8553f68bb8
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4479
X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
39 lines
1.6 KiB
ReStructuredText
39 lines
1.6 KiB
ReStructuredText
=============
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Tax carryover
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=============
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When performing tax reports, the **tax carryover** feature allows carrying amounts from one period
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to another without creating new entries.
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It has been created to meet the legal requirements of specific locations, where amounts must be
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transferred from period to period (for example, because the total of the line is negative).
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The feature is activated by default in countries where it is required, such as Belgium, France, and
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Italy. There is no specific configuration required.
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Let’s take an example of a Belgian company that created a credit note of 100 for one of their
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customers. The due tax is 21%.
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.. image:: tax_carryover/belgian-example.png
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:align: center
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:alt: Illustration with a credit note
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In this case, as per local regulation, grid 81 of the tax report may contain a negative amount. But
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it must be declared to the government as zero, and the negative amount should be carried over to the
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next period.
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If we go to :menuselection:`Accounting app --> Reporting --> Tax Report`, a pop-up on line 81
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explains that the amount will be carried over in the next period.
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.. image:: tax_carryover/pop-up.png
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:align: center
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:alt: pop-up message stating the amount will be carried over to the next period
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At the time of the tax closing period, the tax report shows that the amount was carried over from
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the previous period. It also indicates the amount that will be carried over to this line in the next
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period based on the existing transactions and the carryover from the previous period.
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.. image:: tax_carryover/tax-return.png
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:align: center
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:alt: Illustration of the tax return
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