88 lines
3.2 KiB
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88 lines
3.2 KiB
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How to adapt taxes to my customer status or localization
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==========================================================
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Most often sales tax rates depend on your customer status or localization.
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To map taxes, Odoo brings the so-called *Fiscal Positions*.
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Create tax mapping
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==================
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A fiscal position is just a set of rules that maps default taxes (as defined
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on product form) into other taxes. In the screenshot below, foreign customers
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get a 0% tax instead of the default 15%, for both sales and purchases.
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.. image:: media/application02.png
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:align: center
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The main fiscal positions are automatically created according to your
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localization. But you may have to create fiscal positions for specific use cases.
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To define fiscal positions, go to
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:menuselection:`Invoicing/Accounting --> Configuration --> Fiscal Positions`.
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.. note::
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If you use Odoo Accounting, you can also map the Income/Expense accounts according to the fiscal
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position. For example, in some countries, revenues from sales are not posted in
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the same account than revenues from sales in foreign countries.
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Adapt taxes to your customer status
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===================================
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If a customer falls into a specific taxation rule, you need to apply a tax-mapping.
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To do so, create a fiscal position and assign it to your customers.
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.. image:: media/application01.png
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:align: center
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Odoo will use this specific fiscal position for any order/invoice recorded for the customer.
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.. note::
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If you set the fiscal position in the sales order or invoice manually, it will only
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apply to this document and not to future orders/invoices of the same customer.
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Adapt taxes to your customer address (destination-based)
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========================================================
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Depending on your localization, sales taxes may be origin-based or destination-based.
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Most states or countries require you to collect taxes at the rate of the destination
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(i.e. your buyer’s address) while some others require to collect them at the rate effective
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at the point of origin (i.e. your office or warehouse).
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If you are under the destination-based rule, create one fiscal position per tax-mapping to apply.
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* Check the box *Detect Automatically*.
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* Select a country group, country, state or city to trigger the tax-mapping.
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.. image:: media/application04.png
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:align: center
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This way if no fiscal position is set on the customer, Odoo will choose the fiscal position matching the
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shipping address on creating an order.
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.. note::
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For eCommerce orders, the tax of the visitor's cart will automatically
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update and apply the new tax after the visitor has logged in or filled
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in his shipping address.
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Specific use cases
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==================
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If, for some fiscal positions, you want to remove a tax, instead of
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replacing by another, just keep the *Tax to Apply* field empty.
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.. image:: media/application03.png
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:align: center
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If, for some fiscal positions, you want to replace a tax by two other
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taxes, just create two lines having the same *Tax on Product*.
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.. note::
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The fiscal positions are not applied on assets and deferred revenues.
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.. seealso::
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* :doc:`create`
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* :doc:`taxcloud`
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* :doc:`tax_included`
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* :doc:`B2B_B2C`
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