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| 1 | +========================== |
| 2 | +Account tax product amount |
| 3 | +========================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:3368002193eca20078520b870a3ea0e9948107b8c03af38d3e94e7ad10092df6 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html |
| 18 | + :alt: License: LGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/account-fiscal-rule/tree/18.0/account_tax_product_amount |
| 21 | + :alt: OCA/account-fiscal-rule |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/account-fiscal-rule-18-0/account-fiscal-rule-18-0-account_tax_product_amount |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=18.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +Account tax amount per product variant |
| 32 | +====================================== |
| 33 | + |
| 34 | +While managing fixed tax amount, sometime we want to use a differnt |
| 35 | +amount for each variant of a product. To handle this, we use the amount |
| 36 | +type ``fixed`` and add a new setting **use product amount** to tell the |
| 37 | +system to use the amount from the product variant. If not set (equals to |
| 38 | +0), the tax amount is computed as usual taking information from the tax. |
| 39 | + |
| 40 | +Features: |
| 41 | + |
| 42 | +- multiple tax amount per product variant (one per tax) |
| 43 | +- multi-company support |
| 44 | +- compatible with sale, purchase, invoicing, website sale |
| 45 | + |
| 46 | +.. |
| 47 | +
|
| 48 | + **Note**: This module can be use to handle ecotax that differs from |
| 49 | + other modules in this repository: |
| 50 | + |
| 51 | + - ``account_ecotax``: which do not rely on tax wich is hard to use |
| 52 | + differnt accounts and requires an odoo module for sale,purchase, |
| 53 | + account, pos, etc. |
| 54 | + - ``account_ecotax_tax``: which rely on ``account_tax_python`` but do |
| 55 | + not allow to use multiple tax amount for a single variant and also |
| 56 | + depends on the ``account_ecotax`` modules which makes the whole |
| 57 | + module less flexible. |
| 58 | + |
| 59 | +**Table of contents** |
| 60 | + |
| 61 | +.. contents:: |
| 62 | + :local: |
| 63 | + |
| 64 | +Configuration |
| 65 | +============= |
| 66 | + |
| 67 | +To configure this module, you need to: |
| 68 | + |
| 69 | +- Setup specific accounts for your taxes or decide which account will be |
| 70 | + used for all taxes. |
| 71 | + |
| 72 | +- Create a tax with amount type ``fixed`` and set the |
| 73 | + ``use_product_amount`` to ``True``. Other settings behave as usual. |
| 74 | + |
| 75 | +- Configure the tax on product template this will generate all the tax |
| 76 | + amount for each product variant using default values set on the tax. |
| 77 | + |
| 78 | +- Configure the tax on product variant form view or in the Accounting > |
| 79 | + Configuration > Accounting > Tax > Product Amounts menu. |
| 80 | + |
| 81 | +**EcoTax example :** |
| 82 | + |
| 83 | +In france eco tax is a fixed tax amount that depends on product variant |
| 84 | +caractersistics. |
| 85 | + |
| 86 | +If you are selling sofa that contains electronics, you will have two |
| 87 | +different tax amount for the same product variant: one for the sofa and |
| 88 | +one for the electronics. |
| 89 | + |
| 90 | +While you purchase goods eco tax is not computed as VAT this are expense |
| 91 | +that are added to the price. So we advise you to use a dedicated account |
| 92 | +in ``607`` for each tax collector to properly follow and manage your eco |
| 93 | +taxes. |
| 94 | + |
| 95 | +Same for sale, you can use a dedicated account in ``707`` as the ecotax |
| 96 | +is part of your income. |
| 97 | + |
| 98 | +Also the VAT amount is computed on the product variant base price plus |
| 99 | +the ecotax amount so you needs to tick the |
| 100 | +``Affect Base of Subsequent Taxes`` to ``True`` and ensure the tax is |
| 101 | +properly sorted in the tax sequence. |
| 102 | + |
| 103 | +So when you sell a product variant with a base price of 10.00€ with an |
| 104 | +ecotax amount of 1.50 and a VAT of 20%. The final price will be 10.00€ |
| 105 | +(base price) + 1.50€ (ecotax) + 2.30€ (VAT: 11.50€ \* 20%) = 13.80€ |
| 106 | + |
| 107 | +You could get the following journal items: |
| 108 | + |
| 109 | +- credit 10.00€ (base price) -> 7070 (income) |
| 110 | +- credit 1.50€ (ecotax) -> 7071 (eco tax income) |
| 111 | +- credit 2.30€ (VAT) -> 445 (VAT tax) |
| 112 | +- debit 13.80€ (total to pay) -> 411 (partners receivable account) |
| 113 | + |
| 114 | +Usage |
| 115 | +===== |
| 116 | + |
| 117 | +Once you have setup account, tax and product, you can use product |
| 118 | +variant as usual in invoice, sale, purchase, etc. |
| 119 | + |
| 120 | +Known issues / Roadmap |
| 121 | +====================== |
| 122 | + |
| 123 | +- Allow to set the tax amount from the product template view when there |
| 124 | + is only one variant. |
| 125 | +- implement account_tax.js to handle the tax amount in pos and create a |
| 126 | + glue module (such as ``pos_tax_product_amount``) to handle tax product |
| 127 | + amount in pos. |
| 128 | + |
| 129 | +Bug Tracker |
| 130 | +=========== |
| 131 | + |
| 132 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_. |
| 133 | +In case of trouble, please check there if your issue has already been reported. |
| 134 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 135 | +`feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_tax_product_amount%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 136 | + |
| 137 | +Do not contact contributors directly about support or help with technical issues. |
| 138 | + |
| 139 | +Credits |
| 140 | +======= |
| 141 | + |
| 142 | +Authors |
| 143 | +------- |
| 144 | + |
| 145 | +* Pierre Verkest |
| 146 | + |
| 147 | +Maintainers |
| 148 | +----------- |
| 149 | + |
| 150 | +This module is maintained by the OCA. |
| 151 | + |
| 152 | +.. image:: https://odoo-community.org/logo.png |
| 153 | + :alt: Odoo Community Association |
| 154 | + :target: https://odoo-community.org |
| 155 | + |
| 156 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 157 | +mission is to support the collaborative development of Odoo features and |
| 158 | +promote its widespread use. |
| 159 | + |
| 160 | +.. |maintainer-petrus-v| image:: https://github.com/petrus-v.png?size=40px |
| 161 | + :target: https://github.com/petrus-v |
| 162 | + :alt: petrus-v |
| 163 | + |
| 164 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 165 | + |
| 166 | +|maintainer-petrus-v| |
| 167 | + |
| 168 | +This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/18.0/account_tax_product_amount>`_ project on GitHub. |
| 169 | + |
| 170 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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