India¶
Instalación¶
Instale los siguientes módulos para obtener todas las funciones de la localización de la India:
Nombre |
Nombre técnico |
Descripción |
|---|---|---|
India - Contabilidad |
|
Paquete de localización fiscal predeterminado |
India - Facturación electrónica |
|
|
India - Guía de embarque electrónica |
|
|
Indian E-waybill Stock |
|
|
India - Informes contables |
|
Adds the Indian GST Return filing and the Indian Tax reports. |
Empresa¶
Abra la aplicación Ajustes para configurar la información de su empresa. Vaya a la sección Empresas, haga clic en Actualizar Información y configure lo siguiente:
Nombre de la empresa
Dirección, incluyendo calle, ciudad, estado, código postal y país.
PAN: essential for determining the type of taxpayer.
GSTIN: necessary for generating e-Invoices, E-waybills and filing GST returns.
Indian Configuration¶
The Indian Integration section provides essential taxation and compliance features to simplify financial operations. To enable these features, navigate to and scroll down to the Indian Integration section.
TDS/TCS: Activate this to enable TDS/TCS functionality along with account-based TDS/TCS section suggestions.
Registered Under GST: Select this if your business is registered under GST to access GST-related features, including e-invoice, e-waybill, GST e-filing, fetch vendor e-invoiced document and check GST number status.
E-Invoicing: Connects to the e-invoice NIC portal to submit invoices.
E-Way bill: Connects to the e-waybill NIC portal to generate e-waybills.
GST E-Filing & Matching: Enable the feature to facilitate GST return filing and connect with the GST portal to submit GSTR-1 and retrieve GSTR-2B.
Check GST Number Status: Enable to verify GSTIN Status.
Fetch Vendor E-Invoiced Document: Helps in creating draft vendor bills using e-invoice data submitted by vendors on GST portal.
Importante
Check the Production Environment checkbox to start using Indian services in the production environment. If you want to use the testing environment then keep the checkbox unchecked.
Sistema de facturación electrónica¶
Odoo cumple con los requisitos del sistema de facturación electrónica del Impuesto sobre Bienes y Servicios (GST) de la India.
Configuración¶
Registro de facturación electrónica NIC¶
Para obtener sus credenciales API debe registrarse en el portal de facturación electrónica NIC. Necesita estas credenciales para configurar su aplicación Contabilidad de Odoo.
Inicie sesión en el portal de facturación electrónica NIC , haga clic en Iniciar sesión (Login) y escriba su usuario y contraseña;
Nota
Si ya se registró con anterioridad en el portal NIC, puede usar las mismas credenciales para iniciar sesión.
Desde el tablero, vaya a ;
Después recibirá un código OTP en el número de teléfono móvil que tiene registrado. Escriba el código OTP y haga clic en Verificar OTP.
Seleccione Mediante GSP para la interfaz API, seleccione Tera Software Limited como GSP y escriba el usuario y contraseña para su API. Una vez listo, haga clic en Enviar.
Configuración en Odoo¶
To enable the e-Invoice service in Odoo, activate the E-Invoicing feature and enter the Username and Password previously set for the API.
Flujo¶
Generate e-Invoice¶
Once an invoice is confirmed, click the Send button to open the wizard. Select E-Invoicing, then click the Generate button. Odoo will upload the JSON-signed file of the invoice to the NIC e-Invoice portal.
Nota
You can find the JSON-signed file and check the e-Invoicing status in the chatter.
Informe de factura en PDF¶
Once an invoice is validated and submitted, the invoice PDF report can be printed. The report includes the IRN, Acknowledgement (number and date) and QR code. These certify that the invoice is a valid fiscal document.
Cancelar una factura electrónica¶
To cancel an e-Invoice, click the Request Cancel button on the related invoice. In the Cancel E-Invoice window, fill out the Cancel Reason and Cancel Remarks.
Nota
You can find the e-Invoicing status in the chatter.
Management of negative lines in e-Invoices¶
Negative lines are typically used to represent discounts or adjustments associated with specific products or global discounts. The government portal prohibits the submission of data with negative lines, which means they need to be converted based on the HSN code and GST rate. This is done automatically by Odoo.
