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[IMP] Payroll - 19.0 Australian localization #18628

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47 changes: 25 additions & 22 deletions content/applications/finance/fiscal_localizations/australia.rst
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Original file line number Diff line number Diff line change
Expand Up @@ -26,15 +26,16 @@ Modules
selected.
* - :guilabel:`Australia - Payroll`
- `l10n_au_hr_payroll`
- The base :ref:`payroll <payroll/l10n_au/payroll>` module for the Australian localization.
- The base :doc:`payroll <../../hr/payroll/payroll_localizations/australia>` module for the
Australian localization.
* - :guilabel:`Australia - Payroll with Accounting`
- `l10n_au_hr_payroll_account`
- Contains the necessary accounting data for the Australian payroll rules. It is installed
automatically when the :ref:`Payroll Entries option <payroll-accounting>` is enabled.
* - :guilabel:`Employment Hero Payroll`
- `l10n_employment_hero`
- Synchronizes all pay runs from :ref:`Employment Hero <payroll/l10n_au/employment-hero>`
with Odoo's journal entries.
- Synchronizes all pay runs from :ref:`Employment Hero <employment_hero/configuration>` with
Odoo's journal entries.

.. note::
It is not possible for users of the Australian fiscal localization to deactivate :doc:`two-factor
Expand Down Expand Up @@ -177,7 +178,8 @@ default.
Deferred GST
~~~~~~~~~~~~

Odoo allows companies under the `Deferred Goods and Services Tax (DGST) scheme <https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/in-detail/rules-for-specific-transactions/international-transactions/deferred-gst?=redirected_deferredGSTscheme>`_
Odoo allows companies under the `Deferred Goods and Services Tax (DGST) scheme
<https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/in-detail/rules-for-specific-transactions/international-transactions/deferred-gst?=redirected_deferredGSTscheme>`_
to automate their deferred GST flows.

Configuration
Expand All @@ -187,8 +189,8 @@ It is recommended to:

- go to :menuselection:`Accounting --> Configuration --> Settings` and set the :guilabel:`Tax Return
Periodicity` to :guilabel:`monthly` (= monthly BAS); and
- create a new journal to store all deferred GST entries by going to :menuselection:`Accounting
--> Configuration --> Journals --> New`, and selecting :guilabel:`Miscellaneous` as its
- create a new journal to store all deferred GST entries by going to :menuselection:`Accounting -->
Configuration --> Journals --> New`, and selecting :guilabel:`Miscellaneous` as its
:guilabel:`Type` when configuring it.

By default, a tax (*100% DGST*, inactive by default) and an account (*21340 Deferred GST Liability*)
Expand Down Expand Up @@ -226,13 +228,13 @@ the :guilabel:`Account` `21340 Deferred GST Liability` and the deferred GST bala
:guilabel:`Credit`. To resume the example shown above, we credit $2,000 and save.

.. image:: australia/dgst-balance-credit.png
:alt: Creating a journal entry with the DGST account
:alt: Creating a journal entry with the DGST account.

An auto-balancing line is created, along with journal items correctly assigning the right values in
the BAS :guilabel:`Tax Grids`. Sections *G11*, *G18*, *7A*, and *ONLY* are updated correctly.

.. image:: australia/dgst-tax-grids.png
:alt: The journal entry with the auto-balancing line and BAS tax grids
:alt: The journal entry with the auto-balancing line and BAS tax grids.

After posting the journal entry, the BAS report displays the correct values for each section, along
with the DGST offset.
Expand All @@ -257,7 +259,7 @@ Access the report from the Accounting dashboard by clicking :guilabel:`BAS Repor
:guilabel:`Miscellaneous Operations` section.

.. image:: australia/bas-report.png
:alt: BAS report example
:alt: BAS report example.

The base and tax amounts are collected from the **tax grid**, which is pre-configured in the system.
The tax grid can also be manually set up for any additional special use-case of GST (e.g., wine
Expand All @@ -266,18 +268,18 @@ items into the correct tax category. This ensures the BAS report is accurate and
business's financial activities.

.. image:: australia/gst-grids.png
:alt: GST grids example
:alt: GST grids example.

Besides the GST sections, the BAS report also includes the **PAYG** tax withheld components (*W1* to
