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[ADD] localization: philippines-l10n_ph
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content/applications/finance/fiscal_localizations/philippines.rst

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Introduction
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============
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**l10n_ph** module adds accounting localization features for the Philippines such as Chart of Accounts, Taxes,
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and the BIR 2307 report.
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These provide a base template to get started with using Philippine accounting.
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The **l10n_ph** module adds :doc:`accounting localization <../fiscal_localizations>` features for
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the Philippines such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base
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template to get started with using Philippine accounting.
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Configuration
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=============
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Module installation
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-------------------
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:ref:`Install <general/install>` the following module to get all the features of the Philippine
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:ref:`Install <general/install>` the **l10n_ph** module to get all the features of the Philippine
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localization:
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.. image:: philippines/philippines-module.png
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:align: center
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:alt: Philippines fiscal localisation module
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:alt: Philippines fiscal localisation module.
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.. note::
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- When creating a new database and `Philippines` is selected as a country, the fiscal localization module :guilabel:`Philippines - Accounting` is automatically installed.
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- If installing the module in a existing database, the Chart of Accounts and Taxes will *not* be replaced if there is changes.
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- The BIR 2307 report will be installed but the witholding taxes may need to be manually created.
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- When creating a new database and `Philippines` is selected as a country, the fiscal
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localization module :guilabel:`Philippines - Accounting` is automatically installed.
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- If installing the module in an existing company, the Chart of Accounts and Taxes will *not* be
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replaced if there are already posted journal entries.
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- The BIR 2307 report will be installed but the withholding taxes may need to be manually
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created.
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Chart of accounts & taxes
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-------------------------
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A minimum configuration default chart of accounts is installed and following types of taxes is installed and also linked to the relevant account:
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- VAT 12%.
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- VAT Exempt.
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- Withholding taxes.
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A minimum configuration default chart of accounts is installed and the following types of taxes are
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installed and also linked to the relevant account:
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For the Witholding taxes, there is an additional field under :menuselection:`Philippines --> Philippines ATC`:
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- VAT 12%
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- VAT Exempt
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- Withholding taxes
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For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the
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:guilabel:`Philippines` tab.
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.. image:: philippines/philippines-atc-code.png
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:align: center
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:alt: Philippines ATC code field set on taxes.
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This is the ATC code for that tax when it is exported in the BIR 2307 file.
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This will need to be filled in manually if the taxes are manually created.
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This is the ATC code for that tax when it is exported in the BIR 2307 file and will need to be
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filled in manually if the taxes are manually created.
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Contacts
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--------
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In the :guilabel:`Contacts`, if it is set as a :guilabel:`Company` and the :guilabel:`Country` is `Philippines`,
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fill in the :guilabel:`Tax ID` field with the `Taxpayer Identification Number (TIN)`:
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If a contact record is set as a :guilabel:`Company` and the :guilabel:`Country` is `Philippines`,
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fill in the :guilabel:`Tax ID` field with the `Taxpayer Identification Number (TIN)`.
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.. image:: philippines/philippines-contact-company.png
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:align: center
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:alt: Company type contact.
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:alt: Company type contact with Tax ID field.
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In the :guilabel:`Contacts`, if it is set as a :guilabel:`Individual`, the :guilabel:`Country` is `Philippines` and it does not belong to any company, fill in the :guilabel:`Tax ID` field with the `Taxpayer Identification Number (TIN)`.
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There is additional fields for:
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If a contact record is set as a :guilabel:`Individual`, the :guilabel:`Country` is `Philippines` and
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it does not belong to any company, fill in the :guilabel:`Tax ID` field with the `Taxpayer
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Identification Number (TIN)`.
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There are additional fields for:
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- :guilabel:`First Name`
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- :guilabel:`Middle Name`
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- :guilabel:`Last Name`
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.. image:: philippines/philippines-contact-individual.png
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:align: center
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:alt: Individual type contact.
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:alt: Individual type contact with First, Middle, and Last Name fields.
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.. note::
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For both :guilabel:`Company` and :guilabel:`Individual`, the TIN would follow the format `NNN-NNN-NNN-NNNNN`
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The branch code would follow the last digits of the TIN number or else it can be left as `00000`.
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Workflows
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=========
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For both :guilabel:`Company` and :guilabel:`Individual`, the TIN would follow the format
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`NNN-NNN-NNN-NNNNN`. The branch code should follow the last digits of the TIN or else it can be
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left as `00000`.
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BIR 2307 Report
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---------------
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===============
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**BIR 2307** report data also known as *Certificate of Creditable Tax Withheld at Source*
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can be generated for purchase orders and vendor payments with the applicable withholding taxes.
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The file can be generated from :menuselection:`Vendor Bills --> Action -->Download BIR 2307 XLS`:
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The file can be generated from :menuselection:`Vendor Bills --> Action --> Download BIR 2307 XLS`.
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.. image:: philippines/philippines-bill.png
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:align: center
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:alt: Vendor Bill with witholding tax and "download BIR 2307 XLS action
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:alt: Vendor bill with withholding tax and "download BIR 2307 XLS action.
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The same action can be performed on multiple Vendor Bills:
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The same action can be performed on multiple vendor bills.
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.. image:: philippines/philippines-multi-bill.png
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:align: center
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:alt: Multiple Vendor Bill selected with action to "Download BIR 2307 XLS"
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:alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS".
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A pop-up will appear to review the selection and then click on :guilabel:`Generate`:
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A pop-up will appear to review the selection, and then click on :guilabel:`Generate`.
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.. image:: philippines/philippines-generate.png
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:align: center
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:alt: Pop up menu to generate BIR 2307 XLS file
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This will generate the `Form_2307.xls` file that lists all the vendor bill lines with the applicable withholding tax.
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:alt: Pop up menu to generate BIR 2307 XLS file.
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This will generate the `Form_2307.xls` file that lists all the vendor bill lines with the applicable
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withholding tax.
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.. note::
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If there is no witholding tax applied then the XLS file will not generate records for those vendor bill lines.
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If there is no withholding tax applied then the XLS file will not generate records for those
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vendor bill lines.
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The same process above can be done for a *single* vendor :doc:`payment <../accounting/payments>` as well if they were linked to
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one or more :doc:`vendor bills <../accounting/payments/multiple>` with applied withholding taxes.
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The same process above can be done for a *single* vendor :doc:`payment <../accounting/payments>` as
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well if they were linked to one or more :doc:`vendor bills <../accounting/payments/multiple>` with
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applied withholding taxes.
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.. image:: philippines/philippines-payment.png
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:align: center
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:alt: Action to Download BIR 2307 XLS from payment
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.. note::
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When grouping payment for multiple bills, Odoo will split the payments based on the contact.
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When :menuselection:`Payment --> Action --> Download BIR 2307 XLS`
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the report will only be for those vendor bills for the single contact only.
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When :menuselection:`Payment --> Action --> Download BIR 2307 XLS` the report will only be for
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those vendor bills for the single contact only.
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.. important::
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Odoo cannot generate the BIR 2307 PDF report or `DAT` files directly.
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The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR `DAT` format or PDF.
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The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR
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`DAT` format or PDF.

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