diff --git a/content/applications/finance/fiscal_localizations/india.rst b/content/applications/finance/fiscal_localizations/india.rst index b64e3047a..d8fe67ef5 100644 --- a/content/applications/finance/fiscal_localizations/india.rst +++ b/content/applications/finance/fiscal_localizations/india.rst @@ -23,17 +23,12 @@ localization: - `l10n_in_edi` - :ref:`Indian e-invoicing integration ` * - :guilabel:`Indian E-waybill` - - `l10n_in_edi_ewaybill` + - `l10n_in_ewaybill` - :ref:`Indian E-way bill integration ` - * - :guilabel:`Indian - Check GST Number Status` - - `l10n_in_gstin_status` - - :ref:`Indian Check GST Number Status ` - * - :guilabel:`Indian - GSTR India eFiling` - - `l10n_in_reports_gstr` - - :ref:`Indian GST Return filing ` * - :guilabel:`Indian - Accounting Reports` - `l10n_in_reports` - - :ref:`Indian tax reports ` + - Adds the :ref:`Indian GST Return filing ` and the :ref:`Indian + Tax reports `. * - :guilabel:`Indian - Purchase Report(GST)` - `l10n_in_purchase` - Indian GST Purchase report @@ -44,17 +39,48 @@ localization: - `l10n_in_stock` - Indian GST Stock report -.. image:: india/india-modules.png - :alt: Indian localization modules +.. _india/company: -.. _india/e-invoicing: +Company +------- + +To configure your company information, open the **Settings** app, scroll down to the +:guilabel:`Companies` section, click :guilabel:`Update Info`, and configure the following: + +- :guilabel:`Company Name` +- :guilabel:`Address`, including the :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, + :guilabel:`ZIP`, and :guilabel:`Country` +- :guilabel:`PAN`: essential for determining the type of taxpayer. +- :guilabel:`GSTIN`: necessary for generating e-Invoices, E-waybills and filing GST returns. + +.. _india/indian-configuration: Indian Configuration ==================== -In :menuselection:`Settings --> Users & Companies --> Companies`, add your :guilabel:`PAN` and -:guilabel:`GSTIN`. The PAN is essential for determining the type of taxpayer, -while GSTIN is required for generating e-Invoices and E-waybills. +The **Indian Integration** section provides essential taxation and compliance features to simplify +financial operations. To enable these features, navigate to :menuselection:`Accounting --> +Configuration --> Settings` and scroll down to the :guilabel:`Indian Integration` section. + +.. image:: india/indian-integration.png + :alt: Indian Integration Section + +- :guilabel:`TDS/TCS`: Activate this to enable :ref:`TDS/TCS ` + functionality along with account-based TDS/TCS section suggestions. +- :guilabel:`Registered Under GST`: Select this if your business is registered under GST to access + GST-related features, including e-invoice, e-waybill, GST e-filing, fetch vendor e-invoiced + document and check GST number status. +- :guilabel:`E-Invoicing`: Connects with :abbr:`NIC (National Informatics Center)` to submit + :ref:`invoices ` automatically upon posting. +- :guilabel:`E-Way bill`: Connects with :abbr:`NIC (National Informatics Center)` to submit + :ref:`e-waybill ` on posting. +- :guilabel:`GST E-Filing & Matching`: Enable the feature to facilitate :ref:`GST return filing + ` and connect with the GST portal to submit GSTR-1 and retrieve GSTR-2B. +- :guilabel:`Check GST Number Status`: Enable to verify :ref:`GSTIN Status `. +- :guilabel:`Fetch Vendor E-Invoiced Document`: Helps in creating draft vendor bills using + e-invoice data submitted by vendors on GST portal. + +.. _india/e-invoicing: e-Invoice system ================ @@ -98,44 +124,29 @@ You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice por Configuration in Odoo ~~~~~~~~~~~~~~~~~~~~~ -To enable the e-Invoice service in Odoo, go to :menuselection:`Accounting --> Configuration --> -Settings --> Indian Electronic Invoicing`, and enter the :guilabel:`Username` and -:guilabel:`Password` previously set for the API. - -.. image:: india/e-invoice-setup.png - :alt: Setup e-invoice service - -.. _india/e-invoicing-journals: - -Journals -******** - -To automatically send e-Invoices to the NIC e-Invoice portal, you must first configure your *sales* -journal by going to :menuselection:`Accounting --> Configuration --> Journals`, opening