Example
Considere el siguiente ejemplo:
Product Details |
|||||
|---|---|---|---|---|---|
Product Name |
HSN Code |
Tax Excluded |
Quantity |
GST Rate |
Total |
Producto A |
123456 |
1,000 |
1 |
18% |
1,180 |
Producto B |
239345 |
1,500 |
2 |
5% |
3,150 |
Discount on Product A |
123456 |
-100 |
1 |
18% |
-118 |
Here’s the transformed representation:
Product Details |
||||||
|---|---|---|---|---|---|---|
Product Name |
HSN Code |
Tax Excluded |
Quantity |
Discount |
GST Rate |
Total |
Producto A |
123456 |
1,000 |
1 |
100 |
18% |
1,062 |
Producto B |
239345 |
1,500 |
2 |
0 |
5% |
3,150 |
In this conversion, negative lines have been transformed into positive discounts, maintaining accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and standardized representation in the E-invoice records.
Verificación de facturación electrónica GST¶
Después de enviar una factura electrónica, puede verificar si la factura está firmada desde el propio sitio web del sistema de facturación electrónica GST.
Descargue el archivo JSON de los archivos adjuntos, este se encuentra en el chatter de la factura relacionada;
Abra el portal de facturación electrónica NIC y vaya a ;
Seleccione el archivo JSON y envíelo;
Aparecerá un mensaje de confirmación si el archivo está firmado.
Guía de embarque electrónica¶
Configuración¶
Odoo cumple con los requisitos del sistema de guía de embarque electrónica del Impuesto sobre bienes y servicios (GST) de la India.
Registro de la API en la guía de embarque electrónica NIC¶
Debe registrarse en el portal de guía de embarque electrónica NIC para obtener sus credenciales API. Necesita estas credenciales para configurar su aplicación Contabilidad de Odoo.
Inicie sesión en el portal de guía de embarque electrónica NIC , haga clic en Iniciar sesión y escriba su usuario y contraseña.
Desde su tablero, vaya a .
Haga clic en Enviar OTP. Una vez que haya recibido el código en su número de teléfono móvil registrado, introdúzcalo y haga clic en Verificar OTP.
Verifique si Tera Software Limited ya se encuentra en la lista de GSP/ERP registrados. Si es así, utilice el mismo usuario y contraseña que usa para iniciar sesión en el portal NIC. De lo contrario, siga los siguientes pasos:
Seleccione Agregar/nuevo, elija Tera Software Limited como su nombre GSP, cree un usuario y contraseña para su API y haga clic en Agregar.
Configuración en Odoo¶
To enable the E-Way bill service in Odoo, activate the E-Way bill feature and enter the Username and Password.
Flujo¶
Generate E-Way bill¶
To generate an E-Way bill, confirm the customer invoice/vendor bill and click Create e-Waybill. Enter the necessary details and click Generate e-Waybill to proceed.
Nota
Puede encontrar el archivo JSON firmado en los archivos adjuntos en el chatter.
Informe de factura en PDF¶
Puede imprimir el informe PDF de la factura una vez que haya enviado la guía de embarque electrónica, este incluye el número de guía de embarque electrónica y la fecha de validez de la guía de embarque electrónica.
Cancelar una guía de embarque electrónica¶
To cancel an E-Way bill, click e-Waybill on the related invoice/bill, then Cancel e-Waybill. In the Cancel Ewaybill window, fill out the Cancel Reason and Cancel Remarks.
Nota
Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to the government portal. You can check the JSON file in the chatter.
E-waybill creation from receipts and delivery orders¶
Nota
Make sure the E-Way bill Stock module is installed and the E-Way bill setup is complete.
To create E-Way bills from receipts and deliveries in the Inventory app, follow these steps:
Go to or and select an existing delivery order/receipt or create a new one.
Click Create E-waybill/Challan.
Nota
To create an E-way bill:
A delivery order must be in the Done state (i.e., validated)
A receipt must have the Ready or Done state.
Click Generate e-Waybill to validate the E-Way bill and send it to the NIC E-Way bill portal.
Truco
To use the E-Way bill as a challan for goods deliveries without sending it to the NIC E-Waybill portal, click Use as Challan.
To print the E-waybill or the challan, click the (gear) icon and select Ewaybill / Delivery Challan.
