Marea Britanie¶
Configurare¶
Instalați modulele UK - Accounting și UK - Accounting Reports pentru a obține toate caracteristicile de localizare din Regatul Unit.
Nume |
Nume tehnic |
Descriere |
|---|---|---|
Marea Britanie - Contabilitate |
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|
Marea Britanie - Rapoarte contabile |
|
|
UK BACS Payment Files |
|
Allows generating Bacs files for bill and invoice payments |
UK - Construction Industry Scheme |
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UK - HMRC API |
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Includes the HMRC basics. |
Notă
Numai companiile din Marea Britanie pot trimite rapoarte către HMRC.
Instalarea modulului UK - Accounting Reports instalează toate cele două module simultan.
The UK - Construction Industry Scheme module automatically includes the UK - HMRC API module during installation.
Vedeți și
„Prezentare generală asupra realizării impozitelor digitale <https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital/>`_
Planul de conturi¶
Planul de conturi din Regatul Unit este inclus în modulul UK - Contabilitate. Accesați pentru a-l accesa.
Configurați CoA accesând și alegeți să Revizuire manual sau :guilabel: „Importați (recomandat)” soldurile dvs. inițiale.
Taxe¶
Ca parte a modulului de localizare, taxele din Marea Britanie sunt create automat cu conturile financiare aferente și configurația.
Accesați pentru a actualiza Taxele implicite, Periodicitatea declarației fiscale sau la :guilabel:`Configurați-vă conturile fiscale `.
Pentru a edita taxele existente sau pentru a Creați o nouă taxă, mergeți la .
Vedeți și
Tutorial: Raportare fiscală și returnare.
Digitalizarea impozitelor (MTD)¶
În Marea Britanie, toate întreprinderile înregistrate în scopuri de TVA trebuie să respecte regulile MTD utilizând software pentru a-și trimite declarațiile de TVA.
Modulul Regatul Unit - Rapoarte contabile vă permite să respectați cerințele HM Revenue & Customs referitoare la Making Tax Digital.
Important
Dacă trimiterea dvs. periodică întârzie mai mult de trei luni, nu mai este posibil să o trimiteți prin Odoo, deoarece Odoo preia doar obligațiuni deschise din ultimele trei luni. Trimiterea dvs. trebuie făcută manual, contactând HMRC.
Înregistrați-vă compania la HMRC înainte de prima trimitere¶
Accesați și faceți clic pe Conectați-vă la HMRC. Introduceți informațiile companiei dvs. pe platforma HMRC. Trebuie să o faci o singură dată.
Trimitere periodică către HMRC¶
Importați-vă obligațiile HMRC, filtrați pe perioada pe care doriți să o trimiteți și trimiteți raportul dvs. fiscal făcând clic pe Trimite la HMRC.
Sfat
Puteți utiliza acreditări false pentru a demonstra fluxul HMRC. Pentru a face acest lucru, activați developer mode și accesați . De aici, căutați l10n_uk_reports.hmrc_mode și schimbați linia valorii în demo. Puteți obține astfel de acreditări de la „HMRC Developer Hub <https://developer.service.hmrc.gov.uk/api-test-user>`_.
Trimitere periodică către HMRC pentru multi-companie¶
Doar o companie și un utilizator se pot conecta la HMRC simultan. Dacă mai multe companii din Regatul Unit se află în aceeași bază de date, utilizatorul care trimite raportul HMRC trebuie să urmeze aceste instrucțiuni înainte de fiecare trimitere:
Conectați-vă la compania pentru care trebuie făcută trimiterea.
Accesați Setări generale, iar în secțiunea Utilizatori, faceți clic pe Gestionați utilizatorii. Selectați utilizatorul care este conectat la HMRC.
Accesați fila UK HMRC Integration și faceți clic pe Resetați acreditările de autentificare sau butonul Eliminați acreditările de autentificare.
Register your company to HMRC and submit the company’s tax report.
Repetați pașii pentru trimiterile HMRC ale altor companii.
Notă
În timpul acestui proces, butonul Conectați-vă la HMRC nu mai apare pentru alte companii din Marea Britanie.
Bacs files¶
Bacs files are electronic files used in the UK to process payments and transfers between bank accounts.
To enable the use of Bacs files, make sure the UK BACS Payment Files module is installed, then:
Configure your Bacs Service User Number:
Go to and scroll down to the Customer Payments section.
Enter your Service User Number under BACS and manually save.
Configure your bank journal:
Go to and select your bank journal.
In the Journal Entries tab, configure the Account Number and Bank fields.
In the Incoming Payments and Outgoing Payments tabs, make sure the BACS Direct Debit payment method is enabled.
Configure the contacts for whom you wish to use Bacs files: Access the contact form and, in the Accounting tab, click Add a line and fill in the Account Number and Bank fields.
Bill payments¶
To generate Bacs files for bill payments, set the Payment Method to BACS Direct Debit when registering vendor payments.
Then, create a vendor batch payment:
Go to , and click New.
Select the bank journal in the Bank field, set the Payment Method to BACS Direct Credit, and select a BACS Processing Date.
Optionally, you can also:
select a BACS Expiry Date;
enable BACS Multi Mode to process the payments on their individual date.
Click Add a line, select the payments you want to include, click Select, then Validate.
Once validated, the Bacs file is available in the chatter. You can also Re-generate Export File if you need a new Bacs file for that batch payment.
