From b58c84f8aa0b84c2f35ed218cff3c84e5a4d33f9 Mon Sep 17 00:00:00 2001 From: xpl-odoo Date: Wed, 30 Oct 2024 19:47:25 +0100 Subject: [PATCH] [IMP] localizations: clarify, simplify and update the content closes odoo/documentation#11301 Signed-off-by: Xavier Platteau (xpl) --- .../finance/fiscal_localizations.rst | 239 ++++++++++-------- .../package-selection.png | Bin 4305 -> 0 bytes content/applications/hr/payroll.rst | 2 + 3 files changed, 139 insertions(+), 102 deletions(-) delete mode 100644 content/applications/finance/fiscal_localizations/package-selection.png diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index c7f5c2670..7eaa29111 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/content/applications/finance/fiscal_localizations.rst @@ -4,128 +4,163 @@ Fiscal localizations ==================== +Fiscal localizations are country-specific modules that allow you to be compliant with a country's +fiscal requirements. Most of these modules are related to the :ref:`Accounting +` or :ref:`Payroll ` app, but they +can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a +country's fiscal requirements. + .. _fiscal_localizations/packages: -Fiscal localization packages -============================ +Configuration +============= -**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes, -fiscal positions, chart of accounts, and legal statements on your database. Some additional -features, such as the configuration of specific certificates, are also added to your Accounting app, -following your fiscal administration requirements. +Odoo should automatically install the required fiscal localization modules based on the company's +country when the related app is installed. Refer to the :ref:`list of countries +` to view the currently supported countries and access their +specific documentation. .. note:: - Odoo continuously adds new localizations and improves the existing packages. + Each company in a multi-company environment can use different fiscal localization modules. -Configuration -------------- +.. _fiscal_localizations/accounting: -Odoo automatically installs the appropriate package for your company, according to the country -selected at the creation of the database. +Accounting +---------- -.. important:: - As long as you haven't posted any entry, you can still select another package. +Verify the right package of modules is installed by going to :menuselection:`Accounting --> +Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal +Localization` section. Select another one if necessary. -To select a fiscal localization package for your company, go to :menuselection:`Accounting --> -Configuration --> Settings --> Fiscal Localization`, select the appropriate package from the list -and save. +.. warning:: + Selecting another package is only possible if no entry has been posted. -.. image:: fiscal_localizations/package-selection.png - :alt: Select your country's fiscal localization package in Odoo