Taiwan

Modules

The following modules related to Taiwan localization are available:

Name	Technical name	Description
Taiwan - Accounting	l10n_tw	This is the base module to manage the accounting chart for Taiwan.
Taiwan - E-invoicing	l10n_tw_edi_ecpay	This module allows the user to send their invoices to the Ecpay system.
Taiwan - E-invoicing Ecommerce	l10n_tw_edi_ecpay_website_sale	This module allows the user to input Ecpay information in ecommerce for sending their invoices to the Ecpay system.
Taiwan - Accounting Reports	l10n_tw_reports	This module includes the accounting reports for Taiwan.

Notitie

In some cases, such as when upgrading to a version with additional modules, modules may not be installed automatically. Any missing modules can be manually installed.

Localization overview

The Taiwanese localization package ensures compliance with Taiwanese fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Taiwan’s standards.

The Taiwanese localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:

• Grootboekschema: a predefined structure tailored to Taiwanese accounting standards.

• Taxes: pre-configured tax rates.

• Reporting

• E-invoicing (ECPay): integration for electronic invoicing in line with Taiwanese government requirements.

BTW

The standard tax rate in Taiwan is 5%, though special tax rates apply to specific industries. To configure special taxes for the GBRT, go to Accounting ‣ Configuration ‣ Taxes, click New, and configure the following:

1. Fill in the standard fields and tax computation.

2. In the Ecpay Tax Type field, select Taxable (special tax rate).

3. In the new Ecpay Special Tax Type field that appears, select the applicable industry.

Example

If Saloons and tea rooms, coffee shops and bars offering companionship services: Tax rate is 25% is selected, enter 25 in the Amount field.

Contacts

To manage the distinction between B2C and B2B invoices, configure the following fields in their contact form:

• Individual (B2C): Select the contact type and provide the Email or Phone number.

• Company (B2B): Select the contact type, enter the Tax ID, and provide the Email or Phone number.

Notitie

• Invoices sent to individuals not linked to a Company contact are treated as a B2C invoice.

• Invoices sent to individuals belonging to a Company contact are treated as a B2B invoice (to the parent Company).

Accounting

ECPay integration

Notitie

Make sure to install the Taiwan - E-invoicing (l10n_tw_edi_ecpay) module.

Odoo supports integration with ECPay to submit generated invoices directly to their system.

Set-up

To configure the integration, valid credentials must be retrieved from the ECPay vendor backend. Go to System Settings ‣ System Integration Settings ‣ Integration Information to get the required information:

• MerchantID

• Hashkey

• HashIV

Configuration in Odoo

Go to Accounting ‣ Configuration ‣ Settings, scroll down to the Taiwan Electronic Invoicing section, and fill in the MerchantID, HashKey, and HashIV fields, retrieved from the ECPay vendor backend.

Notitie

For testing purposes, do not use real credentials. Instead, enable the Staging mode option and use the Staging information provided by ECPay.

Workflow

Send invoices to ECPay

B2C invoice (individual)

To send a B2C invoice, follow these steps:

1. Navigate to Accounting ‣ Customers ‣ Invoices and create a new invoice.

2. Select a customer of the type Individual.

3. In the Ecpay tab, configure delivery options:

   • Get Printed Version: Check this to allow the customer to receive a printable ECPay invoice.

   • Love Code: Enter the Love Code if the customer wishes to donate the invoice to a charity.

   • Carrier Type: Select the carrier type if the customer uses a cloud-based carrier, and enter the Carrier Number (and Carrier Number 2) if required.

4. Confirm the invoice, and click Send. Then, ensure the Send to Ecpay checkbox is selected, and click Send.

5. The Invoice Status, Ecpay Invoice Number, and Creation Date in the Ecpay tab will update automatically upon successful submission.

Notitie

To print or download the ECpay invoice, follow these steps:

1. Make sure the Get Printed Version option is checked in the Ecpay tab.

2. Click the (gear) icon and select Print Ecpay invoice.

3. In the Print Ecpay Invoice window, select a Print Format (B2C) and click Print Invoice.

B2B invoice (company)

To send a B2B invoice, follow these steps:

1. Navigate to Accounting ‣ Customers ‣ Invoices and create a new invoice.

2. Select a customer who is either a Company or an Individual belonging to a Company.

3. Confirm the invoice, and click Send. Then, ensure the Send to Ecpay checkbox is selected, and click Send.

4. The Invoice Status, Ecpay Invoice Number, and Creation Date in the Ecpay tab will update automatically upon successful submission.

Belangrijk

Ensure the Tax ID field of the customer is filled in with the Tax Identification Number.

Notitie

By default, B2B ECpay invoices are available to print or download. Please follow these steps:

1. Click the (gear) icon and select Print Ecpay invoice.

2. In the Print Ecpay Invoice window, select a Print Format (B2B) and click Print Invoice.

Tip

Check the invoice’s Log Note for ECPay submission details. Failed attempts display error messages, while successful submissions record the Ecpay invoice number and Invoice status.

Invoice Cancellation

To cancel a submitted invoice:

1. Open the relevant invoice and click Request Cancel.

2. In the pop-up window, provide a cancellation Reason, then click Cancel Invoice.

3. The Invoice Status changes to Invalid, and the Invalidate Reason is filled in with the cancellation Reason.

   

Send credit notes to ECPay

Before sending a credit note, the original invoice must be successfully submitted to ECPay.

Notitie

The credit note amount cannot exceed the original invoice amount.

B2C Credit Notes

To send a B2C credit note to ECPay, follow these steps:

1. Click Credit Note on the relevant invoice and enter the Reason displayed on Credit Note.

2. Select the Agreement Type and the Allowance Notify Way, and click Reverse.

3. Click Confirm, then Send, ensuring Send to Ecpay (Issue Allowance) is selected.

Then, The Refund State updates to Agreed (for Offline agreements) or To be agreed (for Online agreements). Additionally, the Refund Invoice Number, Refund invoice Agreement Type and Allowance Notify Way updates accordingly in the Ecpay tab.

B2B credit notes

To send a B2B credit note to ECPay, follow these steps:

1. Click Credit Note on the relevant invoice, enter the Reason displayed on Credit Note, then click Reverse.

2. Click Confirm, then Send, ensuring Send to Ecpay (Issue Allowance) is selected.

Then the Refund Invoice Number is updated automatically in the Ecpay tab.

eCommerce

Set-up

To enable direct invoice submission via eCommerce:

1. Go to Website ‣ Configuration ‣ Settings.

2. In the Invoicing section, enable Automatic Invoice.

This ensures invoices are generated and sent to ECPay automatically once the online payment is confirmed.

Checkout Process

• B2C Customers: During checkout, customers must indicate whether they want to receive a physical invoice using the Request a paper copy field

  • No: No copy is provided.

  • Yes: The invoice can be downloaded from the invoice view.

• B2B Customers: An Invoicing Info page appears after delivery confirmation. Customers can either select the Donate checkbox to donate the invoice, or choose an Ecpay e-invoice carrier from the following options, and provide the Carrier Number and Carrier Number 2 where applicable.

  • Member Account

  • Citizen Digital Certificate

  • Mobile Barcode

  • EasyCard

  • iPass

  Notitie

  If no option has been selected, a Print Ecpay invoice can still be downloaded from the invoice view.