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[IMP] accounting/l10n_de: update to celebrate GoBD-compliance
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svfu-odoo committed Nov 19, 2024
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34 changes: 16 additions & 18 deletions content/applications/finance/fiscal_localizations/germany.rst
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Expand Up @@ -5,33 +5,31 @@ Germany
German Chart of Accounts
========================

The chart of accounts SKR03 and SKR04 are both supported in Odoo. You can choose the
one you want by going in :menuselection:`Accounting --> Configuration` then choose the
package you want in the Fiscal Localization section.

Be careful, you can only change the accounting package as long as you have not created any accounting entry.
Both the SKR03 and SKR04 charts of accounts are supported in Odoo. You can select your
preferred option by navigating to :menuselection:`Accounting --> Configuration` and then
choosing the desired package in the Fiscal Localization section. Please note that you can
only change the accounting package if you have not yet created any accounting entries.

.. tip::

When you create a new Odoo Online database, the SKR03 is installed by default.
The SKR03 chart of accounts is installed by default.

German Accounting Reports
=========================

Here is the list of German-specific reports available on Odoo Enterprise:
These German-specific reports are available on Odoo Enterprise:

- Balance Sheet
- Profit & Loss
- Tax Report (Umsatzsteuervoranmeldung)
- Partner VAT Intra
- EC Sales List
- Intrastat

Export from Odoo to Datev
Export from Odoo to DATEV
=========================

It is possible to export your accounting entries from Odoo to Datev. To be able to use this
feature, the german accounting localization needs to be installed on your Odoo Enterprise database.
Then you can go in :menuselection:`Accounting --> Reporting --> General Ledger` then click on the
**Export Datev (csv)** button.
Provided that the German localization is installed, you can export your accounting entries
from Odoo to DATEV from the General Ledger.

.. _germany/pos:

Expand Down Expand Up @@ -167,8 +165,8 @@ triggered and is being processed. You have to click on *Refresh State* to check

.. _germany/gobd:

German Tax Accounting Standards: Odoo's guide to GoBD Compliance
================================================================
Odoo is GoBD compliant
======================

**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*.
Expand All @@ -183,13 +181,13 @@ January 2020 to specify some of the content and due to the development of digita
hosting, paperless companies, etc.).

.. important::
Odoo gives you **the means to be compliant with GoBD**.
Odoo is certified **GoBD-compliant**.

What do you need to know about GoBD when relying on accounting software?
------------------------------------------------------------------------

.. note::
If you can, the best way to understand GoBD is to Read the `Official GoBD text
If you can, the best way to understand GoBD is to read the `official GoBD text
<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
It is a bit long but quite readable for non-experts. But in short, here is what to expect:

Expand Down Expand Up @@ -292,7 +290,7 @@ In case of a handover of the financial data on a storage device, the format is *
the GoBD. It can be, for example, in XLS, CSV, XML, Lotus 123, SAP-format, AS/400-format, or else.
Odoo supports the CSV and XLS-export of financial data out-of-the-box. The GoBD **recommends** the
export in a specific XML-based GoBD-format (see "Ergänzende Informationen zur
Datenntträgerüberlassung" §3) but it is not binding.
Datenträgerüberlassung" §3) but it is not binding.

What is the role and meaning of the compliance certification?
-------------------------------------------------------------
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