Tax units¶

A tax 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 the same VAT-taxable enterprise. Tax 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 the representative company of the tax unit. Tax units receive a specific tax ID intended only for tax returns. Constituent companies keep their tax ID used for commercial purposes.

Configurare¶

To create a tax unit, go to Accounting ‣ Configuration ‣ Tax Units, and click New. Enter a name for the unit, select a Country, the Companies to incorporate in the unit, the Main Company, and the Tax ID of the constituent company of that tax unit.

Poziție fiscală¶

As transactions between constituents of the same tax unit are not subject to VAT, it is possible to create a tax mapping (fiscal position) to avoid the application of VAT on inter-constituent transactions.

Asigurați-vă că o companie constitutivă a fost selectată înainte, apoi accesați Contabilitate ‣ Configurare ‣ Poziții fiscale și Creați o nouă poziție fiscală. Faceți clic pe fila Mapping Tax, selectați Tax on Product aplicat de obicei pentru tranzacțiile neconstituente, iar în Tax to Apply, selectați taxa 0% pentru aplicați pentru tranzacții constituent.

Dacă este necesar, faceți același lucru pentru fila Mapping cont și repetați acest proces pentru fiecare companie constitutivă din baza dvs. de date.

Example

În funcție de :doc:`pachetul dvs. de localizare</applications/finance/fiscal_localizations> `, taxele pot varia față de captura de ecran afișată.

Then, assign the fiscal position by opening the Contacts app. Search for a constituent company, and open the contact’s card. Click the Sales & Purchase tab, and in the Fiscal Position field, input the fiscal position created for the tax unit. Repeat the process for each constituent company card form, on each company database.

Raport Taxă¶

The representative company can access the aggregated tax report of the tax unit by going to Accounting ‣ Reporting ‣ Tax Report, and selecting the tax unit in Tax Unit. This report contains the aggregated transactions of all constituents and the .XML export contains the name and VAT number of the main company.