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[IMP] Taxes: improve tax configuration doc

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task-5094417

We improve the following sections of the Taxes page:

- Tax computations:
  At the moment, the section for the `Percentage of Price tax included`
  tax computation doesn't distinguish itself enough from the 'Included
  in Price' option which people usually want.
  We also improve the examples.

- Included in Price
- Affects base of subsequent taxes
- Base affected by preceding taxes: this option was not documented, so
  we add a section for it.

closes odoo/documentation#14908

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
Antoine Dupuis
2025-10-17 11:54:01 +02:00
parent 319d9569cd
commit c5a0bb40e8
1 changed files with 200 additions and 55 deletions
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content/applications/finance/accounting/taxes.rst
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@@ -72,23 +72,42 @@ The **tax name** is displayed for backend users in the :guilabel:`Taxes` field i
Tax computation
~~~~~~~~~~~~~~~
- **Group of Taxes**
The :guilabel:`Tax Computation` field determines how the tax amount is computed from the sales
price. The following options are available:
- :ref:`Group of Taxes <taxes/computation/group-of-taxes>`: a combination of several other taxes
- :ref:`Fixed <taxes/computation/fixed>`: a fixed amount
- :ref:`Percentage of Price <taxes/computation/percentage-of-price>`: a percentage of the
tax-excluded sales price
- :ref:`Percentage of Price Tax Included <taxes/computation/percentage-of-price-tax-included>`: a
percentage of the tax-included total
- :ref:`Python Code <taxes/computation/python-code>`: a custom user-defined formula
.. _taxes/computation/group-of-taxes:
Group of taxes
**************
The tax is a combination of multiple sub-taxes. You can add as many taxes as you want, in the
order you want them to be applied.
.. important::
Make sure that the tax sequence is correct, as the order in which they are may impact the
taxes' amounts computation, especially if one of the taxes :ref:`affects the base of the
subsequent ones <taxes/base-subsequent>`.
.. important::
Make sure the tax sequence is correct, as the display order determines the application order and
may affect tax computation, particularly if a tax :ref:`affects the base of subsequent taxes
<taxes/base-subsequent>`.
- **Fixed**
.. _taxes/computation/fixed:
The tax has a fixed amount in the default currency. The amount remains the same, regardless of the
sales price.
Fixed
*****
The tax has a fixed amount in the default currency. The amount remains the same per unit,
regardless of the sales price.
The computation is :math:`\text{tax amount} = \text{fixed tax amount} \times \text{quantity}`.
.. example::
A product has a sales price of $1000, and we apply a $10 *fixed* tax. We then have:
A product has a sales price of $1000, and we apply a $10 :guilabel:`Fixed` tax. We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
@@ -97,13 +116,129 @@ Tax computation
| 1,000 | 1,000 | 10 | 1,010.00 |
+-------------+-------------+----------+----------+
- **Percentage of price**
.. _taxes/computation/percentage-of-price:
The *sales price* is the taxable basis: the tax amount is computed by multiplying the sales price
by the tax percentage.
Percentage of price
*******************
The tax rate is a percentage of the **tax-excluded** subtotal.
The exact tax computation depends on the :ref:`Included in Price <taxes/included-in-price>` field,
which determines whether the sales price should be treated as tax-excluded or tax-included:
.. tabs::
.. tab:: Tax-excluded
If :guilabel:`Included in Price` is disabled, the computation is :math:`\text{tax amount}
= \text{sales price} \times \text{tax rate}`.
.. example::
A product has a sales price of $1000, and we apply a 10% :guilabel:`Percentage of Price`
tax that is not :guilabel:`Included in Price`. We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 100 | 1,100.00 |
+-------------+-------------+----------+----------+
.. tab:: Tax-included
If :guilabel:`Included in Price` is enabled, the computation is :math:`\text{tax amount} =
\text{sales price} \times \frac{\text{tax rate}}{1 + \text{tax rate}}`.
.. example::
A product has a sales price of $1000, and we apply a 10% :guilabel:`Percentage of Price`
tax that is :guilabel:`Included in Price`. We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 909.09 | 90.91 | 1,000.00 |
