[IMP] accounting: new tax return feature

task-4893553

closes odoo/documentation#14982

X-original-commit: 05e627fba6
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>

content/applications/finance/accounting.rst

@@ -253,8 +253,8 @@ real-time:
 Tax return
 ----------
 
-In the :ref:`Tax return <tax-returns/report>`, Odoo computes all accounting transactions for the
-specific tax period and uses these totals to calculate the tax obligation.
+In the :ref:`Tax return <accounting/tax-returns/report>`, Odoo computes all accounting transactions
+for the specific tax period and uses these totals to calculate the tax obligation.
 
 .. note::
    Depending on the country's localization, an XML version of the tax report can be generated to be
@@ -320,7 +320,7 @@ To grant access to the company's accountant, :ref:`add the accountant as a new u
 <../general/users/access_rights>` in the :guilabel:`Accounting` section to enable access to the
 company's financial data:
 
-- :guilabel:`Accounting`: Select :guilabel:`Accountant`.
+- :guilabel:`Accounting`: Select :guilabel:`Administrator`.
 - :guilabel:`Bank`: Allow bank account validation.
 
 .. Note::

content/applications/finance/accounting/customer_invoices/cash_discounts.rst

@@ -137,9 +137,9 @@ Discount` checkbox enabled, and select one of the three following options:
               - €100 + (21% of €100)
 
 .. note::
-   - :ref:`Tax grids <tax-returns/tax-grids>`, which are used for the tax report, are correctly
-     computed according to the :ref:`type of tax reduction <cash-discounts/tax-reductions>` you
-     configured.
+   - :ref:`Tax grids <accounting/tax-returns/tax-grids>`, which are used for the tax report, are
+     correctly computed according to the :ref:`type of tax reduction
+     <cash-discounts/tax-reductions>` you configured.
    - The **type of cash discount tax reduction** may be correctly pre-configured, depending on your
      :ref:`fiscal localization package <fiscal_localizations/packages>`.
 

content/applications/finance/accounting/reporting/tax_returns.rst

@@ -1,125 +1,319 @@
-============================
-Tax return (VAT declaration)
-============================
+=======================
+Tax return (VAT report)
+=======================
 
-Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit a **tax return** on
-a monthly or quarterly basis, depending on their turnover and the registration regulation. A tax
-return - or VAT return - gives the tax authorities information about the taxable transactions made
-by the company. The **output tax** is charged on the number of goods and services sold by a
-business, while the **input tax** is the tax added to the price when goods or services are
-purchased. Based on these values, the company can calculate the tax amount they have to pay or be
-refunded.
+Companies with a registered :abbr:`VAT (Value Added Tax)` number are required to submit a tax return
+monthly or quarterly, depending on their turnover and the applicable regulatory requirements. A tax
+return - or VAT report - provides the tax authorities with information about the taxable
+transactions made by the company. The **output tax** is charged on the sale of goods and services,
+while the **input tax** refers to the tax included in the price of purchased goods or services.
+Based on these values, the company can calculate the tax amount they must pay or be refunded.
 
-.. note::
-   You can find additional information about VAT and its mechanism on this page from the European
-   Commission: `"What is VAT?" <https://ec.europa.eu/taxation_customs/business/vat/what-is-vat_en>`_.
+.. seealso::
+   - `European Commission documentation on VAT
+     <https://ec.europa.eu/taxation_customs/business/vat/what-is-vat_en>`_.
+   - :doc:`../taxes`
+   - :doc:`../get_started`
+   - :doc:`../../fiscal_localizations`
 
-.. _tax-returns/prerequisites:
+.. _accounting/tax-returns/configuration:
 
-Prerequisites
+Configuration
 =============
 
-.. _tax-returns/periodicity:
+.. _accounting/tax-returns/periodicity:
 
