Tax Withholding EDI
This module allows for the generation of a Tax Withholding EDI based on a supplier payment.
Supported Complements
Currently, the following complements are supported:
- Dividends
- Payment for foreign customers
Usage
Create a vendor payment and fill in the standard fields:
- Vendor
- Date
- Amount
- Payment Method
Enable the "Withhold Tax Amounts" option to activate the withholding logic. To see this option in payments, you must configure taxes to be used for withholding payments. Check the Configuration section.
Add the required withholding line in the Withholding tab:
- Sequence Number: Select the sequence number for the withholding line.
- Account: Select the account for the withholding line. You must use a liability account to represent the debt to the SAT.
- Withholding Base: The amount upon which the tax is calculated.
- Tax: Select the tax used for withholding.
- Withheld Amount: The tax amount (automatically calculated).
Assign the required values for the Mexican CFDI:
- Complement: Select the tax withholding complement that must be generated.
- Tax Withholding Type: Indicate if the payment is provisional or definitive and the tax type.
- Rate Tax Withholding: The agreed rate for the operation if it is in foreign currency.
Specific Complement Fields
Foreign Customers Complement:
- Tax Withholding Concept: The concept to be used in the withholding complement.
Dividends Complement:
- Society Type: Indicates the society type for the partner.
- Dividend Type: Indicates the dividend type for the operation.
- Creditable ISR: Amount of creditable ISR to be set on the attribute 'MontISRAcredNal'.
- Cumulative Dividend Amount: Cumulative dividend amount to be set on the attribute 'MontDivAcumNal' or 'MontDivAcumExt' according to the case.
- Percentage Remainder: Percentage remainder to be set on the attribute 'PorcRemanente'.
Assign the outstanding receipts/payments account in the payment.
Validate the payment.
The cron process that validates the EDI documents will process the CFDI.
Configuration
Taxes: Ensure the taxes used for withholding have the Is Withholding Tax on Payment option enabled.
To see this option, it must be a sales or purchase tax and its amount must be negative, indicating the percentage of tax withholding.
Credits
Contributors
- Luis Torres <luis_t@vauxoo.com> (Designer/Developer)
- Alejandro Santillan <asantillan@vauxoo.com> (Developer)
Maintainer
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Contacts (contacts) |
| Lines of code | 743 |
| Technical Name |
l10n_mx_edi_tax_withholding |
| License | OPL-1 |
| Website | http://www.vauxoo.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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