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VAT setup, calculation and rounding rules (view source)
Revision as of 10:56, 27 July 2024
, 8 months ago→Standard VAT and rounding rules
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*[[File:Warning.png]] Note that the second tax will be added only if you setup your company into '''Home - Setup - Company - Use 2nd tax to yes''' (this option is visible for country whose a second tax is defined into dictionary tables of vats).+
+
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Links below will be automatically replicated on translated pages by PolyglotBot -->
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−[[fr:Règles_de_calcul_et_arrondi_de_TVA]]
+[[fr:Règles_de_paramétrage,_calcul_et_arrondi_de_TVA]]
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This page explains how VAT calculations are done (or can be done depending on the options chosen) in Dolibarr ERP CRM.
This page explains how VAT calculations are done (or can be done depending on the options chosen) in Dolibarr ERP CRM.
+=Automatic definition of the default VAT rate=
+
+In Dolibarr the VAT rate can always be set to any value of your choice. However, to save you time, Dolibarr try to automatically set the value of VAT or sale tax to a default value that is autodetected according to the information you entered into the Setup of Dolibarr.
+
+By default when creating prospects, invoices, orders etc. the Sales Tax rate that is suggested by default follows is defined like this:
+* If the seller is not subject to Sales tax, then Sales tax defaults to 0. End of rule.
+* If the (seller's country = buyer's country), then the Sales tax by default equals the Sales tax of the product in the seller's country. End of rule.
+* If the seller and buyer are both in the European Community and goods are transport-related products (haulage, shipping, airline), the default VAT is 0. This rule is dependant on the seller's country - please consult with your accountant. The VAT should be paid by the buyer to the customs office in their country and not to the seller. End of rule.
+* If the seller and buyer are both in the European Community and the buyer is not a company (with a registered intra-Community VAT number) then the VAT defaults to the VAT rate of the seller's country. End of rule.
+* If the seller and buyer are both in the European Community and the buyer is a company (with a registered intra-Community VAT number), then the VAT is 0 by default. End of rule.
+* In any other case the proposed default is Sales tax=0. End of rule.
+
+
+Note, Special case for Europe: [[Loi_européenne_TVA_Vente_à_Distance_VAD_et_e-commerce_BtoC]]
=Standard VAT and rounding rules=
=Standard VAT and rounding rules=
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'''So what to do ?'''
'''So what to do ?'''
−*In some countries, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Dolibarr, there is nothing to change from the default configuration..
+*In some countries, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Dolibarr and recommended in most countries nowdays, there is nothing to change from the default configuration..
−*In other countries (rarely), calculations must always be done using method 2 for generating invoices. To avoid having the total shown at the top of the invoice that differs from the totals of detailed lines, just do not show column I on invoice. This is the case with Dolibarr default invoice templates, so that's not a problem. To enable this rule of calculation, you must use Dolibarr version 3.5+ and add/override the constant MAIN_ROUNDOFTOTAL_NOT_TOTALOFROUND to 1 (in Home - Setup - Other).
+*In few countries (rarely), calculations must always be done using method 2 for generating invoices. To avoid having the total shown at the top of the invoice that differs from the totals of detailed lines, just do not show column I on invoice. This is the case with Dolibarr default invoice templates, so that's not a problem. To enable this rule of calculation, you must use Dolibarr version 3.5+ and add/override the constant MAIN_ROUNDOFTOTAL_NOT_TOTALOFROUND to 1 (in Home - Setup - Other). It seems there is no more example of countries in the world today that need this.
−*In most countries, both methods are possible. In this case just use method 1 that will be more accurate for accounting (since if you use method 2, the total of vat collected on your invoice will not be the sum of F, nor the sum of G and this may create confusion subsequently). If you prefer to use method 2, use Dolibarr version 3.5+ and set constant MAIN_ROUNDOFTOTAL_NOT_TOTALOFROUND to 1 (Home - Setup - Other).
