135 lines
4.2 KiB
ReStructuredText
135 lines
4.2 KiB
ReStructuredText
.. _model-account.tax:
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Tax
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===
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The *Tax* concept allows the taxes a `Company <company:model-company.company>`
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uses to be represented in Tryton.
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Taxes can be for a fixed amount, or a percentage of an item's price.
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The tax can also be setup to be included as part of an item's price for any
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later taxes that get applied, resulting in it being compounded by these later
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taxes.
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A date range can be used to restrict when a tax applies.
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Applying a tax will also apply all of its children.
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.. seealso::
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The taxes can be found by opening the main menu item:
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|Financial --> Configuration --> Taxes --> Taxes|__
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.. |Financial --> Configuration --> Taxes --> Taxes| replace:: :menuselection:`Financial --> Configuration --> Taxes --> Taxes`
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__ https://demo.tryton.org/model/account.tax
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Taxes can be created from `Tax Templates <model-account.tax.template>`.
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Wizards
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-------
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.. _wizard-account.tax.test:
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Test Tax
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^^^^^^^^
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The *Test Tax* wizard allows a user to test how different taxes get applied.
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It does this without altering any data on the system, and lets the user
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instantly see the result of applying different taxes.
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.. seealso::
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The test tax wizard can be started using the main menu item:
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:menuselection:`Financial --> Configuration --> Taxes --> Test Tax`
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.. _model-account.tax.line:
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Tax Line
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========
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The *Tax Line* concept is used to record how an
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`Account Move Line <model-account.move.line>` is split up for tax purposes.
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Each tax line represents a tax amount, or base amount, for a specific
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*Account Move Line* and `Tax <model-account.tax>` combination.
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.. _model-account.tax.group:
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Tax Group
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=========
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The *Tax Group* concept is used to group together `Taxes <model-account.tax>`
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of the same type.
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These tax groups can then be used in `Tax Rules' <model-account.tax.rule>`
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lines to change which taxes are applied to an item.
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.. seealso::
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The tax groups can be found using the main menu item:
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|Financial --> Configuration --> Taxes --> Tax Groups|__
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.. |Financial --> Configuration --> Taxes --> Tax Groups| replace:: :menuselection:`Financial --> Configuration --> Taxes --> Tax Groups`
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__ https://demo.tryton.org/model/account.tax.group
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.. _model-account.tax.rule:
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Tax Rule
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========
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A *Tax Rule* allows taxes to be substituted for other taxes based on a set of
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rules.
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When the tax rule is applied the rule defined by its first matching line is
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used.
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The tax rule's lines contain a set of properties, such as the
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`Tax <model-account.tax>`, its `Group <model-account.tax.group>`, or a date
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range.
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These are used to work out if the tax rule line matches the tax.
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If the tax matches, then a substitution tax is added and the origin tax is
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removed, unless the tax rule line indicates that the origin tax should also
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be kept.
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.. seealso::
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The available tax rules can be found by opening the main menu item:
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|Financial --> Configuration --> Taxes --> Tax Rules|__
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.. |Financial --> Configuration --> Taxes --> Tax Rules| replace:: :menuselection:`Financial --> Configuration --> Taxes --> Tax Rules`
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__ https://demo.tryton.org/model/account.tax.rule
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Tax rules can be created from
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`Tax Rule Templates <model-account.tax.rule.template>`.
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.. _model-account.tax.code:
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Tax Code
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========
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In Tryton *Tax Codes* are used to collect together tax amounts and base amounts
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for tax reporting.
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Each tax code is made up from lines, each of which collect together either the
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tax or base amounts for a specific `Tax <model-account.tax>` and type of
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transaction.
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An operator then allows this value to be negated if required.
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The tax codes can be placed into a structure with each having a parent and
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some children.
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The amounts shown by each tax code are based on the values from tax code's
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lines, and the amounts provided by the tax code's children.
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.. seealso::
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The list of tax codes can be found using the main menu item:
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|Financial --> Configuration --> Taxes --> Tax Codes --> Tax Codes|__
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.. |Financial --> Configuration --> Taxes --> Tax Codes --> Tax Codes| replace:: :menuselection:`Financial --> Configuration --> Taxes --> Tax Codes --> Tax Codes`
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__ https://demo.tryton.org/model/account.tax.code
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Tax codes can be created from
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`Tax Code Templates <model-account.tax.code.template>`.
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