[IMP] l10n_nz: Improve New Zealand localization module documentation

task-2858250

closes odoo/documentation#12156

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>

content/applications/finance/fiscal_localizations/new_zealand.rst

@@ -2,13 +2,364 @@
 New Zealand
 ===========
 
+.. _localizations/new_zealand/modules:
+
+Modules
+=======
+
+The following modules related to the New Zealand localization are available:
+
+.. list-table::
+   :widths: 25 25 50
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`New Zealand - Accounting`
+     - `l10n_nz`
+     - Installed by default when the accounting fiscal localization package is set to New Zealand.
+       This module also installs the remittance advice report module.
+   * - :guilabel:`Employment Hero NZ Payroll`
+     - `l10n_employment_hero`
+     - This module synchronizes all pay runs from Employment Hero with Odoo's journal entries.
+   * - :guilabel:`EFT Batch Payment`
+     - `l10n_nz_eft`
+     - This module allows businesses to streamline bulk payments like payroll and vendor payments.
+       Each bank has its specific format for these transactions.
+
+.. note::
+   The localization’s core modules are installed automatically with the localization. The rest can
+   be manually :doc:`installed </applications/general/apps_modules>`.
+
+.. _localizations/new_zealand/loc-specifics:
+
+Localization overview
+=====================
+
+- :doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to New
+  Zealand accounting standards
+- :doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or
+  supplier registration status
+- :ref:`localizations/new_zealand/taxes-gst`
+- :ref:`localizations/new_zealand/reporting`
+
+.. _localizations/new_zealand/taxes-gst:
+
+Taxes and GST
+-------------
+
+The default taxes impact the
+:doc:`GST report<../../../applications/finance/accounting/reporting/tax_returns>`, which can be
+accessed through :menuselection:`Accounting --> Reporting --> Tax Return`
+
+The standard **Goods and Service Tax** (GST) rate is 15%, but different rates and exemptions exist
+for specific categories of goods and services.
+
+.. seealso::
+   :doc:`GST report<../../../applications/finance/accounting/reporting/tax_returns>`
+
+.. _localizations/new_zealand/tax-mapping:
+
+Tax mapping
+~~~~~~~~~~~
+
+Within the New Zealand localization package, tax names encompass the tax rate as an integral part
+of their naming convention.
+
+.. seealso::
+   :doc:`Taxes documentation <../../../applications/finance/accounting/taxes>`
+
+These are the taxes in Odoo.
+
+.. list-table::
+   :widths: 25 25 25 25
+   :header-rows: 1
+
+   * - GST name
+     - Description
+     - Label on invoices
+     - GST Type
+   * - 15%
+     - Sale (15%)
+     - GST Sales (15%)
+     - Sales
+   * - 15%
+     - Purch (15%)
+     - GST Purchases (15%)
+     - Purchases
+   * - 0% EX
+     - Zero/Export (0%) Sale
+     - Zero Rated (Export) Sales
+     - Sales
+   * - 0% F
+     - Zero/Import (0%) Purch
+     - GST Free Purchases
+     - Purchases
+   * - 0% TPS
+     - Purch (Imports Taxable)
+     - Purchase (Taxable Imports) - Tax Paid Separately
+     - Purchases
+   * - 100% ONLY
+     - GST Only - Imports
+     - GST Only on Imports
+     - Purchases
+
+.. _localizations/new_zealand/reporting:
+
+Reporting
+---------
+
+.. _localizations/new_zealand/gst-report:
+
+GST report
+~~~~~~~~~~
+
+The **Goods and Services Tax (GST) report** is a critical tax reporting requirement for businesses
+registered for GST. The GST return is used to report and remit GST to the **Inland Revenue
+Department (IRD)**.
+
+.. image:: new_zealand/GST_report.png
+   :alt: GST Report.
+
+The base and tax amounts are collected from the **GST**, which is pre-configured in Odoo to align
+with GST Return requirements (Boxes 1-15). The **GST** can also be manually configured for special
+use cases, such as specific GST treatments (e.g., zero-rating for exported agricultural goods).
+Once the **GST** setup for each account is complete, Odoo automatically categorizes journal items
+into the appropriate boxes. This ensures the **GST** return is accurate and fully reflects the
+business's financial activities.
+
+.. seealso::
+   :doc:`Taxes documentation <../../../applications/finance/accounting/taxes>`
+
+.. _localizations/new_zealand/gst-closing:
+
+Closing the GST report
+**********************
+
+The :ref:`tax return periodicity <tax-returns/periodicity>` must be set up before submitting the
+:ref:`tax return <tax-returns/report>` (**GST report**) to the **IRD**.