+-------------+-------------+----------+----------+
.. _taxes/computation/percentage-of-price-tax-included:
Percentage of price tax included
********************************
.. important::
This tax computation is rarely used and only useful in countries (e.g., Brazil, Bolivia) that
quote tax rates as a percentage of the tax-included total.
For the more common need to compute tax amounts from a tax-included price, use the
:ref:`Percentage of Price <taxes/computation/percentage-of-price>` tax computation with the
:ref:`Included in Price <taxes/included-in-price>` option.
The tax rate is a percentage of the **tax-included** total.
The exact tax computation depends on the :ref:`Included in Price <taxes/included-in-price>` field,
which determines whether the sales price should be treated as tax-excluded or tax-included:
.. tabs::
.. tab:: Tax-excluded
If :guilabel:`Included in Price` is disabled, the computation is :math:`\text{tax amount}
= \text{sales price} \times \frac{\text{tax rate}}{1 - \text{tax rate}}`.
.. example::
A product has a sales price of $1000, and we apply a 10% :guilabel:`Percentage of Price
Tax Included` tax that is not :guilabel:`Included in Price`. We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 111.11 | 1,111.11 |
+-------------+-------------+----------+----------+
Note that the real tax rate in terms of the tax-excluded price is
:math:`\frac{111.11}{1000} = 11.111\%`.
.. tab:: Tax-included
If :guilabel:`Included in Price` is enabled, the computation is :math:`\text{tax amount} =
\text{sales price} \times \text{tax rate}`.
.. example::
A product has a sales price of $1000, and we apply a 10%
:guilabel:`Percentage of Price Tax Included` tax that is :guilabel:`Included in Price`.
We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 900 | 100 | 1,000.00 |
+-------------+-------------+----------+----------+
Note that the real tax rate in terms of the tax-excluded price is
:math:`\frac{100}{900} = 11.111\%`.
.. _taxes/computation/python-code:
Python code
***********
.. important::
If a tax can be expressed as a multiple of the quantity of the product to which it applies, it
can be defined as a :ref:`Fixed <taxes/computation/fixed>` tax. Doing so is strongly recommended
over defining a :guilabel:`Python Code` tax.
A tax defined as :guilabel:`Python Code` consists of two snippets of Python code that are executed
in a local environment that can access the unit price, quantity, product, and partner.
:guilabel:`Python Code` defines the amount of the tax, and :guilabel:`Applicable Code` defines
whether the tax is applied. Enter a formula for each field at the bottom of the
:guilabel:`Definition` tab.
.. example::
A product has a sales price of $1000, and we apply a *10% of Price* tax. We then have:
A product has a sales price of $1000, and we apply a :guilabel:`Python Code` tax with the
following configuration:
- :guilabel:`Python Code`: `result = price_unit * 0.10` and
- :guilabel:`Applicable Code`: `result = True`.
We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
@@ -112,32 +247,6 @@ Tax computation
| 1,000 | 1,000 | 100 | 1,100.00 |
+-------------+-------------+----------+----------+
- **Percentage of Price Tax Included**
The **total** is the taxable basis: the tax amount is a percentage of the total.
.. example::
A product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax. We then
have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 111.11 | 1,111.11 |
+-------------+-------------+----------+----------+
- **Python code**
A tax defined as **Python code** consists of two snippets of Python code that are executed in a
local environment containing data such as the unit price, product or partner.
:guilabel:`Python Code` defines the amount of the tax, and :guilabel:`Applicable Code` defines if
the tax is to be applied. The formula is found at the bottom of the :guilabel:`Definition` tab.
.. example::
:guilabel:`Python Code`: `result = price_unit * 0.10`
:guilabel:`Applicable Code`: `result = true`
.. _taxes/active:
Active
@@ -256,29 +365,27 @@ invoice line.
Included in price
~~~~~~~~~~~~~~~~~
With this option activated, the total (including the tax) equals the **sales price**.
With this option activated, the tax will treat the sales price on which it is applied as a total
including the tax amount. The tax computation will split the sales price into a base amount and a
tax amount. This makes it suitable for B2C sales in most countries where prices are quoted
