Fiscal Regime (FR) inaccuracy

Thanks for reporting.

I have included in the module a spreadsheet about the tax replacement based on your sources and after discussing with our accountant (also fiscalist) and his friend working at Revenu Québec:
http://bazaar.launchpad.net/~openerp-canada/openobject-addons/7.0-fix-1192629/download/head:/taxes.csv-20130620193717-zaqnis10ndufmb8r-2/Taxes.csv

When considering taxes to be applied, it is the province where the delivery occurs that matters. Therefore we decided to implement the general case in the fiscal positions: delivery is the responsibility of the supplier and done at the customer location.

If delivery is the responsibility of the customer and done at the supplier location, the user will have to change the tax accordingly.

This is what I implemented in the branch related to this bug.

Please check the spreadsheet and comment.

Maxime,

I just had a long discussion with our Accountant.
You are right. Product delivery location becomes the Second decision Point
after partner jurisdiction. Third Point is tax properties of specific
product.

1. Sell-able products:
They have a customer from Quebec. This customer however comes to Ontario
with their truck to pick up products. As a result they charge Ontario tax.
It becomes customer responsibility to remit tax difference to Quebec
government.

Other Domestic Customers have products delivered TO their location. Tax is
charged based on customer location.

International Customers (to USA) are tax exempt. Also, this rule is
product-specific. Products of our client are tax exempt. ERP have to be
configured on product tax level.

2. Purchasable products:
Domestic Suppliers deliver to client location. They all charge client tax
(Ontario in this case).

International Suppliers (from USA):
Most Products our client is purchasing form US are NOT tax exempt.

One Suppler is charging Ontario tax on invoice. They are registered with
Ontario government and remit taxes them-selves.
Another Supplier does not charge Ontario tax. As a result Ontario tax is
charged at the border to the customs brokers. Broker later bills tax to the
client.

Conclusion:
1. It might be a good idea to document this logic somewhere, so when other
people deploy and configure Canadian localization they can understand why
thing set up this particular way. And they can change configuration to
suite their needs.

2. For international suppliers consider charging tax exempt to province
destination tax as a default.

3. Quebec seem to be made an exception on delivered to. You might want to
add an explanation why.

I can not devote more time to this issue today, I will have another look at
the chart Monday, time permitting. So far it look good.

Sincerely,
Marat Salgan
Primary Modules

On Thu, Jun 20, 2013 at 7:05 PM, Maxime Chambreuil (
http://www.savoirfairelinux.com) <email address hidden>wrote:

> Thanks for reporting.
>
> I have included in the module a spreadsheet about the tax replacement
> based on your sources and after discussing with our accountant (also
> fiscalist) and his friend working at Revenu Québec:
>
> http://bazaar.launchpad.net/~openerp-canada/openobject-addons/7.0-fix-1192629/download/head:/taxes.csv-20130620193717-zaqnis10ndufmb8r-2/Taxes.csv
>
> When considering taxes to be applied, it is the province where the
> delivery occurs that matters. Therefore we decided to implement the
> general case in the fiscal positions: delivery is the responsibility of
> the supplier and done at the customer location.
>
> If delivery is the responsibility of the customer and done at the
> supplier location, the user will have to change the tax accordingly.
>
> This is what I implemented in the branch related to this bug.
>
> Please check the spreadsheet and comment.
>
> --
> You received this bug notification because you are subscribed to the bug
> report.
> https://bugs.launchpad.net/bugs/1192629
>
> Title:
> Fiscal Regime (FR) inaccuracy
>
> Status in OpenERP Canada:
> In Progress
>
> Bug description:
> Configuration for FR: Company FR ...