odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/taxes/fiscal_positions.md

@@ -0,0 +1,116 @@
+---
+title: "Fiscal positions (tax and account mapping)"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/taxes/fiscal_positions.html"
+---
+
+==========================================
+# 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
+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.
+
+They can be applied :ref:`automatically <fiscal_positions/automatic>`, :ref:`manually
+<fiscal_positions/manual>`, or :ref:`assigned to a partner <fiscal_positions/partner>`.
+
+> **note**:
+>    Several default fiscal positions are available as part of your :ref:`fiscal localization
+   package <fiscal_localizations/packages>`.
+
+# Configuration
+
+ .. _fiscal_positions/mapping:
+
+## Tax and account mapping
+
+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`.
+
+The mapping of taxes and accounts is based on the default taxes and accounts defined in the
+product form.
+
+- To map to another tax or account, fill out the right column (:guilabel:`Tax to Apply`/
+  :guilabel:`Account to Use Instead`).
+
+.. image:: fiscal_positions/fiscal-positions-tax-mapping.png
+   :align: center
+   :alt: Example of a fiscal position's tax mapping
+
+.. image:: fiscal_positions/fiscal-positions-account-mapping.png
+   :align: center
+   :alt: Example of a fiscal position's 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`.
+
+> **note**:
+>    The mapping only works with *active* taxes. Therefore, make sure they are active by going to
+   :menuselection:`Accounting --> Configuration --> Taxes`.
+
+# Application
+
+.. _fiscal_positions/automatic:
+
+## Automatic application
+
+To automatically apply a fiscal position following a set of conditions, go to
+:menuselection:`Accounting --> Configuration --> Fiscal Positions`, open the fiscal position to
+modify, and tick :guilabel:`Detect Automatically`.
+
+From there, several conditions can be activated:
+
+- :guilabel:`VAT Required`: the customer's VAT number must be present on their contact form.
+- :guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is only applied to the
+  selected country or country group.
+
+.. image:: fiscal_positions/fiscal-positions-automatic.png
+   :align: center
+   :alt: Example of a fiscal position automatic application settings
+
+> **note**:
+>    - If the :doc:`Verify VAT Numbers <vat_verification>` feature is enabled, any fiscal positions
+     with :guilabel:`VAT required` enabled will require Intra-Community valid VAT numbers to apply
+     automatically.
+   - Taxes on **eCommerce orders** are automatically updated once the customer has logged in or
+     filled out their billing details.
+
+> **important**:
+>    The fiscal positions' **sequence** defines which fiscal position is applied if all conditions
+   set on multiple fiscal positions are met simultaneously.
+
+   For example, suppose the first fiscal position in a sequence targets *country A* while the second
+   fiscal position targets a *country group* that comprises *country A*. In that case, only the
+   first fiscal position will be applied to customers from *country A*.
+
+.. _fiscal_positions/manual:
+
+## 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.
+
+.. 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:
+
+## Assign to a partner
+
+To define which fiscal position must be used by default for a specific partner, go to
+:menuselection:`Accounting --> Customers --> Customers`, select the partner, open the
+: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
+
+.. seealso::
+
+  * :doc:`../taxes`
+  * :doc:`B2B_B2C`

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/taxes/retention.md

@@ -0,0 +1,44 @@
+---
+title: "Withholding taxes"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/taxes/retention.html"
+---
+
+=================
+# Withholding taxes
+
+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. To create one, go
+to :menuselection:`Accounting --> Configuration --> Taxes` and, in the :guilabel:`Amount` field,
+enter a negative amount.
+
+.. image:: retention/negative-amount.png
+   :alt:  negative tax amount in field
+
+Then, go to the :menuselection:`Advanced Options` tab and create a retention :guilabel:`Tax Group`.
+
+.. image:: retention/tax-group.png
+   :alt: tax group for retention tax.
+
+> **tip**:
+>    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.
+
+# Retention taxes on invoices
+
+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/invoice-tax.png
+   :alt: invoice lines with taxes
+
+.. seealso::
+
+   :doc:`../taxes`

