Fiscal positions in Odoo allow taxes and accounts to be mapped or replaced for specific vendors or customers. This helps configure special taxes by country or state. A fiscal position can be created to replace the default 10% VAT tax with a 12.5% VAT tax for a customer in another state. Tax and account mappings are configured for the fiscal position. It will then automatically apply the correct 12.5% VAT tax on invoices and quotations for that customer.
2. INTRODUCTION
• Odoo accounting can handle many aspects like multi-company, multicurrency, and
multi-user.
• We know that we can set default customer taxes and vendor taxes on the product form or
on the product category form. But, do you know how to configure or do you face any
difficulties to configure a special vendor tax for a specific vendor or vendors from a
specific region i.e. taxes by country or state?
• This is where the fiscal position of Odoo comes handy. Using fiscal position we can map
taxes with other taxes and account with another account.
3. If you have an ‘Advisor’ level access in Odoo accounting, you can create a new
fiscal position from
Accounting > Configuration > Accounting > Fiscal Position.
4. You can give a name for this fiscal position on the field highlighted in
‘Periwinkle’ color
Under this tax mapping tab, we can specify which tax has to be replaced(Tax
on product) which tax (Tax to Apply)
For example:
Default customer tax or vendor tax specified on a product is VAT 10% and you
want to replace this with VAT 12.5% for a customer/ vendor who is operating
from another state.
5. Then we have to add a line like this under ‘Tax Mapping’ tab.
We can do same with the accounts under ‘Account Mapping’ tab
After saving this fiscal position we have to specify this on our customer/supplier
master.
6. Now we have successfully configured a fiscal position for customer ‘Agrolait’.
7. Let’s have a look what is going to be the effect of this configuration when we make
a Quotation or Customer invoice for this customer.
This is the product we are going to sell
8. You may have noticed that the customer tax is specified as VAT 10%.
Here is the effect on Quotation.
9. The tax VAT 12.5% is automatically selected. And it works when I change the
customer even after all the order lines are added. It also updates the Fiscal
Position field under ‘Other Information’ tab of Quotation.
10. Same happens on invoices except is when I change the customer even after all
the invoice lines are added
11. Refer this link for more:
https://www.cybrosys.com/blog/how-to-use-odoo-fiscal-position
12. Thank You !
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