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‎.tx/config

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file_filter = locale/<lang>/LC_MESSAGES/website.po
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source_file = locale/sources/website.pot
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source_lang = en
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[odoo-9-doc.ecommerce]
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file_filter = locale/<lang>/LC_MESSAGES/ecommerce.po
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source_file = locale/sources/ecommerce.pot
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source_lang = en

‎_static/banners/ecommerce.jpg

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‎accounting/others/taxes.rst

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.. toctree::
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:titlesonly:
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taxes/application
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taxes/create
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taxes/default_taxes
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taxes/application
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taxes/tax_cloud
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taxes/tax_included
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taxes/retention
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taxes/taxcloud
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taxes/B2B_B2C

‎sales/products_prices/prices/B2B_B2C.rst renamed to ‎accounting/others/taxes/B2B_B2C.rst

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‎accounting/others/taxes/application.rst

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======================================================
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How to apply specific taxes by country, state or city?
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======================================================
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==========================================================
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How to adapt taxes to your customer status or localization
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==========================================================
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In Odoo, the default tax to apply on a product/service is set on the
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**product form**. But, some customers may have specific tax rates because of
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their status (in some countries, construction companies are VAT exempts)
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or their location (customers in a different country, state and/or city
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may be subjected to another tax rate).
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Most often sales tax rates depend on your customer status or localization.
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To map taxes, Odoo brings the so-called *Fiscal Positions*.
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In order to select the right tax to apply according to the customer or
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product, Odoo uses the concept of **fiscal positions**. If a customer has a
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specific fiscal position, the default tax may be replaced by another
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one. (as an example, construction companies have 0% instead of 21% in
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Belgium for construction related work).
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Create tax mapping
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==================
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As an example, in Belgium, for the VAT tax, there are 3 fiscal positions
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that depend on on the country of the customer and some companies (like
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construction companies) benefit from a specific fiscal treatments:
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A fiscal position is just a set of rules that maps default taxes (as defined
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on product form) into other taxes. In the screenshot below, foreign customers
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get a 0% tax instead of the default 15%, for both sales and purchases.
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- **Belgian companies:** with 21% VAT (default, on product form)
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- **European companies:** with 0% VAT (intra-EU)
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- **Other countries:** 0% (but a different tax since it uses different
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accounts)
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- **Construction companies:** with 0% VAT, only for construction companies
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in Belgium
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.. image:: media/application02.png
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:align: center
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Configuration
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=============
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The main fiscal positions are automatically created according to your
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localization. But you may have to create fiscal positions for specific use cases.
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To define fiscal positions, go to
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:menuselection:`Invoicing/Accounting --> Configuration --> Fiscal Positions`.
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Set the right taxes on your products
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------------------------------------
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.. note::
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If you use Odoo Accounting, you can also map the Income/Expense accounts according to the fiscal
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position. For example, in some countries, revenues from sales are not posted in
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the same account than revenues from sales in foreign countries.
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The main taxes are automatically configured according to the chart of
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accounts of your country.
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Adapt taxes to your customer status
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===================================
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But if you want to set a specific tax on a specific product, you can set
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the **sales and purchases taxes** on the **product form**, under the **Accounting
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tab**. These taxes are the default one (used when you sell to companies
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that are in the same country/state than you)
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If a customer falls into a specific taxation rule, you need to apply a tax-mapping.
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To do so, create a fiscal position and assign it to your customers.
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.. image:: media/application05.png
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.. image:: media/application01.png
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:align: center
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.. tip::
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If you work in a multi-company environment, the sales and
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purchase taxes may have a different value according to the
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company you work for. You can login into two different companies
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and change this field for each company.
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Defining Fiscal Positions
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-------------------------
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The main fiscal positions are automatically created according to the
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chart of accounts of your country. But you may have to create fiscal
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positions manually for specific use cases.
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Odoo will use this specific fiscal position for any order/invoice recorded for the customer.
