[IMP] accounting: withholding tax
taskid-3615963 closes odoo/documentation#6709 Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
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Withholding taxes
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=================
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A withholding tax, also called a retention tax, is a government
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requirement for the payer of a customer invoice to withhold or deduct
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tax from the payment, and pay that tax to the government. In most
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jurisdictions, withholding tax applies to employment income.
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With normal taxes, the tax is added to the subtotal to give you the
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total to pay. As opposed to normal taxes, withholding taxes are deducted
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from the amount to pay, as the tax will be paid by the customer.
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As, an example, in Colombia you may have the following invoice:
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.. image:: retention/retention03.png
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:align: center
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In this example, the **company** who sent the invoice owes $20 of taxes to
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the **government** and the **customer** owes $10 of taxes to the **government**.
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A **withholding tax**, also known as retention tax, mandates the payer of a customer invoice to
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deduct a tax from the payment and remit it to the government. Typically, a tax is included in the
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subtotal to calculate the total amount paid, while withholding taxes are directly subtracted from
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the payment.
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Configuration
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=============
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In Odoo, a withholding tax is defined by creating a negative tax. For a
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retention of 10%, you would configure the following tax (accessible
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through :menuselection:`Configuration --> Taxes`):
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In Odoo, a withholding tax is defined by creating a negative tax. To create one, go
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to :menuselection:`Accounting --> Configuration --> Taxes` and, in the :guilabel:`Amount` field,
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enter a negative amount.
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.. image:: retention/retention04.png
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:align: center
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.. image:: retention/negative-amount.png
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:alt: negative tax amount in field
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In order to make it appear as a retention on the invoice, you should set
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a specific tax group **Retention** on your tax, in the **Advanced Options**
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tab.
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Then, go to the :menuselection:`Advanced Options` tab and create a retention :guilabel:`Tax Group`.
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.. image:: retention/retention02.png
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:align: center
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Once the tax is defined, you can use it in your products, sales order or
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invoices.
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.. image:: retention/tax-group.png
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:alt: tax group for retention tax.
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.. tip::
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If the retention is a percentage of a regular tax, create a Tax with a
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**Tax Computation** as a **Tax Group** and set the two taxes in this group
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(normal tax and retention).
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If the retention is a percentage of a regular tax, create a :guilabel:`Tax` with a
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:guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, set both the regular tax and
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the retention one in the :guilabel:`Definition` tab.
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Applying retention taxes on invoices
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====================================
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Retention taxes on invoices
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===========================
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Once your tax is created, you can use it on customer forms, sales order
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or customer invoices. You can apply several taxes on a single customer
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invoice line.
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Once the retention tax has been created, it can be used on customer forms, sales orders, and
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customer invoices.
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Several taxes can be applied on a single customer invoice line.
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.. image:: retention/retention01.png
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:align: center
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.. note::
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When you see the customer invoice on the screen, you get only a
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**Taxes line** summarizing all the taxes (normal taxes & retentions).
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But when you print or send the invoice, Odoo does the correct
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grouping amongst all the taxes.
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The printed invoice will show the different amounts in each tax group.
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.. image:: retention/retention03.png
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:align: center
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.. image:: retention/invoice-tax.png
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:alt: invoice lines with taxes
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.. seealso::
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* :doc:`../taxes`
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:doc:`../taxes`
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