diff --git a/content/applications/finance/accounting/taxes.rst b/content/applications/finance/accounting/taxes.rst index 3f7514c302..94b2fb70a3 100644 --- a/content/applications/finance/accounting/taxes.rst +++ b/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 ` 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 diff --git a/content/applications/finance/accounting/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxes/fiscal_positions.rst index cd3556c786..3646c3143b 100644 --- a/content/applications/finance/accounting/taxes/fiscal_positions.rst +++ b/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 `, :ref:`manually `, or :ref:`assigned to a partner `. @@ -16,38 +16,39 @@ They can be applied :ref:`automatically `, :ref:`man Several default fiscal positions are available as part of your :ref:`fiscal localization package `. +.. _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 ` + 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 ` 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` diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png deleted file mode 100644 index ace6efff75..0000000000 Binary files a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/tax-mapping-example.png b/content/applications/finance/accounting/taxes/tax-mapping-example.png new file mode 100644 index 0000000000..1b95f868e0 Binary files /dev/null and b/content/applications/finance/accounting/taxes/tax-mapping-example.png differ diff --git a/content/applications/finance/accounting/taxes/tax-mapping-list.png b/content/applications/finance/accounting/taxes/tax-mapping-list.png new file mode 100644 index 0000000000..145c22a0bb Binary files /dev/null and b/content/applications/finance/accounting/taxes/tax-mapping-list.png differ diff --git a/content/applications/sales/point_of_sale/pricing/fiscal_position.rst b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst index 759847adff..481518d7f3 100644 --- a/content/applications/sales/point_of_sale/pricing/fiscal_position.rst +++ b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst @@ -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 `. +can also :ref:`create new fiscal positions `. .. note:: If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field