[IMP] accounting: Improve 'How to create new taxes'

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,
+taxes: value added taxes (VAT), eco-taxes, federal/states/city taxes, retention,
-withholding taxes, etc. For most countries, the chart of account you
+withholding taxes, etc. For most countries, your system is pre-configured with the
-setup is automatically pre-configured with the main taxes of the
+right taxes.
-country.
 
-This section details how you can define new taxes for specific use
+This section details how you can define new taxes for specific use cases.
-cases.
 
-Managing Taxes
+* Go to :menuselection:`Accounting --> Configuration --> Taxes`. From this menu, you
-==============
+  get all the taxes you can use: sales taxes and purchase 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.
 
 .. 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
+  * **Fixed**: eco-taxes, etc.
-  posted. This field is optional, if you keep it empty, Odoo posts
-  the tax journal item in the income account.
 
-- **Label on Invoices**: a short text on how you want this tax to be
+  * **Percentage of Price**: most common (e.g. 15% sales tax)
-  printed on invoice line. For example, a tax named "21% on
-  Services" can have the following label on invoice "21%".
 
-- **Tax Group**: defines where this tax is summed in the invoice footer.
+  * **Percentage of Price Tax Included**: used in Brazil, etc.
-  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,
+  * **Group of taxes**: allows to have a compound tax
-  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
 
 .. image:: media/create02.png
    :align: center
 
-.. note::
 
-  if you need more advanced tax mechanism, you can install the
+* If you use Odoo Accounting, set a tax account (i.e. where the tax journal item will be
-  module **account_tax_python** and you will be able to define new taxes
+  posted). This field is optional, if you keep it empty, Odoo posts
-  with Python code.
+  the tax journal item in the income account.
 
-If a tax is included in price, it means that the price set on the
+.. tip::
-product form includes this tax. As an example, let's say you have a
+    If you want to avoid using a tax, you can not delete it because the tax
-product with a sale tax of 10%. The sale price on the product form is
+    is probably used in several invoices. So, in order to avoid users to
-$100.
+    continue using this tax, you should set the field *Tax Scope* to *None*.
-
-- 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.
 
 .. 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`