Indian Check GSTIN Status¶
The Indian - Check GST Number Status allows you to verify the status of a GSTIN directly from Odoo.
To verify the status of a contact’s GST number, access the customer’s/vendor’s form and click Check GSTIN Status next to the GSTIN field.
To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click the (refresh) button next to the GST Status field.
A notification is displayed to confirm the status update and the GSTIN status and verification date are logged in the contact’s chatter.
Declaración de impuestos GST en la India¶
Habilitar acceso a la API¶
Antes de presentar declaraciones de impuestos GST en Odoo, debe habilitar el acceso a la API en el portal GST.
Inicie sesión en el portal GST con su usuario y contraseña, vaya a Mi perfil (My profile) en su menú de perfil.
Seleccione Administrar el acceso a la API (Manage API Access) y haga clic en Sí (Yes) para habilitar el acceso.
Nota
It is recommended to set the Duration to 30 days to avoid the need for frequent token reauthentication.
Esta acción habilitará un menú desplegable de duración (Duration). Seleccione la duración de su preferencia y haga clic en confirmar (Confirm).
Servicio GST de la India en Odoo¶
Once you have enabled the API access on the GST portal, activate the GST E-Filing & Matching Feature to start using GST Service. Then, in the Registered Under GST section, fill in the required GST Username.
Presentar declaraciones GST¶
To file a GST return, make sure the GST E-Filing & Matching Feature is enabled. Then, go to the Accounting dashboard and click Tax Returns on the Tax Returns journal. In the Accounting Periods window, fill in the following fields.
Opening Date: Starting date from which tax return periods are created.
Fiscal Year End: End date of the fiscal year (e.g., 31 March).
GSTIN Periodicity: Frequency of return filing (e.g., Monthly).
Truco
Alternatively, go to , click Report: and select GSTR-1 (IN). Then, click Returns to file the return.
Nota
To reconcile vendor bills with GST portal data, go to , click Report: and select GSTR-2B, and click Reconcile.
Filing GSTR-1 tax return¶
To file a GSTR-1 tax return, follow these steps:
Click the suitable GSTR-1 report for the desired period to open the filing view.
Nota
It is recommended to file the return five days before the filing date to avoid any penalties.
Odoo automatically performs validation checks before submission to ensure compliance with GST portal requirements that must be addressed before filing.
Nota
The following types of validation issues can be raised:
Apply Appropriate Tax: IGST is not applicable for intra-state transactions.
Wrong CGST/SGST on Inter-State Transactions: CGST/SGST cannot be applied on inter-state transactions.
Fiscal Year Reversed Move: Credit Notes for invoices issued in a given financial year should not be included in GSTR-1 after November 30th; remove tax from these lines.
Invalid HSN Codes: - For products (non-services), HSN codes must not begin with
99. - For services, HSN codes must begin with99.Missing HSN Codes: Some product lines do not have HSN codes for journal items.
Invalid UQC Codes: The Unit Quantity Code (UQC) must comply with Indian GST standards.
Missing Document Summary: Document summary lines are mandatory for GSTR-1. This check is always marked as Anomaly initially. After reviewing the summary by clicking the relevant check, it changes to Reviewed.
Missing E-Invoice: Some invoices are not linked to an e-invoice.
Unlinked Unregistered Credit Notes: Credit Notes have been issued without referencing an invoice.
Validation checks have four stages:
To Review: Check requires review.
Reviewed: Check has been reviewed.
Supervised: Check is supervised, and a supervisor is assigned.
Anomaly: Check has failed.
Click on any individual check to view and resolve the corresponding issue.
Truco
A tax return can only be validated when all checks are in the Reviewed or Supervised stage.
After reviewing the checks, click Validate. The Review stage appears in green then.
Click GSTR-1 (IN) to review the report.
Click Submit, and click Push Data in the Submission Instructions window to send the report to the GST portal.
During this step, GST portal credentials must be verified. As the data is being sent, the Send stage in the progress bar appears orange. Once the GST portal confirms receipt, the stage turns green. If an error occurs, the Send stage changes to red.
Nota
Click the (ellipsis) icon on the relevant GSTR-1 line to display additional options:
Generate XLSX: Download the GSTR-1 report as an XLSX file.
Reset: Clear the current state and revert the return to the initial stage.
