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[IMP] Improve tax shelter report
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Improve report based on the templates provided by the administration : https://finances.belgium.be/fr/entreprises/tax-shelter-petites-entreprises/debutantes-start-up
https://finances.belgium.be/fr/entreprises/tax-shelter-petites-entreprises/en-croissance-scale-up

- simplify the layout and the text and make it consistent with the type of company (startup/scaleup)

[REM] month_from and month_to
These fields are no longer used in the report, so they are not necessary anymore.

[ADD] roadmap for scaleup tax shelter report

[IMP] prettify the tax shelter report table

[ADD] script to prefill tax_shelter_type

[IMP] capital limit based on tax shelter type

[IMP] define tax shelter types in one place

[FIX] warning on compute_sudo

[IMP] migration script

[IMP] improve tax shelter certificate text
* use correct law requirements list depending on the report type and the
  tax shelter type.
* replace some wording to be closer to the example certificates.

[IMP] update and improve translations
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victor-champonnois committed Mar 7, 2024
1 parent 2cd18bc commit 218e987
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24 changes: 23 additions & 1 deletion l10n_be_cooperator/README.rst
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Expand Up @@ -7,7 +7,7 @@ Cooperators Belgium
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:6e66522f0e38733b92b1d5c804a03a7f7964662b9eee667dfd6faa4d271f2440
!! source digest: sha256:c37bc88c4605ba99bb26673f8fa98d1482ed30f973b0c001959145bf7f94026c
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
Expand Down Expand Up @@ -37,11 +37,33 @@ Features:
- Create a fiscal declaration year and print a tax shelter declaration for each
cooperator.

The legal requirements for tax shelter are detailed `here for start-ups <https://finances.belgium.be/fr/entreprises/tax-shelter-petites-entreprises/debutantes-start-up>`_ and `here for scale-ups <https://finances.belgium.be/fr/entreprises/tax-shelter-petites-entreprises/en-croissance-scale-up>`_.

**Table of contents**

.. contents::
:local:

Known issues / Roadmap
======================

**Tax shelter :**

According to
`this <https://eservices.minfin.fgov.be/myminfin-web/pages/public/fisconet/document/7049b083-3ae7-4250-bb35-c00b9130fb02#_VI._Documents_justificatifs>`__
administration FAQ on tax shelter for scaleups (translated to english):

31. A royal decree (to be issued) will determine the manner in which
evidence is to be provided and that the proof that the company in
growth fulfills the criterion of growth of turnover or full-time
equivalents.

In the attestation template from the administration, there is currently
some information on annual sales and number of employee for the past two
years before the fiscal year. It’s a lot of information to add to the
declaration. Since the legal situation seems still uncertain, we might
wait before adding this information in the report.

Changelog
=========

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2 changes: 1 addition & 1 deletion l10n_be_cooperator/__manifest__.py
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Expand Up @@ -10,7 +10,7 @@
{
"name": "Cooperators Belgium",
"summary": "Cooperators Belgium Localization",
"version": "16.0.1.0.1",
"version": "16.0.1.1.0",
"depends": [
"cooperator",
"cooperator_website",
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2 changes: 1 addition & 1 deletion l10n_be_cooperator/data/mail_template_data.xml
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Expand Up @@ -31,7 +31,7 @@ SPDX-License-Identifier: AGPL-3.0-or-later
You have subscribed to some shares of <t t-out="object.company_id.name" />
during the year <t t-out="object.declaration_id.fiscal_year" />.
You can benefit from the tax shelter, it means a tax reduction of
<t t-out="object.declaration_id.tax_shelter_percentage" /> percent on
<span t-field="object.declaration_id.tax_shelter_percentage" />% on
the invested amount.
For this you will find in attachment the documents certifying that
you've suscribed to <t t-out="object.company_id.name" /> shares.
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4 changes: 1 addition & 3 deletions l10n_be_cooperator/demo/tax_shelter_demo.xml
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Expand Up @@ -11,9 +11,7 @@ SPDX-License-Identifier: AGPL-3.0-or-later
<field name="fiscal_year">2018</field>
<field name="date_from">2018-01-01</field>
<field name="date_to">2018-12-31</field>
<field name="month_from">January</field>
<field name="month_to">December</field>
<field name="tax_shelter_percentage">45</field>
<field name="tax_shelter_type">start_up_micro</field>
<field name="state">validated</field>
<field name="tax_shelter_capital_limit">143875.00</field>
<field name="previously_subscribed_capital">0.00</field>
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