item in the income account. + * **Fixed**: eco-taxes, etc. -- **Label on Invoices**: a short text on how you want this tax to be - printed on invoice line. For example, a tax named "21% on - Services" can have the following label on invoice "21%". + * **Percentage of Price**: most common (e.g. 15% sales tax) -- **Tax Group**: defines where this tax is summed in the invoice footer. - All the tax belonging to the same tax group will be grouped on - the invoice footer. Examples of tax group: VAT, Retention. + * **Percentage of Price Tax Included**: used in Brazil, etc. -- **Include in Analytic Cost**: the tax is counted as a cost and, thus, - generate an analytic entry if your invoice uses analytic - accounts. - -- **Tags**: are used for custom reports. (usually, you can keep this field - empty) - -Taxes allow different computation mechanism: - -- **Fixed**, example: an eco-tax of $1.34 per battery - -- **Percentage**, example: 15% sales tax - -- **Percentage of price**, tax included: example in brazil - -- **Group of taxes**: allows to have a compound tax + * **Group of taxes**: allows to have a compound tax .. image:: media/create02.png :align: center -.. note:: - if you need more advanced tax mechanism, you can install the - module **account_tax_python** and you will be able to define new taxes - with Python code. +* If you use Odoo Accounting, set a tax account (i.e. where the tax journal item will be + posted). This field is optional, if you keep it empty, Odoo posts + the tax journal item in the income account. -If a tax is included in price, it means that the price set on the -product form includes this tax. As an example, let's say you have a -product with a sale tax of 10%. The sale price on the product form is -$100. - -- If the tax is not included in the price, you will get: - - - Price without tax: $100 - - - Taxes: $10 - - - Total to pay: $110 - -- If the tax is included in the price - - - Price without tax: 90.91 - - - Taxes: $9.09 - - - Total to pay: $100 - -.. image:: media/create03.png - :align: center - -Stop using a tax ----------------- - -If you want to avoid using a tax, you can not delete it because the tax -is probably used in several invoices. So, in order to avoid users to -continue using this tax, you should set the field **Tax Scope** to **None**. - -Setting your default taxes -========================== - -Once you have created your taxes, you can define which tax is the -default one when creating new products (for sales and purchase taxes). -To set the default taxes, in the accounting application, go in the menu -:menuselection:`Configuration --> Settings`. - -.. image:: media/create04.png - :align: center - -Once taxes are set by default, when you create a new product, Odoo will -propose you the right taxes by default on the product form. +.. tip:: + If you want to avoid using a tax, you can not delete it because the tax + is probably used in several invoices. So, in order to avoid users to + continue using this tax, you should set the field *Tax Scope* to *None*. .. note:: + If you need more advanced tax mechanism, you can install the + module **account_tax_python** and you will be able to define new taxes + with Python code. + +Advanced configuration +====================== + +* **Label on Invoices**: a short text on how you want this tax to be + printed on invoice line. For example, a tax named "15% on + Services" can have the following label on invoice "15%". + +* **Tax Group**: defines where this tax is summed in the invoice footer. + All the tax belonging to the same tax group will be grouped on + the invoice footer. Examples of tax group: VAT, Retention. + +* **Include in Analytic Cost**: the tax is counted as a cost and, thus, + generate an analytic entry if your invoice uses analytic + accounts. + +* **Tags**: are used for custom reports. Usually, you can keep this field + empty. - Setting the default taxes impact the creation of product, but not - sales order or invoices. The tax used on sales order or invoices is - defined by the product on the sale order line. .. seealso:: * :doc:`application` - * :doc:`retention` + * :doc:`tax_included` diff --git a/accounting/others/taxes/media/create03.png b/accounting/others/taxes/media/create03.png deleted file mode 100644 index 4ca018d42..000000000 Binary files a/accounting/others/taxes/media/create03.png and /dev/null differ diff --git a/accounting/others/taxes/media/create04.png b/accounting/others/taxes/media/create04.png deleted file mode 100644 index 481af7266..000000000 Binary files a/accounting/others/taxes/media/create04.png and /dev/null differ