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Manage tax receipts for donations

Project description

Donation

This module handles tax receipt for donations. It is used in France by the Barroux Abbey, but it doesn’t have any France-specific behavior.

Installation

This module depend on the module account_auto_fy_sequence which can be found in the OCA project account-financial-tools https://github.com/OCA/account-financial-tools/.

Configuration

To configure this module, you need to:

  • on the donation products, you may activate the option Is Eligible for a Tax Receipt

  • on each donor (i.e. partner), select the Tax Receipt Option : None, For Each Donation or Annual.

Usage

When you create a new donation, the Tax Receipt Option of the donor is copied on the donation.

When you validate a donation with a Tax Receipt Option set to For Each Donation that has one or several donation lines eligible for a tax receipt, it will create a new Tax Receipt linked to this donation.

At the beginning of each new year, start the wizard Create Annual Receipts : it will create all the annual tax receipts. An annual tax receipt is linked to one or several donations.

Credits

Contributors

Maintainer

Odoo Community Association

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.

To contribute to this module, please visit http://odoo-community.org.

Project details


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