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Simplify taxes management for products

Project description

Odoo Community Association

Account Product - Fiscal Classification

Beta License: AGPL-3 OCA/account-fiscal-rule Translate me on Weblate Try me on Runboat

This module extends the Odoo Account module to introduce Fiscal Classifications.

A fiscal classification is an association of purchase and sale taxes that have to be set on your products.

https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_product_fiscal_classification/static/description/product_template_form.png

This new design provides the following improvments.

  • It is more simple (less clicks quantity) to configure correctly a product. (You only have to set a fiscal classification, instead of setting one or many sale taxes, then click on purchase tab and set one or many purchase taxes.)

  • Prevent users to select incompatible purchase and sale taxes. French Exemple: A product can not be configured with:

    • Purchase Taxes: 5.5%

    • Sale Taxes: 20%

  • Optionaly, you can restrict the usage of some fiscal classifications to some product categories. French Exemple : A product set in the category “Beer and wine” can not have a sale tax 5,5%. (20% is mandatory)

Table of contents

Configuration

  • Go to “Accounting > Configuration > Accounting > Fiscal Classifications”.

  • Create new classification, with correct purchase and sale taxes.

https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_product_fiscal_classification/static/description/fiscal_classification_form.png

Note

When installing the module, it will create fiscal classifications for all the taxes combinations that exist in your database. If some are bad, you can massively move the products for a bad classification to the good one, using the button “Move products into another fiscal classification”.

Optional settings

Once the fiscal classifications are created, you can create rules to avoid users to use some classifications that don’t make sense for some categories.

  • Go to “Accounting > Configuration > Accounting > Fiscal Classification Rules”

  • Create new rules.

https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_product_fiscal_classification/static/description/fiscal_classification_rule__wine.png

Every time a new product is created, the rules that matches the product setting will be checked in the displayed order.

  • If one rule is set to ‘Allow’, the next rules are ignored.

  • If one rule is set to ‘Forbid’, an error is raised.

https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_product_fiscal_classification/static/description/fiscal_classification_rule__wine_warning.png

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Akretion

  • GRAP

  • La Louve

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

legalsylvain

This module is part of the OCA/account-fiscal-rule project on GitHub.

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

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