[FW][IMP] accounting: withholding tax

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

@@ -2,69 +2,41 @@
 Withholding taxes
 =================
 
-A withholding tax, also called a retention tax, is a government
-requirement for the payer of a customer invoice to withhold or deduct
-tax from the payment, and pay that tax to the government. In most
-jurisdictions, withholding tax applies to employment income.
-
-With normal taxes, the tax is added to the subtotal to give you the
-total to pay. As opposed to normal taxes, withholding taxes are deducted
-from the amount to pay, as the tax will be paid by the customer.
-
-As, an example, in Colombia you may have the following invoice:
-
-.. image:: retention/retention03.png
-   :align: center
-
-In this example, the **company** who sent the invoice owes $20 of taxes to
-the **government** and the **customer** owes $10 of taxes to the **government**.
+A **withholding tax**, also known as retention tax, mandates the payer of a customer invoice to
+deduct a tax from the payment and remit it to the government. Typically, a tax is included in the
+subtotal to calculate the total amount paid, while withholding taxes are directly subtracted from
+the payment.
 
 Configuration
 =============
 
-In Odoo, a withholding tax is defined by creating a negative tax. For a
-retention of 10%, you would configure the following tax (accessible
-through :menuselection:`Configuration --> Taxes`):
+In Odoo, a withholding tax is defined by creating a negative tax. To create one, go
+to :menuselection:`Accounting --> Configuration --> Taxes` and, in the :guilabel:`Amount` field,
+enter a negative amount.
 
-.. image:: retention/retention04.png
-   :align: center
+.. image:: retention/negative-amount.png
+   :alt:  negative tax amount in field
 
-In order to make it appear as a retention on the invoice, you should set
-a specific tax group **Retention** on your tax, in the **Advanced Options**
-tab.
+Then, go to the :menuselection:`Advanced Options` tab and create a retention :guilabel:`Tax Group`.
 
-.. image:: retention/retention02.png
-   :align: center
-
-Once the tax is defined, you can use it in your products, sales order or
-invoices.
+.. image:: retention/tax-group.png
+   :alt: tax group for retention tax.
 
 .. tip::
-    If the retention is a percentage of a regular tax, create a Tax with a
-    **Tax Computation** as a **Tax Group** and set the two taxes in this group
-    (normal tax and retention).
-
-Applying retention taxes on invoices
-====================================
-
-Once your tax is created, you can use it on customer forms, sales order
-or customer invoices. You can apply several taxes on a single customer
-invoice line.
-
-.. image:: retention/retention01.png
-   :align: center
+   If the retention is a percentage of a regular tax, create a :guilabel:`Tax` with a
+   :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, set both the regular tax and
+   the retention one in the :guilabel:`Definition` tab.
 
-.. note::
-    When you see the customer invoice on the screen, you get only a
-    **Taxes line** summarizing all the taxes (normal taxes & retentions).
-    But when you print or send the invoice, Odoo does the correct
-    grouping amongst all the taxes.
+Retention taxes on invoices
+===========================
 
-The printed invoice will show the different amounts in each tax group.
+Once the retention tax has been created, it can be used on customer forms, sales orders, and
+customer invoices.
+Several taxes can be applied on a single customer invoice line.
 
-.. image:: retention/retention03.png
-   :align: center
+.. image:: retention/invoice-tax.png
+   :alt: invoice lines with taxes
 
 .. seealso::
 
-  * :doc:`../taxes`
+   :doc:`../taxes`