[ADD] accounting: localization page for uk
closes odoo/documentation#3518
X-original-commit: 0550374968
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
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@ -26,3 +26,4 @@ Localizations
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localizations/peru
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localizations/spain
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localizations/switzerland
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localizations/united_kingdom
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@ -0,0 +1,117 @@
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==============
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United Kingdom
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==============
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Configuration
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=============
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:ref:`Install <general/install>` the :guilabel:`UK - Accounting` and the :guilabel:`UK - Accounting
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Reports` modules to get all the features of the UK localization.
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`UK - Accounting`
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- `l10n_uk`
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- - CT600-ready chart of accounts
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- VAT100-ready tax structure
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- Infologic UK counties listing
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* - :guilabel:`UK - Accounting Reports`
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- `l10n_uk_reports`
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- - Accounting reports for the UK
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- Allows sending the tax report via the MTD-VAT API to HMRC.
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.. image:: united_kingdom/uk.png
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:align: center
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:alt: Odoo uk packages
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.. note::
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- Only UK-based companies can submit reports to HMRC.
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- Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once.
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.. seealso::
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- `HM Revenue & Customs <https://www.gov.uk/government/organisations/hm-revenue-customs/>`_
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- `Overview of Making Tax Digital
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<https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital/>`_
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Chart of accounts
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=================
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The UK chart of accounts is included in the :guilabel:`UK - Accounting` module. Go to
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:menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts` to access it.
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Setup your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accounting --> Configuration
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--> Settings --> Accounting Import section` and choose to :guilabel:`Review Manually` or
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:guilabel:`Import (recommended)` your initial balances.
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Taxes
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=====
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As part of the localization module, UK taxes are created automatically with their related financial
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accounts and configuration.
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Go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes` to update the
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:guilabel:`Default Taxes`, the :guilabel:`Tax Return Periodicity` or to :guilabel:`Configure your
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tax accounts`.
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To edit existing taxes or to :guilabel:`Create` a new tax, go to :menuselection:`Accounting -->
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Configuration --> Accounting: Taxes`.
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.. seealso::
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- :doc:`taxes <../../taxation/taxes>`
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- Tutorial: `Tax report and return
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<https://www.odoo.com/slides/slide/tax-report-and-return-1719?fullscreen=1>`_.
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Making Tax Digital (MTD)
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------------------------
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In the UK, all VAT-registered businesses have to follow the MTD rules by using software to submit
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their VAT returns.
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The **UK - Accounting Reports** module enables you to comply with the `HM Revenue & Customs
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<https://www.gov.uk/government/organisations/hm-revenue-customs/>`_ requirements regarding
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`Making Tax Digital
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<https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital/>`_.
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.. important::
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If your periodic submission is more than three months late, it is no longer possible to submit
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it through Odoo, as Odoo only retrieves open bonds from the last three months. Your submission
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has to be done manually by contacting HMRC.
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Register your company to HMRC before the first submission
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Accounting --> Reporting --> Tax report` and click on
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:guilabel:`Connect to HMRC`. Enter your company information on the HMRC platform. You only need to
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do it once.
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.. Note::
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When entering your VAT number, do not add the GB country code. Only the 9 digits are required.
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Periodic submission to HMRC
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Import your obligations HMRC, filter on the period you want to submit, and send your tax report by
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clicking :guilabel:`Send to HMRC`.
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Periodic submission to HMRC for multi-company
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Only one company and one user can connect to HMRC simultaneously. If several UK-based companies are
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on the same database, the user who submits the HMRC report must follow these instructions before
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each submission:
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#. Log into the company for which the submission has to be done.
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#. Go to :guilabel:`General Settings`, and in the :guilabel:`Users` section, click
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:guilabel:`Manage Users`. Select the user who will submit the VAT return.
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#. Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication
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Credentials` or :guilabel:`Remove Authentication Credentials` button. Then click again to create
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new credentials. It is now possible to submit the tax report for this company.
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#. Repeat the steps for other companies' HMRC submissions.
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.. note::
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During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
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companies.
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