your *sales* -journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data -Interchange`, enable :guilabel:`E-Invoice (IN)` and save. +To enable the e-Invoice service in Odoo, :ref:`activate ` the +:guilabel:`E-Invoicing` feature and enter the :guilabel:`Username` and :guilabel:`Password` +previously set for the API. .. _india/e-invoicing-workflow: Workflow -------- -.. _india/invoice-validation: +.. _india/generate-e-invoice: -Invoice validation +Generate e-Invoice ~~~~~~~~~~~~~~~~~~ -Once an invoice is validated, a confirmation message is displayed at the top. Odoo automatically -uploads the JSON-signed file of validated invoices to the NIC e-Invoice portal after some time. If -you want to process the invoice immediately, click :guilabel:`Process now`. +Once an invoice is confirmed, click the :guilabel:`Send` button to open the wizard. Select +:guilabel:`E-Invoicing`, then click the :guilabel:`Generate` button. Odoo will upload the +JSON-signed file of the invoice to the NIC e-Invoice portal. -.. image:: india/e-invoice-process.png - :alt: Indian e-invoicing confirmation message +.. image:: india/generate-e-invoice.png + :alt: Generate e-Invoice .. note:: - - You can find the JSON-signed file in the attached files in the chatter. - - You can check the document's :abbr:`EDI (electronic data interchange)` status under the - :guilabel:`EDI Document` tab or the :guilabel:`Electronic invoicing` field of the invoice. + - You can find the JSON-signed file and check the e-Invoicing status in the chatter. .. _india/invoice-pdf-report: @@ -143,9 +154,8 @@ Invoice PDF report ~~~~~~~~~~~~~~~~~~ Once an invoice is validated and submitted, the invoice PDF report can be printed. The report -includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Ack. No` (acknowledgment number) and -:guilabel:`Ack. Date` (acknowledgment date), and QR code. These certify that the invoice is a valid -fiscal document. +includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Acknowledgement` (number and date) +and QR code. These certify that the invoice is a valid fiscal document. .. image:: india/invoice-report.png :alt: IRN and QR code @@ -155,24 +165,12 @@ fiscal document. e-Invoice cancellation ~~~~~~~~~~~~~~~~~~~~~~ -If you want to cancel an e-Invoice, go to the :guilabel:`Other info` tab of the invoice and fill out -the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request -EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field changes to :guilabel:`To -Cancel`. - -.. important:: - Doing so cancels both the :ref:`e-Invoice ` and the :ref:`E-Way bill - `. - -.. image:: india/e-invoice-cancellation.png - :alt: cancel reason and remarks +To cancel an e-Invoice, click the :guilabel:`Request Cancel` button on the related invoice. In the +:guilabel:`Cancel E-Invoice` window, fill out the :guilabel:`Cancel Reason` and :guilabel:`Cancel +Remarks`. .. note:: - - If you want to abort the cancellation before processing the invoice, then click :guilabel:`Call - Off EDI Cancellation`. - - Once you request to cancel the e-Invoice, Odoo automatically submits the JSON-signed file to - the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the - invoice immediately. + - You can find the e-Invoicing status in the chatter. .. _india/e-invoice-negative-lines: @@ -279,44 +277,24 @@ You must register on the :abbr:`NIC (National Informatics Centre)` E-Way bill po Configuration in Odoo ~~~~~~~~~~~~~~~~~~~~~ -To set up the E-Way bill service, go to :menuselection:`Accounting --> Configuration --> Settings ---> Indian Electronic WayBill --> Setup E-Way bill`, and enter your :guilabel:`Username` and -:guilabel:`Password`. - -.. image:: india/e-waybill-configuration.png - :alt: E-way bill setup odoo +To enable the E-Way bill service in Odoo, :ref:`activate ` the +:guilabel:`E-Way bill` feature and enter the :guilabel:`Username` and :guilabel:`Password`. .. _india/e-waybill-workflow: Workflow -------- -.. _india/e-waybill-send: +.. _india/generate-e-waybill: -Send an E-Way bill -~~~~~~~~~~~~~~~~~~ +Generate E-Way bill +~~~~~~~~~~~~~~~~~~~ -To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way -bill`. - -.. image:: india/e-waybill-send-button.png - :alt: Send E-waybill button on invoices - -.. _india/invoice-validation-e-way: - -Invoice validation -~~~~~~~~~~~~~~~~~~ - -Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation -message is displayed. - -.. image:: india/e-waybill-process.png - :alt: Indian e-Way bill confirmation message +To generate an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Create +e-Waybill`. Enter the necessary details and click :guilabel:`Generate e-Waybill` to proceed. .. note:: - You can find the JSON-signed file in the attached files in the chatter. - - Odoo automatically uploads the JSON-signed file to the government portal after some time. Click - :guilabel:`Process now` if you want to process the invoice/bill immediately. Invoice PDF report ~~~~~~~~~~~~~~~~~~ @@ -332,30 +310,23 @@ You can print the invoice PDF report once you have submitted the E-Way bill. The E-Way bill cancellation ~~~~~~~~~~~~~~~~~~~~~~~ -If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related -invoice/bill and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, -click :guilabel:`Request EDI Cancellation`. - -.. important:: - Doing so cancels both the :ref:`e-Invoice ` (if applicable) and the - :ref:`E-Way bill `. +To cancel an E-Way bill, click :guilabel:`e-Waybill` on the related invoice/bill, then +:guilabel:`Cancel e-Waybill`. In the :guilabel:` Cancel Ewaybill` window, fill out the +:guilabel:`Cancel Reason` and :guilabel:`Cancel Remarks`. .. image:: india/e-waybill-cancellation.png :alt: Cancel reason and remarks .. note:: - - If you want to abort the cancellation before processing the invoice, click :guilabel:`Call Off - EDI Cancellation`. - Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to - the government portal. You can click :guilabel:`Process Now` if you want to process the invoice - immediately. + the government portal. You can check the JSON file in the chatter. .. _india/gstin_status: Indian Check GSTIN Status ========================= -The :guilabel:`Indian - Check GST Number Status` module allows you to verify the status of a +The :guilabel:`Indian - Check GST Number Status` allows you to verify the status of a :abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo. To verify the status of a contact's GST number, access the customer's/vendor's form and click @@ -402,12 +373,10 @@ To file GST Returns in Odoo, you must first enable API access on the GST portal. Indian GST Service In Odoo -------------------------- -Once you have enabled the :ref:`API access ` on the GST portal, you can set up the -:guilabel:`Indian GST Service` in Odoo. - -Go to :menuselection:`Accounting --> Configuration --> Settings --> Indian GST Service` and enter -the :guilabel:`GST Username`. Click :guilabel:`Send OTP`, enter the code, and finally, -:guilabel:`Validate`. +Once you have enabled the :ref:`API access ` on the GST portal, :ref:`activate +` the :guilabel:`GST E-Filing & Matching Feature` to start using GST +Service. Then, in the :guilabel:`Registered Under GST` section, fill in the required :guilabel:`GST +Username`. .. image:: india/gst-setup.png :alt: Please enter your GST portal Username as Username @@ -417,9 +386,9 @@ the :guilabel:`GST Username`. Click :guilabel:`Send OTP`, enter the code, and fi File-in GST Return ------------------ -When the :guilabel:`Indian GST Service` is configured, you can file your GST return. Go to -:menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new **GST -Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo: +When the :guilabel:`GST E-Filing & Matching Feature` is enabled, you can file your GST return. Go +to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new +**GST Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo: .. note:: **Tax Return Periodicity** can be @@ -608,7 +577,8 @@ Configuration ------------- #. Navigate to :menuselection:`Accounting --> Configuration --> Settings` -#. In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS and TCS` feature. +#. In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS` or :guilabel:`TCS` + feature as required. #. Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`. #. 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