巴西

簡介

With the Brazilian localization you can automatically compute sales taxes for goods using AvaTax (Avalara) through API calls, also configure taxes for services.

For the goods tax computation part, you need to configure the contacts, company, products, and create an account in Avatax from the Odoo general settings.

對於服務稅，你可直接從 Odoo 建立和配置它們，而無需使用 AvaTax 進行計算。

本地化套裝還包括稅項及會計賬目總表範本，可根據需要進行修改。

配置

模組安裝

安裝 以下模組，以獲得巴西本地化的所有功能：

名稱	技術名稱	說明
巴西 - 會計	l10n_br	Default fiscal localization package - adds accounting characteristics for the Brazilian localization, which represent the minimum configuration required for a company to operate in Brazil. The module’s installation automatically loads: the chart of accounts, taxes, and required fields to properly configure the contact.
巴西 - 會計報告	l10n_br_reports	Adds a simple tax report that helps check the tax amount per tax group in a given period of time. Also adds the P&L and BS adapted for the Brazilian market.
Avatax 巴西	l10n_br_avatax	Add Brazilian tax calculation via Avatax and all necessary fields needed to configure Odoo in order to properly use Avatax and send the needed fiscal information to retrieve the correct taxes.
Avatax for SOs in Brazil	l10n_br_avatax_sale	Same as the l10n_br_avatax module with the extension to the sales order module.

配置你的公司

要設定你的公司資訊，請前往 聯絡人 應用程式，並搜尋為你公司指定的名稱。

1. 選擇頁面頂部的 公司 選項，然後配置以下欄位：

   • 名稱

   • Address (add City, State, Zip Code, Country)

   • Tax ID (CNPJ)

   • IE (State Registration)

   • IM (Municipal Registration)

   • SUFRAMA code (Superintendence of the Manaus Free Trade Zone - add if applicable)

   • 電話

   • 電郵

   

2. 在 銷售及採購 分頁中，配置 財務資訊：

   • 為 Avatax 巴西 加入 財務規則。

   • Tax Regime (Federal Tax Regime)

   • ICMS Taxpayer Type (indicates ICMS regime, Exempt status, or Non-Taxpayer.)

   • 主要活動行業

   

3. 最後，上載公司標誌，並儲存聯絡人。

備註

若使用簡化稅制，需要在 會計 ‣ 配置 ‣ 設定 ‣ 稅項 ‣ Avatax 巴西 下，設定 ICMS 稅率。

配置 AvaTax 整合

Avalara AvaTax is a tax calculation provider that can be integrated in Odoo to automatically compute taxes by taking into account the company, contact (customer), product, and transaction information to retrieve the correct tax to be used.

Odoo is a certified partner of Avalara Brazil, which means that Avalara experts reviewed workflows covered within the scope of the integration.

Using this integration requires In-App-Purchases (IAPs) to compute taxes. Every time you compute taxes, an API call is made, using credits from your IAP credits balance.

憑證配置

To activate AvaTax in Odoo, you need to create an account. To do so, go to Accounting ‣ Configuration ‣ Settings ‣ Taxes, and, in the AvaTax Brazil section, add the email address you want to use to log in to the AvaTax portal, and click on Create account. This email is used as the administrator email address in AvaTax.

在 Odoo 建立帳戶後，你需要前往 Avalara 門戶網站設定密碼：

1. Access the Avalara portal

2. Click on Meu primeiro acesso

3. Add the email address you used in Odoo to create the Avalara/Avatax account, and then click Solicitar Senha

4. 你將會收到一封電子郵件，其中包括登入權杖及建立密碼的連結。按一下此連結，並複製及貼上該權杖，以設定你想使用的密碼。

警告

If you intend first to try the integration on a testing or sandbox database, using an alternate email address is recommended, as you won’t be able to re-use the same email address on your production database.

小訣竅

You can start using AvaTax in Odoo without creating a password and accessing the Avalara Portal; for Odoo, the only requirement to start using the Avalara Tax Computation Engine is to create an account from the settings page.

備註

You can transfer API credentials. Use this only when you have already created an account in another Odoo instance and wish to reuse it.

配置主數據

賬目總表

The chart of accounts is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in their corresponding taxes, and the default account payable and account receivable fields.

