[IMP] accounting/tax-mapping: split tax mapping from fiscal positions

closes #14493

Signed-off-by: Dallas Dean (dade) <[email protected]>

Author: dade-odoo

content/applications/finance/accounting/taxes.rst

@@ -20,9 +20,9 @@ are also used to prefill the :guilabel:`Taxes` field when adding a new line on a
 .. image:: taxes/default-configuration.png
    :alt: Odoo fills out the Tax field automatically according to the Default Taxes
 
-To change your **default taxes**, go to :menuselection:`Accounting --> Configuration --> Settings
---> Taxes --> Default Taxes`, select the appropriate taxes for your default sales tax and purchase
-tax, and click on :guilabel:`Save`.
+To change your **default taxes**, go to :menuselection:`Accounting --> Configuration --> Settings`,
+scroll down to the :guilabel:`Taxes` section, select the appropriate default sales and purchase
+taxes in the :guilabel:`Default Taxes` field, and click on :guilabel:`Save`.
 
 .. image:: taxes/default-taxes.png
    :alt: Define which taxes to use by default on Odoo
@@ -173,6 +173,46 @@ Tax scope
 The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, either **goods** or
 **services**.
 
+.. _taxes/tax-mapping:
+
+Tax mapping
+-----------
+
+Taxes can be combined with :doc:`fiscal positions <taxes/fiscal_positions>` to map taxes to each
+other so that the correct tax is applied based on the customer's or vendor's location and business
+type.
+
+When configuring a tax, leave the :guilabel:`Fiscal Position` field blank to apply the tax across
+all fiscal positions or select specific fiscal positions where this tax should be used. If one or
+multiple fiscal positions are selected, use the :guilabel:`Replaces` field to select all of the
+taxes that this tax should replace for the selected fiscal position(s).
+
+To replace one tax with multiple other taxes, configure each of the replacement taxes to replace the
+default product tax.
+
+.. example::
+   As a sales tax, the :guilabel:`0% Exports` tax applies to quotations, sales orders, and invoices
+   that use the :guilabel:`Foreign Trade` fiscal position. On those records, any time that the
+   :guilabel:`15%` tax would be used, the :guilabel:`0% Exports` tax is used instead.
+
+.. note::
+   Since the first fiscal position in the sequence is considered the company's default, the taxes
+   set on products are expected to be used with that fiscal position, so the :guilabel:`Replaces`
+   field is not displayed on it.
+
+   .. image:: taxes/tax-mapping-example.png
+      :alt: The **0% Exports** tax record
+
+.. tip::
+   To more easily view which taxes are replaced, use the :icon:`oi-settings-adjust`
+   :guilabel:`adjust settings` in the taxes list view and display the :guilabel:`Replaces` field.
+
+   .. image:: taxes/tax-mapping-list.png
+      :alt: The **Replaces** field shown in the list view
+
+.. note::
+   Tax mapping only works with :ref:`taxes/active` taxes.
+
 .. _taxes/definition-tab:
 
 Definition tab

content/applications/finance/accounting/taxes/fiscal_positions.rst

@@ -3,11 +3,11 @@ Fiscal positions (tax and account mapping)
 ==========================================
 
 Default taxes and accounts are set on products and customers to create new transactions on the fly.
-However, depending on the customers' and providers' localization and business type, using different
+However, depending on the customers' and vendors' location and business type, using different
 taxes and accounts for a transaction might be necessary.
 
-**Fiscal positions** allow the creation of rules to adapt the taxes and accounts used for a
-transaction automatically.
+**Fiscal positions** allow the creation of rules to adapt the taxes and the income and expense
+accounts used for a transaction automatically.
 
 They can be applied :ref:`automatically <fiscal_positions/automatic>`, :ref:`manually
 <fiscal_positions/manual>`, or :ref:`assigned to a partner <fiscal_positions/partner>`.
@@ -16,38 +16,39 @@ They can be applied :ref:`automatically <fiscal_positions/automatic>`, :ref:`man
    Several default fiscal positions are available as part of your :ref:`fiscal localization
    package <fiscal_localizations/packages>`.
 
