Filippine¶
Configurazione¶
Install the 🇵🇭 Philippines fiscal localization package to get all the default accounting features of the Philippine localization, such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base template to get started with using Philippine accounting.
Nota
When creating a new database and selecting the
Philippines
as a country, the fiscal localization module Philippines - Accounting is automatically installed.If the module is installed in an existing company, the chart of accounts and taxes will not be replaced if there are already posted journal entries.
The BIR 2307 report is installed, but the withholding taxes may need to be manually created.
Chart of accounts and taxes¶
A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and linked to the relevant account:
VAT 12%
VAT Exempt
Imposte alla fonte
For the withholding taxes (Philippines ATC field under the Philippines tab.
), there is an additionalNota
Taxes” ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must be added.
Contatti¶
When a company or an individual (not belonging to a company) contact is located in the Philippines,
fill in the Tax ID field with their Taxpayer Identification Number (TIN)
.
For individuals not belonging to a company, identify them by using the following additional fields:
First Name
Middle Name
Last Name
Nota
For both Company and Individual, the TIN should follow the
NNN-NNN-NNN-NNNNN
format. The branch code should follow the last digits of the TIN, or else it
can be left as 00000
.
BIR 2307 report¶
BIR 2307 report data, also known as Certificate of Creditable Tax Withheld at Source, can be generated for purchase orders and vendor payments with the applicable withholding taxes.
To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
.Suggerimento
The same action can be performed on a vendor bill from the form view.
A pop-up appears to review the selection, then click on Generate.
This generates the Form_2307.xls
file that lists all the vendor bill lines with the applicable
withholding tax.
The process above can also be used for a single vendor payment if it is linked to one or more vendor bills with applied withholding taxes.
Nota
If no withholding tax is applied, then the XLS file will not generate records for those vendor bill lines.
When grouping payments for multiple bills, Odoo splits the payments based on the contact. From a payment, clicking
generates a report that only includes vendor bills related to that contact.
Importante
Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated
Form_2307.xls
file can be exported to an external tool to convert it to BIR DAT or PDF
format.