US Pre-Tax Benefit +
Track employee pre-tax (Section-125 cafeteria) benefit elections - HSA, Health/Dependent-Care FSA, commuter, POP - with IRS limit enforcement, mid-year life-event log and a per-pay-period payroll-deduction feed worksheet
Track employee pre-tax (Section-125 cafeteria) benefit elections - HSA, Health/Dependent-Care FSA, commuter, POP - with IRS limit enforcement, mid-year life-event log and a per-pay-period payroll-deduction feed worksheet
Key Features
HSA (Health Savings Account) - self-only and family
HSA (Health Savings Account) - self-only and family coverage, with the age-55 catch-up applied automatically.
Health FSA (Flexible Spending Account) with carryover figure
Health FSA (Flexible Spending Account) with carryover figure.
Dependent-Care FSA (DCAP) including the married-filing-separ
Dependent-Care FSA (DCAP) including the married-filing-separately limit.
Commuter / transit and parking (monthly qualified-transporta
Commuter / transit and parking (monthly qualified-transportation fringe).
Premium-Only-Plan (POP) health, dental and vision premium de
Premium-Only-Plan (POP) health, dental and vision premium deductions.
IRS limits by plan year, seeded with the
IRS limits by plan year, seeded with the official 2025 and 2026 figures (HSA self/family + 55+ catch-up, Health FSA, DCAP $5,000 / $2,500 MFS, commuter monthly) and fully editable for future years.
Annual election tracking with the per-pay-period deduction c
Annual election tracking with the per-pay-period deduction computed for weekly, bi-weekly, semi-monthly or monthly payrolls.
Real limit enforcement
when an election exceeds the IRS limit the record is flagged, the election is capped to the limit, the excess is shown and a non-blocking warning is raised - nothing is silently lost.
Remaining-room calculation so you always know how much
Remaining-room calculation so you always know how much an employee can still elect.
Mid-year proration for coverage that starts after January 1
the limit and the remaining pay periods are scaled to the months of coverage.
Qualifying-life-event change log (marriage, birth, loss of c
Qualifying-life-event change log (marriage, birth, loss of coverage, ...) recording the before/after election for a clean audit trail.
Payroll-feed worksheet rolling every confirmed election for
Payroll-feed worksheet rolling every confirmed election for a plan year and pay frequency into one document - one line per employee / benefit / period - ready to hand to your payroll provider.
Screenshots
Irs Benefit Limits
Generate Payroll Feed
Irs Limit Audit
Why Choose This Module
Stop tracking pre-tax benefit elections in scattered spreadsheets. This module gives you one clean place to record every employee's Section-125 cafeteria-plan election, check it against the official IRS limit for the plan year, and produce a per-pay-period deduction worksheet your payroll provider can run.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: hr
- Support: support@pokutsoft.com
Update date: 2026-07-02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1514 |
| Technical Name |
us_pre_tax_benefit_section_125_deduction_track |
| 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.
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