0cca0b5dba
- brand new content for the taxes doc (including new content previously explained in tax_included.rst) - tax_included.rst is merged into taxes.rst - redirections - create -> taxes - tax_included -> taxes
111 lines
4.3 KiB
ReStructuredText
111 lines
4.3 KiB
ReStructuredText
==========================================
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Fiscal Positions (tax and account mapping)
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==========================================
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Default taxes and accounts are set on products and customers to create new transactions on the fly.
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However, you might have to use different taxes and record the transactions on different accounts,
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according to your customers' and providers' localizations and business types.
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**Fiscal Positions** allow you to create *sets of rules* to automatically adapt the taxes and the
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accounts used for a transaction.
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.. image:: media/fiscal-positions-intra-community.png
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:align: center
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:alt: Example: Belgian to Intra-Community tax mapping with Fiscal Positions in Odoo Accounting
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They can be applied in various ways:
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- :ref:`automatically applied, based on some rules <fiscal_positions/automatic>`
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- :ref:`manually applied on a transaction <fiscal_positions/partner>`
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- :ref:`assigned to a partner, on its contact form <fiscal_positions/transaction>`
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.. note::
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A few Fiscal Positions are already preconfigured on your database, as part of your :doc:`Fiscal
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Localization Package <../../fiscal_localizations/overview/fiscal_localization_packages>`.
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Configuration
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=============
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Tax and Account Mapping
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-----------------------
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To edit or create a Fiscal Position, go to :menuselection:`Accounting --> Configuration --> Fiscal
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Positions`, and open the entry you want to modify or click on *Create*.
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The mapping of taxes and accounts is based on the default taxes and accounts defined in the
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products' forms.
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- To map to another tax or account, fill out the right column (**Tax to Apply**/**Account to Use
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Instead**).
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- To remove a tax, rather than replacing it with another, leave the field **Tax to Apply** empty.
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- To replace a tax with multiple other taxes, add multiple lines with the same **Tax on Product**.
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.. note::
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The mapping only works with *active* taxes. Therefore, make sure they are active by going to
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:menuselection:`Accounting --> Configuration --> Taxes`.
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.. _fiscal_positions/automatic:
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Automatic application
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---------------------
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You can configure your Fiscal Positions to be applied automatically, following a set of conditions.
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To do so, open the Fiscal Position you want to modify and click on **Detect Automatically**. You can
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configure a few conditions:
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- **VAT Required**: The VAT number *must* be indicated in the customer's contact form.
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- **Country Group** / **Country**: The Fiscal Position is applied to these countries.
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.. image:: media/fiscal-positions-automatic.png
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:align: center
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:alt: Example of settings to apply a Fiscal Position automatically
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.. note::
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Taxes on **eCommerce orders** are automatically updated once the visitor has logged in or filled
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out their billing details.
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.. important::
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The Fiscal Positions' **sequence** - the order in which they are arranged - defines which
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Fiscal Position to apply if the conditions are met in multiple Fiscal Positions.
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For example, if the first Fiscal Position targets *country A*, and the second Fiscal Position
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targets a *Country Group* that also comprises *country A*, only the first Fiscal Position will be
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applied to customers from *country A*.
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.. _fiscal_positions/application:
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Application
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===========
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.. _fiscal_positions/partner:
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Assign a Fiscal Position to a partner
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--------------------------------------
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You can manually define which Fiscal Position must be used by default for a specific partner.
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To do so, open the partner's contact form, go to the **Sales & Purchase** tab, edit the **Fiscal
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Position** field, and click on *Save*.
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.. image:: media/fiscal-positions-partner.png
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:align: center
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:alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting
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.. _fiscal_positions/transaction:
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Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills
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---------------------------------------------------------------------
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To manually select which Fiscal Position to use for a new Sales Order, Invoice, or Bill, go to the
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**Other Info** tab and select the right **Fiscal Position** *before* adding product lines.
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.. image:: media/fiscal-positions-transaction.png
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:align: center
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:alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting
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.. seealso::
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* :doc:`taxes`
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* :doc:`taxcloud`
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* :doc:`B2B_B2C` |