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OE Finance: Cash Basis Sales Tax Report

by
Odoo

$ 34.12

v 17.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 2914
Technical Name oe_cash_tax_report
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 16.0 17.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 2914
Technical Name oe_cash_tax_report
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 16.0 17.0 19.0
Keywords: oe_cash_tax_report, cash basis sales tax, tax allocation, payment allocations, cash accounting, Odoo 12, accounting automation, tax compliance, AI preview, treasury analytics, finance reporting
Odoo Engineering

OE Finance: Cash Basis Sales Tax Report

Cash-basis sales tax allocations per payment with audit-ready detail, one-click XLSX export, and AI-powered analysis.

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Enhanced Features in This Version

Professional Capabilities for Your Business

Cash-basis sales tax allocations per payment with audit-ready detail

One-click XLSX export with summary and drill-down sheets

Scheduled monthly email delivery to accounting managers

Smart button on invoices with live allocation counters

Company consolidation toggle for multi-company environments

Saveable user presets for report filters

AI analysis button on invoices to review allocation health

One-click period presets (This/Last Month/Quarter) and refunds toggle

Before & After OE Finance: Cash Basis Sales Tax Report

Before

  • Manual spreadsheets to distribute payments across tax lines
  • High risk of rounding discrepancies and missed allocations
  • No visibility into cash-basis taxes until month-end crunch
  • Auditors forced to chase individual journal entries

After

  • Automated allocations stored directly on invoices and payments
  • Configurable rounding guardrails keep ledgers perfectly aligned
  • AI previews expose anomalies before exporting final reports
  • PDF output and model data provide instant audit trails

What's Included

Core Features

  • Automated payment-to-tax allocation model
  • Cash-basis tax PDF with drill-down tables
  • Reporting wizard with AI preview notifications

Additional Components

  • AI job extension for tax collection analysis
  • Security rules aligned with accounting roles
  • Configurable notification and rounding options

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_cash_tax_report" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Access the module settings from the main menu

Basic Usage

  1. Creating records: Capture customer invoices and register payments as usual in Odoo Accounting.
  2. Managing data: Open any invoice to review the "Sales Tax Collected From Payments" tab with live allocations.
  3. Using key features: Launch the Cash Basis Tax Report wizard to define date ranges and state filters.
  4. Generating reports: Click "Print" to download the PDF summary with totals per tax and payment.

Tips & Best Practices

  • Schedule periodic recomputations if historic invoices are edited.
  • Use AI notifications to verify coverage before exporting large reports.
  • Store PDFs alongside tax filings for rapid auditor responses.
  • Combine with oe_financial_reports_core for consolidated compliance packs.

Important Notes

Ensure payment journals are properly reconciled before running reports. The module relies on posted invoices and payments; draft transactions are intentionally ignored to keep tax data trustworthy.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: The module supports Odoo 12 through 19 Community and Enterprise editions. Each version is optimized for its respective API and accounting model.

Q: Does it support multi-company environments?

A: Yes. Allocations respect the active company, currency, and permissions of each user, ensuring totals stay segregated.

Q: Can we extend the AI analysis for bespoke KPIs?

A: Absolutely. The included ai.job extension exposes structured data for custom prompts. Our team can help design bespoke AI automations or you can build on the open framework.

Launch Demo Instance

Explore OE Finance: Cash Basis Sales Tax Report in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Finance: Cash Basis Sales Tax Report today and experience the difference quality makes.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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