diff --git a/content/applications/finance/accounting/taxation/taxes/vat_units.rst b/content/applications/finance/accounting/taxation/taxes/vat_units.rst new file mode 100644 index 0000000000..ba1e7e283f --- /dev/null +++ b/content/applications/finance/accounting/taxation/taxes/vat_units.rst @@ -0,0 +1,52 @@ +========= +VAT units +========= + +.. note:: + This is only applicable to multi-company environments. + +A **VAT unit** is a group of VAT-taxable enterprises that are legally independent of each other, but +are closely linked financially, organizationally, and economically and therefore considered one and +the same VAT-taxable enterprise. **VAT units** are not mandatory, but if created, constituent +companies of the unit must belong to the same **country**, use the same **currency**, and one +company must be designated as **representative company** of the **VAT unit**. + +**VAT units** receive a specific **tax ID** intended only for **tax returns**. Constituent companies +of the unit keep their own **tax ID** used for **commercial** purposes. + +.. example:: + Enterprise **A** owes 300.000,00€ of VAT taxes and enterprise **B** can recover 280.000,00€ of + VAT taxes. They form up as a **VAT unit** so that the two amounts balance out, and must + conjointly only pay 20.000,00€ of VAT taxes. + +Configuration +============= + +To configure a **VAT unit**, go to :menuselection:`Settings --> General Settings`, scroll down to +the :guilabel:`Companies` section, and click :guilabel:`Manage Companies`. Select the company to +serve the **representative** role, and in the :guilabel:`General Information` tab, fill in the +mandatory fields: :guilabel:`Company Name`, :guilabel:`Address`, :guilabel:`VAT`, :guilabel:`Currency`, +:guilabel:`Phone`, and :guilabel:`Email`. + +.. image:: vat_units/vat-unit-general.png + :align: center + :alt: General information tab + +Then, click on the :guilabel:`VAT Units` tab, :guilabel:`Add a line`, and either select an existing +**VAT unit**, or :guilabel:`Create` a new one. Enter a **name** for the unit, :guilabel:`Country` of +the constituent companies, the :guilabel:`Companies`, the :guilabel:`Main Company` that serves the +**representative** role, and the :guilabel:`Tax ID` of the **VAT unit**. + +.. image:: vat_units/vat-unit.png + :align: center + :alt: VAT units tab + +Fiscal position +--------------- + +.. :doc:` + +Tax report +========== + +tt \ No newline at end of file diff --git a/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit-general.png b/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit-general.png new file mode 100644 index 0000000000..9aeda66510 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit-general.png differ diff --git a/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit.png b/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit.png new file mode 100644 index 0000000000..8239a38fc2 Binary files /dev/null and b/content/applications/finance/accounting/taxation/taxes/vat_units/vat-unit.png differ