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
282 lines
9.7 KiB
ReStructuredText
282 lines
9.7 KiB
ReStructuredText
=====
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Taxes
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=====
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There are numerous types of **taxes**, and their application varies greatly, depending mostly on
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your company's localization. To make sure they are recorded with accuracy, Odoo's tax engine
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supports all kinds of uses and computations.
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.. _taxes/list_activation:
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Activate Sales Taxes from the List view
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=======================================
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As part of your :doc:`Fiscal Localization Package
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<../../fiscal_localizations/overview/fiscal_localization_packages>`, most of your country's sales
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taxes are already preconfigured on your database. However, only a few of them are activated by
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default, so that you can activate only the ones relevant for your business.
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To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> Taxes` and use the
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*Activate* toggle button to activate or deactivate a tax.
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.. image:: media/taxes-list.png
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:align: center
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:alt: Activate pre-configured taxes in Odoo Accounting
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.. _taxes/configuration:
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Configuration
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=============
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To edit or create a **Tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open
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a tax or click on *Create*.
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.. image:: media/taxes-edit.png
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:align: center
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:alt: Edition of a tax in Odoo Accounting
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.. _taxes/labels:
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.. important::
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Taxes have three different labels, each one having a specific use. Refer to the following table to
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see where they are displayed.
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+------------------+-------------------------+-------------------------+
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| :ref:`Tax Name | :ref:`Label on Invoice | :ref:`Tax Group |
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| <taxes/name>` | <taxes/label-invoices>` | <taxes/tax-group>` |
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+==================+=========================+=========================+
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| Back end | *Taxes* column on | Above the *Total* line |
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| | exported invoices | on exported invoices |
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+------------------+-------------------------+-------------------------+
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Basic Options
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-------------
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.. _taxes/name:
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Tax Name
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~~~~~~~~
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The **Tax Name** as you want to display it for backend users. This is the :ref:`label
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<taxes/labels>` you see while editing Sales Orders, Invoices, Products, etc.
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.. _taxes/computation:
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Tax Computation
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~~~~~~~~~~~~~~~
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- **Group of Taxes**
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The tax is a combination of multiple sub-taxes. You can add as many taxes you want, in the order
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you want them to be applied.
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.. important::
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Make sure that the tax sequence is correct, as the order in which they are may impact the
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taxes' amounts computation, especially if one of the taxes :ref:`affects the base of the
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subsequent ones <taxes/base-subsequent>`.
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- **Fixed**
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The tax has a fixed amount in the default currency. The amount remains the same, regardless of the
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Sales Price.
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For example, a product has a Sales Price of $1000, and we apply a *$10 fixed* tax. We then have:
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+-------------+-------------+----------+----------+
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| Product's | Price | Tax | Total |
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| Sales Price | without tax | | |
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+=============+=============+==========+==========+
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| 1,000 | 1,000 | 10 | 1,010.00 |
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+-------------+-------------+----------+----------+
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- **Percentage of Price**
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The *Sales Price* is the taxable basis: the tax's amount is computed by multiplying the Sales
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Price by the tax's percentage.
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For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax. We then
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have:
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+-------------+-------------+----------+----------+
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| Product's | Price | Tax | Total |
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| Sales Price | without tax | | |
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+=============+=============+==========+==========+
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| 1,000 | 1,000 | 100 | 1,100.00 |
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+-------------+-------------+----------+----------+
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- **Percentage of Price Tax Included**
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The *Total* is the taxable basis: the tax's amount is a percentage of the Total.
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For example, a product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax.
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We then have:
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+-------------+-------------+----------+----------+
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| Product's | Price | Tax | Total |
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| Sales Price | without tax | | |
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+=============+=============+==========+==========+
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| 1,000 | 1,000 | 111.11 | 1,111.11 |
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+-------------+-------------+----------+----------+
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.. _taxes/active:
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Active
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~~~~~~
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Only **Active** taxes can be added to new documents.
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.. important::
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It is not possible to delete taxes that have already been used. Instead, you can deactivate them
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to prevent future use.
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.. note::
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This field can be modified from the *List View*. See :ref:`above <taxes/list_activation>` for
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more information.
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.. _taxes/scope:
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Tax Scope
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~~~~~~~~~
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The **Tax Scope** determines the tax's application, which also restricts where it is displayed.
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- **Sales**: Customer Invoices, Product's Customer Taxes, etc.
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- **Purchase**: Vendor Bills, Product's Vendor Taxes, etc.
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- **None**
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.. tip::
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You can use **None** for taxes that you want to include in a :ref:`Group of Taxes
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<taxes/computation>` but that you don't want to list along with other Sales or Purchase taxes.
