2d36278296
https://docs.google.com/document/d/1YgkZlbB5BxjmY-ft4bSZRGOm038L-8reFVnT_WMCnKs/edit#heading=h.aq4k0ooqiy2g
124 lines
3.6 KiB
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124 lines
3.6 KiB
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========================
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How to define new taxes?
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========================
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Odoo's tax engine is very flexible and support many different type of
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taxes: value added taxes (VAT), eco-taxes, federal taxes, retention,
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withholding taxes, etc. For most countries, the chart of account you
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setup is automatically pre-configured with the main taxes of the
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country.
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This section details how you can define new taxes for specific use
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cases.
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Managing Taxes
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==============
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Defining new taxes
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------------------
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In order to create new taxes, use the menu :menuselection:`Configuration --> Taxes` in the
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accounting application. From this menu, you will get all the taxes you
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can use: sales taxes and purchase taxes.
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.. image:: media/create01.png
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:align: center
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When you create a new tax, you can set the following information:
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- **Scope**: Sales, Purchases or None (e.g. deprecated tax)
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- **Tax Account**: is the account where the tax journal item will be
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posted. This field is optional, if you keep it empty, Odoo posts
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the tax journal item in the income account.
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- **Label on Invoices**: a short text on how you want this tax to be
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printed on invoice line. For example, a tax named "21% on
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Services" can have the following label on invoice "21%".
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- **Tax Group**: defines where this tax is summed in the invoice footer.
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All the tax belonging to the same tax group will be grouped on
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the invoice footer. Examples of tax group: VAT, Retention.
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- **Include in Analytic Cost**: the tax is counted as a cost and, thus,
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generate an analytic entry if your invoice uses analytic
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accounts.
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- **Tags**: are used for custom reports. (usually, you can keep this field
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empty)
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Taxes allow different computation mechanism:
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- **Fixed**, example: an eco-tax of $1.34 per battery
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- **Percentage**, example: 15% sales tax
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- **Percentage of price**, tax included: example in brazil
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- **Group of taxes**: allows to have a compound tax
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.. image:: media/create02.png
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:align: center
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.. note::
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if you need more advanced tax mechanism, you can install the
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module **account_tax_python** and you will be able to define new taxes
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with Python code.
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If a tax is included in price, it means that the price set on the
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product form includes this tax. As an example, let's say you have a
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product with a sale tax of 10%. The sale price on the product form is
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$100.
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- If the tax is not included in the price, you will get:
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- Price without tax: $100
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- Taxes: $10
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- Total to pay: $110
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- If the tax is included in the price
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- Price without tax: 90.91
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- Taxes: $9.09
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- Total to pay: $100
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.. image:: media/create03.png
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:align: center
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Stop using a tax
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----------------
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If you want to avoid using a tax, you can not delete it because the tax
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is probably used in several invoices. So, in order to avoid users to
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continue using this tax, you should set the field **Tax Scope** to **None**.
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Setting your default taxes
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==========================
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Once you have created your taxes, you can define which tax is the
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default one when creating new products (for sales and purchase taxes).
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To set the default taxes, in the accounting application, go in the menu
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:menuselection:`Configuration --> Settings`.
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.. image:: media/create04.png
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:align: center
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Once taxes are set by default, when you create a new product, Odoo will
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propose you the right taxes by default on the product form.
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.. note::
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Setting the default taxes impact the creation of product, but not
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sales order or invoices. The tax used on sales order or invoices is
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defined by the product on the sale order line.
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.. seealso::
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* :doc:`application`
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* :doc:`retention`
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