Sales-Commission Draw & Clawback Statements — per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
Per-state product-category taxability matrix and tax-holiday windows that auto-zero or reduce sales-tax rates
Track economic & physical sales-tax nexus across all US states
Import US sales-tax rates (CSV or BYOK Avalara/TaxJar/TaxCloud) and map ZIP+4 to the combined jurisdiction rate
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.
Sales-Tax-Exempt Customer Workflow (US): manage exemption certificates and zero sales tax only when a valid certificate covers the ship-to state.
Sales/Use-tax audit-defense pack: pull the period, stratified sampling, exemption-certificate coverage, error-rate projection, exposure estimate and an auditor-ready workpaper
Map ledger accounts to IRS Schedule C (Form 1040) line items and build the Schedule-C profit-or-loss summary worksheet for a sole proprietorship.
Optimize the Section 179 vs bonus depreciation vs MACRS election mix per asset to maximize the current-year deduction
Detect conflicting user rights (create-vendor + pay, post-JE + approve), run a remediation worklist and export a SOX audit file.
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
Spend-Under-Management & Maverick-Buy Dashboard (US): off-contract detection, P-card vs PO, supplier diversity (MBE/WBE/DBE)
Track WOTC, enterprise-zone and state/local tax credits, test eligibility and build the credit worksheet so nothing is left unclaimed
Apportion multi-state business income with UDITPA factors: three-factor, double-weighted-sales and single-sales-factor formulas, throwback/throwout rules and market-based vs cost-of-performance sales sourcing.
State Registration & Foreign-Qualification Tracker — never miss a secretary-of-state annual report or lose good standing
State & city paid-sick-leave accrual engine: jurisdiction rules, per-employee accrual ledger, usage with waiting period + increments, year-end carryover caps and a compliance dashboard.
Stripe / Square / Authorize.net Settlement Sync (BYOK) — import payouts, fees, refunds and disputes with your own PSP key and reconcile them straight to Odoo invoices, no card data on us
Enrollments, tuition billing, payment plans & R2T4-style refund worksheets for US schools
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)