| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1132 |
| Technical Name |
us_accountable_plan_expense_substantiation_enf |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1132 |
| Technical Name |
us_accountable_plan_expense_substantiation_enf |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Accountable Plan
Accountable-Plan & Expense-Substantiation Enforcer: keep employee reimbursements non-taxable under IRS accountable-plan rules (receipt threshold, 60-day window, business purpose, 120-day return of excess advances) and flag taxable amounts for the W-2.
Accountable-Plan & Expense-Substantiation Enforcer: keep employee reimbursements non-taxable under IRS accountable-plan rules (receipt threshold, 60-day window, business purpose, 120-day return of excess advances) and flag taxable amounts for the W-2.
Key Features
Own expense models
Ships its own Accountable Expense Claim and Accountable Expense Line models so it installs cleanly on Odoo 18 and 19 Community without hr_expense (the legacy hr.expense.sheet was removed in 19).
Receipt threshold
A configurable amount (IRS default $75) at or above which a receipt is mandatory. Lines at/over the threshold with no receipt are flagged taxable.
60-day substantiation window. Real date math
a line must be substantiated within the configurable window (default 60 days) of the date it was incurred. Late or un-substantiated lines are flagged taxable.
Business-purpose capture
A required free-text business purpose per line; blank purpose fails the business-connection test and is flagged taxable.
120-day return of excess
Tracks employee advances against substantiated spend; un-returned excess past the window (default 120 days) is flagged taxable.
Taxable roll-up
Every line carries a computed taxable amount; the claim rolls them up, and a per-employee, per-year Taxable Reimbursements Report summarises what must be added to each W-2.
Policy records. All thresholds and windows live on
Policy records. All thresholds and windows live on an editable Accountable Plan Policy so each company tunes its own safe-harbor numbers.
Screenshots
Expense Lines
Plan Policies
Generate Taxable Report
Plan Policies
Taxable Reimbursements
Generate Taxable Report
Why Choose This Module
1. Business connection - the expense has a bona-fide business purpose. 2. Substantiation - the expense is substantiated to the employer within a reasonable period (the IRS safe harbor is 60 days from when the expense was paid or incurred). 3. Return of excess - any advance in excess of substantiated expenses is returned within a reasonable period (the IRS safe harbor is 120 days).
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: account, hr
- Support: support@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.
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