US Sales-Tax
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
Key Features
Audit engagement workspace
Audit engagement workspace — track each audit's state, agency, auditor, notice number, period and document deadline with full chatter and activity reminders.
Transaction population analysis
Transaction population analysis — record every sampled sale with its gross, taxable and exempt split, tax collected and jurisdiction; the app recomputes the tax that should have applied from your rate evidence.
Automatic exposure flagging
Automatic exposure flagging — lines are flagged for exempt sales with no valid certificate, tax under- or over-collection beyond tolerance, and jurisdictions with no rate evidence, with an estimated exposure per line.
Exemption certificate register
Exemption certificate register — track resale, manufacturing, nonprofit, government and direct-pay certificates with validity windows, covered states, signed-copy status and automatic expiry stages, and auto-match them to the transactions t
Documented rate evidence
Documented rate evidence — capture the combined rate, effective window and source (statute, DOR rate table, certified service) for each jurisdiction, with overlap protection and point-in-time rate lookup.
Period reconciliation
Period reconciliation — tie tax collected in the books to the filed return to the cash remitted, compute the variances and record explanations.
One-click binder assembly
cover sheet, index, exposure summary, transaction detail, exemption summary, rate schedule, reconciliation and a narrative position statement.
CSV & text exports
CSV & text exports — every schedule exports to CSV and the whole binder downloads as a single indexed text file ready to hand to the auditor.
CSV import wizard
CSV import wizard — bulk-load the transaction population from a pasted or uploaded CSV, auto-creating jurisdictions and customers as needed.
Readiness scoring & reminders
Readiness scoring & reminders — a live readiness percentage plus scheduled reminders for expiring certificates and approaching document deadlines.
Screenshots
Why Choose This Module
Who is it for US businesses that collect sales tax across multiple states — retailers, wholesalers, manufacturers and SaaS/marketplace sellers — and the accounting firms, sales-tax consultants and controllers who defend their audits. Anyone who has ever been asked to "produce the exemption certificates and the detail" on a deadline will get organized, defensible workpapers without the spreadsheet fire drill.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1919 |
| Technical Name |
us_sales_tax_audit_defense_workpaper_pack |
| 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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