From dd255d71b9e6d65c3fba0698053e5784712e96ea Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E2=80=9CDallas=E2=80=9D?= Date: Thu, 25 Jun 2026 08:30:21 +0200 Subject: [PATCH] [ADD] l10n_uk: add MTD info for individuals taskid-6268928 This task will add MTD instructions for individuals (sole traders and landlords) and clarify the MTD instructions for businesses (micro to large companies) --- .../finance/fiscal_localizations/turkiye.rst | 3 + .../fiscal_localizations/united_kingdom.rst | 122 ++++++++++++++++-- 2 files changed, 114 insertions(+), 11 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/turkiye.rst b/content/applications/finance/fiscal_localizations/turkiye.rst index ce68e75c218..21a4c6ba284 100644 --- a/content/applications/finance/fiscal_localizations/turkiye.rst +++ b/content/applications/finance/fiscal_localizations/turkiye.rst @@ -28,6 +28,9 @@ The following modules are installed automatically with the Turkish localization: * - :guilabel:`Türkiye - e-Irsaliye (e-Dispatch)` - `l10n_tr_nilvera_edispatch` - Enables the generation and upload of e-Dispatch files + * - British Intrastat Declaration + - l10n_uk_intrastat + - **[insert description]** Additionally, the following modules must be manually :ref:`installed ` in order to use the :ref:`localizations/turkiye/nilvera` for managing electronic documents: diff --git a/content/applications/finance/fiscal_localizations/united_kingdom.rst b/content/applications/finance/fiscal_localizations/united_kingdom.rst index 02e2ef1cf11..49042f47b36 100644 --- a/content/applications/finance/fiscal_localizations/united_kingdom.rst +++ b/content/applications/finance/fiscal_localizations/united_kingdom.rst @@ -4,19 +4,20 @@ United Kingdom .. _localization/united-kingdom/modules: -Configuration -============= +Modules +======= -:ref:`Install ` the :guilabel:`UK - Accounting` and the :guilabel:`UK - Accounting -Reports` modules to get all the features of the UK localization. +The following modules are installed automatically with the localization package for the United +Kingdom: .. list-table:: :header-rows: 1 + :widths: 25 25 50 * - Name - Technical name - Description - * - :guilabel:`UK - Accounting` + * - :guilabel:`United Kingdom - Accounting` - `l10n_uk` - - CT600-ready chart of accounts - VAT100-ready tax structure @@ -28,17 +29,32 @@ Reports` modules to get all the features of the UK localization. * - :guilabel:`UK BACS Payment Files` - `l10n_uk_bacs` - Allows generating :ref:`localization/united-kingdom/BACS-files` for bill and invoice payments + +Additionally, the following modules can be manually :ref:`installed ` in order to +complete the various workflows that they relate to: + +.. list-table:: + :header-rows: 1 + :widths: 25 25 50 + + * - Name + - Technical name + - Description * - :guilabel:`UK - Construction Industry Scheme` - `l10n_uk_reports_cis` - - - Allows sending the Monthly return to |HMRC| + - - Allows sending the monthly return to |HMRC| - CIS Deduction (GB) report for UK construction industry * - :guilabel:`UK - HMRC API` - `l10n_uk_hmrc` - Includes the |HMRC| basics. + * - :guilabel:`British Intrastat Declaration` + - `l10n_uk_intrastat` + - **[insert description]** .. note:: - Only UK-based companies can submit reports to HMRC. - - Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once. + - Installing the module :guilabel:`UK - Accounting Reports` automatically includes the + :guilabel:`United Kingdom - Accounting` module during installation. - The :guilabel:`UK - Construction Industry Scheme` module automatically includes the :guilabel:`UK - HMRC API` module during installation. @@ -47,6 +63,19 @@ Reports` modules to get all the features of the UK localization. - `Overview of Making Tax Digital `_ +Localization overview +===================== + +The localization package for the United Kingdom provides the following key features to ensure +compliance with local fiscal and accounting regulations: + +- :ref:`localization/united-kingdom/chart-of-account`: a predefined structure tailored to the UK's + accounting standards +- :ref:`localization/united-kingdom/taxes`: pre-configured tax rates, including standard VAT, zero-rated, + and exempt options +- :ref:`localization/united-kingdom/digital-tax`: integration with HMRC via an :abbr:`API + (application programming interface)` connection for eased tax submission + .. _localization/united-kingdom/chart-of-account: Chart of accounts @@ -55,9 +84,12 @@ Chart of accounts The UK chart of accounts is included in the :guilabel:`UK - Accounting` module. Go