Accounting. +These packages require fine-tuning the chart of accounts, activating the taxes to be used, +configuring the country-specific statements and certifications, and sometimes more. -Use ---- +.. _fiscal_localizations/payroll: -These packages require you to fine-tune your chart of accounts according to your needs, activate the -taxes you use, and configure your country-specific statements and certifications. +Payroll +------- -.. seealso:: - - :doc:`accounting/get_started/chart_of_accounts` - - :doc:`accounting/taxes` +Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration --> +Settings` and searching for the country's **Localization** section. .. _fiscal_localizations/countries-list: -List of supported countries -=========================== +List of countries +================= -Odoo Accounting can be used in many countries out of the box by installing the appropriate module. -Here is a list of all :ref:`fiscal localization package ` that are -available on Odoo. +Fiscal localization modules are available for the countries listed below. -- Algeria - Accounting -- :doc:`Argentina - Accounting ` -- :doc:`Australian - Accounting ` -- :doc:`Austria - Accounting ` -- :doc:`Belgium - Accounting ` -- Bolivia - Accounting -- :doc:`Brazilian - Accounting ` -- :doc:`Canada - Accounting ` -- :doc:`Chile - Accounting ` -- China - Accounting -- :doc:`Colombia - Accounting ` -- Costa Rica - Accounting -- Croatia - Accounting (RRIF 2012) -- Czech - Accounting -- Denmark - Accounting -- Dominican Republic - Accounting -- :doc:`Ecuadorian - Accounting ` -- :doc:`Egypt - Accounting ` -- Ethiopia - Accounting -- Finnish Localization -- :doc:`France - Accounting ` -- Generic - Accounting +.. note:: + New countries are frequently added to this list and Odoo keeps expanding and improving existing + localizations and the related documentation. + +- Algeria +- :doc:`Argentina ` +- :doc:`Australia ` +- :doc:`Austria ` +- Bangladesh +- :doc:`Belgium ` +- Benin +- Bolivia +- :doc:`Brazil ` +- Burkina Faso +- Bulgaria +- Cameroon +- :doc:`Canada ` +- Central African Republic +- Chad +- :doc:`Chile ` +- China +- :doc:`Colombia ` +- Comoros +- Congo +- Costa Rica +- Croatia +- Cyprus +- Czech Republic +- Democratic Republic of the Congo +- Denmark +- Dominican Republic +- :doc:`Ecuador ` +- :doc:`Egypt ` +- Equatorial Guinea +- Estonia +- Ethiopia +- Finland +- :doc:`France ` +- Gabon - :doc:`Germany ` +- Guinea +- Greece +- Guatemala +- Guinea-Bissau +- Honduras +- :doc:`Hong Kong ` +- Hungary +- :doc:`India ` +- :doc:`Indonesia ` +- :doc:`Italy ` +- Ivory Coast +- Japan +- Jordan +- Kazakhstan +- :doc:`Kenya ` +- Kuwait +- Latvia +- Lithuania +- :doc:`Luxembourg ` +- Mali +- Malta +- Mauritius +- :doc:`Malaysia ` +- :doc:`Mexico ` +- Mongolia +- Morocco +- Mozambique +- :doc:`Netherlands ` +- :doc:`New Zealand ` +- Niger +- Nigeria +- Norway +- Pakistan +- Panama +- :doc:`Peru ` +- :doc:`Philippines ` +- Poland +- Portugal +- Qatar +- :doc:`Romania ` +- Rwanda +- :doc:`Saudi Arabia ` +- Senegal +- Serbia +- :doc:`Singapore ` +- Slovakia +- Slovenia +- South Africa +- :doc:`Spain ` +- Sweden +- :doc:`Switzerland ` +- Taiwan +- Tanzania +- :doc:`Thailand ` +- Tunisia +- Türkiye +- Uganda +- Ukraine +- :doc:`United Arab Emirates ` +- :doc:`United Kingdom ` +- :doc:`United States of America ` +- :doc:`Uruguay ` +- Venezuela +- :doc:`Vietnam ` +- Zambia - - Germany SKR03 - Accounting - - Germany SKR04 - Accounting - -- Greece - Accounting -- Guatemala - Accounting -- Honduras - Accounting -- :doc:`Hong Kong - Accounting ` -- Hungarian - Accounting -- :doc:`Indian - Accounting ` -- :doc:`Indonesian - Accounting ` -- Ireland - Accounting -- Israel - Accounting -- :doc:`Italy - Accounting ` -- Japan - Accounting -- :doc:`Kenya - Accounting ` -- Lithuania - Accounting -- :doc:`Luxembourg - Accounting ` -- :doc:`Malaysia - Accounting ` -- Maroc - Accounting -- :doc:`Mexico - Accounting ` -- Mongolia - Accounting -- :doc:`Netherlands - Accounting ` -- :doc:`New Zealand - Accounting ` -- Norway - Accounting -- OHADA - Accounting -- Pakistan - Accounting -- Panama - Accounting -- :doc:`Peru - Accounting ` -- :doc:`Philippines - Accounting ` -- Poland - Accounting -- Portugal - Accounting -- :doc:`Romania - Accounting ` -- :doc:`Saudi Arabia - Accounting ` -- :doc:`Singapore - Accounting ` -- Slovak - Accounting -- Slovenian - Accounting -- South Africa - Accounting -- :doc:`Spain - Accounting (PGCE 2008) ` -- Sweden - Accounting -- :doc:`Switzerland - Accounting ` -- Taiwan - Accounting -- :doc:`Thailand - Accounting ` -- Turkey - Accounting -- :doc:`United Arab Emirates - Accounting ` -- :doc:`UK - Accounting ` -- Ukraine - Accounting -- :doc:`United States - Accounting ` -- :doc:`Uruguay - Accounting ` -- Venezuela - Accounting -- :doc:`Vietnam - Accounting ` +.. seealso:: + :doc:`Employment Hero Payroll documentation ` .. toctree:: :titlesonly: diff --git a/content/applications/finance/fiscal_localizations/package-selection.png b/content/applications/finance/fiscal_localizations/package-selection.png deleted file mode 100644 index 5f880f56ad82bf6ed9a74f7afb30fd916a4bb02d..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 4305 zcma)Ac{J4D`yWfzNkm^`3E9SOge=*n>=9#2_OWY-p={Y_5JuKdWhA?VFk~r9wg`hv zWGTB4V;yUj_fOyN?|07k&);*-z4v*Zd(ZQnbMNa}&P_1At9Ox!n+XI0T{O_wHUojE zaOZpl1I_vDsD}D;zR-HWjo}~=A%*z_dEs293NX{V1*#n6{e3Pl`sv>f0D)LK{|>4i z-%?i)hz4Y8WT6B6B@zIv5KstmWiVkGP)Z?DD7#8<1RDfONT9$Sgu!spEC$0crY4{N5c`*lwCGt5rr~eh=fuo-Ej~o+tcobrccCfBBc}K zVCNCnMWImEfwO}b>3BAXT>Dcf8XinQ1-JY@>Y(fvPnN^rL{ zBB^@f*sf%z#K*=ixx7EsPW9JaK6JF?<*=VST;DP8FxTe9) zBG~RG{Gw27AW#_yluQUF5bLKtD4_xsuYohQPL4X~;Z) zKq;#ez;?H?i8qC^5>ei^`LkO!wr8dLIZPT#`n4O?v|Zml_ht+95*z0))}-tB3JN7~>FaQf{1vQo-NjC*ljxaq{g@&>T~Dc$jXZML_~ z9VNTWPtS|es~hm?p<;g3>BiEc5Sfi}v1?Y|`OukZ@88o=sX+DFy#JwpQ1>`1>AEFuXL-l{HV^D942RNkc_# z5?|RvBOp)$3Xeu1jFe1@)A0y6k_3>@sNe`wE2Z!b0N4Z;>yOR>`LwYo{Z@HP@eBn> zv%(OTS4iE{Bw!Ow*vv#J002UYXJ@-BW$iX0v|3 z)$@4mXzh4fjuIHCB*U1h5H@2%+-P=jpN?