[FW][ADD] localization: philippines-l10n_ph

content/applications/finance/fiscal_localizations.rst

@@ -104,6 +104,7 @@ available on Odoo.
 - Pakistan - Accounting
 - Panama - Accounting
 - :doc:`Peru - Accounting <fiscal_localizations/peru>`
+- :doc:`Philippines - Accounting <fiscal_localizations/philippines>`
 - Poland - Accounting
 - Portugal - Accounting
 - Romania - Accounting
@@ -148,6 +149,7 @@ available on Odoo.
    fiscal_localizations/mexico
    fiscal_localizations/netherlands
    fiscal_localizations/peru
+   fiscal_localizations/philippines
    fiscal_localizations/saudi_arabia
    fiscal_localizations/singapore
    fiscal_localizations/spain

content/applications/finance/fiscal_localizations/philippines.rst

@@ -0,0 +1,95 @@
+===========
+Philippines
+===========
+
+Configuration
+=============
+
+:ref:`Install <general/install>` the :guilabel:`🇵🇭 Philippines` :ref:`fiscal localization package
+<fiscal_localizations/packages>` to get all the default accounting features of the Philippine
+localization, such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base
+template to get started with using Philippine accounting.
+
+.. note::
+   - When creating a new database and `Philippines` is selected as a country, the fiscal
+     localization module **Philippines - Accounting** is automatically installed.
+   - If installing the module in an existing company, the **chart of accounts** and **taxes** will
+     *not* be replaced if there are already posted journal entries.
+   - The BIR 2307 report is installed, but the withholding taxes may need to be manually created.
+
+Chart of accounts and taxes
+---------------------------
+
+A minimum configuration default chart of accounts is installed, and the following types of taxes are
+installed and also linked to the relevant account:
+
+- VAT 12%
+- VAT Exempt
+- Withholding taxes
+
+For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the
+:guilabel:`Philippines` tab.
+
+.. image:: philippines/philippines-atc-code.png
+   :alt: Philippines ATC code field set on taxes.
+
+Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must
+be added.
+
+Contacts
+--------
+
+When a company or an individual (not belonging to a company) contact is located in the Philippines,
+fill in the :guilabel:`Tax ID` field with their `Taxpayer Identification Number (TIN)`.
+
+For individuals not belonging to a company, identify them by using the following additional fields:
+
+- :guilabel:`First Name`
+- :guilabel:`Middle Name`
+- :guilabel:`Last Name`
+
+.. image:: philippines/philippines-contact-individual.png
+   :alt: Individual type contact with First, Middle, and Last Name fields.
+
+.. note::
+   For both :guilabel:`Company` and :guilabel:`Individual`, the TIN should follow the
+   `NNN-NNN-NNN-NNNNN` format. The branch code should follow the last digits of the TIN, or else it
+   can be left as `00000`.
+
+BIR 2307 report
+===============
+
+**BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*,
+can be generated for purchase orders and vendor payments with the applicable withholding taxes.
+
+To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
+:menuselection:`Action --> Download BIR 2307 XLS`.
+
+.. image:: philippines/philippines-multi-bill.png
+   :alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS".
+
+The same action can be performed on a vendor bill from the form view.
+
+A pop-up appears to review the selection, then click on :guilabel:`Generate`.
+
+.. image:: philippines/philippines-generate.png
+   :alt: Pop up menu to generate BIR 2307 XLS file.
+
+This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable
+withholding tax.
+
+The same process above can also be done for a *single* vendor :doc:`payment
+<../accounting/payments>` if they were linked to one or more :doc:`vendor bills
+<../accounting/payments/multiple>` with applied withholding taxes.
+
+.. note::
+   - If there is no withholding tax applied, then the XLS file will not generate records for those
+     vendor bill lines.
+   - When grouping payments for multiple bills, Odoo splits the payments based on the contact. From
+     a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that
+     only includes vendor bills related to that contact.
+
+.. important::
+   Odoo cannot generate the BIR 2307 PDF report or DAT files directly.
+   The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT
+   or PDF format.