Fiscal localizations

Fiscal localizations are country-specific modules that allows for compliance with a country’s fiscal requirements. Most of these modules are related to the Accounting app, but they can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a country’s fiscal requirements.

See also

payroll localizations are documented separately.

Configuration

Cobuild should automatically install the fiscal localization’s core modules based on the company’s country when the related app is installed. The rest can be manually installed. Refer to the list of countries to view the currently supported countries and access their specific documentation.

Note

In a multi-company environment, each company can use different fiscal localization modules. However, branches always follow the parent company’s localization. Therefore, entities operating in different countries should be set up as companies, not branches.

Verify the right package of modules is installed by going to Accounting ‣ Configuration ‣ Settings and checking the Package field under the Fiscal Localization section. Select another one if necessary.

Warning

Selecting another package is only possible if no entry has been posted.

These packages require fine-tuning the chart of accounts, activating the taxes to be used, configuring the country-specific statements and certifications, and sometimes more.

List of countries

Cobuild installs the United States fiscal localization.

  • United States

Note

Localization modules for other jurisdictions exist in the underlying platform but are not part of a Cobuild deployment. Contact support if your business needs to file in another country.