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/taxes/vat_verification.md

@@ -0,0 +1,44 @@
+---
+title: "VAT numbers verification (VIES)"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/taxes/vat_verification.html"
+---
+
+===============================
+# VAT numbers verification (VIES)
+
+[VAT Information Exchange System ](https://ec.europa.eu/taxation_customs/vies/#/vat-validation), or
+**VIES**, is a tool provided by the European Commission that allows you to check the validity of VAT
+numbers for companies registered in the European Union.
+
+Odoo's VAT Validation feature uses the VIES to verify your contacts' VAT numbers directly from
+Odoo's interface.
+
+> **note**:
+>    Regardless of whether or not the Verify VAT Numbers feature is enabled, Odoo checks the format of
+   a contact's VAT against the [expected format of VAT numbers
+   ](https://en.wikipedia.org/wiki/VAT_identification_number) from that country.
+
+# VIES VAT number verification
+
+To activate this feature, go to :menuselection:`Accounting --> Configuration --> Settings`. In the
+:guilabel:`Taxes` section, enable the :guilabel:`Verify VAT Numbers` feature, and click on
+:guilabel:`Save`.
+
+Once the :guilabel:`Verify VAT Numbers` feature is enabled, if the contact's :guilabel:`Tax ID`
+field is populated *and* its country is different from your company's country, Odoo displays an
+:guilabel:`Intra-Community Valid` checkbox. Odoo tests the VAT number through the VIES and
+automatically checks or unchecks the :guilabel:`Intra-Community Valid` checkbox depending on the
+validity of the VAT number.
+
+.. image:: vat_verification/intra-community-valid.png
+   :alt: Intra-community valid checkbox on the contact record
+
+> **important**:
+>    It is possible to manually override the :guilabel:`Intra-Community Valid` field on a contact in
+   case the automatic VIES check is incorrect (for example, if the company was recently created and
+   its VAT is not yet in the VIES). This change is logged in the chatter for transparency.
+
+> **note**:
+>    Odoo can :ref:`automatically apply fiscal positions <fiscal_positions/automatic>`. If the Verify VAT
+   Numbers feature is enabled, any fiscal positions with VAT required enabled will require
+   Intra-Community valid VAT numbers to apply automatically.

