Last September, the Swiss people accepted the amendment to the AHV law and the federal decree on additional funding for the AHV through an increase in VAT. As a result, the various rates will be raised to 8.1% for the standard rate (instead of 7.7% today), 3.8% for the special rate for accommodation (instead of 3.7% today) and 2.6% for the reduced rate (instead of 2.5% today).
You're probably wondering whether your Odoo will adapt automatically or whether you'll have to create all the taxes yourself?
There's no need to stress, Odoo has made provision for the new taxes in its Swiss accounting module. All you have to do is follow the steps below and you'll be ready to tackle 2024 without a hitch!
Updating VAT rates in Odoo
Par défaut, Odoo ajoute les taxes d'un pays sur base de la localisation enregistrée lors de la création de la base de donnée.
To do this, we recommend that you update the module that manages these taxes, namely the "Swiss Accounting" module. This can be found in the applications.
Dès que vous êtes entré dans ce module, supprimez le filtre "Applications" et recherchez le module "Comptabilité - Suisse". (voir ci-dessous)
By clicking on the three small dots at the top right of the module, select the "Update" button. Once this has been done, open the 'Taxes' tab in Accounting/Configuration.
You will notice that the new taxes are now available and already active.
Now that the taxes are activated and available, it's time to update the various locations where they are used and configured.
Updating VAT rates on items
When items are configured at the start of the project, some items may be configured with sales tax as well as supplier tax (if the product is available for purchase).
To change the taxes configured on items, we suggest you export all your items via a classic export and select the following fields:
- The external identifier;
- Name (optional);
- sales tax;
- supplier tax.
Never exported before? No problem, just follow the steps below.
- Go to the appropriate module;
- Make sure you are in list view so that you can select the different contacts/accounts or whatever;
- Then click on the "Action" button at the top of the screen and select the "Export" button;
- Select the "I want to update data" button at the top of the screen;
- Select the fields you wish to export;
- Work on your Excel and save it;
- To re-import, click on the Favourites button and then on "Import records".
Your items are now up to date and can be used as normal.
Updating VAT rates on accounts
The procedure for accounts is the same as for items. In other words, you need to export the accounts from your accounting module. To do this, go to your chart of accounts and select all your accounts. Then export the necessary fields:
- The external identifier;
- Name (optional);
- Default taxes.
Rework your Excel by changing the taxes according to the accounts.
Updating VAT rates elsewhere in Odoo
Thanks to the updated module, there is no longer any work to do on the tax positions..
New tax grids have also been created and integrated into the tax report.