-Tax Return Periodicity
+Tax return periodicity
 ----------------------
 
-The configuration of the **Tax Return Periodicity** allows Odoo to compute your tax return correctly
-and also to send you a reminder to never miss a tax return deadline.
+The configuration of the tax return periodicity allows Odoo to compute tax returns correctly and
+automatically send reminders to make sure that deadlines are met.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Under the
-:guilabel:`Tax Return Periodicity`, you can set:
-
-- :guilabel:`Periodicity`: define here whether you submit your tax return on a monthly or quarterly
-  basis;
-- :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return;
-- :guilabel:`Journal`: select the journal in which to record the tax return.
+To do so, go to :menuselection:`Accounting --> Configuration --> Settings`, navigate to the
+:guilabel:`Tax Return Periodicity` section, and update the following fields, if needed:
 
+- :guilabel:`Periodicity`: Define whether the tax return is submitted monthly or quarterly.
+- :guilabel:`Reminder`: Define when Odoo should send reminders to submit the tax return.
+- :guilabel:`Journal`: Update the journal where the tax return is recorded, if needed.
 
 .. note::
-   This is usually configured during the :doc:`app's initial set up <../get_started>`.
+   This information is usually configured during the :doc:`app's initial setup <../get_started>`.
 
-.. _tax-returns/tax-grids:
+.. _accounting/tax-returns/tax-grids:
 
-Tax Grids
+Tax grids
 ---------
 
-Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that are configured on your
-taxes. Therefore, it is crucial to make sure that all recorded transactions use the right taxes.
-You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` tab of any
-invoice and bill.
+Odoo generates tax reports based on the :guilabel:`Tax Grids` settings configured for each tax. All
+recorded transactions must apply the correct tax rates to ensure accurate reporting.
 
-.. image:: tax_returns/tax_return_grids.png
-   :alt: see which tax grids are used to record transactions in Odoo Accounting
+:guilabel:`Tax Grids` are displayed in the :guilabel:`Journal Items` tab of any invoice or bill.
 
-To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
-and open the tax you want to modify. There, you can edit your tax settings, along with the tax
-grids that are used to record invoices or refunds.
+.. image:: tax_returns/tax-return-grids.png
+   :alt: example of tax grids used on an invoice
+
+To configure tax grids for taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`,
+open the relevant tax, and edit the tax settings and the tax grids used to record invoices or
+refunds.
 
 .. note::
-   Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package
-   <fiscal_localizations/packages>` is installed according to the country you select at the creation
-   of your database.
+   Taxes and reports are usually pre-configured according to the country selected for the
+   :doc:`company <../../../general/companies>`.
 
-.. _tax-returns/close:
+.. _accounting/tax-returns/tax-return-journal:
+
+Tax returns journal
+-------------------
+
+On the Accounting dashboard, complete the following actions displayed in the :guilabel:`Tax Returns`
+journal before creating tax returns:
+
+- :guilabel:`Set Company Data`: :ref:`Configure the company details <general/companies/company>`.
+- :guilabel:`Set Periods`: In the :guilabel:`Accounting Periods` window, fill in the
+  :guilabel:`Opening date`, :guilabel:`Fiscal Year End`, and update the :guilabel:`Periodicity` if
+  needed.
+- :guilabel:`Review Chart of Accounts`
+
+.. _accounting/tax-returns/close:
 
 Close a tax period
 ==================
 
-.. _tax-returns/lock-date:
+.. _accounting/tax-returns/lock-date:
 
-Tax lock date
--------------
+Tax return lock date
+--------------------
 
-Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax
-values moved to the next open tax period. This is useful to make sure that no change can be made to
-a report once its period is closed.
+Setting a tax lock date prevents changes that could impact VAT-related journal entries. Locking the
+period before processing the :guilabel:`Closing Journal Entry` helps ensure the accuracy of the
+final report and reduces the risk of tax errors.
 
-Therefore, we recommend locking your tax date before working on your
-:guilabel:`Closing Journal Entry`.
-This way, other users cannot modify or add transactions that would have an impact on the
-:guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors.
+To view or edit the current :guilabel:`Lock Tax Return` date, go to :menuselection:`Accounting -->
+Accounting --> Lock Dates`.
 
-To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to
-:menuselection:`Accounting --> Accounting --> Lock Dates`.
+.. note::
+   Any new transaction whose accounting date is before the :guilabel:`Lock Tax Return` date has its
+   tax values moved to the next open tax period, preventing any changes to a report after its period
+   is closed.
 
