diff --git a/content/applications/finance/accounting/taxes/eu_distance_selling.rst b/content/applications/finance/accounting/taxes/eu_distance_selling.rst index 6596898c0..9cad6566f 100644 --- a/content/applications/finance/accounting/taxes/eu_distance_selling.rst +++ b/content/applications/finance/accounting/taxes/eu_distance_selling.rst @@ -2,68 +2,64 @@ EU intra-community distance selling =================================== -**Distance sales within the European Union** include cross-border sales of goods and services to a -private consumer (B2C) in another EU Member State when the seller doesn't meet face-to-face with the -customer. Organizations must ensure that the VAT on distance sales is paid to the Member State in -which the goods or services are delivered. +EU intra-community distance selling involves the cross-border trade of goods and services from +vendors registered for VAT purposes to individuals (B2C) located in a European Union member state. +The transaction is conducted remotely, typically through online platforms, mail orders, telephone, +or other means of communication. + +EU intra-community distance selling is subject to specific VAT rules and regulations. The vendor +must charge VAT per the VAT rate applicable in the buyer's country. .. note:: - This remains true even if your organization is located outside of the European Union. - -While this regulation mainly applies to :doc:`eCommerce <../../../websites/ecommerce>` sales to -private EU consumers, it is also valid for mail order sales and telesales. - -The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and -declare their intra-community distance sales. Each EU member state integrates an online OSS portal. - -The **EU intra-community Distance Selling** feature helps your organization comply with this -regulation by creating and configuring new :doc:`fiscal positions ` and -:doc:`taxes <../taxes>` based on your company's country. - -.. seealso:: - - `European Commission: OSS | Taxation and Customs Union - `_ - -.. _eu_distance_selling/configuration: + This remains applicable even if the vendor is located outside of the European Union. Configuration ============= -Go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes`, then enable **EU intra-community -Distance Selling** (or **EU Digital Goods VAT** if you created your database before July 1, 2021), -and *Save*. +The **EU Intra-community Distance Selling** feature helps you comply with this regulation by +creating and configuring new **fiscal positions** and **taxes** based on your company's country. To +enable it, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, tick +:guilabel:`EU Intra-community Distance Selling`, and :guilabel:`Save`. .. image:: eu_distance_selling/enable-feature.png - :align: center :alt: EU intra-community Distance Selling feature in Odoo Accounting settings -.. important:: - Please :ref:`upgrade the module ` `l10n_eu_service` if you already installed it - before **July 1, 2021**, or if you activated the feature **EU Digital Goods VAT** in the - Accounting settings. Then, make sure to :ref:`refresh the tax mapping - `. +.. tip:: + Whenever you add or modify taxes, you can automatically update your fiscal positions. To do so, + go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes --> EU Intra-community Distance + Selling` and click on the :guilabel:`Refresh tax mapping`. -.. _eu_distance_selling/taxes: - -Fiscal Positions and Taxes -========================== - -Once enabled, the feature automatically creates all the necessary taxes and fiscal positions needed -for each EU member state, based on your company's country. - -We highly recommend checking that the proposed mapping is suitable for the products and services you -sell before using it. - -.. _eu_distance_selling/refresh-mapping: - -Refresh tax mapping -------------------- - -Whenever you add or modify taxes, you can update automatically your fiscal positions. - -To do so, go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes --> EU intra-community -Distance Selling` and click on the *Refresh tax mapping* button. +.. note:: + We highly recommend checking that the proposed mapping is suitable for the products and services + you sell before using it. .. seealso:: - - :doc:`fiscal_positions` - :doc:`../taxes` + - :doc:`../../fiscal_localizations` + - :doc:`fiscal_positions` + +One-Stop Shop (OSS) +=================== + +The :abbr:`OSS (One-Stop Shop)` system introduced by the European Union simplifies VAT collection +for **cross-border** sales of goods and services. It primarily applies to business-to-consumer +**(B2C)** cases. With the OSS, businesses can register for VAT in their home country and use a +single online portal to handle VAT obligations for their sales within the EU. There are **two +primary schemes**: the **Union OSS** scheme for cross-border services and the **Import OSS** scheme +for goods valued at or below €150. + +Reports +------- + +To generate **OSS sales** or **OSS imports** reports and submit them onto the OSS portal, go to +:menuselection:`Accounting --> Reporting --> Tax Report`, click :guilabel:`Tax Report: Global +Summary`, and select either :guilabel:`OSS Sales` or :guilabel:`OSS Imports`. Once selected, click +on :guilabel:`PDF`, :guilabel:`XLSX`, or :guilabel:`XML` in the top-left corner. This generates the +currently-opened report in the selected format. Once generated, log into the platform of your +competent federal authority to submit it onto the OSS portal. + +.. image:: eu_distance_selling/oss-report.png + :alt: OSS reports view + +.. seealso:: + - `European Commission: OSS | Taxation and Customs Union `_ diff --git a/content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png b/content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png index 11cbd17d1..34bec4370 100644 Binary files a/content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png and b/content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png differ diff --git a/content/applications/finance/accounting/taxes/eu_distance_selling/oss-report.png b/content/applications/finance/accounting/taxes/eu_distance_selling/oss-report.png new file mode 100644 index 000000000..879ff651f Binary files /dev/null and b/content/applications/finance/accounting/taxes/eu_distance_selling/oss-report.png differ