الرئيسية └Accounting and Invoicing └Fiscal Positions

Accounting and Invoicing

0 %

تم الإكمال

محتوى الدورة

Fiscal Positions

60 XP
السابق التالي
ملء الشاشة مشاركة

 Learn how to use fiscal positions to apply the correct taxes and income/expense accounts based on customer. 

التقييم
0 0

لا توجد تعليقات حالياً.

المشاركة في الدورة
لتكون أول من يترك تعليقاً.

1. In Odoo, what is a fiscal position?
It is a list of all my currently activated taxes. It is a set of rules that applies specific taxes according to the location and business type of my partner. It is a registry of all applicable taxes per country.
2. How can I configure Odoo to automatically apply a fiscal position?
Adding different taxes within the product’s form. Check “Detect automatically”, and select the country or country group to which that fiscal position should apply. Populating the “Account” field within the invoice.
3. How can I configure my profit and loss report to separate my expenses from Belgian vendors versus non-Belgian vendors?
Use separate expense accounts for each and use fiscal positions to map the expense accounts based on location. Create separate locations under Accounting > Configuration > Locations and select “Profit and Loss” in the “Reports” field. On the Profit and Loss report, select the “Group by location” checkbox. On the Profit and Loss report, select the “Group by fiscal position” checkbox.
4. I have first added products to my new invoice and then populated the “Customer” or “Vendor” field, yet the tax is incorrect. Why?
Fiscal positions only apply to services. The tax must be configured in the product’s form, and the fiscal position will be computed when confirming the invoice. The “Customer/Vendor” field or “Fiscal Position” field in the “Other info” tab must be populated before you add a product.