DoliTax reads your validated invoices, payments and ledger and produces three screens: the VAT grid (collected and deductible by rate, balance due), the tax add-backs by deductibility ceiling and the corporate tax cockpit. Deterministic SQL, no external call.
Net bases and VAT broken down by legal rate, collected and deductible, with the balance (VAT payable or VAT credit) by month, quarter or year. Accrual, cash or mixed regime, switchable on screen to compare. Amounts on an unexpected rate land in an “Other rates: to be checked” bucket, never dropped.
A ceiling per accounting account with three semantics: annual (add back the excess), unit (add back every line whose unit price exceeds the threshold) and zero (fully non-deductible). Figures come from the ledger when the Accounting module is populated, otherwise from supplier invoice lines, and the source used is displayed.
Turnover, net accounting profit, add-backs, taxable profit and tax, bracket by bracket. Progressive scale (France 15 % then 25 %) or proportional by threshold, optional minimum contribution, scale stored per fiscal year.
Period selector (month, quarter, year), a drop-down to view the grid in another regime without changing the configuration (here “Mixed: goods on accrual, services on cash”), and a reminder of the scope: validated and paid invoices only, credit notes negative, down payments on a cash basis. Two tables, VAT invoiced (collected) and VAT recoverable (deductible), list the net base and VAT for each legal rate (20, 10, 5.5, 2.1 %) with totals, then the VAT balance due.
Browse all screens →| Workflow | Trigger | Result in Dolibarr |
|---|---|---|
| VAT grid | Period (month, quarter, year) and regime | Collected and deductible VAT by rate, totals, balance due or credit; down-payment invoices always on a cash basis; optional deduction pro rata. |
| Tax add-backs | Fiscal year | Per ceiling: account, rule type, ceiling, amount observed and amount to add back, with the data source used. |
| Corporate tax cockpit | Fiscal year | Accounting profit (ledger or flows), add-backs, taxable profit, tax by bracket, minimum contribution if enabled, estimated provision. |
| Country preset | Setup → Options → Apply preset | Rates, regime, ceilings and tax brackets of France, Switzerland or Morocco applied in one click, all editable. |
| Brackets and ceilings | Setup tabs | Tax scale per fiscal year with contiguity checks, deductibility ceilings per account with annual or unit rule. |
No. It gives the net bases and VAT by rate, collected and deductible, and the balance for the period, in the shape you carry over to the return. An option rounds displayed amounts to the currency unit as the CA3 or SIMPL forms do. Filing stays in your tax portal.
Accrual (invoice date), cash (pro rata of payments received in the period) and mixed (goods on accrual, services on cash, the French common-law regime). Down-payment invoices are always taken on a cash basis. You can view the grid in another regime without changing the configuration.
From the general ledger when the Accounting module is populated, otherwise from supplier invoice lines through their accounting allocation. The screen always states the source used. Unit ceilings compare the unit price including tax, line by line.
Yes. Presets exist for France, Switzerland and Morocco (proportional scale by threshold, minimum contribution, input VAT deductible on payment). Legal rates, ceilings, brackets and account prefixes are editable, which matters outside the French chart of accounts.
Situation invoices are handled exactly like the native report so both agree. Drafts and abandoned invoices are excluded, credit notes are counted negatively. In cash regime, VAT is rounded per period, so a multi-instalment invoice can differ by one cent across periods.
No. The module only reads invoices, payments and ledger entries. It stores only its tax brackets and ceilings in two tables, which are kept if you disable it.
€149 excl. VAT · one-time purchase · version 1.0.0
Dolistore is the official Dolibarr marketplace: purchase, download and invoicing happen there. You receive the module archive, French and English translations, e-mail support at support@arcchester.com and the updates published on Dolistore.