+*In some countries, both methods are still possible. In this case just use method 1 that will be more accurate for accounting (since if you use method 2, the total of vat collected on your invoice will not be the sum of F, nor the sum of G and this will create confusion subsequently). If you prefer to use method 2 (WARNING: this is a very very bad idea not compliant with today's requirements on line accounting), use Dolibarr version 3.5+ and set constant MAIN_ROUNDOFTOTAL_NOT_TOTALOFROUND to 1 (Home - Setup - Other).
=Second or Third Tax=
=Second or Third Tax=
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5: local tax is applied to services only without vat (localtax is calculated on amount without tax)<br>
5: local tax is applied to services only without vat (localtax is calculated on amount without tax)<br>
6: local tax is applied to services only including vat (localtax is calculated on amount + tax)
6: local tax is applied to services only including vat (localtax is calculated on amount + tax)
+
+
+==For Argentina==
+
+In Argentina, you may need to add a second tax on the tax profile that is a Gross Income Tax like IIBB. Note that if you have several rates for IVA and several rates for IBB, you must add one profile of tax for each combination you commonly use.
+
+[[File:Warning.png]] Note that the second tax will be added only if you setup your company into '''Home - Setup - Company - Use 2nd tax to yes''' (this option is visible for country whose a second tax is defined into dictionary tables of vats).
+
==For Brazil==
==For Brazil==
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Value of rate for second tax PST is automatically extracted by system from the dictionary table of VAT rates, for the GST vat rate line used and your country ([[Table llx_c_tva]]).
Value of rate for second tax PST is automatically extracted by system from the dictionary table of VAT rates, for the GST vat rate line used and your country ([[Table llx_c_tva]]).
−[[File:Warning.png]] Note that the second tax will be added only if you setup your company into '''Home - Setup - Company - Use 2nd tax to yes''' (this option is visible for country whose a second tax is defined into dictionary tables of vats).
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||1|| nowrap="nowrap" |Product alpha||10||10||18%||0.9%||100||18||0.9||118.9
||1|| nowrap="nowrap" |Product alpha||10||10||18%||0.9%||100||18||0.9||118.9
|}
|}
+
==For India==
==For India==
There is SGST, CGST and IGST. Setup is available by default with 6.0+:
There is SGST, CGST and IGST. Setup is available by default with 6.0+:
−Go into '''Home - Setup - Company''' and enable the second and third tax.
+Go into '''Home - Setup - Company''', check that your country has been set to India then enable the second and third tax.
+Go into '''Home - Setup - Display''' and set your language to English (India) to get the correct term for the taxes.
You can also check the rates into '''Home - Setup - Dictionaries - Rate of sales tax'''.
You can also check the rates into '''Home - Setup - Dictionaries - Rate of sales tax'''.
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Setup example: For standard vat rate 10, Localtax 1 (RE) is set with type "3" (tax is applied on net price, for products only), rate 1.4%
Setup example: For standard vat rate 10, Localtax 1 (RE) is set with type "3" (tax is applied on net price, for products only), rate 1.4%
+
+[[File:Warning.png]] Note that the second tax will be added only if you setup your company into '''Home - Setup - Company - Use 2nd tax to yes''' (this option is visible for country whose a second tax is defined into dictionary tables of vats).
'''Example of calculation'''
'''Example of calculation'''
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R.E. (Localtax1) is applied to sales of product and not to supply of services. But a service may be invoiced in the same invoice with a product sale if this is related to the product sale and it increases its cost (ex: shipping costs).
R.E. (Localtax1) is applied to sales of product and not to supply of services. But a service may be invoiced in the same invoice with a product sale if this is related to the product sale and it increases its cost (ex: shipping costs).
−Currently to treat this case you must enter these services (ex: shipping costs) as a free line, and indicating the type as product, not as service.
+Currently to manage this case you must enter these services (ex: shipping costs) as a free line, and indicating the type as product, not as service.
−==For Tunisia==
==For Tunisia==