From 49228b32f12906b0f8cdaeaa9f52a1ae540dbd1c Mon Sep 17 00:00:00 2001 From: Sven Fuehr Date: Tue, 19 Nov 2024 17:18:20 +0100 Subject: [PATCH] [IMP] accounting/l10n_de: update to celebrate GoBD-compliance The main purpose of this commit is to make sure the documentation mentions that Odoo is now certified GoBD-compliant. In the process some other parts of the documentation were updated / reworded. --- .../finance/fiscal_localizations/germany.rst | 34 +++++++++---------- 1 file changed, 16 insertions(+), 18 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/germany.rst b/content/applications/finance/fiscal_localizations/germany.rst index 4c51d7521b..ce205c93db 100644 --- a/content/applications/finance/fiscal_localizations/germany.rst +++ b/content/applications/finance/fiscal_localizations/germany.rst @@ -5,33 +5,31 @@ Germany German Chart of Accounts ======================== -The chart of accounts SKR03 and SKR04 are both supported in Odoo. You can choose the -one you want by going in :menuselection:`Accounting --> Configuration` then choose the -package you want in the Fiscal Localization section. - -Be careful, you can only change the accounting package as long as you have not created any accounting entry. +Both the SKR03 and SKR04 charts of accounts are supported in Odoo. You can select your +preferred option by navigating to :menuselection:`Accounting --> Configuration` and then +choosing the desired package in the Fiscal Localization section. Please note that you can +only change the accounting package if you have not yet created any accounting entries. .. tip:: - When you create a new Odoo Online database, the SKR03 is installed by default. + The SKR03 chart of accounts is installed by default. German Accounting Reports ========================= -Here is the list of German-specific reports available on Odoo Enterprise: +These German-specific reports are available on Odoo Enterprise: - Balance Sheet - Profit & Loss - Tax Report (Umsatzsteuervoranmeldung) -- Partner VAT Intra +- EC Sales List +- Intrastat -Export from Odoo to Datev +Export from Odoo to DATEV ========================= -It is possible to export your accounting entries from Odoo to Datev. To be able to use this -feature, the german accounting localization needs to be installed on your Odoo Enterprise database. -Then you can go in :menuselection:`Accounting --> Reporting --> General Ledger` then click on the -**Export Datev (csv)** button. +Provided that the German localization is installed, you can export your accounting entries +from Odoo to DATEV from the General Ledger. .. _germany/pos: @@ -167,8 +165,8 @@ triggered and is being processed. You have to click on *Refresh State* to check .. _germany/gobd: -German Tax Accounting Standards: Odoo's guide to GoBD Compliance -================================================================ +Odoo is GoBD compliant +====================== **GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern, Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*. @@ -183,13 +181,13 @@ January 2020 to specify some of the content and due to the development of digita hosting, paperless companies, etc.). .. important:: - Odoo gives you **the means to be compliant with GoBD**. + Odoo is certified **GoBD-compliant**. What do you need to know about GoBD when relying on accounting software? ------------------------------------------------------------------------ .. note:: - If you can, the best way to understand GoBD is to Read the `Official GoBD text + If you can, the best way to understand GoBD is to read the `official GoBD text `_. It is a bit long but quite readable for non-experts. But in short, here is what to expect: @@ -292,7 +290,7 @@ In case of a handover of the financial data on a storage device, the format is * the GoBD. It can be, for example, in XLS, CSV, XML, Lotus 123, SAP-format, AS/400-format, or else. Odoo supports the CSV and XLS-export of financial data out-of-the-box. The GoBD **recommends** the export in a specific XML-based GoBD-format (see "Ergänzende Informationen zur -Datenntträgerüberlassung" §3) but it is not binding. +Datenträgerüberlassung" §3) but it is not binding. What is the role and meaning of the compliance certification? -------------------------------------------------------------