退税(增值税申报)

Companies with a registered VAT number must submit a tax return on a monthly or quarterly basis, depending on their turnover and the registration regulation. A tax return - or VAT return - gives the tax authorities information about the taxable transactions made by the company. The output tax is charged on the number of goods and services sold by a business, while the input tax is the tax added to the price when goods or services are purchased. Based on these values, the company can calculate the tax amount they have to pay or be refunded.

備註

You can find additional information about VAT and its mechanism on this page from the European Commission: 「What is VAT?」.

先修課程

報稅周期

The configuration of the Tax Return Periodicity allows Odoo to compute your tax return correctly and also to send you a reminder to never miss a tax return deadline.

要执行此操作,请转至 会计 ‣ 配置 ‣ 设置。在 退税周期 下,可以设置:

  • Periodicity: define here whether you submit your tax return on a monthly or quarterly basis;

  • 提醒:定义 Odoo 提醒您提交报税表的时间;

  • Journal: select the journal in which to record the tax return.

在Odoo会计应用程序中配置纳税申报频率

備註

This is usually configured during the app’s initial set up.

稅務列表

Odoo generates tax reports based on the Tax Grids settings that are configured on your taxes. Therefore, it is crucial to make sure that all recorded transactions use the right taxes. You can see the Tax Grids by opening the Journal Items tab of any invoice and bill.

在Odoo会计应用程序中查看用于记录交易的税项网格

To configure your tax grids, go to Accounting ‣ Configuration ‣ Taxes, and open the tax you want to modify. There, you can edit your tax settings, along with the tax grids that are used to record invoices or credit notes.

在Odoo会计应用程序中配置税项和税项网格

備註

Taxes and reports are usually already pre-configured in Odoo: a fiscal localization package is installed according to the country you select at the creation of your database.

关闭纳税期

稅收鎖定日期

Any new transaction whose accounting date prior to the Tax Lock Date has its tax values moved to the next open tax period. This is useful to make sure that no change can be made to a report once its period is closed.

Therefore, we recommend locking your tax date before working on your Closing Journal Entry. This way, other users cannot modify or add transactions that would have an impact on the Closing Journal Entry, which can help you avoid some tax declaration errors.

To check the current Tax Lock Date, or to edit it, go to Accounting ‣ Accounting ‣ Actions: Lock Dates.

Lock your tax for a specific period in Odoo Accounting

稅金報告

一旦要报告的期间内所有涉及税收的交易都已入账,请进入 会计 ‣ 报告 ‣ 审计报告,打开 :guilabel:`税务报告。确保使用日期筛选器选择正确的申报期,这样就可以概览税务报告。从该视图中,您可以轻松访问不同格式的税务报告,如 PDF 和 XLSX。其中包括要向税务机关报告的所有数值,以及您需要支付或退还的金额。

从Odoo会计应用程序下载PDF和纳税申报单

備註

If you forgot to lock your tax date before clicking on Closing Journal Entry, then Odoo automatically locks your fiscal period on the same date as the accounting date of your entry. This safety mechanism can prevent some fiscal errors, but it is advised to lock your tax date manually before, as described above.