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l10n_nl_tax_statement
<h1 class="title">Netherlands BTW Statement</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/l10n-netherlands/tree/11.0/l10n_nl_tax_statement"><img alt="OCA/l10n-netherlands" src="https://img.shields.io/badge/github-OCA%2Fl10n--netherlands-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/l10n-netherlands-11-0/l10n-netherlands-11-0-l10n_nl_tax_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/176/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module provides you with the Tax Statement in the Dutch format.</p>
<p>Use this module in combination with module <code>l10n_nl_tax_invoice_basis</code> if you want to adopt the <em>Factuurstelsel</em> system for your Company.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id9">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id10">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id11">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id12">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id13">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id14">11.0.2.0.0</a></li>
<li><a class="reference internal" href="#id2" id="id15">11.0.1.0.1</a></li>
<li><a class="reference internal" href="#id3" id="id16">11.0.1.0.0</a></li>
<li><a class="reference internal" href="#id4" id="id17">10.0.1.2.0</a></li>
<li><a class="reference internal" href="#id5" id="id18">10.0.1.1.1</a></li>
<li><a class="reference internal" href="#id6" id="id19">10.0.1.1.0</a></li>
<li><a class="reference internal" href="#id7" id="id20">10.0.1.0.1</a></li>
<li><a class="reference internal" href="#id8" id="id21">10.0.1.0.0</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id22">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id23">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id24">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id25">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id26">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id9">Installation</a></h2>
<ul class="simple">
<li>This module depends on module <code>account_tax_balance</code> available at <a class="reference external" href="https://github.com/OCA/account-financial-reporting">https://github.com/OCA/account-financial-reporting</a>.</li>
<li>This module also depends on module <code>date_range</code> that is supported as of postgresql 9.2 or later versions.</li>
</ul>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id10">Configuration</a></h2>
<p>This module makes use of the tax tags (eg.: 1a, 1b, 1c, 1d, 2a...) as prescribed by the Dutch tax laws.</p>
<p>If the default Odoo Dutch chart of accounts is installed (module <code>l10n_nl</code>) then these tags are automatically present in the database.
If this is the case, go to menu: <cite>Invoicing -> Configuration -> Accounting -> NL BTW Tags</cite>, and check that the tags are correctly set; click Apply to confirm.</p>
<p>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.
After that, go to go to menu: <cite>Invoicing -> Configuration -> Accounting -> NL BTW Tags</cite>, and manually set the tags in the configuration form; click Apply to confirm.</p>
<p>If your Company adopts the <em>Factuurstelsel</em> system for the accounting, also install the module <code>l10n_nl_tax_invoice_basis</code>
(for more information about the installation and configuration of that module, check the README file).</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id11">Usage</a></h2>
<p>To create a statement you need to:</p>
<ol class="arabic simple">
<li>Verify that you have enough permits. You need to belong at least to the Accountant group.</li>
<li>Go to the menu: <cite>Invoicing -> Reports > Taxes Balance > NL BTW Statement</cite></li>
<li>Create a statement, providing a name and specifying start date and end date</li>
<li>Press the Update button to calculate the report: the report lines will be displayed in the tab <cite>Statement</cite></li>
<li>Manually enter the BTW amounts of lines '5d', '5e', '5f' (in Edit mode, click on the amount of the line to be able to change it)</li>
<li>Press the Post button to set the status of the statement to Posted; the statements set to this state cannot be modified</li>
</ol>
<p>To add past undeclared invoices:</p>
<ol class="arabic simple">
<li>Open the tab <cite>Past Undeclared Invoices</cite>, available when the statement is in status Draft.</li>
<li>Set an initial date (field From Date) from which the past undeclared invoices will be displayed.</li>
<li>One by one, add the displayed undeclared invoices, by clicking on the <cite>Add Invoice</cite> button present in each line.</li>
<li>Press the Update button in order to recompute the statement lines.</li>
</ol>
<p>Extra info about the workflow:</p>
<ol class="arabic simple">
<li>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</li>
<li>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.</li>
</ol>
<p>Printing a PDF report:</p>
<ol class="arabic simple">
<li>If you need to print the report in PDF, open a statement form and click: <cite>Print -> NL Tax Statement</cite></li>
</ol>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id12">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>Exporting in SBR/XBLR format not yet available</li>
</ul>
<a name="changelog"></a>
<h2><a class="toc-backref" href="#id13">Changelog</a></h2>
<a name="id1"></a>
<h3><a class="toc-backref" href="#id14">11.0.2.0.0</a></h3>
<ul class="simple">
<li>Added new feature: management of past undeclared invoices
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/139">https://github.com/OCA/l10n-netherlands/pull/139</a></li>
</ul>
<a name="id2"></a>
<h3><a class="toc-backref" href="#id15">11.0.1.0.1</a></h3>
<ul class="simple">
<li>Bug fixing: printing report
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/145">https://github.com/OCA/l10n-netherlands/pull/145</a></li>
</ul>
<a name="id3"></a>
<h3><a class="toc-backref" href="#id16">11.0.1.0.0</a></h3>
<ul class="simple">
<li>Porting to V11
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/126">https://github.com/OCA/l10n-netherlands/pull/126</a></li>
</ul>
<a name="id4"></a>
<h3><a class="toc-backref" href="#id17">10.0.1.2.0</a></h3>
<ul class="simple">
<li>Bug fixing: CSS Namespace conflicting with account_financial_report_qweb</li>
</ul>
<a name="id5"></a>
<h3><a class="toc-backref" href="#id18">10.0.1.1.1</a></h3>
<ul class="simple">
<li>Bug fixing: Omzet 1a-4b: check and invert the sign</li>
</ul>
<a name="id6"></a>
<h3><a class="toc-backref" href="#id19">10.0.1.1.0</a></h3>
<ul class="simple">
<li>Lines 5d, 5e, 5f and 5g added in report
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/107">https://github.com/OCA/l10n-netherlands/pull/107</a></li>
</ul>
<a name="id7"></a>
<h3><a class="toc-backref" href="#id20">10.0.1.0.1</a></h3>
<ul class="simple">
<li>Bug fixing
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/97">https://github.com/OCA/l10n-netherlands/pull/97</a>
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/93">https://github.com/OCA/l10n-netherlands/pull/93</a></li>
</ul>
<a name="id8"></a>
<h3><a class="toc-backref" href="#id21">10.0.1.0.0</a></h3>
<ul class="simple">
<li>Initial release.
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/pull/70">https://github.com/OCA/l10n-netherlands/pull/70</a></li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id22">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-netherlands/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/l10n-netherlands/issues/new?body=module:%20l10n_nl_tax_statement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id23">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id24">Authors</a></h3>
<ul class="simple">
<li>Onestein</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id25">Contributors</a></h3>
<ul class="simple">
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
<li>Antonio Esposito <<a class="reference external" href="mailto:a.esposito@onestein.nl">a.esposito@onestein.nl</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id26">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/l10n-netherlands/tree/11.0/l10n_nl_tax_statement">OCA/l10n-netherlands</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>