+
+.. seealso::
+   :doc:`Year-end closing documentation
+   <../../../applications/finance/accounting/reporting/year_end>`
+
+Before closing the entry for the first time, enable the :doc:`developer mode
+<../../../applications/general/developer_mode>` and go to :menuselection:`Accounting -->
+Configuration --> Tax Groups` to set the default **GST payable account** and **GST receivable
+account**.
+
+Once the **GST payable** and **GST receivable** accounts are set up, the **Tax Return** report
+generates an accurate journal closing entry automatically, balancing the GST balance with the GST
+clearing account.
+
+The balance between **GST receivable** and **payable** is set against the tax clearing account
+defined on the tax group. The amount to be paid to or received from **IRD** can then be reconciled
+with a bank transaction.
+
+.. important::
+   The **GST** report is not submitted directly to the **IRD**. Instead, Odoo
+   automatically calculates the required values for each section, providing options to audit
+   and review the data for a clearer understanding of its history. Businesses can then
+   submit these values to the `IRD portal <https://myir.ird.govt.nz/_/>`_.
+
+.. _localizations/new_zealand/remittance-advice:
+
+Remittance advice
+~~~~~~~~~~~~~~~~~
+
+A remittance advice is a document used as proof of payment to a business. To access it, go to
+:menuselection:`Accounting --> Vendors --> Payments` and select the payment(s). Then click
+:icon:`fa-print` :guilabel:`Print` and select :guilabel:`Payment Receipt`.
+
+.. image:: new_zealand/remitance_advice_new.png
+   :alt: Remittance Advice.
+
+.. _localizations/new_zealand/accounting:
+
+Accounting
+==========
+
+.. _localizations/new_zealand/e-invoicing:
+
+E-invoicing
+-----------
+
+Odoo allows :ref:`electronic invoicing <e-invoicing/configuration>` settings to be configured per
+contact.
+
+.. image:: new_zealand/peppol_contact_new.png
+   :alt: Peppol Contact.
+
+.. important::
+   Validating an invoice or credit note for a contact on the PEPPOL network will download a
+   compliant XML file that can be manually uploaded to the PEPPOL network. Odoo is currently in the
+   process of becoming an access point for the ANZ region.
+
+.. seealso::
+   `PEPPOL requirements <https://peppol.org/learn-more/country-profiles/new-zealand/>`_
+
+.. _localizations/new_zealand/eft-batch-payments:
+
+EFT batch payments
+------------------
+
+An :abbr:`EFT (electronic funds transfer)` batch file is a digital format used to facilitate bulk
+payment processing for businesses. It allows companies to consolidate multiple inbound and outbound
+payments into a single electronic file. This process is commonly used by businesses handling
+multiple payments at once, such as payroll or payments to multiple suppliers.
+
+.. _localizations/new_zealand/eft-configuration:
+
+Configuration
+~~~~~~~~~~~~~
+
+.. _localizations/new_zealand/eft-settings:
+
+ #. :ref:`Install <general/install>` the :guilabel:`EFT Batch Payment` module (`l10n_nz_eft`).
+ #. Go to :menuselection:`Accounting --> Configuration --> Settings`. In the
+    :guilabel:`Customer Payments` section, enable :guilabel:`Batch Payments`.
+
+.. seealso::
+   :doc:`../../../applications/finance/accounting/payments/batch`
+
+.. _localizations/new_zealand/eft-bank-journal:
+
+Bank journal
+************
+
+Go to :menuselection:`Accounting --> Configuration --> Journals` to configure the bank **journal**.
+In the :guilabel:`Journal Entries` tab, enter the :guilabel:`Account Number` and click
+:guilabel:`Create and edit...`. In the :guilabel:`Create Account Number` window, fill in the
+:guilabel:`Bank` and enable :guilabel:`Send Money` to set the bank account as trusted. The
+:guilabel:`Currency` field is optional.
+
+.. _localizations/new_zealand/eft-contacts:
+
+Contacts' bank accounts
+***********************
+
+To add banking information for a contact, navigate to
+:menuselection:`Accounting --> Customers --> Customers`,
+:menuselection:`Accounting --> Vendors --> Vendors`, or access the contact directly through the
+**Contacts** app. Select the relevant contact, then open the :guilabel:`Accounting` tab. Under the
+:guilabel:`Bank Accounts` section, click :guilabel:`Add a line` to enter the required details.
+
+- :guilabel:`Account Number`
+- :guilabel:`Bank`
+- :guilabel:`Account Holder` (it will automatically be selected for that contact)
+- :guilabel:`Send Money` must be **enabled**.
+
+.. _localizations/new_zealand/eft-generate:
+
+Generate an EFT file
