@@ -35,9 +35,6 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde
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- :guilabel: `Reminder `: define when Odoo should remind you to submit your tax return;
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- :guilabel: `Journal `: select the journal in which to record the tax return.
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- .. image :: tax_returns/tax_return_periodicity.png
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- :align: center
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- :alt: Configure how often tax returns have to be made in Odoo Accounting
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.. note ::
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This is usually configured during the :doc: `app's initial set up <../get_started >`.
@@ -53,16 +50,11 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t
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invoice and bill.
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.. image :: tax_returns/tax_return_grids.png
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- :align: center
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:alt: see which tax grids are used to record transactions in Odoo Accounting
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To configure your tax grids, go to :menuselection: `Accounting --> Configuration --> Taxes `,
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and open the tax you want to modify. There, you can edit your tax settings, along with the tax
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- grids that are used to record invoices or credit notes.
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-
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- .. image :: tax_returns/tax_return_taxes.png
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- :align: center
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- :alt: Configure taxes and their tax grids in Odoo Accounting
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+ grids that are used to record invoices or refunds.
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.. note ::
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Taxes and reports are usually already pre-configured in Odoo: a :ref: `fiscal localization package
@@ -76,40 +68,41 @@ Close a tax period
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.. _tax-returns/lock-date :
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- Tax Lock Date
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+ Tax lock date
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-------------
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- Any new transaction whose accounting date prior to the :guilabel: `Tax Lock Date ` has its tax values
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- moved to the next open tax period. This is useful to make sure that no change can be made to a
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- report once its period is closed.
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+ Any new transaction whose accounting date prior to the :guilabel: `Lock Tax Return ` date has its tax
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+ values moved to the next open tax period. This is useful to make sure that no change can be made to
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+ a report once its period is closed.
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Therefore, we recommend locking your tax date before working on your
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:guilabel: `Closing Journal Entry `.
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This way, other users cannot modify or add transactions that would have an impact on the
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:guilabel: `Closing Journal Entry `, which can help you avoid some tax declaration errors.
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- To check the current :guilabel: `Tax Lock Date `, or to edit it, go to
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- :menuselection: `Accounting --> Accounting --> Actions: Lock Dates `.
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-
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- .. image :: tax_returns/tax_return_lock.png
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- :align: center
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- :alt: Lock your tax for a specific period in Odoo Accounting
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+ To check the current :guilabel: `Lock Tax Return ` date, or to edit it, go to
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+ :menuselection: `Accounting --> Accounting --> Lock Dates `.
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.. _tax-returns/report :
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- Tax Report
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+ Tax return
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----------
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Once all the transactions involving taxes have been posted for the period you want to report, open
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- your :guilabel: `Tax Report ` by going to :menuselection: `Accounting --> Reporting -->
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- Audit Reports: Tax Report `. Make sure to select the right period you want to declare by using the
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- date filter, this way you can have an overview of your tax report. From this view, you can easily
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- access different formats of your tax report, such as `PDF ` and XLSX. These include all the values to
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- report to the tax authorities, along with the amount you have to pay or be refunded.
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-
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- .. image :: tax_returns/tax_return_report.png
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- :align: center
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- :alt: download the PDF with your Tax Report in Odoo Accounting
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+ the :guilabel: `Tax Return ` report by going to :menuselection: `Accounting --> Reporting --> Tax
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+ Return `. Select the period you want to declare using the date filter to have an overview of the tax
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+ return. Then, click :guilabel: `Closing Entry ` to create a tax closing journal entry. Odoo
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+ automatically proposes the details of the journal entry. Make any necessary changes and click
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+ :guilabel: `Post `.
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+
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+ From the report, click :guilabel: `PDF ` to download a PDF of the tax return. Alternatively, click the
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+ :icon: `fa-cog ` (:guilabel: `gear `) icon, then click :guilabel: `Download Excel ` to download an XLSX of
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+ the tax return. To save the report to the Documents app, click the :icon: `fa-cog ` (:guilabel: `gear `)
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+ icon, then click :guilabel: `Copy to Documents `. Select the format to :guilabel: `Export to `, the
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+ :guilabel: `Documents Name `, the :guilabel: `Folder ` to store it in, and add any :guilabel: `Tags `.
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+
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+ The report includes all the values to report to the tax authorities, along with the amount to be
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+ paid or refunded.
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.. note ::
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If you forgot to lock your tax date before clicking on :guilabel: `Closing Journal Entry `, then
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