Metadata-Version: 2.1
Name: odoo-addon-l10n_de_tax_statement
Version: 17.0.1.0.1.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-date_range>=17.0dev,<17.1dev
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: German VAT Statement
Home-page: https://github.com/OCA/l10n-germany
License: AGPL-3
Author: Onestein, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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====================
German VAT Statement
====================

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This module provides the *German VAT Statement*
(Umsatzsteuervoranmeldung). You can use the *German VAT Statement*
report to declare your taxes on
`www.elster.de <http://www.elster.de>`__.

**Table of contents**

.. contents::
   :local:

Configuration
=============

This module makes use of the tax tags (eg.: 81, 86, 91, 89, 93 ...) as
prescribed by the German tax laws and represented by the tax declaration
form "Umsatzsteuervoranmeldung".

If the default Odoo German chart of accounts is installed (module
l10n_de) you are able to select in the settings if you want to use the
skr03 or skr04 chart variant. By installing and configuring your favored
german account chart the tax tags from the module l10n_de are
automatically present in the database.

If a non-standard chart of accounts is installed, you have to manually
create the tax tags and properly set them into the tax definition. If
you create another german account chart (f.e. l10n_de_ikr) you can still
depend on l10n_de module in order to benefit from the generic tax tags
for germany. If you won't use l10n_de as a base module you have to
configure at first your own tax tags. After that, go to go to menu:
Invoicing -> Configuration -> Accounting -> German Tax Tags, and
manually set the tags in the configuration form; click Apply to confirm
(for more information about the installation and configuration of that
module, check the README file). The name of the tags must be formatted
this way: "+81 base", "+81 tax", "-81 base", "-81 tax", "+41", "-41",
etc...

The user must belong to the *Show Full Accounting Features* group, to be
able to access the Invoicing -> Configuration -> Accounting -> German
Tax Tags menu.

Usage
=====

To create a statement you need to:

1. Verify that you have enough permits. You need to belong to the *Show
   Full Accounting Features* group.
2. Go to the menu: Invoicing -> Reporting > German Tax Statement
3. Create a statement, providing a name and specifying start date and
   end date
4. Press the Update button to calculate the report: the report lines
   will be displayed in the tab Statement
5. Eventually you have to manually enter the tax base amounts of lines
   '20', '21', '22', '23', '24','26', '27', '28', '29', '30','32', '33',
   '34', '35', '36','38', '39', '40', '41', '42','48', '49', '50', '51',
   '52','64', '65', '67') if you want to change the values from float
   format to integer (in Edit mode, click on the amount of the line to
   be able to change the value).
6. Press the Post button to set the status of the statement to Posted;
   the statements set to this state cannot be modified

To add past undeclared invoices:

1. Open the tab Past Undeclared Invoices, available when the statement
   is in status Draft.
2. Set an initial date (field From Date) from which the past undeclared
   invoices will be displayed.
3. One by one, add the displayed undeclared invoices, by clicking on the
   Add Invoice button present in each line.
4. Press the Update button in order to recompute the statement lines.

Extra info about the workflow:

1. If you need to recalculate or modify or delete a statement already
   set to Posted status you need first to set it back to Draft status:
   press the button Reset to Draft
2. Instead, if you send the statement to the Tax Authority, you may want
   to avoid that the statement is set back to Draft: to avoid this,
   press the button Final. If you then confirm, it will be not possible
   to modify this Statement or reset it back to draft anymore.

Printing a PDF report:

1. If you need to print the report in PDF, open a statement form and
   click: Print -> German Tax Statement

Known issues / Roadmap
======================

- Add checks to avoid errors in the report, e.g. no VAT code, tax-code
  not matching fiscal position, etc..
- Re-formatting of tax base values from float format to integer.
  Currently in the official tax forms we need to enter integer format
  for some of the base tax values (f.e. instead of 250,52 € -> 251 €).
  The non writable tax calculation is based on the integer format. We
  propose to do that change manually in the
  `www.elster.de <http://www.elster.de>`__ tax declaration forms. It
  should be easy to adopt.
- Report in .xml format in order to import the vat statement on
  `www.elster.de <http://www.elster.de>`__ portal in order to avoid
  manual transmission of the values.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-germany/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/l10n-germany/issues/new?body=module:%20l10n_de_tax_statement%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Onestein

Contributors
------------

- Andrea Stirpe <a.stirpe@onestein.nl>
- Thorsten Vocks <thorsten.vocks@openbig.org>
- Helly kapatel <helly.kapatel@initos.com>
- Mark Schuit mark@gig.solutions

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/l10n-germany <https://github.com/OCA/l10n-germany/tree/17.0/l10n_de_tax_statement>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
