Metadata-Version: 2.1
Name: odoo11-addon-l10n-nl-tax-statement
Version: 11.0.2.1.1.99.dev2
Summary: Netherlands BTW Statement
Home-page: https://github.com/OCA/l10n-netherlands
Author: Onestein, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 11.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*
Requires-Dist: odoo11-addon-account-tax-balance
Requires-Dist: odoo <11.1dev,>=11.0a

=========================
Netherlands BTW Statement
=========================

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This module provides you with the Tax Statement in the Dutch format.

Use this module in combination with module ``l10n_nl_tax_invoice_basis`` if you want to adopt the *Factuurstelsel* system for your Company.

**Table of contents**

.. contents::
   :local:

Installation
============

* This module depends on module ``account_tax_balance`` available at https://github.com/OCA/account-financial-reporting.
* This module also depends on module ``date_range`` that is supported as of postgresql 9.2 or later versions.

Configuration
=============

This 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 (module ``l10n_nl``) then these tags are automatically present in the database.
If this is the case, go to menu: `Invoicing -> Configuration -> Accounting -> NL BTW Tags`, and check that the tags are correctly set; click Apply to confirm.

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.
After that, go to go to menu: `Invoicing -> Configuration -> Accounting -> NL BTW Tags`, and manually set the tags in the configuration form; click Apply to confirm.

If your Company adopts the *Factuurstelsel* system for the accounting, also install the module ``l10n_nl_tax_invoice_basis``
(for more information about the installation and configuration of that module, check the README file).

Usage
=====

To create a statement you need to:

#. Verify that you have enough permits. You need to belong at least to the Accountant group.
#. Go to the menu: `Invoicing -> Reports > Taxes Balance > NL BTW Statement`
#. Create a statement, providing a name and specifying start date and end date
#. Press the Update button to calculate the report: the report lines will be displayed in the tab `Statement`
#. Manually 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 modified

To add past undeclared invoices:

#. Open the tab `Past Undeclared Invoices`, available when the statement is in status Draft.
#. Set an initial date (field From Date) from which the past undeclared invoices will be displayed.
#. One by one, add the displayed undeclared invoices, by clicking on the `Add Invoice` button 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 Draft
#. Instead, 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 Statement`

Known issues / Roadmap
======================

* Exporting in SBR/XBLR format not yet available
* Limit invoices to last 5 year based on fiscal year end date (legal requirement)
* When adding invoices automatically recalculate the tax statement (now a manual recalculate is necessary)
* The unreported from date is calculate as 1 quarter, it should take 1 fiscal year based on fiscal year end date

Changelog
=========

11.0.2.1.0
~~~~~~~~~~

* Added new feature: allow to see the list of movements from selected lines
  https://github.com/OCA/l10n-netherlands/pull/212

11.0.2.0.0
~~~~~~~~~~

* Added new feature: management of past undeclared invoices
  https://github.com/OCA/l10n-netherlands/pull/139

11.0.1.0.1
~~~~~~~~~~

* Bug fixing: printing report
  https://github.com/OCA/l10n-netherlands/pull/145

11.0.1.0.0
~~~~~~~~~~

* Porting to V11
  https://github.com/OCA/l10n-netherlands/pull/126

10.0.1.2.0
~~~~~~~~~~

* Bug fixing: CSS Namespace conflicting with account_financial_report_qweb

10.0.1.1.1
~~~~~~~~~~

* Bug fixing: Omzet 1a-4b: check and invert the sign

10.0.1.1.0
~~~~~~~~~~

* Lines 5d, 5e, 5f and 5g added in report
  https://github.com/OCA/l10n-netherlands/pull/107

10.0.1.0.1
~~~~~~~~~~

* Bug fixing
  https://github.com/OCA/l10n-netherlands/pull/97
  https://github.com/OCA/l10n-netherlands/pull/93

10.0.1.0.0
~~~~~~~~~~

* Initial release.
  https://github.com/OCA/l10n-netherlands/pull/70

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-netherlands/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/l10n-netherlands/issues/new?body=module:%20l10n_nl_tax_statement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Onestein

Contributors
~~~~~~~~~~~~

* Andrea Stirpe <a.stirpe@onestein.nl>
* Antonio Esposito <a.esposito@onestein.nl>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 the `OCA/l10n-netherlands <https://github.com/OCA/l10n-netherlands/tree/11.0/l10n_nl_tax_statement>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


