From cfcf8da8aed8c0298ea2a70ab31d38a57bf72690 Mon Sep 17 00:00:00 2001 From: Victor Champonnois Date: Fri, 9 Feb 2024 15:43:47 +0100 Subject: [PATCH] [IMP] Improve tax shelter reports Improve reports 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 (start-up/scale-up). * remove 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. * prettify the tax shelter report table. * add tax_shelter_type field (and script to prefill it). * set default capital limit based on tax shelter type. * update and improve translations. Co-authored-by: hugues de keyzer --- l10n_be_cooperator/README.rst | 24 +- l10n_be_cooperator/__manifest__.py | 2 +- .../data/mail_template_data.xml | 2 +- l10n_be_cooperator/demo/tax_shelter_demo.xml | 4 +- l10n_be_cooperator/i18n/fr_BE.po | 289 ++++++++++-------- .../i18n/l10n_be_cooperator.pot | 241 ++++++++------- .../migrations/16.0.1.1.0/pre-migration.py | 22 ++ .../models/tax_shelter_certificate.py | 2 +- .../models/tax_shelter_declaration.py | 63 +++- l10n_be_cooperator/readme/DESCRIPTION.rst | 2 + l10n_be_cooperator/readme/ROADMAP.rst | 16 + .../readme/newsfragments/112.feature.rst | 1 + .../report/tax_shelter_report_templates.xml | 158 ++++++---- .../report/tax_shelter_shares_report.xml | 22 +- .../tax_shelter_subscription_report.xml | 6 +- .../static/description/index.html | 53 +++- l10n_be_cooperator/tests/test_tax_shelter.py | 4 +- .../views/tax_shelter_declaration_view.xml | 6 +- 18 files changed, 554 insertions(+), 363 deletions(-) create mode 100644 l10n_be_cooperator/migrations/16.0.1.1.0/pre-migration.py create mode 100644 l10n_be_cooperator/readme/ROADMAP.rst create mode 100644 l10n_be_cooperator/readme/newsfragments/112.feature.rst diff --git a/l10n_be_cooperator/README.rst b/l10n_be_cooperator/README.rst index 2c5f0cbd3..17f1294bb 100644 --- a/l10n_be_cooperator/README.rst +++ b/l10n_be_cooperator/README.rst @@ -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:f2edee04fa2ae45502d40d548ccd16f107069e0b14ff725af93600bd18b43e5b !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png @@ -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 `_ and `here for scale-ups `_. + **Table of contents** .. contents:: :local: +Known issues / Roadmap +====================== + +**Tax shelter :** + +According to +`this `__ +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 ========= diff --git a/l10n_be_cooperator/__manifest__.py b/l10n_be_cooperator/__manifest__.py index d37f42271..b1ffa8ec4 100644 --- a/l10n_be_cooperator/__manifest__.py +++ b/l10n_be_cooperator/__manifest__.py @@ -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", diff --git a/l10n_be_cooperator/data/mail_template_data.xml b/l10n_be_cooperator/data/mail_template_data.xml index 20524af97..5844bdb20 100644 --- a/l10n_be_cooperator/data/mail_template_data.xml +++ b/l10n_be_cooperator/data/mail_template_data.xml @@ -31,7 +31,7 @@ SPDX-License-Identifier: AGPL-3.0-or-later You have subscribed to some shares of during the year . You can benefit from the tax shelter, it means a tax reduction of - percent on + % on the invested amount. For this you will find in attachment the documents certifying that you've suscribed to shares. diff --git a/l10n_be_cooperator/demo/tax_shelter_demo.xml b/l10n_be_cooperator/demo/tax_shelter_demo.xml index 9c6e8f741..b553aca1c 100644 --- a/l10n_be_cooperator/demo/tax_shelter_demo.xml +++ b/l10n_be_cooperator/demo/tax_shelter_demo.xml @@ -11,9 +11,7 @@ SPDX-License-Identifier: AGPL-3.0-or-later 2018 2018-01-01 2018-12-31 - January - December - 45 + start_up_micro validated 143875.00 0.00 diff --git a/l10n_be_cooperator/i18n/fr_BE.po b/l10n_be_cooperator/i18n/fr_BE.po index 9356772f9..bd8bc96c7 100644 --- a/l10n_be_cooperator/i18n/fr_BE.po +++ b/l10n_be_cooperator/i18n/fr_BE.po @@ -16,7 +16,9 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "(et avant" +msgid "" +"%\n" +" du montant de la valeur des parts souscrites avant le" msgstr "" #. module: l10n_be_cooperator @@ -27,34 +29,35 @@ msgid "" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "" -",\n" -" vous êtes toujours en possession de parts de" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid ", CIR 92 sur les revenus" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -", connu aussi\n" -" comme normative Tax Shelter, donnent droit à une " -"réduction\n" -" d'impôt à hauteur de" +", donne droit à\n" +" une réduction d'impôt à hauteur de" msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__25 -msgid "25%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14526" msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__30 -msgid "30%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14526, § 3, alinéa 2," msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__45 -msgid "45%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14527" +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14527, § 2, alinéa 4," msgstr "" #. module: l10n_be_cooperator @@ -68,6 +71,13 @@ msgid "" " " msgstr "" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"
