[14.0][ADD] l10n_th_account_tax (no merge to v14, to be added to v15)

l10n_th_account_tax/README.rst

@@ -0,0 +1,211 @@
+===========================================
+Thai Localization - VAT and Withholding Tax
+===========================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:651e5abb7373c4879081bd9637f910074ae6d3be65706aa70d26a1598655f1ea
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fl10n--thailand-lightgray.png?logo=github
+    :target: https://github.com/OCA/l10n-thailand/tree/14.0/l10n_th_account_tax
+    :alt: OCA/l10n-thailand
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/l10n-thailand-14-0/l10n-thailand-14-0-l10n_th_account_tax
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/l10n-thailand&target_branch=14.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module address 2 main tax requirement in Thailand
+
+1. Tax Invoice (VAT)
+====================
+
+Point of tax invoice can occur either on Invoice (VAT) or on Payment
+(Undue VAT on invoice become VAT on payment)
+
+2. Withholding Tax
+==================
+
+This is the tax that is deducted during payment. There are 2 kinds of withholding tax calculataion.
+
+#. Fixed rate of based amount, i.e., service 3%
+#. Progressive rate of accumulated amount, i.e., personal income tax
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Tax Invoice
+===========
+
+**Preparing Undue Tax**
+
+- Use Developer Mode
+- In Chart of Account, add new account for Undue Tax, if not already exists.
+- As admin, add access rights ``Show Full Accounting Features``
+- Go to Invoicing > Configuration > Settings and select ``Cash Basis``, this will open cash basis options in Tax master data
+- Go to Invoicing > Configuration > Accounting > Taxes, create new undue tax for both sales and purchase
+
+For Sales Taxes (tax scope = Sales), there is option to run Tax Invoice number by sequence model.
+If set properly, Tax Invoice Number will be using this sequence instead of customer invoice number / payment number
+
+* Goto Accounting > Configuration > Invoicing > Taxes
+* For sales tax, choose 'Tax Invoice Sequence' (or create new one)
+* Make sure you also set the same sequence for the same tax on payment too.
+  I.e., Output VAT7% and Undue Output VAT7% must select the same sequence, both both of them will result in same Tax Report
+
+Note: this option is not avaiable for purchase tax, because the Tax Invoice Number is from vendor, and are filled manually.
+
+Withholding Tax and Personal Income Tax (PIT)
+=============================================
+
+Setup account related to withholding tax will help set default tax amount
+when create certificate from payment.
+
+* Go to Invoicing > Configuration > Accounting > Chart of Accounts
+* Search for withholding tax related account
+* Check "WHT Account"
+* Go to Invoicing > Configuration > Invoicing > Withholding Tax
+* Create withholding Tax (normal and personal income tax)
+
+**Configured Withholding Tax by Product (optional)**
+
+* Go to Invoicing > Customers or Vendors > Products
+* Select product that you need withholding tax
+* Add Withholding Tax on General Information Tab (Invoices) / Purchase Tab (Bills)
+
+**Configure Personal Income Tax Rate**
+
+#. Go to Invoicing > Configuration > Accounting > PIT Rate
+#. Change range or tax rate (if any)
+
+Configure PIT Withholding Tax as following,
+
+#. Go to Invoicing > Configuration > Invoicing > Withholing Tax
+#. Create new Withholding Tax for PIT and check Personal Income Tax checkbox
+#. PIT Rate that will be used to caclulate the withholding amount will be shown
+#. You can set default Withholding Tax on the Product's Purchase Tab
+
+Usage
+=====
+
+Tax Invoice
+===========
+
+With this, 2 new tax related fields will be introduced in account.move.tax.invoice
+
+1. tax_invoice_number : Tax Invoice Number
+2. tax_invoice_date : Tax Invoice Date
+
+In customer invoice, both field will be defaulted by Odoo's document number and date.
+But in supplier invoice, both field must be filled by user with tax invoice number and date from vendor.
+
+Note: The new table account.move.tax.invoice is the main source of Thai VAT Report
+
+**Case Customer Invoice and Payment**
+
+- Create new customer invoice and choose to use sales' VAT or Undue VAT
+- Process invoice and payment as per normal, Odoo document number and date should be used as Tax Invoice Number/Date
+
+**Case Supplier Invoice/Payment**
+
+**1) Case Input VAT**
+
+- Create new vendor bill and choose Input VAT
+- At vendor bill's tax invoice tab, fill in 2 new fields, ``Tax Invoice`` and ``Tax Date`` given by your vendor
+- Validate this vendor bill, the given Tax Invoice Number and Tax Date are set in account.move.tax.invoice
+
+**2) Case Undue Input VAT**
+
+- Create new vendor bill and choose Undue Input VAT
+- Validate vendor bill, journal entry will be created with Undue VAT
+- Register payment as per normal, this will create new payment document as per normal
+- From this process, the journal entry (cash basis) for clear undue is created, but it will be in state **Draft**
+- Go to payment document, in tax invoice tab, fill in Tax Invoice Number and Tax Date
+- Click on Clear VAT button, the journal entry (cash basis) for clear undue will now be **Posted**
+
+Withholding Tax
+===============
+
+From bills / invoices that require withheld tax,
+
+- Create invoice and Fill withholding tax in Field WT at Invoice Lines tab.
+- Post > Register Payment.
+- System will auto computed amount include withholding tax.
+
+**Note**
+
+- if you configured withholding tax on product, it fill withholding tax in field WT automatic.
+- for invoices with withholding tax,
+
+    - you can't make payment to multiple invoices belongs to multiple partners.
+    - you can only make payment to multiple invoices belongs to the same partner (using Group Payments).
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-thailand/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 <https://github.com/OCA/l10n-thailand/issues/new?body=module:%20l10n_th_account_tax%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Ecosoft
+
+Contributors
+~~~~~~~~~~~~
+
+* `Ecosoft <http://ecosoft.co.th>`__:
+
+  * Kitti U. <[email protected]>
+  * Saran Lim. <[email protected]>
+  * Pimolnat Suntian <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
+    :target: https://github.com/kittiu
+    :alt: kittiu
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-kittiu| 
+
+This module is part of the `OCA/l10n-thailand <https://github.com/OCA/l10n-thailand/tree/14.0/l10n_th_account_tax>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

