ecbb755471
The content written in the fiscal localisation pages are not only for Accounting, but also for other apps such as Payroll and Point of Sales. This commit moves the content to the "Finance" level, to better reflect this reality, and merges the pages in the /overview/ folder in the main category page. closes odoo/documentation#3546 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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=====
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Kenya
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=====
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.. _localization/kenya/configuration:
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Configuration
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=============
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:ref:`Install <general/install>` the following modules to get all the features of the Kenyan
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localization:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Kenyan - Accounting`
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- `l10n_ke`
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- Installing this module grants you access to the list of accounts used in the local GAAP and
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the list of common taxes (VAT, etc.).
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* - :guilabel:`Kenyan - Accounting Reports`
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- `l10n_ke_reports`
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- Installing this module grants you access to improved accounting reports for Kenya, such as
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Profit and Loss and Balance Sheets.
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You also have to install the **Kenya Tremol Device EDI Integration** package to be able to report
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your taxes to the **Kenya Revenue Authority (KRA)** using the Tremol G03 Control Unit:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Kenya Tremol Device EDI Integration`
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- `l10n_ke_edi_tremol`
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- Installing this module integrates with the Kenyan G03 Tremol control unit device to report
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taxes to KRA through TIMS.
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.. image:: kenya/modules.png
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:align: center
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:alt: The three modules for the Kenya Fiscal Localization Package on Odoo
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Kenyan TIMS integration
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=======================
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The Kenya Revenue Authority (KRA) has decided to go digital for tax collection through the **Tax
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Invoice Management System (TIMS)**. As of December 1st, 2022, all VAT-registered persons should
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comply with TIMS. The goal is to reduce VAT fraud, increase tax revenue, and increase VAT compliance
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through standardization, validation, and transmission of invoices to KRA on a real-time or near
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real-time basis.
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All VAT-registered taxpayers should use a **compliant tax register**. Odoo decided to develop the
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integration of the **Tremol G03 Control Unit (type C)**, which can be run locally through USB. This
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device validates invoices to ensure financial documents meet the new regulations and send the
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validated tax invoices directly to KRA. Installing a proxy server that provides a gateway between
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users and the internet is required.
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Installing the proxy server on a Windows device
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-----------------------------------------------
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Go to `odoo.com/download <https://www.odoo.com/page/download>`_, fill out the required information
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and click :guilabel:`Download`.
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.. image:: kenya/download.png
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:align: center
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:alt: Install the Proxy Server on a Windows device
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Once it is loaded on your computer, a wizard opens. You have to read and agree with the terms of the
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agreement. On the next page, select the :guilabel:`type of install: Odoo IoT`. Then, click
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:guilabel:`Next` and :guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the
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:guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then click :guilabel:`Finish`.
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A new page opens, confirming your :doc:`IoT Box <../../productivity/iot/config/connect>` is up and
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running. Connect your physical device **Tremol G03 Control Unit (type C)** to your laptop via USB.
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In the :guilabel:`IoT Device` section, check that your Tremol G03 Control Unit (type C) appears,
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confirming the connection between the device and your computer.
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.. image:: kenya/iot-box.png
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:align: center
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:alt: Your IoT box is up and running
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.. note::
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If the device is not detected, try to plug it in again or click on the :guilabel:`Restart` button
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in the top right corner.
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.. seealso::
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:doc:`Connect an IoT box to your database <../../productivity/iot/config/connect>`
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Sending the data to KRA using the Tremol G03 Control Unit
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---------------------------------------------------------
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As a pre-requisite, check out that the :ref:`Kenyan Accounting modules
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<localization/kenya/configuration>` are installed on your database. Then, go to
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:menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS Integration section`, and
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check that the :guilabel:`control Unit Proxy Address` matches the address of the IoT box.
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To send data to KRA, create a new invoice by going to :menuselection:`Accounting Dashboard -->
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Customer Invoice card` and clicking :guilabel:`New Invoice`. Upon confirmation of a new invoice, the
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:guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it sends the invoice details
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to the device and from the device to the government. The :guilabel:`CU Invoice Number` field is now
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completed in your invoice, confirming the information has been sent.
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The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are automatically completed once
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the invoice is sent to the government:
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- :guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code.
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- :guilabel:`CU Serial Number`: reflects the serial number of the device.
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- :guilabel:`CU Signing Date and Time`: The date and time when the invoice has been sent to KRA.
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If you click on :guilabel:`Send and Print`, a .pdf of the invoice is generated. The
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:guilabel:`Kenyan Fiscal Device Info` is mentioned on the document.
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.. note::
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To verify KRA has received the invoice information, take the :guilabel:`CU Invoice Number` and
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and enter it in the :guilabel:`Invoice Number Checker` section on
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`Kenya Revenue Authority website <https://itax.kra.go.ke/KRA-Portal>`_. Click
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:guilabel:`Validate` and find the invoice details.
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