\n" +" Cher membre," +msgstr "" + #. module: l10n_be_cooperator #: model:mail.template,body_html:l10n_be_cooperator.email_template_tax_shelter_certificate msgid "" @@ -81,8 +91,8 @@ msgid "" " during the year .\n" " You can benefit from the tax shelter, it means a tax reduction of\n" -" " -"percent on\n" +" % on\n" " the invested amount.\n" " For this you will find in attachment the documents certifying that\n" " you've suscribed to " @@ -104,14 +114,16 @@ msgstr "" " Vous avez souscrit à des parts de durant l'année .\n" " Vous pouvez bénéficier du tax shelter, c'est-à-dire d'une réduction " -"d'impôts de " -"pourcent sur la somme investie.\n" +"d'impôts de\n" +"  % sur\n" +" la somme investie.\n" " Pour cela, vous trouverez en pièce jointe le certificat attestant " "que vous avez souscrit à des parts de .\n" "

\n" -" Pour toutes questions supplémentaires, merci de vous adresser à \n" +" Pour toutes questions supplémentaires, merci de vous adresser à\n" +" \n" "

\n" " Coopérativement,\n" "

\n" @@ -120,7 +132,7 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Déclaration Tax Shelter" +msgid "Attestation Tax Shelter" msgstr "" #. module: l10n_be_cooperator @@ -165,6 +177,30 @@ msgstr "Montant souscrit éligible" msgid "Amount transfered" msgstr "Montant transféré" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"Attestation délivrée dans le cadre de la réduction d'impôt\n" +" pour l'acquisition de nouvelles actions ou " +"parts\n" +" d'entreprises en croissance prévue à l'article\n" +" 14527, CIR 92 et à l'article " +"6312/3,\n" +" AR/CIR 92." +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"Attestation délivrée dans le cadre de la réduction d'impôt\n" +" pour l'acquisition de nouvelles actions ou " +"parts\n" +" d'entreprises qui débutent prévue à l'article\n" +" 14526, CIR 92 et à l'article " +"6312/1,\n" +" AR/CIR 92." +msgstr "" + #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.iban_template_be msgid "BE4852308076712" @@ -176,14 +212,14 @@ msgid "Bank Account Number" msgstr "Numéro de compte en banque" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table -msgid "Capital After" -msgstr "Capital après" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "CIR 92, est remplie." +msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table -msgid "Capital Before" -msgstr "Capital avant" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "CIR 92, sont respectées," +msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_certificate_line__capital_after_sub @@ -210,19 +246,9 @@ msgstr "Capital précédemment souscrit" msgid "Certificate lines" msgstr "Lignes de certificat" -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "Cette lettre confirme qu'en date du" -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Cette lettre vaut donc comme certificat que" -msgstr "" - #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Cher membre," +msgid "Cette attestation vaut donc comme certificat attestant :" msgstr "" #. module: l10n_be_cooperator @@ -287,12 +313,12 @@ msgstr "Date" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__date_from -msgid "Date from" +msgid "Date From" msgstr "Date de début" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__date_to -msgid "Date to" +msgid "Date To" msgstr "Date de fin" #. module: l10n_be_cooperator @@ -325,6 +351,21 @@ msgstr "Brouillon" msgid "Durant l'année" msgstr "" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "" +"EUR.\n" +"
" +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "" +"EUR.\n" +"
