diff --git a/content/applications/finance/accounting/reporting/tax_returns.rst b/content/applications/finance/accounting/reporting/tax_returns.rst index 3c723ac45..d3f02cf0d 100644 --- a/content/applications/finance/accounting/reporting/tax_returns.rst +++ b/content/applications/finance/accounting/reporting/tax_returns.rst @@ -35,9 +35,6 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde - :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return; - :guilabel:`Journal`: select the journal in which to record the tax return. -.. image:: tax_returns/tax_return_periodicity.png - :align: center - :alt: Configure how often tax returns have to be made in Odoo Accounting .. note:: This is usually configured during the :doc:`app's initial set up <../get_started>`. @@ -53,16 +50,11 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t invoice and bill. .. image:: tax_returns/tax_return_grids.png - :align: center :alt: see which tax grids are used to record transactions in Odoo Accounting To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`, and open the tax you want to modify. There, you can edit your tax settings, along with the tax -grids that are used to record invoices or credit notes. - -.. image:: tax_returns/tax_return_taxes.png - :align: center - :alt: Configure taxes and their tax grids in Odoo Accounting +grids that are used to record invoices or refunds. .. note:: Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package @@ -76,40 +68,41 @@ Close a tax period .. _tax-returns/lock-date: -Tax Lock Date +Tax lock date ------------- -Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values -moved to the next open tax period. This is useful to make sure that no change can be made to a -report once its period is closed. +Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax +values moved to the next open tax period. This is useful to make sure that no change can be made to +a report once its period is closed. Therefore, we recommend locking your tax date before working on your :guilabel:`Closing Journal Entry`. This way, other users cannot modify or add transactions that would have an impact on the :guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors. -To check the current :guilabel:`Tax Lock Date`, or to edit it, go to -:menuselection:`Accounting --> Accounting --> Actions: Lock Dates`. - -.. image:: tax_returns/tax_return_lock.png - :align: center - :alt: Lock your tax for a specific period in Odoo Accounting +To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to +:menuselection:`Accounting --> Accounting --> Lock Dates`. .. _tax-returns/report: -Tax Report +Tax return ---------- Once all the transactions involving taxes have been posted for the period you want to report, open -your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting --> -Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the -date filter, this way you can have an overview of your tax report. From this view, you can easily -access different formats of your tax report, such as `PDF` and XLSX. These include all the values to -report to the tax authorities, along with the amount you have to pay or be refunded. +the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax +Return`. Select the period you want to declare using the date filter to have an overview of the tax +return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo +automatically proposes the details of the journal entry. Make any necessary changes and click +:guilabel:`Post`. -.. image:: tax_returns/tax_return_report.png - :align: center - :alt: download the PDF with your Tax Report in Odoo Accounting +From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the +:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of +the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`) +icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the +:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`. + +The report includes all the values to report to the tax authorities, along with the amount to be +paid or refunded. .. note:: If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then diff --git a/content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png index 5f4c40a42..878791897 100644 Binary files a/content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png and b/content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png differ diff --git a/content/applications/finance/accounting/reporting/tax_returns/tax_return_lock.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_lock.png deleted file mode 100644 index 8d7a3c9f3..000000000 Binary files a/content/applications/finance/accounting/reporting/tax_returns/tax_return_lock.png and /dev/null differ diff --git a/content/applications/finance/accounting/reporting/tax_returns/tax_return_periodicity.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_periodicity.png deleted file mode 100644 index 4f88c1a20..000000000 Binary files a/content/applications/finance/accounting/reporting/tax_returns/tax_return_periodicity.png and /dev/null differ diff --git a/content/applications/finance/accounting/reporting/tax_returns/tax_return_report.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_report.png deleted file mode 100644 index b5279ab70..000000000 Binary files a/content/applications/finance/accounting/reporting/tax_returns/tax_return_report.png and /dev/null differ diff --git a/content/applications/finance/accounting/reporting/tax_returns/tax_return_taxes.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_taxes.png deleted file mode 100644 index f7ed6b4bb..000000000 Binary files a/content/applications/finance/accounting/reporting/tax_returns/tax_return_taxes.png and /dev/null differ