Filippinerna

Konfiguration

Install 🇵🇭 Philippines fiscal localization package för att få alla standardfunktioner för redovisning i den filippinska lokaliseringen, som kontoplan, skatter och BIR 2307-rapporten. Dessa ger en basmall för att komma igång med att använda filippinsk redovisning.

Observera

• 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.

• BIR 2307-rapporten är installerad, men källskatterna kan behöva skapas manuellt.

Kontoplan och skatter

A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and linked to the relevant account:

• Sales and Purchase VAT 12%

• Sales and Purchase VAT Exempt

• Sales and Purchase VAT Zero-Rated

• Purchase Withholding

For the withholding taxes (Configuration ‣ Taxes), there is an additional Philippines ATC field under the Philippines tab.

Observera

Skatternas ATC-koder används för BIR 2307-rapporten. Om en skatt skapas manuellt måste dess ATC-kod läggas till.

Kontakter

När ett företag eller en privatperson (som inte tillhör ett företag) har kontakt med Filippinerna, fyll i fältet Tax ID med deras Taxpayer Identification Number (TIN).

För personer som inte tillhör ett företag, identifiera dem genom att använda följande ytterligare fält:

• Förnamn

• Middle Name (mellannamn)

• Efternamn

Observera

För både Company och Individual ska TIN följa formatet NNN-NNN-NNN-NNNNN. Branschkoden ska följa de sista siffrorna i TIN, eller så kan den lämnas som 00000.

BIR 2307 rapport

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.

För att skapa en BIR 2307-rapport, välj en eller flera leverantörsfakturor i listvyn och klicka på Action ‣ Download BIR 2307 XLS.

Tips

Samma åtgärd kan utföras på en leverantörsfaktura från formulärvyn.

En popup visas för att granska urvalet, klicka sedan på Generate.

Detta genererar filen Form_2307.xls som listar alla leverantörsfakturor med den tillämpliga källskatten.

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.

Observera

• 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 Action ‣ Download BIR 2307 XLS generates a report that only includes vendor bills related to that contact.

Viktigt

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.

SLSP Report

The SLSP report, also known as the Summary List of Sales and Purchases, can be viewed and exported (in XLSX format). The report can be viewed from Reporting ‣ Partner Reports ‣ Summary List of Sales and Purchases.

The report is split into two sections, which can be accessed from their respective buttons at the top:

• Sales for SLS report

  All customer invoices with the associated sales taxes applied are shown in this report.
• Purchases for SLP report

  All vendor bills with the associated purchase taxes applied are shown in this report.

By default, both reports exclude journal entries containing partners without a TIN number set and those with importation taxes set. To view or hide them, the Options: button gives additional filters to include these, among others:

• Including Partners Without TIN

• Including Importations

Viktigt

Odoo cannot generate the DAT files directly. The Export SLSP and XLSX buttons export an XLSX file, which can be processed using an external tool to convert to the DAT format.

2550Q Tax report

The tax report report is accessible by navigating to Reporting ‣ Statement Reports ‣ Tax Report ‣ 2550Q(PH). The form is based on the latest 2550Q (Quarterly Value-Added Tax Return) Jan. 2023 version.

Tips

Most lines in the tax report are automatically computed based on the taxes. For more accurate reporting and filing of the tax report, manual journal entries can also be mapped to the tax report through preconfigured Tax Grids for each tax report line.

Viktigt

Odoo cannot generate the 2550Q BIR formatted PDF report directly. It should be used as a reference when externally filing the form manually or online.