\n" +" Le montant éligible pour la réduction d'impôt est de" +msgstr "" + #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table msgid "Eligible Amount" @@ -332,7 +373,7 @@ msgstr "Montant éligible" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__excluded_cooperator -msgid "Excluded cooperator" +msgid "Excluded Cooperator" msgstr "Coopérateur exclus" #. module: l10n_be_cooperator @@ -342,7 +383,7 @@ msgstr "Exclu du Tax shelter" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__fiscal_year -msgid "Fiscal year" +msgid "Fiscal Year" msgstr "Exercice fiscal" #. module: l10n_be_cooperator @@ -373,16 +414,16 @@ msgstr "Gardé" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "L'Article 145/26, CIR 92 sur les revenus" +msgid "L'Article" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"L'apport de capitaux par le chef d'entreprise lui-même ou\n" -" par des administrateurs existants de la société ne " -"permet\n" -" pas de bénéficier du tax shelter." +"L'apport de capitaux par le chef d'entreprise lui-même ou par\n" +" des administrateurs existants de la société ne " +"permet pas de\n" +" bénéficier du tax shelter." msgstr "" #. module: l10n_be_cooperator @@ -411,21 +452,22 @@ msgstr "Dernière mise à jour le" msgid "" "Le maintien de la réduction d'impôt n'est possible que si\n" " l'investisseur conserve les parts de la coopérative " -"pendant\n" -" 4 ans au minimum, sauf si la sortie est imposée par " -"des\n" -" conditions extérieures (telles que la faillite, par\n" -" exemple). En cas de sortie volontaire avant la " -"période de 4\n" -" ans, l'avantage fiscal devra être remboursé au " -"prorata du\n" -" nombre de mois entre la sortie et les 4 ans. La " -"coopérative\n" -" s'engage à fournir pour chacune des quatre années " -"suivant\n" -" l'année d'acquisition une attestation certifiant que " -"ces\n" -" parts sont toujours en possession du souscripteur." +"pendant 4\n" +" ans au minimum, sauf si la sortie est imposée par " +"des conditions\n" +" extérieures (telles que la faillite, par exemple). " +"En cas de\n" +" sortie volontaire avant la période de 4 ans, " +"l'avantage fiscal\n" +" devra être remboursé au prorata du nombre de mois " +"entre la\n" +" sortie et les 4 ans. La coopérative s'engage à " +"fournir pour\n" +" chacune des quatre années suivant l'année " +"d'acquisition une\n" +" attestation certifiant que ces parts sont toujours " +"en possession\n" +" du souscripteur." msgstr "" #. module: l10n_be_cooperator @@ -434,16 +476,6 @@ msgstr "" msgid "Legal form" msgstr "Forme légale" -#. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__month_from -msgid "Month from" -msgstr "Mois de début" - -#. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__month_to -msgid "Month to" -msgstr "Mois de fin" - #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_line msgid "No" @@ -451,8 +483,8 @@ msgstr "Non" #. module: l10n_be_cooperator #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_certificate__state__no_eligible -msgid "No eligible" -msgstr "Pas éligible" +msgid "Not Eligible" +msgstr "Non éligible" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_certificate_line__quantity @@ -467,10 +499,9 @@ msgstr "URL d'accès au portail" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"Pour bénéficier de la réduction d'impôts, vous pouvez\n" -" joindre cette lettre à votre déclaration fiscale " -"pour les\n" -" revenus" +"Pour bénéficier de la réduction d'impôts, vous pouvez joindre\n" +" cette lettre à votre déclaration fiscale pour les " +"revenus" msgstr "" #. module: l10n_be_cooperator @@ -523,7 +554,7 @@ msgstr "Revendu" #. module: l10n_be_cooperator #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__res_partner__legal_form__sa #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__subscription_request__company_type__sa -msgid "SA / SAS" +msgid "SA" msgstr "" #. module: l10n_be_cooperator @@ -562,6 +593,13 @@ msgstr "" msgid "SRL" msgstr "" +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Scale-up" +msgstr "" + #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_certificate__access_token msgid "Security Token" @@ -618,6 +656,20 @@ msgstr "Parts souscrites" msgid "Shares transfered" msgstr "Parts transférées" +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Start-up (micro company)" +msgstr "Start-up (microsociété)" + +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Start-up (small company)" +msgstr "Start-up (petite société)" + #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_certificate__state #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__state @@ -657,6 +709,7 @@ msgstr "Attestation Tax Shelter : Envoi" #. module: l10n_be_cooperator #: model:ir.actions.act_window,name:l10n_be_cooperator.tax_shelter_certificate_action +#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_certificates #: model:ir.ui.menu,name:l10n_be_cooperator.tax_shelter_certificate_menu msgid "Tax Shelter Certificates" msgstr "Attestations Tax Shelter" @@ -679,8 +732,13 @@ msgstr "Éligible au Tax shelter" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_percentage -msgid "Tax Shelter percentage" -msgstr "Pourcentage du Tax shelter" +msgid "Tax Shelter Percentage" +msgstr "Pourcentage de réduction" + +#. module: l10n_be_cooperator +#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_type +msgid "Tax Shelter Type" +msgstr "Type de Tax shelter" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_capital_limit @@ -694,7 +752,6 @@ msgid "Tax shelter certificate" msgstr "Certificat Tax shelter" #. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_certificates #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_declaration_view_form msgid "Tax shelter certificates" msgstr "Certificats Tax shelter" @@ -800,81 +857,57 @@ msgstr "Oui" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "du montant de la valeur des parts souscrites depuis" +msgid "et que la condition prévue à l’article" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "" -"euros et que la condition prévue à l'article 145(26), §3,\n" -" alinéa 2, CIR92 est remplie." -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"euros.\n" -"
" +"et que le souscripteur est encore en possession des\n" +" parts au" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "" -"euros.\n" -"
\n" -" Le montant éligible pour le Tax shelter est de" -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "" -"la moyenne des travailleurs occupés pendant l'année\n" -" est inférieure ou égale à 10." +msgid "pour un montant total de" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "" -"le chiffre d'affaires, hors taxe sur la valeur\n" -" ajoutée, est inférieur ou égal à 700.000 " -"euros ;" +msgid "que les conditions prévues au" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"le total du bilan est inférieur ou égal à 350.000\n" -" euros ;" +"que les parts concernées sont toujours en possession\n" +" du souscripteur au" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "pour la déclaration des revenus" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "vous avez souscrit des parts de" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "pour un montant total de" -msgstr "" +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "{percentage}% - {name}" +msgstr "{percentage} % - {name}" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"remplit en effet tous les critères permettant un tel\n" -" avantage fiscal. Dans les grandes lignes il faut " -"être une\n" -" micro-entreprise n'ayant encore jamais distribué de\n" -" dividende et qui n'est pas issue d'une fusion ou " -"scission de\n" -" sociétés et qui répond à au moins deux des trois " -"critères\n" -" suivants :" +"§ 1er et 2 de l'article\n" +" 14527," msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "vous avez souscrit des parts de" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"§ 3, alinéa 1er, de l'article\n" +" 14526," msgstr "" #. module: l10n_be_cooperator diff --git a/l10n_be_cooperator/i18n/l10n_be_cooperator.pot b/l10n_be_cooperator/i18n/l10n_be_cooperator.pot index f1384c75c..c0205c0b6 100644 --- a/l10n_be_cooperator/i18n/l10n_be_cooperator.pot +++ b/l10n_be_cooperator/i18n/l10n_be_cooperator.pot @@ -15,7 +15,9 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "(et avant" +msgid "" +"%\n" +" du montant de la valeur des parts souscrites avant le" msgstr "" #. module: l10n_be_cooperator @@ -26,33 +28,35 @@ msgid "" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "" -",\n" -" vous êtes toujours en possession de parts de" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid ", CIR 92 sur les revenus" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -", connu aussi\n" -" comme normative Tax Shelter, donnent droit à une réduction\n" -" d'impôt à hauteur de" +", donne droit à\n" +" une réduction d'impôt à hauteur de" msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__25 -msgid "25%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14526" msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__30 -msgid "30%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14526, § 3, alinéa 2," msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_declaration__tax_shelter_percentage__45 -msgid "45%" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14527" +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "14527, § 2, alinéa 4," msgstr "" #. module: l10n_be_cooperator @@ -65,6 +69,13 @@ msgid "" " " msgstr "" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"