Click Check Status to retrieve the current status from the GST portal. Once the confirmation is received, the Review stage in the progress bar turns green. Then, click Mark as Filed to finalize and submit the return as filed.
Importante
Once a return is marked as Filed, it cannot be reset or filed again.
Receive GSTR-2B tax reconciliation¶
Select the relevant GSTR-2B report for the desired period that needs to be reconciled.
In the validation checks view, click Fetch E-Invoice to retrieve vendor e-invoice data for the reconciliation period. The check is initially marked as Anomaly and changes to Reviewed after fetching. Then, click Validate to confirm and mark the Review stage as green.
Importante
The Fetch E-Invoice check only turns green if the e-invoice data is fetched two days after the end of the last month’s reconciliation period.
Click Fetch GSTR-2B to retrieve all invoices from the GST portal. Once the data is fetched, the Fetch stage in the progress bar turns green. To view the raw report data, click GSTR-2B (IN).
The fetched invoices are automatically matched with the E-invoices. Click View Bills to see detailed matching results.
Nota
The Match stage indicates the reconciliation status:
Orange: Partially matched (some bills require correction).
Green: Fully matched (all bills reconciled).
In case of mismatches, correct the affected bills, then click the (ellipsis) icon to access additional options:
Re-Match: Re-run the matching process after making corrections.
Reset: Reset the reconciliation to the Match stage.
After all bills are fully matched, click the (ellipsis) icon and select Mark as Complete. The Complete stage in the progress bar turns green, finalizing the bill reconciliation.
Informes de impuestos¶
Informe GSTR-1¶
El informe GSTR-1 se divide en secciones. Muestra el importe base, CGST, SGST, IGST y CESS para cada sección.
GSTR-2B report¶
The GSTR-2 report is divided into sections. It displays the Base amount, CGST, SGST, IGST, and CESS for each section.
GSTR-3B report¶
The GSTR-3B report contains different sections:
Detalles de suministro interno y externo sujetos a un cobro revertido;
ITC elegible;
Valores de suministro interno externo, sin gravar y no sujetos a GST;
Detalles de suministros interestatales a personas no registradas.
Profit and Loss (IN) report¶
This is a Profit and Loss report that displays the balances for Opening Stock and Closing Stock. It helps users using Continental accounting to accurately determine the cost of goods (i.e Opening Stock + purchases during the period - Closing Stock).
TDS/TCS threshold alert¶
TDS and TCS are tax provisions under Indian law, triggered when transaction amounts exceed specified thresholds. This alert notifies users when the value of invoices or bills surpasses these limits, prompting the application of the appropriate TDS/TCS.
To configure Odoo to advise you on when to apply TDS/TCS, set the TDS/TCS section field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting the TDS/TCS section under which tax might be applicable when recording an invoice or bill.
Configuración¶
Navigate to
In the Indian Integration section, enable the TDS or TCS feature as required.
Navigate to .
Click View on the desired account, and set the TDS/TCS Section field.
Nota
The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these limits, go to . In the Advanced Options tab, click on the (internal link) icon of the Section field.
Applying TCS/TDS on invoices and bills¶
Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold limit. If the limit specified in the TCS/TDS Section of the account is exceeded, Odoo displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the TCS/TDS is applied.
TCS is directly applicable in the tax on the invoice lines. To apply TDS, click the TDS Entry smart button on the vendor bill/payment. The popup window allows specifying the TDS details. Confirm the entry to apply the TDS.
In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches.
Example
Branch |
Customer |
Invoice |
Transaction Amount (₹) |
PAN Number |
|---|---|---|---|---|
IN - MH |
XYZ Enterprise - GJ |
Factura 1 |
₹50,000 |
ABCPX1234E |
IN - MH |
XYZ Enterprise - GJ |
Factura 2 |
₹30,000 |
ABCPX1234E |
IN - MH |
XYZ Enterprise - MH |
Factura 3 |
₹40,000 |
ABCPX1234E |
IN - DL |
XYZ Enterprise - GJ |
Invoice 4 |
₹20,000 |
ABCPX1234E |
IN - GJ |
XYZ Enterprise - MH |
Invoice 5 |
₹60,000 |
ABCPX1234E |
Aggregate total = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000
The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number ABCPX1234E across all branches is ₹200,000.