-.. _tax-returns/report:
+.. _accounting/tax-returns/report:
 
 Tax return
 ----------
 
-Once all the transactions involving taxes have been posted for the period you want to report, open
-the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax
-Return`. Select the period you want to declare using the date filter to have an overview of the tax
-return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo
-automatically proposes the details of the journal entry. Make any necessary changes and click
-:guilabel:`Post`.
+On the Accounting Dashboard, the :guilabel:`Tax Returns` journal displays automatic reminders to
+avoid missing important tasks and deadlines.
 
-From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the
-:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of
-the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`)
-icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the
-:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
+After completing all :ref:`configurations <accounting/tax-returns/configuration>` and posting all
+tax-related transactions for the reporting period, click :guilabel:`Tax Returns` on the
+:guilabel:`Tax Returns` journal from the Accounting dashboard. Alternatively, go to
+:menuselection:`Accounting --> Accounting --> Tax Returns`.
 
-The report includes all the values to report to the tax authorities, along with the amount to be
-paid or refunded.
+The :guilabel:`Tax Return` view displays a chronological list of all pending :ref:`tax returns (VAT
+report) <accounting/tax-returns/vat-report>` and :ref:`advance payments
+<accounting/tax-returns/advance-payments>` (based on the :doc:`fiscal localization
+<../../fiscal_localizations>`). Each item on the list includes:
+
+- A period (month or quarter).
+- A deadline date.
+- The related company and :ref:`branch(es) <general/branches>`, if applicable.
+- Action steps, such as :ref:`Review <accounting/tax-returns/vat-return-review>`, :ref:`Submit
+  <accounting/tax-returns/vat-return-submit>`, and :ref:`Pay
+  <accounting/tax-returns/vat-return-pay>`, which turn green when completed.
+- Action buttons: These are displayed as primary (purple) and secondary (grey) buttons to indicate
+  their priority.
+- A :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu for additional options.
+
+.. image:: tax_returns/tax-return-view.png
+   :alt: Tax return tool overview
 