+~~~~~~~~~~~~~~~~~~~~
+
+Go to :menuselection:`Accounting --> Customers --> Invoices`
+or :menuselection:`Accounting --> Vendors --> Bills`. Select the invoices/bills to be paid from the
+list and click :guilabel:`Pay`. In the :guilabel:`Payment Method` field, select
+:guilabel:`New Zealand EFT` and click :guilabel:`Create Payment`.
+
+.. note::
+   The :guilabel:`Group Payment` checkbox is optional. This option appears only if there are
+   multiple invoices or bills from the same contact.
+
+In the payments window, the required EFT information for each payment, such as
+:guilabel:`Particulars` and :guilabel:`Analysis Code`, can be entered as needed.
+
+.. note::
+   The same payment information can be found under :menuselection:`Accounting --> Customers -->
+   Payments` or :menuselection:`Accounting --> Vendors --> Payments`.
+
+Then, return to the **payments** list view, select the payments needing to be batched, and click
+:guilabel:`Create Batch`.
+
+In the **batch payment** window, fill in the following fields:
+
+- :guilabel:`EFT file format`
+- :guilabel:`Payment Reference`
+- :guilabel:`Payment Particulars`
+
+.. image:: new_zealand/batch_payment_view.png
+   :alt: Batch Payement.
+
+Then, click :guilabel:`Validate`. Odoo will generate the EFT file in the chatter. Click on the file
+to preview or download it.
+
+.. important::
+   Each bank has its specific format requirements for EFT batch payments. Make sure to choose the
+   correct EFT file format. Some banks may also require the completion of additional fields, such
+   as :guilabel:`Direct Debit Information` and :guilabel:`Dishonour Account`.
+
+.. seealso::
+   :doc:`Batch paments by bank deposit documentation
+   <../../../applications/finance/accounting/payments/batch>`
+
+.. _localizations/new_zealand/XXXXXX:
+
+Industry-specific features
+==========================
+
+.. _localizations/new_zealand/starshipit:
+
+Starshipit shipping
+-------------------
+
+`Starshipit <https://starshipit.com/>`_ is a shipping service operator that facilitates the
+integration of Australasian shipping couriers with Odoo.
+
+.. seealso::
+   - `Starshipit webinar recording <https://www.youtube.com/watch?v=TcDWnoYLXWg>`_
+   - :doc:`Starshipit shipping <../../../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping>`
+
+.. _localizations/new_zealand/buynow-paylater:
+
+Buy Now, Pay Later solutions
+----------------------------
+
+**Buy Now, Pay Later** solutions are popular payment methods for e-shops. Some of these solutions
+are available via the `Stripe <https://stripe.com/au/payments/payment-methods>`_ and
+`AsiaPay payment <https://www.asiapay.com.au/payment.html#option>`_ providers.
+
+.. seealso::
+   - :doc:`AsiaPay Payment Provider documentation <../../../applications/finance/payment_providers/asiapay>`
+   - :doc:`Stripe Payment Provider documentation <../../../applications/finance/payment_providers/stripe>`
+
+.. _localizations/new_zealand/pos-terminals:
+
+Point of Sale terminals
+-----------------------
+
+To have a direct connection between Odoo and a PoS terminal, a :doc:`Stripe terminal
+<../../../applications/sales/point_of_sale/payment_methods/terminals/stripe>` is needed. Odoo
+supports the **EFTPOS** payment solution.
+
+.. note::
+   A Stripe payment terminal is not needed to use Odoo as the main POS system. The only drawback
+   of not using Stripe is that cashiers must manually enter the final payment amount on the
+   terminal.
+
+.. seealso::
+   - :doc:`Stripe Payment Provider documentation <../../../applications/finance/payment_providers/stripe>`
+   - `Stripe.com Dashboard <https://dashboard.stripe.com/login?redirect=%2Fdashboard>`_
+   - `Stripe.com Docs: Terminal <https://docs.stripe.com/terminal>`_
+
+.. _new-zealand/payroll:
+
+Payroll
+=======
+
 .. _new-zealand/employment-hero:
 
-Employment Hero payroll
-=======================
+Employment Hero integration
+---------------------------
 
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
+If your business is already up and running with `Employment Hero <https://employmenthero.com/>`_,
+the connector can be used as an alternative payroll solution.
+
+The Employment Hero module automatically synchronises payslip accounting entries (e.g., expenses,
+social charges, liabilities, taxes) from **Employment Hero** to Odoo. Payroll administration is
+still done in **Employment Hero**; only the **journal entries** are recorded in Odoo.
 
 .. important::
    To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **New Zealand**,