| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 958 |
| Technical Name |
gb_making_tax_digital_vat_adjustments_not |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
Making Tax Digital VAT Ad
Record HMRC VAT scheme adjustments - retail schemes, fuel scale charges and partial exemption - cleanly, not hacked into journals
UK VAT returns regularly need adjustments that never come from ordinary invoices: retail-scheme apportionment, the fuel scale charge for private fuel, the partial-exemption recovery calculation, bad-debt relief and in-threshold error corrections. Most businesses hack these straight into a journal with a cryptic memo, leaving Box 1 and Box 4 impossible to audit. This module gives each adjustment type a structured vat.adjustment record with the inputs HMRC expects, a transparent calculation (VAT-fraction retail maths, CO2-banded fuel scale charges, standard-method partial exemption with de-minimis) and a one-click, correctly-tagged journal posting into your VAT control accounts, plus a period-close batch wizard. It does not submit anything to HMRC; it complements your own MTD VAT bridge by landing pre-corrected, fully documented figures in the control accounts, with a per-box report that the bridge can read so the totals it submits are already right.
Key Features
Structured adjustment record per type
vat.adjustment captures retail scheme, fuel scale, partial exemption, bad-debt relief, error-correction and manual notes, each with period, target VAT box, direction and a working/explanation note. _calculate_amount computes computed_vat per type, so every Box 1 or Box 4 figure traces to documented inputs rather than a memo line.
Retail scheme apportionment maths
For apportionment 1/2, point-of-sale and direct-calculation schemes, _calculate_amount applies the VAT fraction rate/(100+rate) to the standard-rated portion of gross takings or expected selling price. The standard-rated VAT due is derived consistently instead of estimated by hand.
CO2-band fuel scale charge
vat.fuel.scale.band holds the HMRC CO2-banded charge table, and find_band rounds emissions down to the nearest 5 to pick the right band. A vat.fuel.scale.charge per vehicle and period (1/3/12-month) computes the gross charge and embedded vat_due automatically.
Standard-method partial exemption
vat.partial.exemption computes the recovery percentage (rounded up per the standard method), apportions residual input tax, and runs the de-minimis test (within the limit and under 50% of total input). It outputs recoverable_input_tax and supports the year-end annual adjustment.
Source-to-adjustment generation
A fuel scale charge or partial-exemption calculation creates its vat.adjustment via action_create_adjustment, pre-filling the type, period, VAT box and an explanatory note. The detailed working stays linked to the adjustment that hits the return for full traceability.
Correctly-tagged journal posting
action_post validates the journal and VAT control/counterpart accounts, then _create_journal_entry posts a balanced account.move debiting/crediting per the increase/decrease direction and applying the chosen tax_tag_ids. action_reset_draft safely reverses a posted move, so adjustments land in the right control accounts.
Period-close batch posting
The vat.period.close.wizard lists confirmed adjustments in a date range, shows the count and total, and posts them all in one pass, back-filling the journal and accounts where missing. A whole VAT period's adjustments are finalised together rather than one at a time.
Per-box reporting and bridge feed
vat.adjustment.report is a SQL view aggregating confirmed/posted adjustments into increase, decrease and net totals per VAT box and period. net_adjustment_for_box exposes the net figure for a date range so an MTD VAT bridge can pull pre-corrected period totals.
Use Cases
Screenshots
Fuel Scale Bands
Fuel Scale Charges
Partial Exemption
Vat Adjustments
Why Choose This Module
Retail scheme apportionment, the fuel scale charge for private fuel and the partial-exemption recovery calculation rarely come from ordinary invoices — so most businesses post them straight into a journal with a cryptic memo, leaving the VAT return impossible to audit. This module gives each adjustment a structured record, a transparent calculation and one-click, correctly-tagged posting.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 958 |
| Technical Name |
gb_making_tax_digital_vat_adjustments_not |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module