diff --git a/accounting/others/taxes.rst b/accounting/others/taxes.rst index 6f1995bf9..d359b191d 100644 --- a/accounting/others/taxes.rst +++ b/accounting/others/taxes.rst @@ -5,7 +5,10 @@ Taxes .. toctree:: :titlesonly: - taxes/application taxes/create + taxes/default_taxes + taxes/application + taxes/tax_cloud + taxes/tax_included taxes/retention - taxes/taxcloud \ No newline at end of file + taxes/B2B_B2C diff --git a/accounting/others/taxes/application.rst b/accounting/others/taxes/application.rst index c306b85de..2515f9bf3 100644 --- a/accounting/others/taxes/application.rst +++ b/accounting/others/taxes/application.rst @@ -1,132 +1,96 @@ -====================================================== -How to apply specific taxes by country, state or city? -====================================================== +========================================================== +How to adapt taxes to your customer status or localization +========================================================== -In Odoo, the default tax to apply on a product/service is set on the -**product form**. But, some customers may have specific tax rates because of -their status (in some countries, construction companies are VAT exempts) -or their location (customers in a different country, state and/or city -may be subjected to another tax rate). +Most often sales tax rates depend on your customer status or localization. +To map taxes, Odoo brings the so-called *Fiscal Positions*. -In order to select the right tax to apply according to the customer or -product, Odoo uses the concept of **fiscal positions**. If a customer has a -specific fiscal position, the default tax may be replaced by another -one. (as an example, construction companies have 0% instead of 21% in -Belgium for construction related work). +Create tax mapping +================== -As an example, in Belgium, for the VAT tax, there are 3 fiscal positions -that depend on on the country of the customer and some companies (like -construction companies) benefit from a specific fiscal treatments: - -- **Belgian companies:** with 21% VAT (default, on product form) - -- **European companies:** with 0% VAT (intra-EU) - -- **Other countries:** 0% (but a different tax since it uses different - accounts) - -- **Construction companies:** with 0% VAT, only for construction companies - in Belgium - -Configuration -============= - -Set the right taxes on your products ------------------------------------- - -The main taxes are automatically configured according to the chart of -accounts of your country. - -But if you want to set a specific tax on a specific product, you can set -the **sales and purchases taxes** on the **product form**, under the **Accounting -tab**. These taxes are the default one (used when you sell to companies -that are in the same country/state than you) - -.. image:: media/application05.png - :align: center - -.. tip:: - If you work in a multi-company environment, the sales and - purchase taxes may have a different value according to the - company you work for. You can login into two different companies - and change this field for each company. - -Defining Fiscal Positions -------------------------- - -The main fiscal positions are automatically created according to the -chart of accounts of your country. But you may have to create fiscal -positions manually for specific use cases. - -To define fiscal positions, from the **Accounting** application, go to -:menuselection:`Configuration --> Fiscal Positions`. - -Fiscal position is just a set of rules that maps default taxes (as defined on -product form) into other taxes. In the screenshot below, european -customers have a VAT of 0% instead of the default 15%, for both sales -and purchases. +A fiscal position is just a set of rules that maps default taxes (as defined +on product form) into other taxes. In the screenshot below, foreign customers +get a 0% tax instead of the default 15%, for both sales and purchases. .. image:: media/application02.png :align: center +The main fiscal positions are automatically created according to your +localization. But you may have to create fiscal positions for specific use cases. +To define fiscal positions, go to +:menuselection:`Invoicing/Accounting --> Configuration --> Fiscal Positions`. + .. note:: - You can also map the **income / expense account** according to the fiscal - position. For example, in Belgium, revenues from sales are not posted in + If you use Odoo Accounting, you can also map the Income/Expense accounts according to the fiscal + position. For example, in some countries, revenues from sales are not posted in the same account than revenues from sales in foreign countries. -Apply fiscal positions automatically ------------------------------------- +Adapt taxes to your customer status +=================================== -If you check the box **Detect Automatically**, the fiscal position will be -applied automatically if