OdooWiki OCA HUB

German VAT Statement Extension

l10n_de_tax_statement_zm folder_open OCA/l10n-germany open_in_new
Localization License: AGPL-3

This module extends the German VAT Statement module (Umsatzsteuervoranmeldung), by adding the statement for the Intra-Community transactions declaration (Zusammenfassende Meldung).

This report is based on the line Steuerfr. Umsätze mit Vorsteuerabz. innerg. Lieferungen (§4 Nr. 1b) an Abnehmer mit USt-ID (41) and Nicht steuerb. sonst. Leist. gem. § 18b S. 1 Nr. 2 (21) of the German VAT Statement report. The period is also the same as the one selected in the VAT statement report.

This additional VAT declaration report includes:

  • the VAT identification numbers of your customers
  • the total amount of intra-Community supplies from Germany for every customer during the selected period
  • The values for product deliveries and services are separated in two columns.
  • If you want to transmit the values to the official report form, f.e. by "www.elster.de" you would have to enter two lines if both columns product + services contains values.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a 'Zusammenfassende Meldung' (ZM) tab to the German VAT statement, listing each EU customer's VAT number and the total intra-Community product and service amounts, with a CSV download for ELSTER.

This module extends the German VAT statement (Umsatzsteuervoranmeldung) with the intra-Community transactions declaration, known as the Zusammenfassende Meldung (ZM).

On a VAT statement, a new tab called 'Zusammenfassende Meldung' appears once the statement is no longer in draft. It shows one line per customer with the customer name, VAT number, country code, currency, the amount for product deliveries and the amount for services, plus a total ZM amount.

When the statement is posted, the ZM lines are computed automatically from the statement's journal items that carry the German tax tags for line 41 (intra-Community supplies) and line 21 (other non-taxable services). Product and service amounts are kept in separate columns. A posted statement also shows an 'Update' button to recompute the lines, and a 'Download CSV' button that produces a file with the VAT number, rounded amount and type (L for goods, S for services) ready for transmission to ELSTER. A final statement cannot be modified.

The module checks that each customer has a VAT number before downloading, and that the country code is a European country and not Germany. It also adds a PDF report named 'Zusammenfassende Meldung'.

Depends on

l10n_de_tax_statementsale
Models and fields (2)
  • l10n.de.tax.statement · extends an existing modelzm_total (Total ZM amount), zm_line_ids (ZM Lines)
  • l10n.de.tax.statement.zm.line · new modelvat, partner_id, currency_id, country_code, statement_id, amount_products, amount_services, format_amount_products, format_amount_services

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/l10n-germany.

terminal Installation and usage

OCA documentation · Odoo 18.0

Installation

Source · Odoo 18.0

To install this module, you need to:

  • Install module l10n_de_tax_statement version \>= 11.0.1.0.0.

Configuration

Source · Odoo 18.0

To configure this module, you need to:

  • Follow the configuration steps as described in l10n_de_tax_statement and set the tags Ust-VA KZ 41 and Ust-VA KZ 21 needed for this report.

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Create a VAT Statement.
  • Post the VAT Statement: a new tab VAT Statement Extended will be displayed; the tab contains the lines of the German VAT Statement report extended by a separated statement for the Intra-Community transactions declaration (Zusammenfassende Meldung).
  • In tab Zusammenfassende Meldung press the Update button in order to recompute the statement lines for this report.
  • The values for product deliveries and services are separated in two columns.
  • If you want to transmit the values to the official report form, f.e. by "www.elster.de" you would have to enter two lines if both columns product + services contains values.

Printing a PDF report:

  • If you need to print the report in PDF, open a statement form and click: Print -\> Zusammenfassende Meldung
info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.