Yannick Tivisse
a26c30e76c
Original doc: https://docs.google.com/document/d/11PiBZelhf6DS4gez143woyqAJz7nKBrOh7Q94T8Q_dM/edit
105 lines
8.4 KiB
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105 lines
8.4 KiB
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===================================
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Switzerland Accounting Localization
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===================================
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ISR (In-payment Slip with Reference number)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The ISRs are payment slips used in Switzerland. You can print them
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directly from Odoo. On the customer invoices, there is a new button
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called *Print ISR*.
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.. image:: media/switzerland00.png
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:align: center
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.. tip::
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The button *Print ISR* only appears there is well a bank account
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defined on the invoice. You can use CH6309000000250097798 as bank
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account number and 010391391 as CHF ISR reference.
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.. image:: media/switzerland01.png
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:align: center
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Then you open a pdf with the ISR.
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.. image:: media/switzerland02.png
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:align: center
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There exists two layouts for ISR: one with, and one without the bank
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coordinates. To choose which one to use, there is an option to print the
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bank information on the ISR. To activate it, go in
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:menuselection:`Accounting --> Configuration --> Settings --> Accounting Reports`
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and tick this box :
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.. image:: media/switzerland03.png
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:align: center
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Currency Rate Live Update
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~~~~~~~~~~~~~~~~~~~~~~~~~
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You can update automatically your currencies rates based on the Federal
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Tax Administration from Switzerland. For this, go in
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:menuselection:`Accounting --> Settings`, activate the multi-currencies setting and choose the service
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you want.
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.. image:: media/switzerland04.png
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:align: center
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New 2018 VAT Rates
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~~~~~~~~~~~~~~~~~~
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Starting from the 1st January 2018, new reduced VAT rates will be
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applied in Switzerland. The normal 8.0% rate will switch to 7.7% and the
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specific rate for the hotel sector will switch from 3.8% to 3.7%.
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How to update your taxes in Odoo Enterprise (SaaS or On Premise)?
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-----------------------------------------------------------------
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If you have the V11.1 version, all the work is already been done, you
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don't have to do anything.
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If you have started on an earlier version, you first have to update the
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module "Switzerland - Accounting Reports". For this, you go in
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:menuselection:`Apps --> remove the filter "Apps" --> search for "Switzerland - Accounting Reports" --> open the module --> click on "upgrade"`.
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.. image:: media/switzerland05.png
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:align: center
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Here are the new taxes to create (you can create them by duplicating the
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existing taxes):
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| **Tax Name** | **Rate** | **Label on Invoice** | **Tax Group (effective from V10)** | **Tax Scope** | **Tag** |
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+=================================================+============+========================+======================================+=================+===========================================================================+
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| TVA 7.7% sur achat B&S (TN) | 7.7% | 7.7% achat | TVA 7.7% | Purchases | Switzerland VAT Form: grid 400 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 7.7% sur achat B&S (Incl. TN) | 7.7% | 7.7% achat Incl. | TVA 7.7% | Purchases | Switzerland VAT Form: grid 400 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 7.7% sur invest. et autres ch. (TN) | 7.7% | 7.7% invest. | TVA 7.7% | Purchases | Switzerland VAT Form: grid 405 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 7.7% sur invest. et autres ch. (Incl. TN) | 7.7% | 7.7% invest. Incl. | TVA 7.7% | Purchases | Switzerland VAT Form: grid 405 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 3.7% sur achat B&S (TS) | 3.7% | 3.7% achat | TVA 3.7% | Purchases | Switzerland VAT Form: grid 400 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 3.7% sur achat B&S (Incl. TS) | 3.7% | 3.7% achat Incl. | TVA 3.7% | Purchases | Switzerland VAT Form: grid 400 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 3.7% sur invest. et autres ch. (TS) | 3.7% | 3.7% invest | TVA 3.7% | Purchases | Switzerland VAT Form: grid 405 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA 3.7% sur invest. et autres ch. (Incl. TS) | 3.7% | 3.7% invest Incl. | TVA 3.7% | Purchases | Switzerland VAT Form: grid 405 |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA due a 7.7% (TN) | 7.7% | 7.7% | TVA 7.7% | Sales | Switzerland VAT Form: grid 302 base, Switzerland VAT Form: grid 302 tax |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA due à 7.7% (Incl. TN) | 7.7% | 7.7% Incl. | TVA 7.7% | Sales | Switzerland VAT Form: grid 302 base, Switzerland VAT Form: grid 302 tax |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA due à 3.7% (TS) | 3.7% | 3.7% | TVA 3.7% | Sales | Switzerland VAT Form: grid 342 base, Switzerland VAT Form: grid 342 tax |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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| TVA due a 3.7% (Incl. TS) | 3.7% | 3.7% Incl. | TVA 3.7% | Sales | Switzerland VAT Form: grid 342 base, Switzerland VAT Form: grid 342 tax |
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+-------------------------------------------------+------------+------------------------+--------------------------------------+-----------------+---------------------------------------------------------------------------+
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.. tip:: **Do not suppress or modify the existing taxes** (8.0% and 3.8%).
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You just have to archive them once you have encoded all your 2017
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transactions.
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If you have questions or remarks, please contact our support using
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odoo.com/help.
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