the **Country**, **State**, **City** or even the -**Country Group** matches. You can also apply the fiscal position only -to companies having a valid **VAT number**. +If a customer falls into a specific taxation rule, you need to apply a tax-mapping. +To do so, create a fiscal position and assign it to your customers. -You can also set a target **Country/State/City**. The fiscal position will -be applied if the destination address of the customer matches these -criteria. +.. image:: media/application01.png + :align: center + +Odoo will use this specific fiscal position for any order/invoice recorded for the customer. + +.. note:: + If you set the fiscal position in the sales order or invoice manually, it will only + apply to this document and not to future orders/invoices of the same customer. + +Adapt taxes to your customer address (destination-based) +======================================================== + +Depending on your localization, sales taxes may be origin-based or destination-based. +Most states or countries require you to collect taxes at the rate of the destination +(i.e. your buyer’s address) while some others require to collect them at the rate effective +at the point of origin (i.e. your office or warehouse). + +If you are under the destination-based rule, create one fiscal position per tax-mapping to apply. + +* Check the box *Detect Automatically*. +* Select a country group, country, state or city to trigger the tax-mapping. .. image:: media/application04.png :align: center +This way if no fiscal position is set on the customer, Odoo will choose the fiscal position matching the +shipping address on creating an order. + +.. note:: + For eCommerce orders, the tax of the visitor's cart will automatically + update and apply the new tax after the visitor has logged in or filled + in his shipping address. + +In the US +--------- +If you are based in the US, right tax rates can be computed automatically thanks to TaxCloud. +This is effort-less. + +* Create an account on TaxCloud.com. +* Install *Account TaxCloud* addon in :menuselection:`Apps`. +* Enter your credentials in :menuselection:`Accounting --> Configuration --> Settings`. +* Hit *Sync TaxCloud Catgories (TIC)*. +* Select a default TIC to compute taxes in :menuselection:`Accounting --> Configuration --> Settings`. +* If some products go under a different TIC, select it from the product detail form (in *Invoicing* tab). + Specific use cases ------------------- +================== If, for some fiscal positions, you want to remove a tax, instead of -replacing by another, just keep the **Tax to Apply** field empty. +replacing by another, just keep the *Tax to Apply* field empty. .. image:: media/application03.png :align: center If, for some fiscal positions, you want to replace a tax by two other -taxes, just create two lines having the same **Tax on Product**. You can -also create one that is a grouping of two other taxes, depending on how -you want to make them appear on the invoice. +taxes, just create two lines having the same *Tax on Product*. -Using fiscal positions -====================== - -If you keep the field **Fiscal Position** empty on customers -:menuselection:`Accounting --> Sales --> Customers`, the fiscal position -is applied automatically on sales order, purchase orders, web orders and invoices. - -.. image:: media/application01.png - :align: center - -But, if you set the fiscal position, Odoo will use this specific fiscal -position for this customer on orders (example: construction companies). -In such a case, it's recommended to set the fiscal position on the -customer form. Odoo will automatically reuse this value for orders and -invoices, without trying to auto-detect the fiscal position. - -If you set the fiscal position at the sale order or invoice level, it -will only apply to this document only and not to future orders/invoices -of the same customer. - -For eCommerce orders, the tax of the visitor's cart will automatically -update and apply the new tax after the visitor has logged in or filled -in his shipping address. .. seealso:: - * :doc:`create` \ No newline at end of file + * :doc:`create` + * :doc:`tax_included` + * :doc:`B2B_B2C` diff --git a/accounting/others/taxes/media/application05.png b/accounting/others/taxes/media/application05.png deleted file mode 100644 index ace4923f5..000000000 Binary files a/accounting/others/taxes/media/application05.png and /dev/null differ diff --git a/sales/products_prices/taxes.rst b/sales/products_prices/taxes.rst new file mode 100644 index 000000000..a5928ff2d --- /dev/null +++ b/sales/products_prices/taxes.rst @@ -0,0 +1,13 @@ +================= +Set taxes +================= + +.. toctree:: + :titlesonly: + + ../../accounting/others/taxes/default_taxes + ../../accounting/others/taxes/application + ../../accounting/others/taxes/tax_included + ../../accounting/others/taxes/taxcloud + ../../accounting/others/taxes/B2B_B2C +