| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 2958 |
| Technical Name |
wht_tax_payment |
| License | OPL-1 |
| Website | http://www.mcgeorgeconsulting.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 2958 |
| Technical Name |
wht_tax_payment |
| License | OPL-1 |
| Website | http://www.mcgeorgeconsulting.com |
Tax Management
Welcome and thank you for choosing our Tax Management Module. Here is using this module you can manage the WHT,VAT like taxes for purchase and sales and generate the reports of the taxes.
User Access
Go to the Settings > Users & Companies > and select the user (that you want to assign the access for the generate the liability journal and sales invoices.) and go to the Liability Journal Approval section and gives the appropriate access of that user.
Liability Journal Requester : User can create a liability journal and submit it. Approval Officer : User can approved a liability journal. Scrutinize Officer : User can scrutinize a liability journal. Accountant : User can payment the liability journal.
Tax Configurations
Go to the Accounting > Configuration > Taxes and press the create button for create a new taxes.
Fill out the all information regarding the tax. add the tax type purchase and selecting the appropriate tax account inside the defination tab,also you need to set the tax selection WHT and VAT and enter the tax percentage etc.
WHT for Sales Invoice
Same as the WHT purchase type tax you need to set the WHT for the sales invoice fill out the all information like the tax accounting and other things.
VAT Configuration
Fill out the all information regarding the VAT. add the tax type purchase and selecting the appropriate tax account inside the defination tab,also you need to set the tax selection VAT and enter the tax percentage etc.
Liability Journal Create
Go to the Accounting > Vendors > Liability Journal and press the create button for creating a Liability Journal.
Create the Liability Journal entry using the appropriate officer and fill the Liability Journal detail like below image.
Journal Items Entry
You can see the the liability Journal items entry inside the Journal Items tab. You can see the credit debit entry of liability Journal.
Submit The Liability Journal request.
Appropriate user (Which have the access to submit the request) can submit the Liability Journal request by clicking the Submit button inside the Liability Journal formview.
Approve the Submit request
For approve the request which is submitted by the first officer (Which have the approve access) login with the officer and open the Liability Journal entry. You can see the approve button inside the Liability Journal.
Generate the payment entry of the Liability Journal
For create a register payment entry using the Officer (Which have the appropriate access for generate the payment entry), you need to login with that officer and open the Liability journal which you want to create a payment Now You can see the Register Payment button inside the payment bill.
When you press the register payment button you can get the register payment button with the amount. If you want to parital pay the bill then You need to entre that amount inside the register payment popup. Now create entry button for generate te entry.
Payment Entry View
After press the create payment draft entry button you can see the payment entry inside the Liability journal.
You can see the payment entry by press the payment button.
Confirm the register payment entry
For confirm the register payment entry of the Liability Journal using the officer (which have a appropriate access) login with the officer and open the Liability journal and open related payment using the payments button inside the register payment. You can see the confirm button inside the payments. press the confirm button for confirming the payment.
You can see the journal entry of the payment by clicking the Journal Entry field inside the payment view. you can see the below journal entry of the payment.
WHT Payment
If you want to payment of the WHT then open a paid Liability Journal entry. You can see the WHT Payment Button for inside the unpaid wht liability journal entry. Click the WHT payment button for payment of WHT.
WHT Payment Journal selection
When you click the WHT Payment button after you can see the Journal Selection wizard you need to select the appropriate journal for the WHT Payment and click the confirm button for payment.
View the WHT Payment entry
You can see the WHT Payment entry of WHT Payment smart button inside the Liability Journal entry formview.
You can see the journal entry of the WHT payment by click the WHT Payment smart button inside the liability journal entry formview. you can see the below journal entry of WHT Payment.
WHT entry List
For WHT entry List go to the Accouting > Vendors > WHT List.
WHT print Report
For WHT Print report you need to go Accounting > Vendors > WHT Print Report. When you click the WHT Print Report menu open a new wizard.
You can see the wizard and fill the all information like the below image. Select the Vendor inside the vendor field,if you want to generate the report for the bank then select the bank inside the Print for field. You can also generate the report for the government.Also select the date range you want.
After click the print button you can see the the pdf is download for the particular print formate.
Customer Invoice
For generate the Customer invoice go to the Accouting > Customers > Invoices. Now click the create button for generate the customer invoice.
Fill up the all the information and add the WHT and VAT inside the product line like the below image.
Confirm the customer invoice
You want to confirm the customer invoice. you need to click the confirm button inside the customer formview.
Journal Items of the Customer invoice
You can see the journal item entry inside the tab of Journal Items of the customer invoice formview.
Register Payment of the Invoice
By clicking on the Register payment button inside the customer invoice.
You can see the register payment wizard with the total amount and press the Create Payment button for generate the payment entry.
You can see the payment entry of the invoice you need to click the Payment smart button inside the customer invoice formview.
You can see the journal entry by clicking the Journal entry field inside the payment formview.
VAT Payment
For the vat payment you need to open the customer invoice which have contain the vat tax. you can see the VAT Payment button inside the customer formview.
When you click the VAT Payment button open wizard is display for selection of the vat journal.Selecting the appropriate journal and click the confirm button for vat payment.
You can see the vat payment entry by clicking the VAT Payment smart button inside the customer invoice.
You can see the below journal entry of VAT Payment.
WHT List For Invoices
For get the list of WHT list go to Accouting > Customers > WHT List
You can see the list of entry of the WHT used inside the customer invoice.
WHT Print Report of Invoice
You can generate the report of WHT list which are using inside the customer invoice. go to Accouting > customers > WHT Print.
You can see the one wizard for WHT Payment print report. In which you need to select the customers and print report for government and date range that you want to generate the report for particular date range.
You can see the below report for the WHT Report for invoice.
VAT List for Invoice
for get the VAT Payment list view go to the Accouting > Customers > VAT List.
You can see the listview of which are using the vat inside the customer invoice and vat payment entry like the below image.
VAT Print Report
For generate the vat report go to Accouting > Customers > VAT Print Report.
You can see new wizard is open for the VAT print report. You need to select the customers,print report for, and date range that you want to generate and press the Print button for download the report.
When you press the print button the pdf report is download like the below image.
Contact / Support
Need help or want extra features?
Need help with the configuration or want this module to have more functionalities? Please contact on mail : info@mcgeorgeconsulting.com
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Will this work in Community Edition
Will this work in community edition?