$Zd_tK%n3j;q6cu8+LDiuJhcM7wKnj34 zu)}J|Fp-2W$vIZ1?r`$SZ=XrhC$D$5brpp+`gb*hi@nzXOE{db@f3`3 z8-v`9tgGef&a1g(`_V!5DeN*9?ea#I;z);kS!{bPzCSK4YoxvI@LA%k$`6(AEogYURzHkKzF!WO?$?>tbOz`2Q z+OF&{D_2*wlhw?h?`sC)5B_OwI?T{9cTd48wAh7ae`s(g_ufwuo>$qb2MN8~%k)`n zE2YwVlr&^(9WxxsHkYcn3H@-&sct3Zc1ONO!(_@NU-FbvPc%YA3ib^P36(t7y}ZqP z$UI{7SUl%u#Cez-hbSOF7p7PU>$FFO$$ZJkdT%x8-Ud+w{XC4NbV{ZRLqb*X1{R61 z`9I*XMD=g7Tykh2Hi=IWtPqCair;5!a@Sg zkkr+KpRY%+~5gDgDY8f;EhgEE*d(S63W4UHg%u}&!CUa*iVefIL+yqRg? zGOYY4yKG-(QNY{LMi9qF$G}+Wm^!o|Vhl9MJOSJqEgjSUgA4_CM7*i7Y~n4Gz5ZaN zLdm$~4<54(ZAdbc(1b_Wwg65yZo4jtGSu8qyE)nRP_x6+8}ejE_50d-%oUI2lQnTH z{PTkVcEoaK4sOcz8hyVA&z0KXn6m{=&Mrfhz3D+!;z)4}`PMIz`eGylrt|R6>H1`j zdh0KJ_-!ZJX;WkR9tSBz&2j4)A`F5tYq8mysRw9n^0F?&Rv#>3k=p!VtmUKGJq*&| zv4jgMafef*cvm7@>#Vu9RSf7%A;Ln#8-A*P;6K_r<(#@xex?@M_~f@t2^VrSor%uZ zWxs-R>K`bx!j8%!$fy7ZJ?!JBG+fHy4Zc5`<#F(gtH$-PzRKmSwGRCI|Cr!)=TFD%)SQV8oRv0m6qJ-FGFko|IQp>k1ixQ=ecoOY@6aQ9B-qO}wLB&L+ zomXq!W4(XM9U?!=bJYCo2t&TV7SCw_JKO1IcWNJOkoD(*X>;+vtYCm(LRslsdrJyv zQm8PyQ4j9=W)Jh=BYU%%HI0+raPdgLm4wURz-q{3D!4q8&I-mNFn1DX629Y-4LQIg zxIfg`uF??5ftXzE%^{d=Yh*(F|#>BHIvZhDz8 z@3>|}j4YN-N^cm%KZ1DldGV2;*(X5-S0?n5?kQ1WBaOaf|7&Uu?~RR2Hhu-2RrsXpJG4yZX}}OMwg89Os{h8eI8pwut&-T ziTWAc0efRKBqfmDlBmc3*h;{H;u678P3o?)Efyf8(mrc z$U~@|wE&o_{o{pGST)O$*&*zhn#UN^3ELU0nam;IR2wiA5_hWGGbmOe*SwAL?$v1e zc6+EVo^}1wo?EZWE!C~bY71B7%Luw5zv(Z zCKEXYa5U1u@=74L=ddgP$kD}55nRIC4!JoBQMwX;-twyA(dz2o)}cH^dr>u$2(duUXezukCIuNN65?YGJ@a{I9+b)3ChLY`HsWgOf$&Dj~& zmKtIlq2=2IYr!%=3YsIL+~$`(=qEV+Yph{7c2d&&NtQO~9j^LhU` zunKykyf7l7P*cL`>!8FKxN$}q-_Ea6VCOy{P`3u-cwp-66{l?f-o0&<>(WEsfv?V} zIP|UODy;k5e@2J%ZSOQboEA<7bq=a2smQPI5Pk^iW@sY2lWikPO<#aDT-cR)vS~3K zg{?71;OC0PhByyDy&PIl$>roMuQ^QPqR=ZIhT@UQH;lMvr{v&*2k5;2=E(J(wM z!}p9Xge~taJ^24t8t}hMPn;C&4D0hm$LR}3j**3^eOKEt`M|e{9XZ0>Jqnp>K67eQ zI1%N(-WJyyq8#0=TWszgH&uN=MWo&VUC`(pDxg;LHp+gc->H3pXDk{<9pAQ!PSm1i z0xv0=@hzcEyp3!*7ASB*hv?T-I~typ#QV8R7coP_w{LD8Qs1~jOF4mE%_K8pqf-r+ zT^6|_R22>Mn}4z6ua*4M)ykxhHRxGmaP4ZGwL4<~>3P-a=SL8!b5qev#Q}oSCjq^_{qz*)h*r#+n2Lk^wN0T4V#;WhO$yShgMUu|>McRxk8RncD_DdsYj z(f~_`*ef|w;@g*3)TQha@xF8NMlfxGc<_Q^{EDv5AMjLB@L3*rG%b;Go>uqtH84G_ zT~WyOLsS*%1i7UWdVcTo%;Rf35Rqwb-ZSqBJ}?ZQ|6Emm?-`1r^Ctgk|5*USK_}Syju9|C3$v# zOg+2;?+ToC9&-9emRwUrU3U?Rc^W#f!CZKbDrm0-+Uh|U|8y*&a|t$VeI%Q!OW z5@!8G!i$a^OH@)Xxg)Y?l%9;-jHqk0fa{le`gTn$0*$QA}5Yhm9@>tXN zK3D4)974MAuUPbYKww{9u#bukM8$;NmuSn=oZ;4nyg-%Y74BXKrkG^cj8%?Gdfvy6 zE=R6U5g4OjtXjiX=u5VoXbXBjg*z^@uv8f)-QcRalT__%9&+p|&crnxTTXpoqg_@{);m!x3jW=1+s}d7Ur@08yLTTKcCV?|_Q3vg<0YGS(mQdT zP5l(Ag60yrO>@k7qjMuV|oiSG)3-Q_TMW D6=y*9 diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 32c1993bf..5c0382017 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -29,6 +29,8 @@ The accounting section of the configuration menu relates to three options: created from all the accounting entries from the same period. This disables the generation of single payments. +.. _payroll-localizations: + Localizations -------------