diff --git a/content/applications/finance/accounting/get_started.rst b/content/applications/finance/accounting/get_started.rst index 5c974d558..9c4989617 100644 --- a/content/applications/finance/accounting/get_started.rst +++ b/content/applications/finance/accounting/get_started.rst @@ -195,4 +195,4 @@ This button takes you to the invoice creation view, where you can create your fi get_started/chart_of_accounts get_started/multi_currency get_started/avg_price_valuation - get_started/vat_units + get_started/tax_units diff --git a/content/applications/finance/accounting/get_started/vat_units.rst b/content/applications/finance/accounting/get_started/tax_units.rst similarity index 58% rename from content/applications/finance/accounting/get_started/vat_units.rst rename to content/applications/finance/accounting/get_started/tax_units.rst index 2daeca56d..0b03631cb 100644 --- a/content/applications/finance/accounting/get_started/vat_units.rst +++ b/content/applications/finance/accounting/get_started/tax_units.rst @@ -1,50 +1,35 @@ ========= -VAT units +Tax units ========= .. important:: This is only applicable to multi-company environments. -A **VAT unit** is a group of VAT-taxable enterprises that are legally independent of each other but +A **tax unit** is a group of VAT-taxable enterprises that are legally independent of each other but are closely linked financially, organizationally, and economically and therefore considered the same -VAT-taxable enterprise. **VAT units** are not mandatory, but if created, constituent companies of +VAT-taxable enterprise. **Tax units** are not mandatory, but if created, constituent companies of the unit must belong to the same **country**, use the same **currency**, and one company must be -designated as the **representative** company of the **VAT unit**. **VAT units** receive a specific +designated as the **representative** company of the **tax unit**. **Tax units** receive a specific **tax ID** intended only for **tax returns**. **Constituent** companies keep their **tax ID** used for **commercial purposes**. .. example:: Enterprise **A** owes €300.000,00 of VAT taxes and enterprise **B** can recover €280.000,00 of - VAT taxes. They form up as a **VAT unit** so that the two amounts balance out and must conjointly + VAT taxes. They form up as a **tax unit** so that the two amounts balance out and must conjointly only pay €20.000,00 of VAT taxes. Configuration ============= -To configure a **VAT unit**, go to :menuselection:`Settings --> General Settings`, scroll down to -the :guilabel:`Companies` section, and click :guilabel:`Manage Companies`. Select the company to -serve the **representative** role, and in the :guilabel:`General Information` tab, fill in the -mandatory fields for the .XML export when exporting the **tax report**: :guilabel:`Company Name`, -:guilabel:`Address`, :guilabel:`VAT`, :guilabel:`Currency`, :guilabel:`Phone`, and -:guilabel:`Email`. - -.. image:: vat_units/general.png - :align: center - :alt: General information tab - -Then, click on the :guilabel:`VAT Units` tab, :guilabel:`Add a line`, and either select an existing -**VAT unit**, or create a new one. Enter a **name** for the unit, :guilabel:`Country` of the -constituent companies and tax report, the :guilabel:`Companies`, the :guilabel:`Main Company` that -serves the **representative** role, and the :guilabel:`Tax ID` of the **VAT unit**. - -.. image:: vat_units/vat-unit.png - :align: center - :alt: VAT units tab +To create a **tax unit**, go to :menuselection:`Accounting --> Configuration --> Tax Units`, and +click :guilabel:`New`. Enter a **name** for the unit, select a :guilabel:`Country`, the +:guilabel:`Companies` to incorporate in the unit, the :guilabel:`Main Company`, and the +:guilabel:`Tax ID` of the **constituent** company of that tax unit. Fiscal position --------------- -As transactions between constituents of the same **VAT unit** are not subject to VAT, it is possible +As transactions between constituents of the same **tax unit** are not subject to VAT, it is possible to create a :doc:`tax mapping (fiscal position) <../taxes/fiscal_positions>` to avoid the application of VAT on inter-constituent transactions. @@ -61,13 +46,12 @@ Do the same for the :guilabel:`Account Mapping` tab if required, and repeat this Depending