 .. note::
-   If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then
-   Odoo automatically locks your fiscal period on the same date as the accounting date of your
-   entry. This safety mechanism can prevent some fiscal errors, but it is advised to lock your tax
-   date manually before, as described above.
+   - Before the tax return is reviewed, the number of :guilabel:`Pending` or :guilabel:`Passed` tax
+     validation checks is displayed in red or green, respectively.
+   - If the :guilabel:`Deadline` date has passed, it appears in red.
+
+.. tip::
+   - To export all tax returns from the selected period, click the :icon:`fa-cog` (:guilabel:`gear`)
+     icon, then click :guilabel:`Export all` to download the tax returns XLSX.
+   - All status changes are logged in the chatter. Click on any tax return or advance payment line
+     to view the chatter.
+
+.. _accounting/tax-returns/vat-report:
+
+VAT report
+~~~~~~~~~~
+
+Each pending tax return (VAT report) follows these steps: :ref:`review
+<accounting/tax-returns/vat-return-review>`, :ref:`submit
+<accounting/tax-returns/vat-return-submit>`, and :ref:`pay <accounting/tax-returns/vat-return-pay>`.
+
+To access a tax return, click the local VAT report button (e.g., :guilabel:`VAT Return (BE)` or
+:guilabel:`Tax Report (US)`, depending on the :doc:`fiscal localization
+<../../fiscal_localizations>`) or the :guilabel:`Generic Tax report` button on the tax return line
+in the :guilabel:`Tax Return` view.
+
+.. Tip::
+   - Click :guilabel:`PDF` or :guilabel:`XLSX` to generate a PDF or XLSX file, respectively.
+   - Click the :icon:`fa-cog` (:guilabel:`gear`) icon and :guilabel:`Copy to Documents` to save the
+     report to the :doc:`Documents <../../../productivity/documents>` app. Select the format to
+     :guilabel:`Export to`, the :guilabel:`Documents Name`, the :guilabel:`Folder` to store it in,
+     and add any :guilabel:`Tags`. Then click :guilabel:`Export`.
+
+To create a new return, click :guilabel:`New`, select the relevant :guilabel:`Return Type`, and
+fill in the required :guilabel:`Dates`. Then, click :guilabel:`Generate Return`. The following
+returns can be generated:
+
+- :guilabel:`Annual Closing: Corporate Tax`
+- :guilabel:`VAT` (return)
+- :guilabel:`VAT Listing` (Belgium-specific)
+- :guilabel:`EC Sales List` (EU-specific)
+- :guilabel:`Advance Payment` (Belgium-specific)
+- :guilabel:`Intrastat` (EU-specific)
+
+.. _accounting/tax-returns/vat-return-review:
+
+Review
+******
+
+To start the review of a tax return, click :guilabel:`Review` on the relevant tax return line:
+
+- If all automatic tax validation checks have passed, the tax return has completed the
+  :guilabel:`Review` step, and the tax return can be :ref:`submitted
+  <accounting/tax-returns/vat-return-submit>`. If needed, click :guilabel:`See Checks` to view all
+  checks.
+- If any automatic tax validation checks are pending, the :guilabel:`Tax Checks` view displays the
+  following, depending on the :doc:`fiscal localization <../../fiscal_localizations>`:
+
+  - :guilabel:`Bank Matching`: This check is used to identify any missing bills; it is optional for
+    VAT reports.
+  - :guilabel:`Bill attachments`: Bills must have attached documents as proof in case of an audit.
+  - :guilabel:`Company data`: Missing information (e.g., VAT number or country) can lead to errors
+    in tax reports or exemptions.
+  - :guilabel:`Draft entries`: Any draft invoices and bills within the corresponding period must be
+    reviewed and posted, or assigned a different accounting date.
+  - :guilabel:`No negative amount in VAT report`: Some countries only allow positive values in tax
+    returns, as a negative amount could indicate misconfigurations.
+  - :guilabel:`Taxes and countries matching`: Taxes applied on invoices and bills must match the
+    customer’s country.
+
+  Each check card is either marked with a :icon:`fa-check` :guilabel:`(pass)` or :icon:`fa-times`
+  :guilabel:`(fail)`. Once a check is passed, the line turns green. If a check fails, there are two
+  options:
+
+  - Click on the failed check's card to fix the issue.
+  - Click :guilabel:`Validate` to pass the check without fixing the issue.
+
+  The following actions can be performed on each check card:
+
+  - Add a check approver: Hover over the relevant check card and click the :icon:`fa-user-plus`
+    :guilabel:`(user-plus)` icon to add the approver who confirms the review. The check approver's
+    name is then displayed on the check card.
+  - Add notes and a note approver: Click the :icon:`fa-pencil-square-o` :guilabel:`(pencil-square)`
+    icon to access the check form view, where notes and an approver's name can be added. The notes
+    approver's name is then displayed on the check card.
+  - Manage activities: Click the :icon:`fa-clock-o` :guilabel:`(clock)` icon to schedule a new
+    activity or the :icon:`fa-check` :guilabel:`(check)` icon to view planned activities.
+
+  Once all checks have passed, click :guilabel:`Review`.
+
+.. tip::
+   - To view all the validation checks for a tax return, click the :icon:`fa-ellipsis-v`
+     :guilabel:`(vertical ellipsis)` icon on the corresponding tax return line in the
+     :guilabel:`Tax Return` view and select :guilabel:`View Checks`.
+   - Once a tax report has been reviewed but not yet submitted, additional invoices or bills from
+     that period can still be posted and included in the closing entry. To do so, click the
+     :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon on the relevant tax return line in
+     the :guilabel:`Tax return` view and select :guilabel:`Reset` to review checks before submitting
+     the tax return.
+
+.. _accounting/tax-returns/vat-return-submit:
+
+Submit
+******
+
+Once a tax return has completed the :ref:`Review <accounting/tax-returns/vat-return-review>` step,
+proceed as follows:
+
+#. In the :guilabel:`Tax Return` view, click the local VAT report button (e.g., :guilabel:`VAT
+   Return (BE)` or :guilabel:`Tax Report (US)`, depending on the :doc:`fiscal localization
+   <../../fiscal_localizations>`) or the :guilabel:`Generic Tax report` button on the relevant tax
+   return line to preview the tax return report.
+#. Once the tax return report has been verified, go back to the :guilabel:`Tax Return` view and
+   click :guilabel:`Submit`.
+#. In the pop-up window, follow the local :guilabel:`Instructions`, and click :guilabel:`Mark as
+   Submitted` or :ref:`Mark Paid <accounting/tax-returns/vat-return-pay>`.
+
+On submitting the tax return, the :ref:`Lock Tax Return <accounting/tax-returns/lock-date>` date is
+automatically updated, and the closing journal entry is posted in the :guilabel:`Tax Returns`
+journal.
+
+The submitted tax return contains all the values tax authorities need, and the amount to be paid or
+refunded.
+
+.. tip::
+   - To display all posted closing journal entries, click the :guilabel:`Tax Returns` journal in
+     the Accounting dashboard.
+   - To display the tax return entry posted, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical
+     ellipsis)` icon and select :guilabel:`View Entry`. The following options are available if
+     needed:
+
+     - :guilabel:`Reverse Entry`
+     - :guilabel:`Reset to Draft`: The :guilabel:`Lock Tax Return` date must be manually removed
+       using a :ref:`lock date exception <year-end/lock-date-exception>` to reset a tax return entry
+       to draft.
+
+.. note::
+   If the :guilabel:`Lock Tax Return` date is not locked before submitting the tax return, the
+   fiscal period is automatically locked on the same date as the accounting date of the closing
+   journal entry. While this feature helps prevent certain fiscal errors, it is recommended to set
+   the :ref:`Lock Tax Return date <accounting/tax-returns/lock-date>` manually beforehand.
 
