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closes odoo/documentation#8434
X-original-commit: 3a98d49f83
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
99 lines
3.9 KiB
ReStructuredText
99 lines
3.9 KiB
ReStructuredText
===========
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Philippines
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===========
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Configuration
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=============
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:ref:`Install <general/install>` the :guilabel:`🇵🇭 Philippines` :ref:`fiscal localization package
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<fiscal_localizations/packages>` to get all the default accounting features of the Philippine
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localization, such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base
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template to get started with using Philippine accounting.
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.. note::
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- When creating a new database and selecting the `Philippines` as a country, the fiscal
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localization module **Philippines - Accounting** is automatically installed.
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- If the module is installed in an existing company, the **chart of accounts** and **taxes** will
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*not* be replaced if there are already posted journal entries.
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- The BIR 2307 report is installed, but the withholding taxes may need to be manually created.
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Chart of accounts and taxes
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---------------------------
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A minimum configuration default chart of accounts is installed, and the following types of taxes are
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installed and linked to the relevant account:
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- VAT 12%
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- VAT Exempt
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- Withholding taxes
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For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional
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:guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab.
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.. image:: philippines/philippines-atc-code.png
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:alt: Philippines ATC code field set on taxes.
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.. note::
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Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code
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must be added.
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Contacts
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--------
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When a company or an individual (not belonging to a company) contact is located in the Philippines,
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fill in the :guilabel:`Tax ID` field with their `Taxpayer Identification Number (TIN)`.
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For individuals not belonging to a company, identify them by using the following additional fields:
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- :guilabel:`First Name`
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- :guilabel:`Middle Name`
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- :guilabel:`Last Name`
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.. image:: philippines/philippines-contact-individual.png
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:alt: Individual type contact with First, Middle, and Last Name fields.
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.. note::
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For both :guilabel:`Company` and :guilabel:`Individual`, the TIN should follow the
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`NNN-NNN-NNN-NNNNN` format. The branch code should follow the last digits of the TIN, or else it
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can be left as `00000`.
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BIR 2307 report
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===============
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**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source
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<https://www.bir.gov.ph/index.php/bir-forms/certificates.html>`_, can be generated for purchase
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orders and vendor payments with the applicable withholding taxes.
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To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
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:menuselection:`Action --> Download BIR 2307 XLS`.
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.. image:: philippines/philippines-multi-bill.png
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:alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS".
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.. tip::
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The same action can be performed on a vendor bill from the form view.
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A pop-up appears to review the selection, then click on :guilabel:`Generate`.
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.. image:: philippines/philippines-generate.png
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:alt: Pop up menu to generate BIR 2307 XLS file.
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This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable
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withholding tax.
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The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if
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it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding
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taxes.
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.. note::
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- If no withholding tax is applied, then the XLS file will not generate records for those vendor
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bill lines.
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- When grouping payments for multiple bills, Odoo splits the payments based on the contact. From
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a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that
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only includes vendor bills related to that contact.
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.. important::
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Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated
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:file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF
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format.
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