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.. _taxes/definition-tab:
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Definition tab
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--------------
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Allocate with precision the amount of the taxable basis or percentages of the computed tax to
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multiple accounts and Tax Grids.
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.. image:: media/taxes-definition.png
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:align: center
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:alt: Allocate tax amounts to the right accounts and tax grids
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- **Based On**:
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- Base: the price on the invoice line
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- % of tax: a percentage of the computed tax.
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- **Account**: if defined, an additional Journal Item is recorded.
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- **Tax Grids**: used to generate :doc:`Tax Reports <../../reporting/declarations/tax_returns>`
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automatically, according to your country's regulations.
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.. _taxes/advanced-tab:
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Advanced Options tab
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--------------------
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.. _taxes/label-invoices:
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Label on Invoices
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~~~~~~~~~~~~~~~~~
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The label of the tax, as displayed on each invoice line in the **Taxes** column. This is the
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:ref:`label <taxes/labels>` visible to *front end* users, on exported invoices, on their Customer
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Portals, etc.
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.. image:: media/taxes-invoice-label.png
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:align: center
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:alt: The Label on Invoices is displayed on each invoice line
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.. _taxes/tax-group:
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Tax Group
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~~~~~~~~~
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Select to which **Tax Group** the tax belongs. The Tax Group name is the :ref:`label
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<taxes/labels>` displayed above the *Total* line on exported invoices, and the Customer Portals.
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Tax groups include different iterations of the same tax. This can be useful when you must record
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differently the same tax according to :doc:`Fiscal Positions <fiscal_positions>`.
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.. image:: media/taxes-invoice-tax-group.png
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:align: center
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:alt: The Tax Group name is different from the Label on Invoices
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In the example above, we see a 0% tax for Intra-Community customers in Europe. It records amounts on
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specific accounts and with specific tax grids. Still, to the customer, it is a 0% tax. That's why
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the :ref:`Label on the Invoice <taxes/label-invoices>` indicates *0% EU*, and the Tax Group name,
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above the *Total* line, indicates *0%*.
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.. _taxes/analytic-cost:
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Include in Analytic Cost
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~~~~~~~~~~~~~~~~~~~~~~~~
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With this option activated, the tax's amount is assigned to the same **Analytic Account** as the
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invoice line.
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.. _taxes/included-in-price:
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Included in Price
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~~~~~~~~~~~~~~~~~
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With this option activated, the total (including the tax) equals the **Sales Price**.
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:dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`
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For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax, which is
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*included in the price*. We then have:
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+-------------+-------------+----------+----------+
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| Product's | Price | Tax | Total |
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| Sales Price | without tax | | |
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+=============+=============+==========+==========+
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| 1,000 | 900.10 | 90.9 | 1,000.00 |
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+-------------+-------------+----------+----------+
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.. note::
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If you need to define prices accurately, both tax-included and tax-excluded, please refer to the
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following documentation: :doc:`B2B_B2C`.
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.. note::
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- **Invoices**: By default, the Line Subtotals displayed on your invoices are *Tax-Excluded*. To
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display *Tax-Included* Line Subtotals, go to :menuselection:`Accounting --> Configuration -->
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Settings --> Customer Invoices`, and select *Tax-Included* in the **Line Subtotals Tax
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Display** field, then click on *Save*.
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- **eCommerce**: By default, the prices displayed on your eCommerce website are *Tax-Excluded*.
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To display *Tax-Included* prices, go to :menuselection:`Website --> Configuration --> Settings
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--> Pricing`, and select *Tax-Included* in the **Product Prices** field, then click on *Save*.
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.. _taxes/base-subsequent:
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Affect Base of Subsequent Taxes
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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With this option, the total tax-included becomes the taxable basis for the other taxes applied to
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the same product.
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You can configure a new :ref:`Group of Taxes <taxes/computation>` to include this tax, or add it
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directly to a product line.
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.. image:: media/taxes-subsequent-line.png
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:align: center
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:alt: The eco-tax is taken into the basis of the 21% VAT tax
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.. warning::
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The order in which you add the taxes on a product line has no effect on how amounts are computed.
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If you add taxes directly on a product line, only the tax sequence determines the order in which
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they are applied.
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To reorder the sequence, go to :menuselection:`Accounting --> Configuration --> Taxes`, and drag
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and drop the lines with the handles next to the tax names.
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.. image:: media/taxes-list-sequence.png
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:align: center
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:alt: The taxes' sequence in Odoo determines which tax is applied first
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.. seealso::
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- :doc:`fiscal_positions`
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- :doc:`B2B_B2C`
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- :doc:`taxcloud`
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- :doc:`../../reporting/declarations/tax_returns` |