\n" +" Cher membre," +msgstr "" + #. module: l10n_be_cooperator #: model:mail.template,body_html:l10n_be_cooperator.email_template_tax_shelter_certificate msgid "" @@ -76,7 +87,7 @@ msgid "" " You have subscribed to some shares of \n" " during the year .\n" " You can benefit from the tax shelter, it means a tax reduction of\n" -" percent on\n" +" % on\n" " the invested amount.\n" " For this you will find in attachment the documents certifying that\n" " you've suscribed to shares.\n" @@ -92,7 +103,7 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Déclaration Tax Shelter" +msgid "Attestation Tax Shelter" msgstr "" #. module: l10n_be_cooperator @@ -137,6 +148,26 @@ msgstr "" msgid "Amount transfered" msgstr "" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"Attestation délivrée dans le cadre de la réduction d'impôt\n" +" pour l'acquisition de nouvelles actions ou parts\n" +" d'entreprises en croissance prévue à l'article\n" +" 14527, CIR 92 et à l'article 6312/3,\n" +" AR/CIR 92." +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"Attestation délivrée dans le cadre de la réduction d'impôt\n" +" pour l'acquisition de nouvelles actions ou parts\n" +" d'entreprises qui débutent prévue à l'article\n" +" 14526, CIR 92 et à l'article 6312/1,\n" +" AR/CIR 92." +msgstr "" + #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.iban_template_be msgid "BE4852308076712" @@ -148,13 +179,13 @@ msgid "Bank Account Number" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table -msgid "Capital After" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "CIR 92, est remplie." msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table -msgid "Capital Before" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "CIR 92, sont respectées," msgstr "" #. module: l10n_be_cooperator @@ -182,19 +213,9 @@ msgstr "" msgid "Certificate lines" msgstr "" -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "Cette lettre confirme qu'en date du" -msgstr "" - #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Cette lettre vaut donc comme certificat que" -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "Cher membre," +msgid "Cette attestation vaut donc comme certificat attestant :" msgstr "" #. module: l10n_be_cooperator @@ -259,12 +280,12 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__date_from -msgid "Date from" +msgid "Date From" msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__date_to -msgid "Date to" +msgid "Date To" msgstr "" #. module: l10n_be_cooperator @@ -297,6 +318,21 @@ msgstr "" msgid "Durant l'année" msgstr "" +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "" +"EUR.\n" +"
" +msgstr "" + +#. module: l10n_be_cooperator +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "" +"EUR.\n" +"
\n" +" Le montant éligible pour la réduction d'impôt est de" +msgstr "" + #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_table msgid "Eligible Amount" @@ -304,7 +340,7 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__excluded_cooperator -msgid "Excluded cooperator" +msgid "Excluded Cooperator" msgstr "" #. module: l10n_be_cooperator @@ -314,7 +350,7 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__fiscal_year -msgid "Fiscal year" +msgid "Fiscal Year" msgstr "" #. module: l10n_be_cooperator @@ -343,15 +379,15 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "L'Article 145/26, CIR 92 sur les revenus" +msgid "L'Article" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"L'apport de capitaux par le chef d'entreprise lui-même ou\n" -" par des administrateurs existants de la société ne permet\n" -" pas de bénéficier du tax shelter." +"L'apport de capitaux par le chef d'entreprise lui-même ou par\n" +" des administrateurs existants de la société ne permet pas de\n" +" bénéficier du tax shelter." msgstr "" #. module: l10n_be_cooperator @@ -379,15 +415,15 @@ msgstr "" #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" "Le maintien de la réduction d'impôt n'est possible que si\n" -" l'investisseur conserve les parts de la coopérative pendant\n" -" 4 ans au minimum, sauf si la sortie est imposée par des\n" -" conditions extérieures (telles que la faillite, par\n" -" exemple). En cas de sortie volontaire avant la période de 4\n" -" ans, l'avantage fiscal devra être remboursé au prorata du\n" -" nombre de mois entre la sortie et les 4 ans. La coopérative\n" -" s'engage à fournir pour chacune des quatre années suivant\n" -" l'année d'acquisition une attestation certifiant que ces\n" -" parts sont toujours en possession du souscripteur." +" l'investisseur conserve les parts de la coopérative pendant 4\n" +" ans au minimum, sauf si la sortie est imposée par des conditions\n" +" extérieures (telles que la faillite, par exemple). En cas de\n" +" sortie volontaire avant la période de 4 ans, l'avantage fiscal\n" +" devra être remboursé au prorata du nombre de mois entre la\n" +" sortie et les 4 ans. La coopérative s'engage à fournir pour\n" +" chacune des quatre années suivant l'année d'acquisition une\n" +" attestation certifiant que ces parts sont toujours en possession\n" +" du souscripteur." msgstr "" #. module: l10n_be_cooperator @@ -396,16 +432,6 @@ msgstr "" msgid "Legal form" msgstr "" -#. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__month_from -msgid "Month from" -msgstr "" - -#. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__month_to -msgid "Month to" -msgstr "" - #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_line msgid "No" @@ -413,7 +439,7 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__tax_shelter_certificate__state__no_eligible -msgid "No eligible" +msgid "Not Eligible" msgstr "" #. module: l10n_be_cooperator @@ -429,9 +455,8 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"Pour bénéficier de la réduction d'impôts, vous pouvez\n" -" joindre cette lettre à votre déclaration fiscale pour les\n" -" revenus" +"Pour bénéficier de la réduction d'impôts, vous pouvez joindre\n" +" cette lettre à votre déclaration fiscale pour les revenus" msgstr "" #. module: l10n_be_cooperator @@ -484,7 +509,7 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__res_partner__legal_form__sa #: model:ir.model.fields.selection,name:l10n_be_cooperator.selection__subscription_request__company_type__sa -msgid "SA / SAS" +msgid "SA" msgstr "" #. module: l10n_be_cooperator @@ -523,6 +548,13 @@ msgstr "" msgid "SRL" msgstr "" +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Scale-up" +msgstr "" + #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_certificate__access_token msgid "Security Token" @@ -579,6 +611,20 @@ msgstr "" msgid "Shares transfered" msgstr "" +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Start-up (micro company)" +msgstr "" + +#. module: l10n_be_cooperator +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "Start-up (small company)" +msgstr "" + #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_certificate__state #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__state @@ -618,6 +664,7 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.actions.act_window,name:l10n_be_cooperator.tax_shelter_certificate_action +#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_certificates #: model:ir.ui.menu,name:l10n_be_cooperator.tax_shelter_certificate_menu msgid "Tax Shelter Certificates" msgstr "" @@ -640,7 +687,12 @@ msgstr "" #. module: l10n_be_cooperator #: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_percentage -msgid "Tax Shelter percentage" +msgid "Tax Shelter Percentage" +msgstr "" + +#. module: l10n_be_cooperator +#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_type +msgid "Tax Shelter Type" msgstr "" #. module: l10n_be_cooperator @@ -655,7 +707,6 @@ msgid "Tax shelter certificate" msgstr "" #. module: l10n_be_cooperator -#: model:ir.model.fields,field_description:l10n_be_cooperator.field_tax_shelter_declaration__tax_shelter_certificates #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_declaration_view_form msgid "Tax shelter certificates" msgstr "" @@ -761,77 +812,57 @@ msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "du montant de la valeur des parts souscrites depuis" +msgid "et que la condition prévue à l’article" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -msgid "" -"euros et que la condition prévue à l'article 145(26), §3,\n" -" alinéa 2, CIR92 est remplie." -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"euros.\n" -"