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To define fiscal positions, from the **Accounting** application, go to
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:menuselection:`Configuration --> Fiscal Positions`.
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Fiscal position is just a set of rules that maps default taxes (as defined on
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product form) into other taxes. In the screenshot below, european
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customers have a VAT of 0% instead of the default 15%, for both sales
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and purchases.
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.. image:: media/application02.png
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:align: center
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.. note::
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If you set the fiscal position in the sales order or invoice manually, it will only
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apply to this document and not to future orders/invoices of the same customer.
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.. note::
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You can also map the **income / expense account** according to the fiscal
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position. For example, in Belgium, revenues from sales are not posted in
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the same account than revenues from sales in foreign countries.
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Adapt taxes to your customer address (destination-based)
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========================================================
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Apply fiscal positions automatically
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------------------------------------
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Depending on your localization, sales taxes may be origin-based or destination-based.
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Most states or countries require you to collect taxes at the rate of the destination
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(i.e. your buyer’s address) while some others require to collect them at the rate effective
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at the point of origin (i.e. your office or warehouse).
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If you check the box **Detect Automatically**, the fiscal position will be
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applied automatically if the **Country**, **State**, **City** or even the
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**Country Group** matches. You can also apply the fiscal position only
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to companies having a valid **VAT number**.
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If you are under the destination-based rule, create one fiscal position per tax-mapping to apply.
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You can also set a target **Country/State/City**. The fiscal position will
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be applied if the destination address of the customer matches these
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criteria.
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* Check the box *Detect Automatically*.
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* Select a country group, country, state or city to trigger the tax-mapping.
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.. image:: media/application04.png
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:align: center
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This way if no fiscal position is set on the customer, Odoo will choose the fiscal position matching the
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shipping address on creating an order.
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.. note::
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For eCommerce orders, the tax of the visitor's cart will automatically
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update and apply the new tax after the visitor has logged in or filled
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in his shipping address.
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In the US
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---------
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If you are based in the US, right tax rates can be computed automatically thanks to TaxCloud.
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This is effort-less.
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* Create an account on TaxCloud.com.
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* Install *Account TaxCloud* addon in :menuselection:`Apps`.
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* Enter your credentials in :menuselection:`Accounting --> Configuration --> Settings`.
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* Hit *Sync TaxCloud Catgories (TIC)*.
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* Select a default TIC to compute taxes in :menuselection:`Accounting --> Configuration --> Settings`.
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* If some products go under a different TIC, select it from the product detail form (in *Invoicing* tab).
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Specific use cases
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------------------
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==================
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If, for some fiscal positions, you want to remove a tax, instead of
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replacing by another, just keep the **Tax to Apply** field empty.
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replacing by another, just keep the *Tax to Apply* field empty.
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.. image:: media/application03.png
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:align: center
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If, for some fiscal positions, you want to replace a tax by two other
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taxes, just create two lines having the same **Tax on Product**. You can
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also create one that is a grouping of two other taxes, depending on how
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you want to make them appear on the invoice.
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Using fiscal positions
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======================
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If you keep the field **Fiscal Position** empty on customers
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:menuselection:`Accounting --> Sales --> Customers`, the fiscal position
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is applied automatically on sales order, purchase orders, web orders and invoices.
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.. image:: media/application01.png
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:align: center
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But, if you set the fiscal position, Odoo will use this specific fiscal
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position for this customer on orders (example: construction companies).
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In such a case, it's recommended to set the fiscal position on the
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customer form. Odoo will automatically reuse this value for orders and
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invoices, without trying to auto-detect the fiscal position.
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If you set the fiscal position at the sale order or invoice level, it
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will only apply to this document only and not to future orders/invoices
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of the same customer.
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taxes, just create two lines having the same *Tax on Product*.
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For eCommerce orders, the tax of the visitor's cart will automatically
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update and apply the new tax after the visitor has logged in or filled
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in his shipping address.
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.. seealso::
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* :doc:`create`
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* :doc:`create`
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* :doc:`tax_included`
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* :doc:`B2B_B2C`

