Flexible taxes (fiscal positions)¶

When running a business, you may need to apply different taxes and record transactions on various accounts based on the location and type of business of your customers and providers.

The fiscal positions feature enables you to establish rules that automatically select the right taxes and accounts used for each transaction.

Configuration¶

To enable the feature, go to Point of Sale ‣ Configuration ‣ Settings, scroll down to the Accounting section, and enable Flexible Taxes.

Then, set a default fiscal position that should be applied to all sales in the selected POS in the Default field. You can also add more fiscal positions to choose from in the Allowed field.

screenshot: pos-fiscal-position-setting

menu: Point of Sale ‣ Configuration ‣ Settings
shows: The "Accounting" section of the POS settings with "Flexible Taxes" enabled, a default fiscal position selected and two positions listed in the "Allowed" field.
highlight: The "Flexible Taxes" setting block (red frame).
module: point_of_sale, account
notes: English UI, light theme, 1440px width, centered, crop to the settings block.

According to the fiscal localization package activated, several fiscal positions are preconfigured and can be set and used in POS. However, you can also create new fiscal positions.

Note

If you do not set a fiscal position, the tax remains as defined in the customer taxes field on the product form.

Use fiscal positions¶

Open a POS session to use one of the allowed fiscal positions. Then, click the Tax button next to the book-shaped icon and select a fiscal position from the list. Doing so applies the defined rules automatically to all the products subject to the chosen fiscal position’s regulations.

screenshot: pos-fiscal-position-frontend

menu: (POS interface) ‣ Register screen ‣ Tax
shows: The POS register screen with the fiscal position button open, listing the allowed fiscal positions to apply to the order.
highlight: The fiscal position button (red frame).
module: point_of_sale, account
notes: English UI, light theme, 1440px width, centered.

Note

If a default fiscal position is set, the tax button displays the name of the fiscal position.