Ungaria

Module

The following modules are installed automatically with the Hungarian localization:

Nume	Nume tehnic	Descriere
Hungary - Accounting	l10n_hu	Hungarian fiscal localization package, complete with the Hungarian chart of accounts, taxes, tax report, and fiscal positions
Hungary - Accounting Reports	l10n_hu_reports	Integration module of the Hungarian accounting reports
Hungary - E-invoicing	l10n_hu_edi	Integration module to support the Hungarian tax authority e-Invoicing (NAV 3.0) requirements

Notă

În unele cazuri, cum ar fi atunci când se face upgrade la o versiune cu module suplimentare, este posibil ca modulele să nu fie instalate automat. Orice module lipsă pot fi instalate manual.

Prezentarea generală a localizării

The Hungarian localization package offers key features and integration capabilities that ensure compliance with local fiscal and accounting regulations. The package includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Hungarian authorities» standards.

• Planul de conturi: a predefined structure tailored to Hungarian accounting standards.

• Taxe: pre-configured tax rates, including standard VAT, compensatory surcharge, zero-rated, and exempt options.

• Poziții fiscale (taxă și cartografiere a conturilor): automated tax adjustments based on customer or supplier registration status.

• Raportarea fiscală: detailed overview of your net tax liability.

• e-Invoicing: integration for electronic invoicing using NAV 3.0 (Online Számlá) in line with the National Tax and Customs Administrations» requirements.

Taxe

The following taxes are available by default with the Hungarian localization package:

• Standard and Reduced VAT: standard sales tax (27%) and reduced rates (18% and 5%) applied to goods and services in Hungary.

• Agricultural Compensation Surcharge (7% or 12%): applied to specific agricultural and livestock products.

• Intra-Community and Trade taxes: zero-rated (0%) and tax-exempt options applied to EU intra-community sales, exports outside the EU, and domestic exemptions.

Raportarea fiscală

The VAT summary provides a detailed breakdown of taxable, zero-rated, and exempt transactions. Like other financial reports, the VAT summary can be filtered by period, compared against other periods, and exported in Excel and PDF formats, ensuring compliance with Hungarian tax laws.

e-Invoicing with NAV 3.0

NAV 3.0 e-Invoicing is integrated within Odoo, allowing you to generate compliant electronic invoices, submit invoices in real time for validation, and track invoice statuses directly within Odoo.

Configurare

NAV 3.0 user credentials

To configure NAV 3.0:

1. Go to the government’s portal and log in using your Ügyfélkapu+ details.

2. Select Primary User and log in via the KAÜ system. Select the correct taxpayer profile if prompted.

3. Go to the Users menu, click New User, and select Technical User.

4. Set a username and password, grant permissions for Manage invoices and Query invoices, and click Save.

5. On the users details page, click Generate Key. Copy and save the Username, Password, XML Signing Key, and XML Cryptographic Key.

Link NAV 3.0 to Odoo

To link NAV 3.0 e-Invoicing to Odoo:

1. Open the Accounting app and navigate to Configuration ‣ Settings.

2. Scroll to the Hungarian Electronic Invoicing section and select the desired Mode.

3. Input the credentials saved in the previous step:

   • Username

   • Password

   • Signature Key (corresponding to the XML Signing Key)

   • Replacement Key (corresponding to the XML Cryptographic Key)

4. Select the NAV Tax Regime if applicable, and click Save.

Compania și clienții

The NAV 3.0 invoicing workflow requires address information related to the company that sends the invoices and the customers who receive them:

1. Go to Settings ‣ Users & Companies ‣ Companies and select the company that will use NAV 3.0.

2. Enter the Company Name that matches the name registered with the National Tax and Customs Administration. Then, fill in the VAT (TIN), and set the Country to Hungary. In addition, NAV 3.0 requires a valid City, Street, and Zip.

   Important

   • The VAT must be a Hungarian TIN number.

   • The company’s Currency can be set to either HUF or EUR.

3. Mergeți la Contabilitate ‣ Clienți ‣ Clienți.

4. For each customer whose invoices will be sent using NAV 3.0, click on the customer to open the form view and complete the Country and Tax ID fields. If desired, fill in additional optional fields such as Street, City, State, and ZIP.

Sending invoices to NAV 3.0 via Odoo

Once the company has been linked with NAV 3.0 and the company and customers have been properly configured, invoices can be sent to NAV 3.0 via Odoo:

1. Mergeți la Contabilitate ‣ Clienți ‣ Facturi și deschideți o factură confirmată (postată).

2. Faceți clic pe Trimite.

3. In the Send window, select NAV 3.0 and click Send.

When an invoice is sent to NAV 3.0, Odoo does the following:

• Generates the required XML (XSD 3.0) file.

• Transmits the data directly to the NAV 3.0 platform.

• Upon transmission to the NAV 3.0, a PDF file is attached to the invoice chatter in Odoo.

Sfat

• Multiple invoices can be sent to NAV 3.0 at once.

• From the Invoices view list, filter the invoices by their NAV 3.0 status to see the invoices that have either been sent or have not been sent to NAV 3.0.

• In the (adjust settings) menu, enable the NAV 3.0 status filter to see the sending state and any errors in the list view.

Credit notes and Storno

Hungarian tax authorities distinguish between two types of corrections:

• Credit note: a document that partially modifies the amounts or items of an original invoice.

• Storno: a document that fully cancels an original invoice, effectively bringing the balance to zero.

Odoo handles both cases automatically. When a credit note is created that brings the total outstanding amount of the original invoice to 0.00, Odoo identifies this as a Storno operation. This classification is then automatically communicated in the electronic reporting to NAV 3.0, ensuring compliance without manual intervention.