l10n_th_account_tax/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import models
+from . import wizard

l10n_th_account_tax/__manifest__.py

@@ -0,0 +1,32 @@
+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+{
+    "name": "Thai Localization - VAT and Withholding Tax",
+    "version": "14.0.1.0.0",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/l10n-thailand",
+    "category": "Localization / Accounting",
+    "depends": ["account"],
+    "data": [
+        "data/pit_rate_data.xml",
+        "data/withholding_tax_type_income_data.xml",
+        "security/account_security.xml",
+        "security/ir.model.access.csv",
+        "wizard/account_payment_register_views.xml",
+        "views/res_config_settings_views.xml",
+        "views/account_view.xml",
+        "views/account_move_view.xml",
+        "views/withholding_tax_cert.xml",
+        "views/account_withholding_tax.xml",
+        "views/withholding_tax_code_income.xml",
+        "views/account_withholding_move.xml",
+        "views/product_view.xml",
+        "views/account_payment_view.xml",
+        "views/personal_income_tax_view.xml",
+        "views/res_partner_view.xml",
+    ],
+    "installable": True,
+    "development_status": "Beta",
+    "maintainers": ["kittiu"],
+}

l10n_th_account_tax/data/pit_rate_data.xml

@@ -0,0 +1,71 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="thailand_pit" model="personal.income.tax">
+        <field name="active" eval="True" />
+    </record>
+
+    <record id="thailand_pit_rate_0" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">1</field>
+        <field name="income_from">0.0</field>
+        <field name="income_to">150000.0</field>
+        <field name="tax_rate">0.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_5" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">2</field>
+        <field name="income_from">150000.0</field>
+        <field name="income_to">300000.0</field>
+        <field name="tax_rate">5.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_10" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">3</field>
+        <field name="income_from">300000.0</field>
+        <field name="income_to">500000.0</field>
+        <field name="tax_rate">10.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_15" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">4</field>
+        <field name="income_from">500000.0</field>
+        <field name="income_to">750000.0</field>
+        <field name="tax_rate">15.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_20" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">5</field>
+        <field name="income_from">750000.0</field>
+        <field name="income_to">1000000.0</field>
+        <field name="tax_rate">20.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_25" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">6</field>
+        <field name="income_from">1000000.0</field>
+        <field name="income_to">2000000.0</field>
+        <field name="tax_rate">25.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_30" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">7</field>
+        <field name="income_from">2000000.0</field>
+        <field name="income_to">4000000.0</field>
+        <field name="tax_rate">30.0</field>
+    </record>
+
+    <record id="thailand_pit_rate_35" model="personal.income.tax.rate">
+        <field name="pit_id" ref="l10n_th_account_tax.thailand_pit" />
+        <field name="sequence">7</field>
+        <field name="income_from">4000000.0</field>
+        <field name="income_to">99999999999.0</field>
+        <field name="tax_rate">35.0</field>
+    </record>
+
+</odoo>

l10n_th_account_tax/data/withholding_tax_type_income_data.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="withholding_tax_pnd1_401n" model="withholding.tax.code.income">
+        <field name="name">เงินได้มาตรา 40(1) เงินเดือน ค่าจ้าง กรณีทั่วไป</field>
+        <field name="code">401N</field>
+        <field name="income_tax_form">pnd1</field>
+        <field name="wht_cert_income_type">1</field>
+    </record>
+    <record id="withholding_tax_pnd1_4012" model="withholding.tax.code.income">
+        <field
+            name="name"
+        >เงินได้มาตรา 40(1)(2) กรณีนายจ้างจ่ายให้ครั้งเดียวเพราะเหตุออกจากงาน</field>
+        <field name="code">4012</field>
+        <field name="income_tax_form">pnd1</field>
+        <field name="wht_cert_income_type">1</field>
+
+    </record>
+    <record id="withholding_tax_pnd1_402I" model="withholding.tax.code.income">
+        <field
+            name="name"
+        >เงินได้มาตรา 40(2) กรณีผู้มีเงินได้เป็นผู้อยู่ในประเทศไทย</field>
+        <field name="code">402I</field>
+        <field name="income_tax_form">pnd1</field>
+        <field name="wht_cert_income_type">2</field>
+    </record>
+    <record id="withholding_tax_pnd1_402E" model="withholding.tax.code.income">
+        <field
+            name="name"
+        >เงินได้มาตรา 40(2) กรณีผู้มีเงินได้มิได้เป็นผู้อยู่ในประเทศไทย</field>
+        <field name="code">402E</field>
+        <field name="income_tax_form">pnd1</field>
+        <field name="wht_cert_income_type">2</field>
+    </record>
+</odoo>

l10n_th_account_tax/models/__init__.py

@@ -0,0 +1,14 @@
+# Copyright 2019 Ecosoft Co., Ltd (https://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import res_company
+from . import res_config_settings
+from . import product
+from . import personal_income_tax
+from . import withholding_tax_cert
+from . import account
+from . import account_move
+from . import account_payment
+from . import account_withholding_tax
+from . import account_withholding_move
+from . import res_partner