Guatemala

Einführung

With the Guatemalan localization, you can connect to the tax authority Superintendencia de Administración Tributaria (SAT) to generate electronic documents with its XML, fiscal folio, and electronic signature.

Folgende Dokumente werden unterstützt:

• FACT-Factura,

• FCAM-Factura Cambiaria,

• FPEQ-Factura de Pequeño Contribuyente,

• NCRE-Credit Note,

• NDEB-Debit Note,

• NABN-Nota de Abono,

• FCAP-Factura Cambiaria Pequeño Contribuyente,

• FACT-Factura with Export Complement.

The localization requires an Infile account, which enables users to generate electronic documents within Odoo.

Siehe auch

Documentation on e-invoicing’s legality and compliance in Guatemala

Glossar

The following terms are used throughout the Guatemalan localization:

• SAT: Superintendencia de Administración Tributaria is the government entity responsible for enforcing tax payments in Guatemala.

• FEL: Factura Electrónica en Línea is the electronic invoicing system mandated by the SAT in Guatemala, which requires businesses to issue and manage electronic documents in compliance with local regulations.

• EDI: Electronic Data Interchange (Elektronischer Datenaustausch), bezieht sich auf den Versand von elektronischen Dokumenten.

• Infile: is the third-party organization that facilitates the interchange of electronic documents between companies and the Guatemalan government.

• UUID: Universally Unique Identifier is a unique alphanumeric code assigned by the SAT to each certified electronic document in the FEL system, used for traceability and official validation.

• Phrases: Type of Phrases with specific Scenario Codes are used in the Guatemalan localization to comply with the requirements of the SAT. They should be added depending on the issuer regime, receiver, and operation type. These phrases are used in the XML and PDF documents.

• Establishment Code: A unique identifier assigned by the SAT to each business establishment, which is required for electronic invoicing.

• Quetzal: The official currency of Guatemala, represented by the symbol GTQ. This is the base currency for all financial transactions in the Guatemalan localization.

Konfiguration

Modulinstallation

Install the following modules to get all the features of the Guatemalan localization:

Name	Technische Bezeichnung	Beschreibung
Guatemala - Accounting	l10n_gt	The default fiscal localization package. It adds accounting characteristics for the Guatemalan localization, which represent the minimum configuration required for a company to operate in Guatemala according to the guidelines set by the SAT. The module’s installation automatically loads the chart of accounts and taxes.
Guatemala Accounting EDI	l10n_gt_edi	Includes all the technical and functional requirements to generate and validate Electronics Documents, based on the technical documentation published by the SAT. The authorized documents are listed above.

Bemerkung

Odoo automatically installs the base module Guatemala - Accounting when a database is installed with Guatemala selected as the country. However, to enable electronic invoicing, the Guatemala Accounting EDI (l10n_gt_edi) module needs to be manually installed.

Unternehmen

To configure your company information, open the Settings app, scroll down to the Companies section, click Update Info, and configure the following:

• Unternehmensname

• Adresse, einschließlich Straße, Stadt, Provinz, PLZ und Land.

• Tax ID: Enter the identification number for the selected taxpayer type.

• VAT Affiliation: Select the VAT affiliation for the company, which is the type of Regime the company belongs to.

• Legal Name: The legal name of the company, which is used in the XML and PDF documents.

• Establishment Code: A necessary part of the XML when creating an electronic document. If this field is not set, all electronic documents will be rejected.

  To locate the Establishment Code in your SAT account, go to FEL ‣ Administración de Establecimientos. The list of registered establishments is displayed along with their corresponding codes.

Wichtig

After configuring the company in the database settings, navigate to the company’s contact form and verify that the Identification Number Type is set to NIT.

Electronic invoicing credentials

In Guatemala, electronic invoicing is mandatory for most businesses. Odoo connects with the authorized provider, Infile, to generate and submit electronic documents to the SAT for validation.

Before issuing electronic documents, you must configure and connect Odoo to Infile to ensure they are properly validated and assigned an official UUID.

Infile

Sign a service agreement directly with Infile. Infile will then provide the necessary credentials to input in Odoo.

