| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1761 |
| Technical Name |
us_form_990_nonprofit_worksheet |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1761 |
| Technical Name |
us_form_990_nonprofit_worksheet |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Form 990 Nonprofit
Map your nonprofit ledger to IRS Form 990 Part VIII revenue and Part IX functional-expense lines with program / management & general / fundraising allocation and CSV export
Map your nonprofit ledger to IRS Form 990 Part VIII revenue and Part IX functional-expense lines with program / management & general / fundraising allocation and CSV export
Key Features
Program services, Management & general, and Fundraising
Program services, Management & general, and Fundraising - so your preparer can fill the Statement of Functional Expenses (Part IX) and the
Statement of Revenue (Part VIII) without rebuilding the
Statement of Revenue (Part VIII) without rebuilding the allocation by hand every year.
Account -> 990 line mapping
Map every income and expense account to a Form 990 Part VIII (revenue) or Part IX (expense) line. Seeded with the full set of standard 990 lines so you only assign accounts.
Functional-expense allocation per account using any of
Functional-expense allocation per account using any of:
100% Program services
100% Program services
100% Management & general
100% Management & general
100% Fundraising
100% Fundraising
Percentage split across the three columns (validated to
Percentage split across the three columns (validated to total 100%)
Analytic-driven split, distributing each posted line by its
Analytic-driven split, distributing each posted line by its analytic distribution to functions you map once.
Cumulative-target rounding so the three columns always re-su
Cumulative-target rounding so the three columns always re-sum exactly to the line total - no stray cents.
Part VIII / Part IX worksheet builder from
Part VIII / Part IX worksheet builder from posted journal entries for a fiscal year, with the natural-expense-by-function matrix (Statement of Functional Expenses).
Prior-year column by linking last year's worksheet for
Prior-year column by linking last year's worksheet for side-by-side comparison.
CSV export of the full worksheet (Part VIII
CSV export of the full worksheet (Part VIII and Part IX, all columns) that the preparer uses directly.
Coverage check that flags posted income/expense accounts tha
Coverage check that flags posted income/expense accounts that are not yet mapped, so nothing is silently dropped from the return.
Run wizard to build a worksheet for any
Run wizard to build a worksheet for any fiscal year in one click.
Screenshots
Account Mappings
Form 990 Lines
Form 990 Lines
Form 990 Worksheets
Why Choose This Module
Why this module Functional-expense allocation is the single most tedious part of preparing a 990. Most nonprofits do it in a spreadsheet that drifts away from the books. This module keeps the mapping inside Odoo, pulls the real posted amounts from account.move.line for the fiscal year you choose, applies your allocation policy, and produces a clean worksheet plus a CSV your preparer can import.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: account
- 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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