‎accounting/others/taxes/create.rst

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========================
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How to define new taxes?
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How to create new taxes
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========================
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Odoo's tax engine is very flexible and support many different type of
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taxes: value added taxes (VAT), eco-taxes, federal taxes, retention,
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withholding taxes, etc. For most countries, the chart of account you
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setup is automatically pre-configured with the main taxes of the
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country.
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taxes: value added taxes (VAT), eco-taxes, federal/states/city taxes, retention,
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withholding taxes, etc. For most countries, your system is pre-configured with the
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right taxes.
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This section details how you can define new taxes for specific use
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cases.
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This section details how you can define new taxes for specific use cases.
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Managing Taxes
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==============
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Defining new taxes
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------------------
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In order to create new taxes, use the menu :menuselection:`Configuration --> Taxes` in the
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accounting application. From this menu, you will get all the taxes you
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can use: sales taxes and purchase taxes.
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* Go to :menuselection:`Accounting --> Configuration --> Taxes`. From this menu, you
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get all the taxes you can use: sales taxes and purchase taxes.
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.. image:: media/create01.png
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:align: center
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When you create a new tax, you can set the following information:
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* Choose a scope: Sales, Purchase or None (e.g. deprecated tax).
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- **Scope**: Sales, Purchases or None (e.g. deprecated tax)
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* Select a computation method:
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- **Tax Account**: is the account where the tax journal item will be
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posted. This field is optional, if you keep it empty, Odoo posts
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the tax journal item in the income account.
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* **Fixed**: eco-taxes, etc.
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- **Label on Invoices**: a short text on how you want this tax to be
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printed on invoice line. For example, a tax named "21% on
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Services" can have the following label on invoice "21%".
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- **Tax Group**: defines where this tax is summed in the invoice footer.
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All the tax belonging to the same tax group will be grouped on
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the invoice footer. Examples of tax group: VAT, Retention.
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- **Include in Analytic Cost**: the tax is counted as a cost and, thus,
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generate an analytic entry if your invoice uses analytic
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accounts.
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* **Percentage of Price**: most common (e.g. 15% sales tax)
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- **Tags**: are used for custom reports. (usually, you can keep this field
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empty)
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* **Percentage of Price Tax Included**: used in Brazil, etc.
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Taxes allow different computation mechanism:
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- **Fixed**, example: an eco-tax of $1.34 per battery
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- **Percentage**, example: 15% sales tax
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- **Percentage of price**, tax included: example in brazil
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- **Group of taxes**: allows to have a compound tax
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* **Group of taxes**: allows to have a compound tax
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.. image:: media/create02.png
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:align: center
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.. note::
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if you need more advanced tax mechanism, you can install the
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module **account_tax_python** and you will be able to define new taxes
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with Python code.
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If a tax is included in price, it means that the price set on the
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product form includes this tax. As an example, let's say you have a
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product with a sale tax of 10%. The sale price on the product form is
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$100.
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- If the tax is not included in the price, you will get:
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- Price without tax: $100
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- Taxes: $10
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- Total to pay: $110
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- If the tax is included in the price
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- Price without tax: 90.91
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- Taxes: $9.09
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- Total to pay: $100
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.. image:: media/create03.png
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:align: center
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* If you use Odoo Accounting, set a tax account (i.e. where the tax journal item will be
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posted). This field is optional, if you keep it empty, Odoo posts
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the tax journal item in the income account.
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Stop using a tax
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----------------
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.. tip::
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If you want to avoid using a tax, you can not delete it because the tax
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is probably used in several invoices. So, in order to avoid users to
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continue using this tax, you should set the field *Tax Scope* to *None*.
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If you want to avoid using a tax, you can not delete it because the tax
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is probably used in several invoices. So, in order to avoid users to
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continue using this tax, you should set the field **Tax Scope** to **None**.
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.. note::
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If you need more advanced tax mechanism, you can install the
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module **account_tax_python** and you will be able to define new taxes
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with Python code.
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Setting your default taxes
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==========================
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Advanced configuration
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======================
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Once you have created your taxes, you can define which tax is the
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default one when creating new products (for sales and purchase taxes).
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To set the default taxes, in the accounting application, go in the menu
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:menuselection:`Configuration --> Settings`.
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* **Label on Invoices**: a short text on how you want this tax to be
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printed on invoice line. For example, a tax named "15% on
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Services" can have the following label on invoice "15%".
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.. image:: media/create04.png
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:align: center
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* **Tax Group**: defines where this tax is summed in the invoice footer.
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All the tax belonging to the same tax group will be grouped on
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the invoice footer. Examples of tax group: VAT, Retention.
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Once taxes are set by default, when you create a new product, Odoo will
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propose you the right taxes by default on the product form.
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* **Include in Analytic Cost**: the tax is counted as a cost and, thus,
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generate an analytic entry if your invoice uses analytic
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accounts.
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.. note::
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* **Tags**: are used for custom reports. Usually, you can keep this field
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empty.
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Setting the default taxes impact the creation of product, but not
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sales order or invoices. The tax used on sales order or invoices is
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defined by the product on the sale order line.
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.. seealso::
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* :doc:`application`
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* :doc:`retention`
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* :doc:`tax_included`

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