Odoo

In Odoo, once you have completed the Infile process, navigate to Accounting ‣ Configuration ‣ Settings, scroll down to the Guatemalan Localization section, then follow these steps:

1. Select the Infile Web Services environment, either Test or Production.

2. Enter the Infile Credentials:

   • Infile WS Username or Prefix

   • Infile Token

   • Infile Key

3. Click on Save.

Bemerkung

The Infile Credentials are provided by Infile and are required for both test and production environments. If they are not available, contact Infile support.

Tipp

The demo environment is for testing only and does not generate legal documents, UUID keys, or fiscal folios. No Infile account or credentials are needed to use the demo environment.

Multi-currency

The official currency exchange rate in Guatemala is provided by the Bank of Guatemala. Odoo can connect directly to its services and get the currency rate either automatically or manually.

Siehe auch

Multi-currencies

Stammdaten

Kontenplan

Der Kontenplan <../accounting/get_started/chart_of_accounts>` wird standardmäßig als Teil der im Lokalisierungsmodul enthaltenen Daten installiert. Die Konten werden automatisch in Steuern, Standardkreditoren und Standarddebitoren zugeordnet.

Sie können je nach den Anforderungen des Unternehmens Konten hinzufügen oder löschen.

Kontakte

The following fields must be completed on contact forms:

• Unternehmensname

• Adresse, einschließlich Straße, Stadt, Provinz, PLZ und Land.

• Identifikationsnummer:

  • Type: Select an identification type.

  • Number: Required to confirm an electronic invoice.

Bemerkung

To automatically include a specific phrase in the XML and PDF of every electronic invoice for a contact, select it in Phrases field in the Sales & purchase tab of the contact form.

Steuern

As part of the Guatemala localization module, taxes are automatically created with their configuration and related financial accounts.

Elektronische Rechnungen

Once the database has been configured successfully, electronic documents can be created and sent.

Once customer invoices are validated, they can be sent electronically to SAT via Infile, provided the following fields are completed:

• Customer: Type the customer’s information.

• GT Document Type: Select the type of document you want to create, i.e., FACT - Factura Electrónica or FCAM - Factura Cambiara. By default, the document type is set to FACT.

• Due date: To compute if the invoice is due now or later.

• Journal: Select the sales journal.

• Products: Specify the product(s) with the correct taxes.

Wenn Sie fertig sind, klicken Sie auf Bestätigen.

Bemerkung

If you need to add a specific phrase based on the transaction, go to the Other Info tab and add the corresponding phrase in GT Phrases. These phrases are used in the XML and PDF documents.

Bemerkung

If you need to add an addendum to the invoice, you can do so in the Terms and Conditions field. The addendum will be included in the XML document and can be used to provide additional information or notes related to the invoice.

After the invoice confirmation, click Send. In the wizard that appears, make sure to enable the Send to SAT and by Email checkboxes to send the XML to the SAT through Infile’s web service and the validated invoice to the client’s email, and click Send. Then, the following occurs:

• Das XML-Dokument wird erstellt.

• The UUID is generated.

• The XML is processed synchronously by Infile.

  • If accepted, the file is displayed in the chatter, and the email to the client with the corresponding pdf and xml file is sent.

  • If the file contains errors, a warning message displays the reason(s) and the email is not sent.

The SAT tab then displays the following:

• Datetime: Timestamp recorded of the XML creation.

• GT Status: Status result obtained in the SAT response. If the file contains errors, a warning message displays the reason(s) and the email is not sent.

• UUID: The unique identifier assigned by the SAT to the electronic document.

• Download Certificate: To download the sent XML file, even if the SAT result was rejected.

Debit and credit notes

To send a debit or credit note to Infile, first create the debit or credit note.

Then, in the Send window, click Send to SAT (Guatemalan EDI) to submit it for real-time validation. Upon successful validation, the QR code from Infile is embedded in the debit or credit note PDF.

Exportrechnungen

Exportation invoices must meet the following conditions:

• The customer’s Identification type must be VAT, Passport, or Foreign ID.

• The following fields must be defined in the customer invoice’s Other Info tab, under the Accounting section:

  • Incoterm

  • GT Phrases: Type 4 Code 1

  • Consignatory Company

• All invoice lines must include taxes set to 0%.