Netherlands BTW Statement
This module provides you with the Tax Statement in the Dutch format.
Use this module in combination with module l10n_nl_tax_invoice_basis if you want to adopt the Factuurstelsel system for your Company.
Table of contents
- This module depends on module account_tax_balance available at https://github.com/OCA/account-financial-reporting.
- This module also depends on module date_range that is supported as of postgresql 9.2 or later versions.
This module makes use of the tax tags (eg.: 1a, 1b, 1c, 1d, 2a…) as prescribed by the Dutch tax laws.
If the default Odoo Dutch chart of accounts is installed (module l10n_nl) then these tags are automatically present in the database. If this is the case, go to menu: Invoicing -> Configuration -> Accounting -> NL BTW Tags, and check that the tags are correctly set; click Apply to confirm.
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: Invoicing -> Configuration -> Accounting -> NL BTW Tags, and manually set the tags in the configuration form; click Apply to confirm.
If your Company adopts the Factuurstelsel system for the accounting, also install the module l10n_nl_tax_invoice_basis (for more information about the installation and configuration of that module, check the README file).
To create a statement you need to:
- Verify that you have enough permits. You need to belong at least to the Accountant group.
- Go to the menu: Invoicing -> Reports > Taxes Balance > NL BTW Statement
- Create a statement, providing a name and specifying start date and end date
- Press the Update button to calculate the report: the report lines will be displayed in the tab Statement
- 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)
- 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:
- Open the tab Past Undeclared Invoices, available when the statement is in status Draft.
- Set an initial date (field From Date) from which the past undeclared invoices will be displayed.
- One by one, add the displayed undeclared invoices, by clicking on the Add Invoice button present in each line.
- Press the Update button in order to recompute the statement lines.
Extra info about the workflow:
- 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
- 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:
- If you need to print the report in PDF, open a statement form and click: Print -> NL Tax Statement
- Exporting in SBR/XBLR format not yet available
- Added new feature: allow to see the list of movements from selected lines https://github.com/OCA/l10n-netherlands/pull/212
- Added new feature: management of past undeclared invoices https://github.com/OCA/l10n-netherlands/pull/139
- Bug fixing: CSS Namespace conflicting with account_financial_report_qweb
- Bug fixing: Omzet 1a-4b: check and invert the sign
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
This module is maintained by the OCA.
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-netherlands project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.