US State + Local
Track WOTC, enterprise-zone and state/local tax credits, test eligibility and build the credit worksheet so nothing is left unclaimed
Track WOTC, enterprise-zone and state/local tax credits, test eligibility and build the credit worksheet so nothing is left unclaimed
Key Features
Incentive program catalog
Incentive program catalog — maintain WOTC, enterprise / empowerment zones, R&D, investment, job-creation and state credits with their headline rate, per-employee or per-claim cap, credit type (refundable / transferable), carry-forward years
Credit opportunity register
Credit opportunity register — one trackable record per credit per tax year with a live estimated value computed from the program's rate and cap applied to your qualifying wages, investment or research spend.
Automatic eligibility testing
Automatic eligibility testing — each opportunity is scored against its criteria (zone location, qualifying employees, pre-certification) with a plain-English reason so you know exactly what is missing.
IRS-accurate WOTC engine
IRS-accurate WOTC engine — screen every new hire by target group, apply the 120 / 400-hour rate gate (25 % / 40 %) and the correct statutory wage cap ($3,000 summer youth to $24,000 disabled veteran), including the long-term-TANF second-yea
28-day Form 8850 deadline guard
28-day Form 8850 deadline guard — the submission deadline is computed from the start date, late filings are flagged, and a scheduled action raises reminders before the window closes.
Deadline reminder engine
Deadline reminder engine — a daily cron watches every open credit, raises a to-do activity a configurable number of days before the filing deadline and marks unclaimed, past-due credits as expired.
Credit worksheet builder
Credit worksheet builder — a wizard sweeps a tax year, summarises every credit and WOTC certification into worksheet lines and totals the estimated, claimed, approved, carry-forward and still-unclaimed amounts.
Carry-forward tracking
Carry-forward tracking — unused approved credit and its expiry year are computed automatically from the program's carry-forward rules.
Status workflow & audit trail
Status workflow & audit trail — draft → eligible → filed → approved / denied / expired, every step tracked in the chatter with color-coded kanban.
Roles & security
Roles & security — dedicated Incentive User and Incentive Manager groups with record-level access control.
Screenshots
Why Choose This Module
American businesses routinely leave real money on the table. The Work Opportunity Tax Credit alone can be worth $2,400–$9,600 per qualifying hire, enterprise- and empowerment-zone programs reward hiring and investment inside designated areas, and dozens of state income / franchise credits sit unclaimed simply because nobody tracked the eligibility, the paperwork or the 28-day filing window. Odoo has nothing native to catch them.
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 | 1686 |
| Technical Name |
us_state_local_incentive_credit_tracker |
| 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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