on your :doc:`localization package `, taxes may vary from the screenshot displayed. - .. image:: vat_units/fiscal-positions.png - :align: center - :alt: Tax mapping of fiscal position for VAT unit + .. image:: tax_units/fiscal-positions.png + :alt: Tax mapping of fiscal position for tax unit Then, assign the fiscal position by opening the **Contacts** app. Search for a **constituent** company, and open the contact's **card**. Click the :guilabel:`Sales & Purchase` tab, and in the -:guilabel:`Fiscal Position` field, input the **fiscal position** created for the **VAT unit**. +:guilabel:`Fiscal Position` field, input the **fiscal position** created for the **tax unit**. Repeat the process for each **constituent** company card form, on each company database. .. seealso:: @@ -76,11 +60,10 @@ Repeat the process for each **constituent** company card form, on each company d Tax report ========== -The **representative** company can access the aggregated tax report of the **VAT unit** by going to -:menuselection:`Accounting --> Reporting --> Tax Report`, and selecting the **VAT unit** in +The **representative** company can access the aggregated tax report of the **tax unit** by going to +:menuselection:`Accounting --> Reporting --> Tax Report`, and selecting the **tax unit** in :guilabel:`Tax Unit`. This report contains the aggregated transactions of all **constituents** and the .XML export contains the name and VAT number of the **main** company. -.. image:: vat_units/report.png - :align: center - :alt: VAT unit tax report +.. image:: tax_units/report.png + :alt: tax unit tax report diff --git a/content/applications/finance/accounting/get_started/tax_units/fiscal-positions.png b/content/applications/finance/accounting/get_started/tax_units/fiscal-positions.png new file mode 100644 index 000000000..5b76a9cc9 Binary files /dev/null and b/content/applications/finance/accounting/get_started/tax_units/fiscal-positions.png differ diff --git a/content/applications/finance/accounting/get_started/tax_units/report.png b/content/applications/finance/accounting/get_started/tax_units/report.png new file mode 100644 index 000000000..3a1f87278 Binary files /dev/null and b/content/applications/finance/accounting/get_started/tax_units/report.png differ diff --git a/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png b/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png deleted file mode 100644 index bb9ee8e9b..000000000 Binary files a/content/applications/finance/accounting/get_started/vat_units/fiscal-positions.png and /dev/null differ diff --git a/content/applications/finance/accounting/get_started/vat_units/general.png b/content/applications/finance/accounting/get_started/vat_units/general.png deleted file mode 100644 index 36bb88192..000000000 Binary files a/content/applications/finance/accounting/get_started/vat_units/general.png and /dev/null differ diff --git a/content/applications/finance/accounting/get_started/vat_units/report.png b/content/applications/finance/accounting/get_started/vat_units/report.png deleted file mode 100644 index 1c86763fa..000000000 Binary files a/content/applications/finance/accounting/get_started/vat_units/report.png and /dev/null differ diff --git a/content/applications/finance/accounting/get_started/vat_units/vat-unit.png b/content/applications/finance/accounting/get_started/vat_units/vat-unit.png deleted file mode 100644 index 2db22514d..000000000 Binary files a/content/applications/finance/accounting/get_started/vat_units/vat-unit.png and /dev/null differ diff --git a/redirects/17.0.txt b/redirects/17.0.txt index 20ef3b821..04f2883b4 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -91,3 +91,7 @@ applications/websites/ecommerce/managing_products/catalog.rst applications/websi applications/websites/ecommerce/managing_products/variants.rst applications/websites/ecommerce/products/variants.rst applications/websites/ecommerce/managing_products/price_management.rst applications/websites/ecommerce/products/price_management.rst applications/websites/ecommerce/managing_products/cross_upselling.rst applications/websites/ecommerce/products/cross_upselling.rst + +# applications/finance + +applications/finance/accounting/get_started/vat_units.rst applications/finance/accounting/get_started/tax_units.rst # vat_units --> tax_units