Package: odoo13-addon-l10n-nl-tax-statement
This module provides you with the Tax Statement in the Dutch format.Use this module in combination with modulel10n_nl_tax_invoice_basisif you want to adopt theFactuurstelselsystem for your Company.Table of contentsInstallationConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersInstallationThis module depends on moduledate_range.ConfigurationThis module makes use of the tax tags (eg.: 1a, 1b, 1c, 1d, 2a…) as prescribed by the Dutch tax laws.If the default Odoo Dutch chart of accounts is installed (modulel10n_nl) then these tags are automatically present in the database.If a non-standard chart of accounts is installed, you have to manually create the tax tags and properly set them into the tax definition.
The name of the tags must be formatted this way: “+1a (omzet)”, “+1a (btw)”, “-1a (omzet)”, “-1a (btw)”, “+2a (omzet)”, “+2a (btw)”, etc…If your Company adopts theFactuurstelselsystem for the accounting, also install the modulel10n_nl_tax_invoice_basis(for more information about the installation and configuration of that module, check the README file).The user must belong to theShow Full Accounting Featuresgroup, to be able to access theInvoicing -> Configuration -> Accounting -> NL BTW Tagsmenu.UsageTo create a statement you need to:Verify that you have enough permits. You need to belong to theShow Full Accounting Featuresgroup.Go to the menu:Invoicing -> Reporting > NL BTW StatementCreate a statement, providing a name and specifying start date and end datePress the Update button to calculate the report: the report lines will be displayed in the tabStatementManually enter the BTW amounts of lines ‘5d’, ‘5e’, ‘5f’ (in Edit mode, click on the amount of the line to be able to change it)Press the Post button to set the status of the statement to Posted; the statements set to this state cannot be modifiedTo add past undeclared invoices/moves:Open the tabPast Undeclared Moves, available when the statement is in status Draft.Set an initial date (field From Date) from which the past undeclared moves will be displayed.One by one, add the displayed undeclared moves, by clicking on theAdd Movebutton present in each line.Press the Update button in order to recompute the statement lines.Extra info about the workflow:If you need to recalculate or modify or delete a statement already set to Posted status you need first to set it back to Draft status: press the button Reset to DraftInstead, if you send the statement to the Tax Authority, you may want to avoid that the statement is set back to Draft: to avoid this, press the button Final. If you then confirm, it will be not possible to modify this Statement or reset it back to draft anymore.Printing a PDF report:If you need to print the report in PDF, open a statement form and click:Print -> NL Tax StatementMulticompany fiscal unit:According the Dutch Tax Authority, for all the companies belonging to a
fiscal unit, it’s possible to declare one single tax statement.To create one tax statement for a fiscal unit, log in into the parent
company and select the child companies in the statement (be sure the user
belongs to the multicompany group).The child companies must have the same Tax codes labels (Tax Tags) as the
parent company, the same currency as the parent company and must be located
in The Netherlands.Known issues / RoadmapExporting in SBR/XBLR format not yet availableLimit invoices to last 5 year based on fiscal year end date (legal requirement)The unreported from date is calculate as 1 quarter, it should take 1 fiscal year based on fiscal year end dateBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOnesteinContributorsAndrea Stirpe <a.stirpe@onestein.nl>Antonio Esposito <a.esposito@onestein.nl>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/l10n-netherlandsproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.