[FIX] accounting/tax-return: fix tax return menu path
Fix the menu navigation path of the tax return and update for 18.0 UI
task-4424499
closes odoo/documentation#11687
X-original-commit: 27bddd133b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
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@ -35,9 +35,6 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde
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- :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return;
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- :guilabel:`Journal`: select the journal in which to record the tax return.
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.. image:: tax_returns/tax_return_periodicity.png
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:align: center
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:alt: Configure how often tax returns have to be made in Odoo Accounting
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.. note::
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This is usually configured during the :doc:`app's initial set up <../get_started>`.
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@ -53,16 +50,11 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t
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invoice and bill.
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.. image:: tax_returns/tax_return_grids.png
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:align: center
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:alt: see which tax grids are used to record transactions in Odoo Accounting
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To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
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and open the tax you want to modify. There, you can edit your tax settings, along with the tax
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grids that are used to record invoices or credit notes.
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.. image:: tax_returns/tax_return_taxes.png
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:align: center
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:alt: Configure taxes and their tax grids in Odoo Accounting
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grids that are used to record invoices or refunds.
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.. note::
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Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package
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@ -76,40 +68,41 @@ Close a tax period
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.. _tax-returns/lock-date:
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Tax Lock Date
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Tax lock date
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-------------
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Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values
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moved to the next open tax period. This is useful to make sure that no change can be made to a
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report once its period is closed.
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Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax
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values moved to the next open tax period. This is useful to make sure that no change can be made to
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a report once its period is closed.
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Therefore, we recommend locking your tax date before working on your
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:guilabel:`Closing Journal Entry`.
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This way, other users cannot modify or add transactions that would have an impact on the
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:guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors.
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To check the current :guilabel:`Tax Lock Date`, or to edit it, go to
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:menuselection:`Accounting --> Accounting --> Actions: Lock Dates`.
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.. image:: tax_returns/tax_return_lock.png
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:align: center
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:alt: Lock your tax for a specific period in Odoo Accounting
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To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to
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:menuselection:`Accounting --> Accounting --> Lock Dates`.
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.. _tax-returns/report:
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Tax Report
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Tax return
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----------
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Once all the transactions involving taxes have been posted for the period you want to report, open
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your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting -->
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Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the
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date filter, this way you can have an overview of your tax report. From this view, you can easily
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access different formats of your tax report, such as `PDF` and XLSX. These include all the values to
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report to the tax authorities, along with the amount you have to pay or be refunded.
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the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax
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Return`. Select the period you want to declare using the date filter to have an overview of the tax
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return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo
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automatically proposes the details of the journal entry. Make any necessary changes and click
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:guilabel:`Post`.
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.. image:: tax_returns/tax_return_report.png
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:align: center
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:alt: download the PDF with your Tax Report in Odoo Accounting
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From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the
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:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of
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the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`)
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icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the
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:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
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The report includes all the values to report to the tax authorities, along with the amount to be
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paid or refunded.
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.. note::
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If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then
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