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l10n_nl_tax_statement/README.rst

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+=========================
+Netherlands BTW Statement
+=========================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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--netherlands-lightgray.png?logo=github
+    :target: https://github.com/OCA/l10n-netherlands/tree/12.0/l10n_nl_tax_statement
+    :alt: OCA/l10n-netherlands
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/l10n-netherlands-12-0/l10n-netherlands-12-0-l10n_nl_tax_statement
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/176/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module provides you with the Tax Statement in the Dutch format.
+
+Use this module in combination with module ``l10n_nl_tax_invoice_basis`` if you want to adopt the *Factuurstelsel* system for your Company.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+* This module depends on module ``account_tax_balance`` available at https://github.com/OCA/account-financial-reporting.
+* This module also depends on module ``date_range``.
+
+Configuration
+=============
+
+This module makes use of the tax tags (eg.: 1a, 1b, 1c, 1d, 2a...) as prescribed by the Dutch tax laws.
+
+If the default Odoo Dutch chart of accounts is installed (module ``l10n_nl``) then these tags are automatically present in the database.
+If this is the case, go to menu: `Invoicing -> Configuration -> Accounting -> NL BTW Tags`, and check that the tags are correctly set; click Apply to confirm.
+
+If a non-standard chart of accounts is installed, you have to manually create the tax tags and properly set them into the tax definition.
+After that, go to go to menu: `Invoicing -> Configuration -> Accounting -> NL BTW Tags`, and manually set the tags in the configuration form; click Apply to confirm.
+
+If your Company adopts the *Factuurstelsel* system for the accounting, also install the module ``l10n_nl_tax_invoice_basis``
+(for more information about the installation and configuration of that module, check the README file).
+
+The user must belong to the *Show Full Accounting Features* group, to be able to access the `Invoicing -> Configuration -> Accounting -> NL BTW Tags` menu.
+
+Usage
+=====
+
+To create a statement you need to:
+
+#. Verify that you have enough permits. You need to belong to the *Show Full Accounting Features* group.
+#. Go to the menu: `Invoicing -> Reports > Taxes Balance > NL BTW Statement`
+#. Create a statement, providing a name and specifying start date and end date
+#. Press the Update button to calculate the report: the report lines will be displayed in the tab `Statement`
+#. Manually enter the BTW amounts of lines '5d', '5e', '5f' (in Edit mode, click on the amount of the line to be able to change it)
+#. Press the Post button to set the status of the statement to Posted; the statements set to this state cannot be modified
+
+To add past undeclared invoices:
+
+#. Open the tab `Past Undeclared Invoices`, available when the statement is in status Draft.
+#. Set an initial date (field From Date) from which the past undeclared invoices will be displayed.
+#. One by one, add the displayed undeclared invoices, by clicking on the `Add Invoice` button present in each line.
+#. Press the Update button in order to recompute the statement lines.
+
+Extra info about the workflow:
+
+#. If you need to recalculate or modify or delete a statement already set to Posted status you need first to set it back to Draft status: press the button Reset to Draft
+#. Instead, if you send the statement to the Tax Authority, you may want to avoid that the statement is set back to Draft: to avoid this, press the button Final. If you then confirm, it will be not possible to modify this Statement or reset it back to draft anymore.
+
+Printing a PDF report:
+
+#. If you need to print the report in PDF, open a statement form and click: `Print -> NL Tax Statement`
+
+Known issues / Roadmap
+======================
+
+* Exporting in SBR/XBLR format not yet available
+
+Changelog
+=========
+
+12.0.1.0.1
+~~~~~~~~~~
+
+* Porting to V12
+
+11.0.2.0.0
+~~~~~~~~~~
+
+* Added new feature: management of past undeclared invoices
+  https://github.com/OCA/l10n-netherlands/pull/139
+
+11.0.1.0.1
+~~~~~~~~~~
+
+* Bug fixing: printing report
+  https://github.com/OCA/l10n-netherlands/pull/145
+
+11.0.1.0.0
+~~~~~~~~~~
+
+* Porting to V11
+  https://github.com/OCA/l10n-netherlands/pull/126
+
+10.0.1.2.0
+~~~~~~~~~~
+
+* Bug fixing: CSS Namespace conflicting with account_financial_report_qweb
+
+10.0.1.1.1
+~~~~~~~~~~
+
+* Bug fixing: Omzet 1a-4b: check and invert the sign
+
+10.0.1.1.0
+~~~~~~~~~~
+
+* Lines 5d, 5e, 5f and 5g added in report
+  https://github.com/OCA/l10n-netherlands/pull/107
+
+10.0.1.0.1
+~~~~~~~~~~
+
+* Bug fixing
+  https://github.com/OCA/l10n-netherlands/pull/97
+  https://github.com/OCA/l10n-netherlands/pull/93
+
+10.0.1.0.0
+~~~~~~~~~~
+
+* Initial release.
+  https://github.com/OCA/l10n-netherlands/pull/70
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-netherlands/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/l10n-netherlands/issues/new?body=module:%20l10n_nl_tax_statement%0Aversion:%2012.0%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
+~~~~~~~
+
+* Onestein
+
+Contributors
+~~~~~~~~~~~~
+
+* Andrea Stirpe <a.stirpe@onestein.nl>
+* Antonio Esposito <a.esposito@onestein.nl>
+
+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.
+
+This module is part of the `OCA/l10n-netherlands <https://github.com/OCA/l10n-netherlands/tree/12.0/l10n_nl_tax_statement>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

l10n_nl_tax_statement/__init__.py

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+from . import models
+from . import wizard

l10n_nl_tax_statement/__manifest__.py

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+# Copyright 2017-2019 Onestein (<https://www.onestein.eu>)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Netherlands BTW Statement',
+    'version': '12.0.1.1.0',
+    'category': 'Localization',
+    'license': 'AGPL-3',
+    'author': 'Onestein, Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/l10n-netherlands',
+    'depends': [
+        'account',
+        'date_range',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'security/tax_statement_security_rule.xml',
+        'data/paperformat.xml',
+        'templates/assets.xml',
+        'views/l10n_nl_vat_statement_view.xml',
+        'views/report_tax_statement.xml',
+        'report/report_tax_statement.xml',
+        'wizard/l10n_nl_vat_statement_config_wizard.xml',
+    ],
+    'installable': True,
+}

l10n_nl_tax_statement/data/paperformat.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2017 Onestein (<https://www.onestein.eu>)
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+
+<odoo>
+
+    <record id="paperformat_nl_tax_statement" model="report.paperformat">
+        <field name="name">Dutch Tax Statement qweb paperformat</field>
+        <field name="default" eval="True" />
+        <field name="format">A4</field>
+        <field name="page_height">0</field>
+        <field name="page_width">0</field>
+        <field name="orientation">Portrait</field>
+        <field name="margin_top">12</field>
+        <field name="margin_bottom">8</field>
+        <field name="margin_left">5</field>
+        <field name="margin_right">5</field>
+        <field name="header_line" eval="False" />
+        <field name="header_spacing">10</field>
+        <field name="dpi">110</field>
+    </record>
+
+</odoo>