From 9dfa1dc918eb8735d3767dcd775032148475f871 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E2=80=9Cralo-odoo=E2=80=9D?= <“ralo@odoo.com”> Date: Thu, 14 Mar 2024 10:20:13 +0800 Subject: [PATCH] [IMP] localizations: Philippines closes odoo/documentation#8434 X-original-commit: 3a98d49f833964c325a6a3179db60b1307d2e70f Signed-off-by: Jonathan Castillo (jcs) --- .../fiscal_localizations/philippines.rst | 41 ++++++++++--------- 1 file changed, 22 insertions(+), 19 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/philippines.rst b/content/applications/finance/fiscal_localizations/philippines.rst index 0bf4bc137..70b269aa9 100644 --- a/content/applications/finance/fiscal_localizations/philippines.rst +++ b/content/applications/finance/fiscal_localizations/philippines.rst @@ -11,9 +11,9 @@ localization, such as a chart of accounts, taxes, and the BIR 2307 report. These template to get started with using Philippine accounting. .. note:: - - When creating a new database and `Philippines` is selected as a country, the fiscal + - When creating a new database and selecting the `Philippines` as a country, the fiscal localization module **Philippines - Accounting** is automatically installed. - - If installing the module in an existing company, the **chart of accounts** and **taxes** will + - If the module is installed in an existing company, the **chart of accounts** and **taxes** will *not* be replaced if there are already posted journal entries. - The BIR 2307 report is installed, but the withholding taxes may need to be manually created. @@ -21,20 +21,21 @@ Chart of accounts and taxes --------------------------- A minimum configuration default chart of accounts is installed, and the following types of taxes are -installed and also linked to the relevant account: +installed and linked to the relevant account: - VAT 12% - VAT Exempt - Withholding taxes -For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the -:guilabel:`Philippines` tab. +For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional +:guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab. .. image:: philippines/philippines-atc-code.png :alt: Philippines ATC code field set on taxes. -Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must -be added. +.. note:: + Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code + must be added. Contacts -------- @@ -59,8 +60,9 @@ For individuals not belonging to a company, identify them by using the following BIR 2307 report =============== -**BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*, -can be generated for purchase orders and vendor payments with the applicable withholding taxes. +**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source +`_, can be generated for purchase +orders and vendor payments with the applicable withholding taxes. To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click :menuselection:`Action --> Download BIR 2307 XLS`. @@ -68,7 +70,8 @@ To generate a BIR 2307 report, select one or multiple vendor bills from the list .. image:: philippines/philippines-multi-bill.png :alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS". -The same action can be performed on a vendor bill from the form view. +.. tip:: + The same action can be performed on a vendor bill from the form view. A pop-up appears to review the selection, then click on :guilabel:`Generate`. @@ -78,18 +81,18 @@ A pop-up appears to review the selection, then click on :guilabel:`Generate`. This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable withholding tax. -The same process above can also be done for a *single* vendor :doc:`payment -<../accounting/payments>` if they were linked to one or more :doc:`vendor bills -<../accounting/payments>` with applied withholding taxes. +The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if +it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding +taxes. .. note:: - - If there is no withholding tax applied, then the XLS file will not generate records for those - vendor bill lines. + - If no withholding tax is applied, then the XLS file will not generate records for those vendor + bill lines. - When grouping payments for multiple bills, Odoo splits the payments based on the contact. From - a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that + a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that only includes vendor bills related to that contact. .. important:: - Odoo cannot generate the BIR 2307 PDF report or DAT files directly. - The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT - or PDF format. + Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated + :file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF + format.