 .. important::
-   - Once the tax report for a period has been generated but not yet posted, additional invoices or
-     bills from that same period can still be posted and included in the closing entry. To do so,
-     click :icon:`oi-arrow-right` :guilabel:`Refresh` in the :guilabel:`Proposition of tax closing
-     journal entry`, or click :guilabel:`Closing Entry` again from the tax report.
-   - After the tax report has been posted for a period, Odoo locks the period and prevents the
-     creation of new journal entries involving VAT. Any corrections to customer invoices or vendor
-     bills must then be recorded in the following period.
+   After the tax report for a period has been posted, that period is locked to prevent new
+   VAT-related journal entries from being created. Corrections to customer invoices or vendor bills
+   must be recorded
+   in the following period.
 
-.. seealso::
-   * :doc:`../taxes`
-   * :doc:`../get_started`
-   * :doc:`../../fiscal_localizations`
+.. _accounting/tax-returns/vat-return-pay:
+
+Pay
+***
+
+Once a tax return is submitted, a :guilabel:`Payment` window appears if a tax payment is required.
+It displays all necessary payment details to complete the transaction, including a QR code
+for the banking app, if available for the country's :doc:`fiscal localization
+<../../fiscal_localizations>` package. There are two options:
+
+- Click :guilabel:`Mark Paid` after completing the payment: the corresponding tax return line
+  disappears from the :guilabel:`Tax Return` view.
+- Click :guilabel:`Pay Later`: the corresponding tax return line remains visible in the
+  :guilabel:`Tax Return` view, indicating the amount due. Click the :icon:`fa-paperclip`
+  :guilabel:`(paperclip)` icon to access the PDF and XLSX files of the submitted tax return.
+
+  .. image:: tax_returns/tax-return-submitted.png
+     :alt: view when tax return is submitted
+
+.. _accounting/tax-returns/advance-payments:
+
+Advance tax payments
+~~~~~~~~~~~~~~~~~~~~
+
+.. note::
+   Advance tax payments are specific to local :doc:`fiscal localizations
+   <../../fiscal_localizations>` and the requirements of certain countries' tax systems.
+
+In the :guilabel:`Tax Return` view, click :guilabel:`Pay` on the relevant advance tax payment line
+that needs to be processed.
+
+In the :guilabel:`Advance Payment` window, follow the local recommendations, fill in the required
+local fields, and use the provided payment details to finalize the transaction. Two options are
+available:
+
+- Click :guilabel:`Mark Paid` once the payment is processed: The corresponding advance tax payment
+  line disappears from the :guilabel:`Tax Return` view.
+- Click :guilabel:`Pay Later`: The corresponding advance tax payment line remains visible in the
+  :guilabel:`Tax Return` view.
+
+.. tip::
+   To mark a tax payment that has already been completed, click the :icon:`fa-ellipsis-v`
+   :guilabel:`(vertical ellipsis)` icon and select :guilabel:`Mark as Completed`.