" +"et que le souscripteur est encore en possession des\n" +" parts au" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "" -"euros.\n" -"
\n" -" Le montant éligible pour le Tax shelter est de" -msgstr "" - -#. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "" -"la moyenne des travailleurs occupés pendant l'année\n" -" est inférieure ou égale à 10." +msgid "pour un montant total de" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "" -"le chiffre d'affaires, hors taxe sur la valeur\n" -" ajoutée, est inférieur ou égal à 700.000 euros ;" +msgid "que les conditions prévues au" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"le total du bilan est inférieur ou égal à 350.000\n" -" euros ;" +"que les parts concernées sont toujours en possession\n" +" du souscripteur au" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document -msgid "pour la déclaration des revenus" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document +msgid "vous avez souscrit des parts de" msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_shares_document -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "pour un montant total de" +#. odoo-python +#: code:addons/l10n_be_cooperator/models/tax_shelter_declaration.py:0 +#, python-format +msgid "{percentage}% - {name}" msgstr "" #. module: l10n_be_cooperator #: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document msgid "" -"remplit en effet tous les critères permettant un tel\n" -" avantage fiscal. Dans les grandes lignes il faut être une\n" -" micro-entreprise n'ayant encore jamais distribué de\n" -" dividende et qui n'est pas issue d'une fusion ou scission de\n" -" sociétés et qui répond à au moins deux des trois critères\n" -" suivants :" +"§ 1er et 2 de l'article\n" +" 14527," msgstr "" #. module: l10n_be_cooperator -#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_subscription_document -msgid "vous avez souscrit des parts de" +#: model_terms:ir.ui.view,arch_db:l10n_be_cooperator.tax_shelter_report_document +msgid "" +"§ 3, alinéa 1er, de l'article\n" +" 14526," msgstr "" #. module: l10n_be_cooperator diff --git a/l10n_be_cooperator/migrations/16.0.1.1.0/pre-migration.py b/l10n_be_cooperator/migrations/16.0.1.1.0/pre-migration.py new file mode 100644 index 000000000..e445a156c --- /dev/null +++ b/l10n_be_cooperator/migrations/16.0.1.1.0/pre-migration.py @@ -0,0 +1,22 @@ +# SPDX-FileCopyrightText: 2024 Coop IT Easy SC +# +# SPDX-License-Identifier: AGPL-3.0-or-later + + +def migrate(cr, version): + cr.execute( + """ + ALTER TABLE tax_shelter_declaration + ADD COLUMN tax_shelter_type character varying + """, + ) + cr.execute( + """ + UPDATE tax_shelter_declaration + SET tax_shelter_type = CASE + WHEN tax_shelter_percentage = '25' THEN 'scale_up' + WHEN tax_shelter_percentage = '30' THEN 'start_up_small' + WHEN tax_shelter_percentage = '45' THEN 'start_up_micro' + END + """, + ) diff --git a/l10n_be_cooperator/models/tax_shelter_certificate.py b/l10n_be_cooperator/models/tax_shelter_certificate.py index 0cb4d2ccf..a649c80f3 100644 --- a/l10n_be_cooperator/models/tax_shelter_certificate.py +++ b/l10n_be_cooperator/models/tax_shelter_certificate.py @@ -62,7 +62,7 @@ class TaxShelterCertificate(models.Model): [ ("draft", "Draft"), ("validated", "Validated"), - ("no_eligible", "No eligible"), + ("no_eligible", "Not Eligible"), ("sent", "Sent"), ], required=True, diff --git a/l10n_be_cooperator/models/tax_shelter_declaration.py b/l10n_be_cooperator/models/tax_shelter_declaration.py index 5dce8149b..ba1ca3d2f 100644 --- a/l10n_be_cooperator/models/tax_shelter_declaration.py +++ b/l10n_be_cooperator/models/tax_shelter_declaration.py @@ -3,7 +3,7 @@ # # SPDX-License-Identifier: AGPL-3.0-or-later -from odoo import fields, models +from odoo import _, api, fields, models TYPE_MAP = { "subscription": "subscribed", @@ -11,28 +11,43 @@ "sell_back": "resold", } +TAX_SHELTER_TYPES = { + "scale_up": { + "name": _("Scale-up"), + "percentage": 25, + "capital_limit": 1000000, + }, + "start_up_small": { + "name": _("Start-up (small company)"), + "percentage": 30, + "capital_limit": 500000, + }, + "start_up_micro": { + "name": _("Start-up (micro company)"), + "percentage": 45, + "capital_limit": 500000, + }, +} + class TaxShelterDeclaration(models.Model): _name = "tax.shelter.declaration" _description = "Tax Shelter Declaration" name = fields.Char(string="Declaration year", required=True) - fiscal_year = fields.Char(string="Fiscal year", required=True) + fiscal_year = fields.Char(required=True) tax_shelter_certificates = fields.One2many( "tax.shelter.certificate", "declaration_id", - string="Tax shelter certificates", readonly=True, ) - date_from = fields.Date(string="Date from", required=True) - date_to = fields.Date(string="Date to", required=True) - month_from = fields.Char(string="Month from", required=True) - month_to = fields.Char(string="Month to", required=True) - tax_shelter_percentage = fields.Selection( - [("25", "25%"), ("30", "30%"), ("45", "45%")], - string="Tax Shelter percentage", - required=True, + date_from = fields.Date(required=True) + date_to = fields.Date(required=True) + tax_shelter_type = fields.Selection("_get_tax_shelter_types", required=True) + tax_shelter_percentage = fields.Float( + compute="_compute_tax_shelter_percentage", digits=(3, 0) ) + state = fields.Selection( [ ("draft", "Draft"), @@ -51,14 +66,18 @@ class TaxShelterDeclaration(models.Model): default=lambda self: self.env.company, ) tax_shelter_capital_limit = fields.Float( - string="Tax shelter capital limit", required=True + string="Tax shelter capital limit", + required=True, + compute="_compute_tax_shelter_capital_limit", + default=500000, + readonly=False, + store=True, ) previously_subscribed_capital = fields.Float( string="Capital previously subscribed", readonly=True ) excluded_cooperator = fields.Many2many( "res.partner", - string="Excluded cooperator", domain=[("cooperator", "=", True)], help="If these cooperator have" " subscribed share during the time" @@ -67,6 +86,24 @@ class TaxShelterDeclaration(models.Model): "as non eligible", ) + def _get_tax_shelter_types(self): + return [ + (k, _("{percentage}% - {name}").format(**v)) + for k, v in TAX_SHELTER_TYPES.items() + ] + + @api.depends("tax_shelter_type") + def _compute_tax_shelter_capital_limit(self): + for record in self: + tax_shelter_type = TAX_SHELTER_TYPES[record.tax_shelter_type] + record.tax_shelter_capital_limit = tax_shelter_type["capital_limit"] + + @api.depends("tax_shelter_type") + def _compute_tax_shelter_percentage(self): + for record in self: + tax_shelter_type = TAX_SHELTER_TYPES[record.tax_shelter_type] + record.tax_shelter_percentage = tax_shelter_type["percentage"] + def _excluded_from_declaration(self, entry): if entry.date >= self.date_from and entry.date <= self.date_to: declaration = self diff --git a/l10n_be_cooperator/readme/DESCRIPTION.rst b/l10n_be_cooperator/readme/DESCRIPTION.rst index 757a5bac9..275b0c472 100644 --- a/l10n_be_cooperator/readme/DESCRIPTION.rst +++ b/l10n_be_cooperator/readme/DESCRIPTION.rst @@ -6,3 +6,5 @@ Features: - Set default value for communication on invoices for Capital Release Request - 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 `_ and `here for scale-ups `_. diff --git a/l10n_be_cooperator/readme/ROADMAP.rst b/l10n_be_cooperator/readme/ROADMAP.rst new file mode 100644 index 000000000..88ae156e4 --- /dev/null +++ b/l10n_be_cooperator/readme/ROADMAP.rst @@ -0,0 +1,16 @@ +**Tax shelter :** + +According to +`this `__ +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. diff --git a/l10n_be_cooperator/readme/newsfragments/112.feature.rst b/l10n_be_cooperator/readme/newsfragments/112.feature.rst new file mode 100644 index 000000000..d3685da18 --- /dev/null +++ b/l10n_be_cooperator/readme/newsfragments/112.feature.rst @@ -0,0 +1 @@ +Improve reports based on the templates provided by the administration (`for start-ups `_ and `for scale-ups `_). diff --git a/l10n_be_cooperator/report/tax_shelter_report_templates.xml b/l10n_be_cooperator/report/tax_shelter_report_templates.xml index 89fa22230..cba524d5c 100644 --- a/l10n_be_cooperator/report/tax_shelter_report_templates.xml +++ b/l10n_be_cooperator/report/tax_shelter_report_templates.xml @@ -12,32 +12,20 @@ SPDX-License-Identifier: AGPL-3.0-or-later - - - - - - - + Yes No - + - + Type - Capital Before - Capital After - Tax Shelter Eligible + Tax Shelter Eligible Date - Amount - Eligible Amount + Amount + Eligible Amount @@ -76,6 +62,7 @@ SPDX-License-Identifier: AGPL-3.0-or-later