=========== Philippines =========== Configuration ============= :ref:`Install ` the :guilabel:`🇵🇭 Philippines` :ref:`fiscal localization package ` to get all the default accounting features of the Philippine localization, such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base template to get started with using Philippine accounting. .. note:: - When creating a new database and `Philippines` is selected as a country, the fiscal localization module **Philippines - Accounting** is automatically installed. - If installing the module in an existing company, the **chart of accounts** and **taxes** will *not* be replaced if there are already posted journal entries. - The BIR 2307 report is installed, but the withholding taxes may need to be manually created. Chart of accounts and taxes --------------------------- A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and also linked to the relevant account: - VAT 12% - VAT Exempt - Withholding taxes For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab. .. image:: philippines/philippines-atc-code.png :alt: Philippines ATC code field set on taxes. Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must be added. Contacts -------- When a company or an individual (not belonging to a company) contact is located in the Philippines, fill in the :guilabel:`Tax ID` field with their `Taxpayer Identification Number (TIN)`. For individuals not belonging to a company, identify them by using the following additional fields: - :guilabel:`First Name` - :guilabel:`Middle Name` - :guilabel:`Last Name` .. image:: philippines/philippines-contact-individual.png :alt: Individual type contact with First, Middle, and Last Name fields. .. note:: For both :guilabel:`Company` and :guilabel:`Individual`, the TIN should follow the `NNN-NNN-NNN-NNNNN` format. The branch code should follow the last digits of the TIN, or else it can be left as `00000`. BIR 2307 report =============== **BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*, can be generated for purchase orders and vendor payments with the applicable withholding taxes. To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click :menuselection:`Action --> Download BIR 2307 XLS`. .. image:: philippines/philippines-multi-bill.png :alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS". The same action can be performed on a vendor bill from the form view. A pop-up appears to review the selection, then click on :guilabel:`Generate`. .. image:: philippines/philippines-generate.png :alt: Pop up menu to generate BIR 2307 XLS file. This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable withholding tax. The same process above can also be done for a *single* vendor :doc:`payment <../accounting/payments>` if they were linked to one or more :doc:`vendor bills <../accounting/payments/multiple>` with applied withholding taxes. .. note:: - If there is no withholding tax applied, then the XLS file will not generate records for those vendor bill lines. - When grouping payments for multiple bills, Odoo splits the payments based on the contact. From a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that only includes vendor bills related to that contact. .. important:: Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF format.