odoo12-addon-l10n-de-tax-statement-zm 12.0.1.0.0.99.dev3

German VAT Statement Extension

This module extends the German VAT Statement module (Umsatzsteuervoranmeldung), by adding the statement for the Intra-Community transactions declaration (Zusammenfassende Meldung).

This report is based on the line Steuerfr. Umsätze mit Vorsteuerabz. innerg. Lieferungen (§4 Nr. 1b) an Abnehmer mit USt-ID (41) and Nicht steuerb. sonst. Leist. gem. § 18b S. 1 Nr. 2 (21) of the German VAT Statement report. The period is also the same as the one selected in the VAT statement report.

This additional VAT declaration report includes:

• the VAT identification numbers of your customers

• the total amount of intra-Community supplies from Germany for every customer during the selected period

• The values for product deliveries and services are separated in two columns.

• If you want to transmit the values to the official report form, f.e. by “www.elster.de” you would have to go to the second tab of odoo’s tax statement form where you can see all the lines you would have to declare to the german tax authorities for the selected period. If you click on „Download.CSV“ you will get the file you may upload on the 2nd side of the declaration form „Zusammenfassende Meldung“ on the official tax declaration portal „www.elster.de“. As another option you may enter the valaues by hand, however you would have to enter two lines if both columns product + services on the tab „Zusammenfassende Meldung“ contains values.

Table of contents

• Installation

• Configuration

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Installation

To install this module, you need to:

1. Install module l10n_de_tax_statement version >= 11.0.1.0.0.

Configuration

To configure this module, you need to:

1. Follow the configuration steps as described in l10n_de_tax_statement and set the tags Ust-VA KZ 41 and Ust-VA KZ 21 needed for this report.

Usage

To use this module, you need to:

1. Create a VAT Statement.

2. Post the VAT Statement: a new tab VAT Statement Extended will be displayed; the tab contains the lines of the German VAT Statement report extended by a separated statement for the Intra-Community transactions declaration (Zusammenfassende Meldung).

3. In tab Zusammenfassende Meldung press the Update button in order to recompute the statement lines for this report.

4. The values for product deliveries and services are separated in two columns.

5. If you want to transmit the values to the official report form, f.e. by “www.elster.de” you would have to enter two lines if both columns product + services contains values.

Printing a PDF report:

1. If you need to print the report in PDF, open a statement form and click: Print -> Zusammenfassende Meldung

Known issues / Roadmap

• Add checks to avoid errors in the report, e.g. no VAT code, tax-code not matching fiscal position, etc..

• Calculate separated lines for product and service sales. Currently the values are in two columns per intra-community partner.

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

• OpenBIG.org

• Onestein

• sewisoft

Contributors

• Günter Selbert <[e-mail]>

• Andrea Stirpe <[e-mail]>

• Thorsten Vocks <[e-mail]>

• Helly kapatel <[e-mail]>

Maintainers

This 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 the OCA/l10n-germany project on GitHub.

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