| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 929 |
| Technical Name |
us_sales_tax_return_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 | 929 |
| Technical Name |
us_sales_tax_return_worksheet |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Sales-Tax Return
Per-state sales-tax return worksheet: aggregate gross, exempt and taxable sales by US state and local jurisdiction, with a filing-ready CSV for your state portal.
Per-state sales-tax return worksheet: aggregate gross, exempt and taxable sales by US state and local jurisdiction, with a filing-ready CSV for your state portal.
Key Features
Period engine
pick monthly / quarterly / annual and a year; the dates are derived automatically (or override them).
Aggregation from account.move / account.move.line
walks posted customer invoices (and, optionally, credit notes) in the period and groups base lines by the customer's US state.
Taxable vs exempt split
lines carrying a non-zero sales tax are counted as taxable; untaxed and zero-rate lines are counted as exempt. Gross = taxable + exempt.
Per-jurisdiction breakdown
under each state, sales are broken out by the tax (jurisdiction) applied, so combined state + county + city rates are visible.
Nexus-state filter
restrict the worksheet to the states where you have a filing obligation; everything else is excluded from the figures.
Prior-period adjustments
record late credit memos or previously over-reported amounts; they roll into the matching state line and the net tax due.
Rounding reconciliation
jurisdiction detail rows are rounded with a cumulative-target algorithm so the pennies always foot to the state total.
Data-quality warnings
invoices whose customer has no US state are reported (count and amount) and excluded — the worksheet still computes.
CSV export
one file with a state summary, the jurisdiction detail, the adjustments block and a grand-total row.
Screenshots
Run Sales Tax Return
Sales Tax Worksheets
Why Choose This Module
Assemble your periodic US sales & use tax return numbers straight from posted customer invoices in Odoo. For a chosen filing period (monthly, quarterly or annual) the module aggregates gross sales, exempt sales, taxable sales and tax collected by US state, with a local-jurisdiction breakdown underneath each state, and produces a clean CSV your filer keys into the relevant state portal.
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.
Please log in to comment on this module