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/taxes.md

@@ -0,0 +1,336 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/taxes.html"
+---
+
+:show-content:
+# 
+# Taxes
+
+There are numerous types of **taxes**, and their application varies greatly, depending mostly on
+your company's localization. To make sure they are recorded with accuracy, Odoo's tax engine
+supports all kinds of uses and computations.
+
+.. _taxes/default:
+
+# Default taxes
+
+**Default taxes** define which taxes are automatically selected when creating a new product. They
+are also used to prefill the :guilabel:`Taxes` field when adding a new line on an invoice in
+:ref:`Accounting Firms <fiduciaries>` mode.
+
+.. 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`.
+
+.. image:: taxes/default-taxes.png
+   :alt: Define which taxes to use by default on Odoo
+
+> **note**:
+>    **Default taxes** are automatically set up according to the country selected at the creation of
+   your database, or when you set up a :ref:`fiscal localization package
+   <fiscal_localizations/packages>` for your company.
+
+.. _taxes/list_activation:
+
+# Activate sales taxes from the list view
+
+As part of your :ref:`fiscal localization package <fiscal_localizations/packages>`, most of your
+country's sales taxes are already preconfigured on your database. However, only a few taxes are
+activated by default. To activate taxes relevant to your business, go to :menuselection:`Accounting
+--> Configuration --> Taxes` and enable the toggle button under the :guilabel:`Active` column.
+
+.. image:: taxes/list.png
+   :alt: Activate pre-configured taxes in Odoo Accounting
+
+.. _taxes/configuration:
+
+# Configuration
+
+To edit or create a **tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open
+a tax or click on :guilabel:`New`.
+
+.. image:: taxes/edit.png
+   :alt: Edition of a tax in Odoo Accounting
+
+## Basic options
+
+.. _taxes/name:
+
+### Tax name
+
+The **tax name** is displayed for backend users in the :guilabel:`Taxes` field in
+:doc:`sales orders <../../sales/sales>`, :doc:`invoices <customer_invoices>`, product forms, etc.
+
+.. _taxes/computation:
+
+### Tax computation
+
+- **Group of Taxes**
+
+  The tax is a combination of multiple sub-taxes. You can add as many taxes as you want, in the
+  order you want them to be applied.
+
+  > **important**:
+>      Make sure that the tax sequence is correct, as the order in which they are may impact the
+     taxes' amounts computation, especially if one of the taxes :ref:`affects the base of the
+     subsequent ones <taxes/base-subsequent>`.
+
+- **Fixed**
+
+  The tax has a fixed amount in the default currency. The amount remains the same, regardless of the
+  sales price.
+
+.. example::
+   A product has a sales price of $1000, and we apply a $10 *fixed* tax. We then have:
+
+   +-------------+-------------+----------+----------+
+   | Product     | Price       | Tax      | Total    |
+   | sales price | without tax |          |          |
+   +=============+=============+==========+==========+
+   | 1,000       | 1,000       | 10       | 1,010.00 |
+   +-------------+-------------+----------+----------+
+
+- **Percentage of price**
+
+  The *sales price* is the taxable basis: the tax amount is computed by multiplying the sales price
+  by the tax percentage.
+
+.. example::
+   A product has a sales price of $1000, and we apply a *10% of Price* tax. We then have:
+
+   +-------------+-------------+----------+----------+
+   | Product     | Price       | Tax      | Total    |
+   | sales price | without tax |          |          |
+   +=============+=============+==========+==========+
+   | 1,000       | 1,000       | 100      | 1,100.00 |
+   +-------------+-------------+----------+----------+
+
+- **Percentage of Price Tax Included**
+
+  The **total** is the taxable basis: the tax amount is a percentage of the total.
+
+.. example::
+   A product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax. We then
+   have:
+
+   +-------------+-------------+----------+----------+
+   | Product     | Price       | Tax      | Total    |
+   | sales price | without tax |          |          |
+   +=============+=============+==========+==========+
+   | 1,000       | 1,000       | 111.11   | 1,111.11 |
+   +-------------+-------------+----------+----------+
+
+- **Python code**
+
+  A tax defined as **Python code** consists of two snippets of Python code that are executed in a
+  local environment containing data such as the unit price, product or partner.
+  :guilabel:`Python Code` defines the amount of the tax, and :guilabel:`Applicable Code` defines if
+  the tax is to be applied. The formula is found at the bottom of the :guilabel:`Definition` tab.
+
+.. example::
+   :guilabel:`Python Code`: `result = price_unit * 0.10`
+   :guilabel:`Applicable Code`: `result = true`
+
+.. _taxes/active:
+
+### Active
+
+Only **active** taxes can be added to new documents.
+
+> **important**:
+>    It is not possible to delete taxes that have already been used. Instead, you can deactivate them
+   to prevent future use.
+
+> **note**:
+>    This field can be modified from the :ref:`list view <taxes/list_activation>`.
+
+.. _taxes/scope:
+
+### Tax type
+
+The :guilabel:`Tax Type` determines the tax application, which also restricts where it is displayed.
+
+- **Sales**: Customer invoices, product customer taxes, etc.
+- **Purchase**: Vendor bills, product vendor taxes, etc.
+- **None**
+
+> **tip**:
+>    You can use :guilabel:`None` for taxes that you want to include in a :ref:`Group of Taxes
+   <taxes/computation>` but that you do not want to list along with other sales or purchase taxes.
+
+### Tax scope
+
+The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, either **goods** or
+**services**.
+
+.. _taxes/definition-tab:
+
+## Definition tab
+
+Allocate with precision the amount of the taxable basis or percentages of the computed tax to
+multiple accounts and tax grids.
+
+.. image:: taxes/definition.png
+   :alt: Allocate tax amounts to the right accounts and tax grids
+
+- **Based On**:
+