備註

巴西賬目總表是建基於 SPED 的賬目總表，它提供了巴西市場所需的基礎帳戶。

你可根據公司的需求，新增或刪除帳戶。

稅項

安裝巴西本地化套裝時，會自動建立稅項。稅項已經配置，部份會在計算銷售訂單或發票稅項時，由 Avalara 使用。

稅項可以編輯，也可加入更多稅項。例如，一些用於服務的稅項需要手動新增及配置，因為稅率可能會根據提供服務的城市而有所不同。

重要

AvaTax 不會計算服務附加稅，只會計算商品稅。

為最終價格所包含的服務配置稅項時（即產品價格未有加上或減去稅項時），請將 稅項計算 設為 連稅價格的百分比，然後在 進階選項 分頁中，選取 包含在價格中 選項。

For more information on configuring taxes to fit your needs better, please go to the taxes functional documentation.

警告

請不要刪除稅項，因為它們會用於 AvaTax 稅項計算。如果刪除，Odoo 會在銷售訂單（SO）或發票使用這些稅項時，再次建立它們，並使用 AvaTax 計算稅項。不過，你需要重新配置用作記錄稅項的賬戶，方法是在稅項的 定義 分頁內，在 發票分配 及 退款分配 部份下，執行此操作。

產品

要在銷售訂單及發票上使用 AvaTax 整合功能，請先為產品設定以下資訊：

• CEST Code (Code for products subject to ICMS tax substitution)

• Mercosul NCM Code (Mercosur Common Nomenclature Product Code)

• Source of Origin (Indicates the origin of the product, which can be foreign or domestic, among other possible options depending on the specific use case)

• SPED Fiscal Product Type (Fiscal product type according to SPED list table)

• Purpose of Use (Specify the intended purpose of use for this product)

備註

Odoo automatically creates three products to be used for transportation costs associated with sales. These are named Freight, Insurance, and Other Costs. They are already configured, if more need to be created, duplicate and use the same configuration (configuration needed: Product Type Service, Transportation Cost Type Insurance, Freight, or Other Costs)

聯絡人

使用整合功能前，請為聯絡人設定以下資訊：

1. 有關聯絡人的一般資訊：

   • 對於擁有稅務識別碼（CNPJ）的聯絡人，請選擇 公司 選項；擁有 CPF 的聯絡人，則選取 個人。

   • 名稱

   • Address: Zip Code is a required field to compute taxes properly.

   • Tax ID or CPF: Use CPF for individuals and Tax ID (CNPJ) for companies

   • IE：州或省級稅務識別號

   • IM: municipa tax identification number

   • SUFRAMA 代碼：SUFRAMA 註冊號碼

   • 電話

   • 電郵

   

   備註

   除非 國家/地區 設為 巴西，否則 CPF、IE、IM 及 SUFRAMA 代碼 欄位都不會顯示。

2. Fiscal information about the contact under the Sales & Purchase tab:

   • Fiscal Position: add the AvaTax fiscal position to automatically compute taxes on sale orders and invoices automatically.

   • 稅制：聯邦稅制

   • ICMS Taxpayer Type: taxpayer type determines if the contact is within the ICMS regime, if it is exempt, or if it is a non-taxpayer.

   • 主要活動行業：聯絡人主要活動行業的清單

   

財務規則

To compute taxes on sale orders and invoices, it is necessary to have a Fiscal Position with the Detect Automatically and the Use AvaTax API options enabled.

財務規則 可在聯絡人上配置，也可在建立銷售訂單或發票時選擇。

工作流程

This section provides an overview of the actions that trigger API calls for tax computation.

警告

Please note that each API call incurs a cost. Be mindful of the actions that trigger these calls to manage costs effectively.

Tax calculations on quotation / sales orders

Trigger an API call to calculate taxes on a quotation or sales order automatically with AvaTax in any of the following ways:

• 確認報價單

  確認報價單，將之轉換為銷售訂單。

• 手動觸發

  按一下 使用 Avatax 計算稅項。

• 預覽

  按一下 預覽 按鈕。

• 以電郵發送報價單/銷售訂單

  透過電子郵件，向客戶發送報價單或銷售訂單。

• 網上存取報價單

  When a customer accesses the quotation online (via the portal view), the API call is triggered.

發票稅項計算

Trigger an API call to calculate taxes on a customer invoice automatically with AvaTax any of the following ways:

• 手動觸發

  按一下 使用 AvaTax 計算稅項。

• 預覽

  按一下 預覽 按鈕。

• 網上存取發票

  When a customer accesses the invoice online (via the portal view), the API call is triggered.

備註

必須將 財務規則 設為 自動稅收映射(Avalara Brazil)，這些操作才能自動計算稅款。

也參考

Fiscal positions (tax and account mapping)