to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts` to access it. -Setup your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accounting --> Configuration ---> Settings --> Accounting Import section` and choose to :guilabel:`Review Manually` or -:guilabel:`Import (recommended)` your initial balances. +Set up your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accounting --> Configuration +--> Settings`, scroll to the `Accounting Import` section and choose to :guilabel:`Review Manually` +or :guilabel:`Import (recommended)` your initial balances. + +These accounts can be edited and additional accounts can be :ref:`created ` +if needed. .. _localization/united-kingdom/taxes: @@ -82,8 +114,14 @@ Configuration --> Accounting: Taxes`. .. _localization/united-kingdom/digital-tax: Making Tax Digital (MTD) ------------------------- +======================== + +MTD regulations are different for :ref:`sole traders and landlords +` (including both UK landlords and foreign landlords) +versus :ref:`businesses ` (ranging from micro entities to +large companies). +**to delete?:** In the UK, all VAT-registered businesses have to follow the MTD rules by using software to submit their VAT returns. @@ -92,11 +130,73 @@ The **UK - Accounting Reports** module enables you to comply with the `HM Revenu `Making Tax Digital `_. +**does this apply to just businesses or also to landlords?** + .. important:: If your periodic submission is more than three months late, it is no longer possible to submit it through Odoo, as Odoo only retrieves open bonds from the last three months. Your submission has to be done manually by contacting HMRC. +.. _localization/united-kingdom/individuals: + +MTD for sole traders and landlords +---------------------------------- + +Individuals who are classified as sole traders or landlords (both UK landlords and foreign +landlords) with a gross income of over £50,000 have to submit their income and expenses to HMRC on a +quarterly basis via a dedicated :abbr:`API application programming interface)`. To use Odoo to +submit these records, first :ref:`configure ` the +business's information to connect with the HMRC, then :ref:`submit +` your income and expenses to HMRC. + +.. _localization/united-kingdom/indiv-config: + +MTD configuration for sole traders and landlords +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Configure Odoo to send your income and expenses to HMRC on a quarterly basis: + +#. Go to :menuselection:`Accounting --> Configuration --> Settings`. +#. Scroll down to the :guilabel:`United Kingdom` section and tick the checkbox next to + :guilabel:`MTD for Income Tax`. +#. Enter the :guilabel:`Business ID`. +#. Select the :guilabel:`Business Type`: :guilabel:`Sole Trader`, :guilabel:`UK Landlord` (landlords + of properties within the UK), or :guilabel:`Foreign Landlord` (landlords of properties outside of + the UK). +#. Enter the :guilabel:`National Insurance Number` (NINO). +#. Click :icon:`oi-arrow-right` :guilabel:`Connect to HMRC` to open the UK tax service portal. +#. On the UK tax service portal, click :guilabel:`Continue` to give Odoo the permissions necessary + to submit your income and expenses to HMRC. +#. On the UK tax service portal, click :guilabel:`Sign in to the HMRC online service`. +#. Enter the :guilabel:`User ID` and :guilabel:`Password`, and click :guilabel:`Sign in`. +#. Click :guilabel:`Give permission` to confirm giving permissions to Odoo. + +Returning to the Odoo database after completing these steps reveals three new links in the +:guilabel:`United Kingdom` section of the :guilabel:`Accounting Settings`: + +- :icon:`oi-arrow-right` :guilabel:`Refresh connection` +- :icon:`oi-arrow-right` :guilabel:`Disconnect` +- :icon:`oi-arrow-right` :guilabel:`Configure your accounting periods` + +Click :icon:`oi-arrow-right` :guilabel:`Configure your accounting periods`. In the popup window, +enter the :guilabel:`Tax Year` and select the :guilabel:`Quarterly Period Type`: + +- :guilabel:`Standard` uses 6 April - 5 April +- :guilabel:`Calendar` allows you to + +.. note:: + The :guilabel:`Tax Year` should use the `YYYY-YY` format. + +.. _localization/united-kingdom/indiv-submit: + +Submitting to HMRC for sole traders and landlords +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +.. _localization/united-kingdom/businesses: + +MTD for micro entities to large companies +----------------------------------------- + .. _localization/united-kingdom/hmrc-registration: Register your company to HMRC before the first submission