*W5*, then *summary, section 4*). This integration ensures that all payroll-related withholding
taxes are accurately captured and reflected within the report.

.. image:: australia/payg.png
:alt: PAYG tax withheld and summary of BAS report example
:alt: PAYG tax withheld and summary of BAS report example.

The module incorporates built-in rules that facilitate the automatic calculation of taxes for types
W1 to W5. For a detailed walkthrough and more information on the calculation process for these
taxes, refer to the :ref:`Payroll section <payroll/l10n_au/payroll>`.
taxes, refer to the :ref:`Payroll section <payroll/payroll_localizations/au_config>`.

Closing
*******
Expand All @@ -299,7 +301,7 @@ receivable account** need to be set. A notification pops up and redirects the us
configuration.

.. image:: australia/bas-accounts.png
:alt: BAS report tax groups
:alt: BAS report tax groups.

Once the GST payable and GST receivable accounts are set up, the BAS report generates an accurate
journal closing entry automatically, which balances out the GST balance with the GST clearing
Expand All @@ -310,7 +312,7 @@ the tax group. The amount to be paid to or received from the ATO can be reconcil
statement.

.. image:: australia/bas-taxes.png
:alt: BAS report tax payment
:alt: BAS report tax payment.

.. important::
The BAS report is not directly submitted to the ATO. Odoo helps you automatically compute the
Expand All @@ -325,7 +327,8 @@ Taxable Payments Annual Report (TPAR)

Odoo allows businesses to report payments made to contractors or subcontractors during the financial
year. This is done by generating a **TPAR**. If you are unsure your business needs this report,
refer to the `ATO's TPAR web page <https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/reports-and-returns/taxable-payments-annual-report>`_.
refer to the `ATO's TPAR web page
<https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/reports-and-returns/taxable-payments-annual-report>`_.

Access the TPAR in Odoo by going to :menuselection:`Accounting --> Reporting --> Taxable Payments
Annual Reports (TPAR)`.
Expand All @@ -338,13 +341,13 @@ the TPAR. To do so, go to :menuselection:`Accounting --> Vendors --> Vendors`, s
and set a :guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab.

.. image:: australia/tpar-fiscal-positions.png
:alt: TPAR fiscal position on a vendor
:alt: TPAR fiscal position on a vendor.

Based on the chosen fiscal position, the correct tax mapping will apply to the contractor's vendor
bills.

.. image:: australia/tpar-vendor-bill-tax.png
:alt: TPAR vendor bill tax mapping
:alt: TPAR vendor bill tax mapping.

The TPAR includes the following information from contractors:

Expand All @@ -366,7 +369,7 @@ accessed by going to :menuselection:`Accounting --> Vendors --> Payments`, selec
and clicking :menuselection:`Print --> Payment Receipt`.

.. image:: australia/remittance.png
:alt: Remittance advice example
:alt: Remittance advice example.

.. _australia/peppol:

Expand All @@ -377,13 +380,13 @@ Peppol
~~~~~~

Odoo is compliant with Australia's `Peppol requirements
<https://peppol.org/learn-more/country-profiles/australia/>`_. Set up your customers and vendors
by going to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Vendors -->
<https://peppol.org/learn-more/country-profiles/australia/>`_. Set up your customers and vendors by
going to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Vendors -->
Vendors`, selecting one, clicking the :guilabel:`Accounting` tab, and configuring the
:guilabel:`Electronic Invoicing` section as needed.

.. image:: australia/partner-einvoicing.png
:alt: Electronic invoicing settings for a partner
:alt: Electronic invoicing settings for a partner.

.. important::
Validating an invoice or credit note for a partner on the Peppol network will download a
Expand Down Expand Up @@ -439,7 +442,7 @@ section:
- :guilabel:`APCA Identification Number`: 6-digit number provided by the bank. Contact your bank or
check its website if you do not know it.
- :guilabel:`Include Self Balancing Transaction`: selecting this option adds an additional
"self-balancing" transaction to the end of the ABA file, which is required by some banks.
"self-balancing" transaction to the end of the ABA file, which is required by some banks.

Customers' and vendors' bank accounts
*************************************
Expand Down
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