|
| 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 | +This module allows you to manage fixed tax amounts that vary per product |
| 32 | +variant. |
| 33 | + |
| 34 | +By default, Odoo manages fixed tax amounts at the tax level. However, |
| 35 | +some taxes effectively depend on product characteristics (like |
| 36 | +dimensions, weight, or material) while sharing the same tax |
| 37 | +configuration (same account, same name, same tax report line). |
| 38 | + |
| 39 | +With this module, you can configure a tax with ``Amount Type`` set to |
| 40 | +``Fixed`` and enable the **Use Product Amount** option. This tells Odoo |
| 41 | +to look for the specific amount defined on the product variant. If no |
| 42 | +specific amount is found for the variant, the default amount defined on |
| 43 | +the tax is used. |
| 44 | + |
| 45 | +**Features:** |
| 46 | + |
| 47 | +- Define specific tax amounts per product variant. |
| 48 | +- Support for multiple taxes per product. |
| 49 | +- Multi-company support. |
| 50 | +- Compatible with Sales, Purchases, Invoicing, and Website Sales. |
| 51 | + |
| 52 | +.. |
| 53 | +
|
| 54 | + **Note**: This module is particularly useful for handling |
| 55 | + **Eco-taxes** (or similar levies) and offers advantages over other |
| 56 | + community modules: |
| 57 | + |
| 58 | + - Compared to ``account_ecotax``: This module relies on the standard |
| 59 | + Odoo Tax engine. This makes it natively compatible with accounting, |
| 60 | + invoicing, and reporting without needing glue modules for every |
| 61 | + application (Sales, Purchase, POS, etc.). It also allows using |
| 62 | + different accounts per tax easily. |
| 63 | + - Compared to ``account_ecotax_tax``: This module does not rely on |
| 64 | + ``account_tax_python`` (Python Code taxes), which can be complex to |
| 65 | + maintain. It also supports multiple different tax amounts for a |
| 66 | + single variant independently and offers better flexibility. |
| 67 | + |
| 68 | +**Table of contents** |
| 69 | + |
| 70 | +.. contents:: |
| 71 | + :local: |
| 72 | + |
| 73 | +Configuration |
| 74 | +============= |
| 75 | + |
| 76 | +To configure this module, you need to: |
| 77 | + |
| 78 | +1. **Configure Accounts**: Setup specific accounts for your taxes in |
| 79 | + your Chart of Accounts, or decide which existing accounts to use. |
| 80 | + |
| 81 | +2. **Create a Tax**: |
| 82 | + |
| 83 | + - Go to **Accounting > Configuration > Taxes**. |
| 84 | + - Create a new tax. |
| 85 | + - Set **Tax Computation** (Amount Type) to ``Fixed``. |
| 86 | + - Check the box **Use Product Amount**. |
| 87 | + - Set a default **Amount**. This will be used as a fallback if no |
| 88 | + specific amount is set on the product variant. |
| 89 | + - Configure other settings (Accounts, Tax Group, Label on Invoices, |
| 90 | + etc.) as usual. |
| 91 | + |
| 92 | +3. **Add tax on product template**: |
| 93 | + |
| 94 | + - Go to **Product template** form view. |
| 95 | + - Select the product template. |
| 96 | + - Add the tax to the **Sales/Purchase Taxes** field. |
| 97 | + - Save the record this will generate the tax amount records for all |
| 98 | + existing variants using the default tax amount. |
| 99 | + |
| 100 | +4. **Define Amounts on Products**: |
| 101 | + |
| 102 | + - Go to the **Product Variant** form view. |
| 103 | + - You will find a new tab or section (depending on view |
| 104 | + configuration) to set the fixed amounts for each tax that has "Use |
| 105 | + Product Amount" enabled. |
| 106 | + - Alternatively, go to **Accounting > Configuration > Accounting > |
| 107 | + Tax > Product Amounts** to see and manage all product tax amounts |
| 108 | + in one place. |
| 109 | + |
| 110 | +**Eco-Tax Example (France)** |
| 111 | + |
| 112 | +In France, the "Éco-participation" (Eco-tax) is a fixed contribution |
| 113 | +added to the price of new items to fund recycling and waste management. |
| 114 | +The amount depends on the product's characteristics (weight, type, |
| 115 | +material). |
| 116 | + |
| 117 | +*Scenario*: You sell a sofa that contains electronic components (e.g., a |
| 118 | +massage sofa). This product is subject to two distinct eco-taxes: one |
| 119 | +for the furniture (Eco-mobilier) and one for the electronics (DEEE). |