tax-inclusive.
`Total = Sales Price = Computed Tax-Excluded price + Tax`
.. example::
A product has a sales price of $1000, and we apply a *10% of Price* tax, which is *included in
the price*. We then have:
A product has a sales price of $1000, and we apply a 10% :guilabel:`Percentage of Price` tax
with :guilabel:`Included in Price`. We then have:
+-------------+-------------+----------+----------+
| Product | Price | Tax | Total |
| sales price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 900.10 | 90.9 | 1,000.00 |
| 1,000 | 909.09 | 90.91 | 1,000.00 |
+-------------+-------------+----------+----------+
.. note::
If you need to define prices accurately, both tax-included and tax-excluded, please refer to the
following documentation: :doc:`taxes/B2B_B2C`.
.. note::
By default, only the :guilabel:`Tax excluded` column is displayed on invoices. To display the
:guilabel:`Tax included` column, click the **dropdown toggle** button and check
:guilabel:`Tax incl.`.
For a guide on configuring tax-excluded and tax-included prices for B2B and B2C customers,
see :doc:`taxes/B2B_B2C`.
.. image:: taxes/toggle-button.png
@@ -287,11 +394,36 @@ With this option activated, the total (including the tax) equals the **sales pri
Affect base of subsequent taxes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
With this option, the total tax-included becomes the taxable basis for the other taxes applied to
the same product.
If this setting is enabled, any subsequent tax applied on the same product line that has
:ref:`taxes/base-affected` will be based on a modified sales price. The exact behavior depends on
whether the tax with :guilabel:`Affect base of subsequent taxes` is :ref:`taxes/included-in-price`
or not.
You can configure a new :ref:`group of taxes <taxes/computation>` to include this tax or add it
directly to a product line.
.. tabs::
.. tab:: Tax-excluded
If :guilabel:`Included in Price` is disabled, subsequent taxes with :guilabel:`Base affected
by preceding taxes` will be based on a modified sales price equal to the original sales price
plus the tax amount.
.. example::
A product has a sales price of $1000, and we apply a 10% :guilabel:`Percentage of Price`
tax with :guilabel:`Affect base of subsequent taxes`. Any subsequent tax with
:guilabel:`Base affected by preceding taxes` will be based on a modified sales price of
$1100.
.. tab:: Tax-included
If :guilabel:`Included in Price` is enabled, subsequent taxes with :guilabel:`Base affected
by preceding taxes` will be based on a modified sales price equal to the original sales price
minus the tax amount.
.. example::
A product has a sales price of $1100, and we apply a 10% :guilabel:`Percentage of Price`
tax with :guilabel:`Included in Price` and :guilabel:`Affect base of subsequent taxes`.
Any subsequent tax with :guilabel:`Base affected by preceding taxes` will be based on a
modified sales price of $1000.
This setting is considered any time multiple taxes are applied to the same product line, whether
via a :ref:`group of taxes <taxes/computation>` or multiple taxes added directly to a product line.
.. image:: taxes/subsequent-line.png
:alt: The eco-tax is taken into the basis of the 21% VAT tax
@@ -307,6 +439,19 @@ directly to a product line.
.. image:: taxes/list-sequence.png
:alt: The taxes' sequence in Odoo determines which tax is applied first
.. _taxes/base-affected:
Base affected by preceding taxes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
This setting, which is only visible in :doc:`developer mode <../../general/developer_mode>`,
determines whether any previous tax that :ref:`affects the base of subsequent taxes
<taxes/base-subsequent>` will modify the sales price that this tax is based on.
.. note::
Taxes with :ref:`Included in Price <taxes/included-in-price>` always behave as if this setting is
enabled.
Extra taxes
===========
@@ -320,7 +465,7 @@ imposed by governments. These extra taxes can be **luxury** taxes, **environment
To compute an extra tax in Odoo, :ref:`create a tax <taxes/configuration>`, enter a tax name, select
a :ref:`Tax Computation <taxes/configuration>`, set an :guilabel:`Amount`, and in the
:guilabel:`Advanced Options` tab, check :guilabel:`Affect Base of Subsequent Taxes`. Then, drag and
:guilabel:`Advanced Options` tab, enable :guilabel:`Affect Base of Subsequent Taxes`. Then, drag and
drop the taxes in the :ref:`order they should be computed <taxes/base-subsequent>`.
.. example::