+  - :guilabel:`Base`: the price on the invoice line
+  - :guilabel:`% of tax`: a percentage of the computed tax.
+
+- **Account**: if defined, an additional journal item is recorded.
+- **Tax Grids**:  used to generate :doc:`tax reports <reporting/tax_returns>`
+  automatically, according to your country's regulations.
+
+.. _taxes/advanced-tab:
+
+## Advanced options tab
+
+.. _taxes/label-invoices:
+
+### Label on invoices
+
+The tax label is displayed on each invoice line in the :guilabel:`Taxes` column. This is visible to
+*front-end* users on exported invoices, in customer portals, etc.
+
+.. image:: taxes/invoice-label.png
+   :alt: The label on invoices is displayed on each invoice line
+
+.. _taxes/tax-group:
+
+### Tax group
+
+Select which **tax group** the tax belongs to. The tax group name is the displayed above the
+**total** line on exported invoices and in customer portals.
+
+Tax groups include different iterations of the same tax. This can be useful when you must record
+the same tax differently according to :doc:`fiscal positions <taxes/fiscal_positions>`.
+
+.. example::
+
+   .. image:: taxes/invoice-tax-group.png
+      :alt: The Tax Group name is different from the Label on Invoices
+
+   In the example above, the :guilabel:`0% EU S` tax for intra-community customers in Europe records
+   the amount on specific accounts and tax grids. However, it remains a 0% tax to the customer. This
+   is why the label indicates :guilabel:`0% EU S`, and the tax group name above the
+   :guilabel:`Total` line indicates :guilabel:`VAT 0%`.
+
+> **important**:
+>    Taxes have three different labels, each one having a specific use. Refer to the following table
+   to see where they are displayed.
+
+   +------------------+-------------------------+-------------------------+
+   | :ref:`Tax Name   | :ref:`Label on Invoice  | :ref:`Tax Group         |
+   | <taxes/name>`    | <taxes/label-invoices>` | <taxes/tax-group>`      |
+   +==================+=========================+=========================+
+   | Backend          | :guilabel:`Taxes` column| Above the               |
+   |                  | on exported invoices    | :guilabel:`Total` line  |
+   |                  |                         | on exported invoices    |
+   +------------------+-------------------------+-------------------------+
+
+.. _taxes/analytic-cost:
+
+### Include in analytic cost
+
+With this option activated, the tax amount is assigned to the same **analytic account** as the
+invoice line.
+
+.. _taxes/included-in-price:
+
+### Included in price
+
+With this option activated, the total (including the tax) equals the **sales price**.
+
+`Total = Sales Price = Computed Tax-Excluded price + Tax`
+
+.. example::
+   A product has a sales price of $1000, and we apply a *10% of Price* tax, which is *included in
+   the price*. We then have:
+
+   +-------------+-------------+----------+----------+
+   | Product     | Price       | Tax      | Total    |
+   | sales price | without tax |          |          |
+   +=============+=============+==========+==========+
+   | 1,000       | 900.10      | 90.9     | 1,000.00 |
+   +-------------+-------------+----------+----------+
+
+> **note**:
+>    If you need to define prices accurately, both tax-included and tax-excluded, please refer to the
+   following documentation: :doc:`taxes/B2B_B2C`.
+
+> **note**:
+>    By default, only the :guilabel:`Tax excluded` column is displayed on invoices. To display the
+   :guilabel:`Tax included` column, click the **dropdown toggle** button and check
+   :guilabel:`Tax incl.`.
+
+   .. image:: taxes/toggle-button.png
+
+.. _taxes/base-subsequent:
+
+### Affect base of subsequent taxes
+
+With this option, the total tax-included becomes the taxable basis for the other taxes applied to
+the same product.
+
+You can configure a new :ref:`group of taxes <taxes/computation>` to include this tax or add it
+directly to a product line.
+
+.. image:: taxes/subsequent-line.png
+   :alt: The eco-tax is taken into the basis of the 21% VAT tax
+
+> **warning**:
+>    The order in which you add the taxes on a product line has no effect on how amounts are computed.
+   If you add taxes directly on a product line, only the tax sequence determines the order in which
+   they are applied.
+
+   To reorder the sequence, go to :menuselection:`Accounting --> Configuration --> Taxes`, and drag
+   and drop the lines with the handles next to the tax names.
+
+   .. image:: taxes/list-sequence.png
+      :alt: The taxes' sequence in Odoo determines which tax is applied first
+
+# Extra taxes
+
+"Extra taxes" is a broad term referring to additional taxes beyond the standard or basic taxes
+imposed by governments. These extra taxes can be **luxury** taxes, **environmental** taxes,
+**import** or **export duties** taxes, etc.
+
+> **note**:
+>    The method to compute these taxes varies across different countries. We recommend consulting your
+   country's regulations to understand how to calculate them for your business.
+
+To compute an extra tax in Odoo, :ref:`create a tax <taxes/configuration>`, enter a tax name, select
+a :ref:`Tax Computation <taxes/configuration>`, set an :guilabel:`Amount`, and in the
+:guilabel:`Advanced Options` tab, check :guilabel:`Affect Base of Subsequent Taxes`. Then, drag and
+drop the taxes in the :ref:`order they should be computed <taxes/base-subsequent>`.
+
+.. example::
+   - In Belgium, the formula to compute an environmental tax is: `(product price + environmental
+     tax) x sales tax`. Therefore, our environmental tax has to come *before* the sales tax in the
+     computation sequence.
+   - In our case, we created a 5% environmental tax (Ecotax) and put it *before* the Belgian base
+     tax of 21%.
+
+   .. image:: taxes/ecotax.png
+      :alt: Environmental tax sequence in Belgium.
+
+.. seealso::
+  - :doc:`taxes/fiscal_positions`
+  - :doc:`taxes/B2B_B2C`
+  - :doc:`reporting/tax_returns`
+
+.. toctree::
+   :titlesonly:
+
+   taxes/cash_basis
+   taxes/retention
+   taxes/vat_verification
+   taxes/fiscal_positions
+   taxes/avatax
+   taxes/eu_distance_selling
+   taxes/B2B_B2C