+.. _fiscal_positions/configuration:
+
 Configuration
 =============
 
- .. _fiscal_positions/mapping:
+To edit or create a fiscal position, go to :menuselection:`Accounting --> Configuration --> Fiscal
+Positions`, and open the record to modify or click :guilabel:`New`.
 
-Tax and account mapping
------------------------
+.. tip::
+   If any notes are legally required when using this fiscal position, add them in the
+   :guilabel:`Legal Notes...` field below the :ref:`tax mapping <fiscal_positions/tax-mapping>`
+   section to display them on quotations, sales orders, invoices, and bills.
 
-To edit or create a fiscal position, go to :menuselection:`Accounting --> Configuration --> Fiscal
-Positions`, and open the entry to modify or click on :guilabel:`New`.
+.. _fiscal_positions/tax-mapping:
 
-The mapping of taxes and accounts is based on the default taxes and accounts defined in the
-product form.
+Tax mapping
+-----------
 
-- To map to another tax or account, fill out the right column (:guilabel:`Tax to Apply`/
-  :guilabel:`Account to Use Instead`).
+Fiscal positions are required to map taxes. :ref:`Tax mapping <taxes/tax-mapping>` is configured on
+taxes themselves.
 
-.. image:: fiscal_positions/fiscal-positions-tax-mapping.png
-   :align: center
-   :alt: Example of a fiscal position's tax mapping
+.. _fiscal_positions/account-mapping:
 
-.. image:: fiscal_positions/fiscal-positions-account-mapping.png
-   :align: center
-   :alt: Example of a fiscal position's account mapping
+Account mapping
+---------------
 
-- To remove a tax, leave the field :guilabel:`Tax to Apply` empty.
-- To replace a tax with several other taxes, add multiple lines using the same :guilabel:`Tax on
-  Product`.
+Account mapping is based on the income and expense accounts defined on the product or product
+category. To map to another account, select the account to be replaced in the left column
+(:guilabel:`Account on Product`) and select the account to use instead in the right column
+(:guilabel:`Account to Use Instead`).
 
-.. note::
-   The mapping only works with *active* taxes. Therefore, make sure they are active by going to
-   :menuselection:`Accounting --> Configuration --> Taxes`.
+.. image:: fiscal_positions/fiscal-positions-account-mapping.png
+   :alt: Example of a fiscal position's account mapping
 
 Application
 ===========
@@ -68,7 +69,6 @@ From there, several conditions can be activated:
   selected country or country group.
 
 .. image:: fiscal_positions/fiscal-positions-automatic.png
-   :align: center
    :alt: Example of a fiscal position automatic application settings
 
 .. note::
@@ -91,12 +91,11 @@ From there, several conditions can be activated:
 Manual application
 ------------------
 
-To manually select a fiscal position, open a sales order, invoice, or bill, go to the
-:guilabel:`Other Info` tab and select the desired :guilabel:`Fiscal Position` before adding product
-lines.
+To manually select a fiscal position, open a sales order, purchase order, invoice, or bill, go to
+the :guilabel:`Other Info` tab and select the desired :guilabel:`Fiscal Position` before adding
+product lines.
 
 .. image:: fiscal_positions/fiscal-positions-manual.png
-   :align: center
    :alt: Selection of a fiscal position on a sales order, invoice, or bill
 
 .. _fiscal_positions/partner:
@@ -109,9 +108,12 @@ To define which fiscal position must be used by default for a specific partner,
 :guilabel:`Sales & Purchase` tab, and select the :guilabel:`Fiscal Position`.
 
 .. image:: fiscal_positions/fiscal-positions-customer.png
-   :align: center
    :alt: Selection of a fiscal position on a customer
 
+.. tip::
+   To view all partners at once instead of only customers, remove the :guilabel:`Customer Invoices`
+   filter or use the **Contacts** application.
+
 .. seealso::
 
   * :doc:`../taxes`

content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png

@@ -27,7 +27,7 @@ Then, set a default fiscal position that should be applied to all sales in the s
 
 According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>`
 activated, several fiscal positions are preconfigured and can be set and used in POS. However, you
-can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
+can also :ref:`create new fiscal positions <fiscal_positions/configuration>`.
 
 .. note::
    If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field