| 120 | + |
| 121 | +1. **Purchase**: When you buy the goods, the eco-tax is billed by your |
| 122 | + supplier. It is not recoverable VAT but an expense spread over the |
| 123 | + product cost. |
| 124 | + |
| 125 | + - We advise using a dedicated Expense Account (e.g., ``607...``) for |
| 126 | + each tax or a generic one to track these costs. |
| 127 | + |
| 128 | +2. **Sale**: When you sell the product, you collect the eco-tax from the |
| 129 | + customer. |
| 130 | + |
| 131 | + - Use a dedicated Income Account (e.g., ``707...`` or a liability |
| 132 | + account depending on your accounting rules) for the tax. |
| 133 | + - Since the Eco-tax is part of the taxable basis for VAT, ensure that |
| 134 | + the Eco-tax is applied *before* VAT. |
| 135 | + - In the Tax configuration, for the VAT tax, ensure "Affect Base of |
| 136 | + Subsequent Taxes" is checked (or simply ensure the Eco-tax is in a |
| 137 | + Tax Group with lower sequence/sequence number so it applies first, |
| 138 | + and VAT applies on top). |
| 139 | + |
| 140 | +*Calculation Example*: |
| 141 | + |
| 142 | +- Sofa Base Price: 10.00€ |
| 143 | +- Eco-mobilier (Furniture Tax): 1.50€ |
| 144 | +- VAT (20%): Applied on (10.00€ + 1.50€) = 11.50€ \* 20% = 2.30€ |
| 145 | +- **Total Price**: 10.00€ + 1.50€ + 2.30€ = 13.80€ |
| 146 | + |
| 147 | +*Journal Entries*: |
| 148 | + |
| 149 | +- **Credit** 707000 Product Sales: 10.00€ |
| 150 | +- **Credit** 707100 Eco-tax Income (or similar): 1.50€ |
| 151 | +- **Credit** 445700 Output VAT: 2.30€ |
| 152 | +- **Debit** 411100 Customer Receivable: 13.80€ |
| 153 | + |
| 154 | +Usage |
| 155 | +===== |
| 156 | + |
| 157 | +Once configured: |
| 158 | + |
| 159 | +1. Create a Sales Order, Purchase Order, or Invoice. |
| 160 | +2. Select a Product Variant that has a specific tax amount configured. |
| 161 | +3. Add the corresponding tax (the one with "Use Product Amount" checked) |
| 162 | + to the line. |
| 163 | + |
| 164 | +.. |
| 165 | +
|
| 166 | + **Note**: If the tax is set as a Default Tax on the product, it will |
| 167 | + be added automatically. |
| 168 | + |
| 169 | +4. Odoo will compute the tax amount based on the value defined for the |
| 170 | + selected variant. |
| 171 | +5. If you change the quantity, the fixed tax amount is multiplied by the |
| 172 | + quantity (e.g., 2 units \* 1.50€ = 3.00€ tax). |
| 173 | + |
| 174 | +Known issues / Roadmap |
| 175 | +====================== |
| 176 | + |
| 177 | +- Allow setting the tax amount directly from the **Product Template** |
| 178 | + view when the product has only one variant. |
| 179 | +- Support for **Point of Sale (POS)** via a dedicated bridge module |
| 180 | + (e.g., ``pos_account_tax_product_amount``). |
| 181 | + |
| 182 | +Bug Tracker |
| 183 | +=========== |
| 184 | + |
| 185 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_. |
| 186 | +In case of trouble, please check there if your issue has already been reported. |
| 187 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 188 | +`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**>`_. |
| 189 | + |
| 190 | +Do not contact contributors directly about support or help with technical issues. |
| 191 | + |
| 192 | +Credits |
| 193 | +======= |
| 194 | + |
| 195 | +Authors |
| 196 | +------- |
| 197 | + |
| 198 | +* Pierre Verkest |
| 199 | + |
| 200 | +Maintainers |
| 201 | +----------- |
| 202 | + |
| 203 | +This module is maintained by the OCA. |
| 204 | + |
| 205 | +.. image:: https://odoo-community.org/logo.png |
| 206 | + :alt: Odoo Community Association |
| 207 | + :target: https://odoo-community.org |
| 208 | + |
| 209 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 210 | +mission is to support the collaborative development of Odoo features and |
| 211 | +promote its widespread use. |
| 212 | + |
| 213 | +.. |maintainer-petrus-v| image:: https://github.com/petrus-v.png?size=40px |
| 214 | + :target: https://github.com/petrus-v |
| 215 | + :alt: petrus-v |
| 216 | + |
| 217 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 218 | + |
| 219 | +|maintainer-petrus-v| |
| 220 | + |
| 221 | +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. |
| 222 | + |
| 223 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
0 commit comments