Vedeți și
Invoice payments¶
Before generating Bacs files for invoice payments, you must first create a BACS Direct Debit Instruction: Go to and click New. Select a Customer, their IBAN, and the Journal you wish to use.
To generate Bacs files for invoice payments, set the Payment Method to BACS Direct Debit when registering invoice payments.
Sfat
If you register the payment for an invoice linked to a subscription or via , you can select the BACS Payment Type:
Direct debit-first collection of a series;
Direct debit single collection;
Direct debit repeating collection in a series;
Direct debit-final collection of a series.
Then, create a customer batch payment:
Go to , and click New.
Select the bank journal in the Bank field, set the Payment Method to BACS Direct Credit, and select a BACS Processing Date.
Optionally, you can also:
select a BACS Expiry Date;
enable BACS Multi Mode to process the payments on their individual date.
Click Add a line, select the payments you want to include, click Select, then Validate.
Once validated, the Bacs file is available in the chatter. You can also Re-generate Export File if you need a new Bacs file for that batch payment.
Employment Hero payroll¶
If your business is already up and running with Employment Hero, you can use our connector as an alternative payroll solution.
Important
To configure the Employment Hero API for United
Kingdom, use the following value as Payroll URL: https://api.yourpayroll.co.uk/.
CIS deduction¶
The Construction Industry Scheme deduction (CIS deduction) is a tax deduction system used in the UK designed specifically for the construction industry. It requires contractors to deduct a percentage of payments made to subcontractors and forward these deductions to HM Revenue and Customs (HMRC). These deductions apply only to the labor portion of the payments and serve as advance payments towards the subcontractor’s tax and National Insurance contributions. Contractors are required to register for the scheme, but subcontractors are not. However, subcontractors who are not registered face higher payment deductions. Under the CIS, contractors must deduct 20% from payments to registered subcontractors, while the deduction increases to 30% for unregistered ones.
Vedeți și
As a contractor, you are required to register with the CIS before hiring subcontractors and to check whether each subcontractor is registered with the CIS. You must also maintain records of all payments and deductions and submit monthly returns to HMRC, including the following details:
information about the subcontractors
records of payments made and any deductions applied
a declaration confirming that the employment status of all subcontractors has been reviewed
a declaration confirming that all subcontractors requiring verification have been verified
Notă
If no payments were made to subcontractors in the previous tax month, contractors must notify HMRC by the 19th of the month to avoid a penalty.
To submit Monthly Returns to HMRC, install the UK - Construction Industry Scheme module.
Sfat
To enable the Test mode and use test credentials, open the Settings app, activate the
developer mode and go to . Search for l10n_uk_hmrc.api_mode, select it, and change the
Value from production to test.
Monthly returns¶
Monthly returns only work for vendor bills and vendor refunds. To submit a complete return to HMRC, several steps must be followed to report all payments made to subcontractors under the scheme during the previous tax month:
Contractor (company) setup¶
To configure your company’s HMRC information, go to the Settings app and, in the Companies section, click Update Info. Open the HMRC tab and configure the information in the HMRC Credentials and the Contractor details sections. All fields are mandatory.
Subcontractor setup¶
Access the subcontractor’s contact form and select the Accounting tab. In the HMRC Details section, enable the Construction Industry Scheme option; the CIS-related fields are displayed.
By default, the Deduction rate is set to 30%. To modify it, first enter the Verification Number provided by HMRC when verifying the subcontractor’s status, then update the Deduction Rate accordingly.
Notă
The Forename and Surname fields are mandatory if the contact type is set to Individual.
Facturi vânzător¶
The appropriate CIS tax must be applied to labor items on vendor bills based on the subcontractor’s Deduction Rate: 0% CIS, 20% CIS or 30% CIS. To apply the rate, go to the Invoice Lines section of the vendor bill and select the appropriate CIS tax rate in the Taxes column of the labor items.
Notă
The CIS tax rate is not necessary for material items on vendor bills.
A yellow banner appears at the top of the page if:
The Construction Industry Scheme option hasn’t been enabled in the subcontractor’s Contact form when creating a vendor bill.
The CIS tax used in the vendor bill does not match the expected CIS deduction rate for a subcontractor.
Monthly returns sending¶
On the 6th of each month, Odoo sends a reminder email to submit a monthly return to HMRC. The recipient email address is the one entered in the company Email field. To send monthly returns to HMRC, go to and follow these steps:
Click Report: and select CIS Deduction (GB).
In the (calendar) date selector, the Tax Period is automatically adjusted to match the CIS deduction period.
Click on Send to HMRC in the top-left corner.
In the CIS monthly return window, select the required options in the Declaration section:
Employment Status: To declare that the employment status of all subcontractors has been reviewed.
Subcontractor Verification: To declare that all submitted subcontractors requiring verification have been verified.
Inactivity Indicator: To declare temporary inactivity.
In the Information correct declaration section, confirm the information is true and complete by checking the box. Then, enter the Password used in the HMRC Credentials section during contractor setup.
Click Send to prompt Odoo to request HMRC to initiate the transaction.
When HMRC replies to a transaction, Odoo automatically notifies the user who submitted it by email. The email informs them that the response is available in the company’s chatter with an attached XML document for download. Both the electronic and paper versions of the HMRC receipt should be retained. If an error is detected, a new submission is required to comply with HMRC requirements.
Notă
Transactions are updated daily. To manually update the HMRC request, click the (gear) icon and select Refresh HMRC request.
CIS invoices are included in the CIS Deduction (GB) report but are not sent to HMRC.