content/applications/finance/accounting/reporting/year_end.rst

@@ -107,21 +107,31 @@ To set a :guilabel:`Lock Everything` date, go to :menuselection:`Accounting -->
 Dates`. In the :guilabel:`Lock Journal Entries` window, set the :guilabel:`Lock Everything` date and
 :guilabel:`Save`.
 
-.. note::
-   Users with :guilabel:`Administrator` access rights to the Accounting app can create exceptions.
-   To do so:
+After setting the :guilabel:`Lock Everything` date, an :ref:`exception
+<year-end/lock-date-exception>` can be made if a modification is necessary.
 
-   #. After setting the :guilabel:`Lock Everything` date, reopen the :guilabel:`Lock Journal
-      Entries` window and remove the :guilabel:`Lock Everything` date.
+.. _year-end/lock-date-exception:
+
+Lock date exception
+*******************
+
+Users with :ref:`Administrator <accounting/accountant-access-rights>` access rights to the
+Accounting app can create exceptions. To do so:
+
+#. After setting and saving a lock date, go to :menuselection:`Accounting --> Accounting --> Lock
+   Dates`. In the :guilabel:`Lock Journal Entries` window, remove the :guilabel:`Lock Everything`
+   date.
 #. In the :guilabel:`Exception` banner, choose if this exception should be set :guilabel:`for me`
-      (the current user) or :guilabel:`for everyone` and how long it should last.
+   (the current user) or :guilabel:`for everyone`, and how long it should last.
 #. A :guilabel:`Reason` for this exception can be added.
 #. All of this information is logged in the chatter of the :doc:`company record
    </applications/general/companies>`.
 
 .. tip::
-   To remove the :guilabel:`Lock Everything` date after it has been saved, configure the exception
-   to apply :guilabel:`for everyone` and set the duration to :guilabel:`forever`.
+   To remove a lock date after it has been saved, configure the exception to apply :guilabel:`for
+   everyone` and set the duration to :guilabel:`forever`. This does not apply to the
+   :guilabel:`Hard Lock` date, which is irreversible to ensure inalterability and to meet accounting
+   requirements in certain countries.
 
 .. _year-end/current-year-earnings:
 

content/applications/finance/fiscal_localizations/italy.rst

@@ -140,9 +140,10 @@ position, these are automatically activated in the tax list.
 Tax grids
 ---------
 
-The Italian localization has a specific :ref:`tax grid <tax-returns/tax-grids>` section for
-**reverse charge** taxes. These tax grids are identifiable by the :ref:`VJ <italy/grids>` tag, and
-can be found by going to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`.
+The Italian localization has a specific :ref:`tax grid <accounting/tax-returns/tax-grids>` section
+for **reverse charge** taxes. These tax grids are identifiable by the :ref:`VJ <italy/grids>` tag,
+and can be found by going to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax
+Report`.
 
 .. image:: italy/grids.png
    :alt: Reverse charge tax grid from the VJ section of the Tax Declaration

content/applications/finance/fiscal_localizations/new_zealand.rst

@@ -137,8 +137,8 @@ business's financial activities.
 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**.
+The :ref:`tax return periodicity <accounting/tax-returns/periodicity>` must be set up before
+submitting the :ref:`tax return <accounting/tax-returns/report>` (**GST report**) to the **IRD**.
 
 .. seealso::
    :doc:`Year-end closing documentation