US Customer Sales-Tax
Customer Sales-Tax Nexus Questionnaire & Survey — collect ship-to data, survey nexus-creating activities, score new-state risk and feed a live nexus tracker
Customer Sales-Tax Nexus Questionnaire & Survey — collect ship-to data, survey nexus-creating activities, score new-state risk and feed a live nexus tracker
Key Features
State nexus tracker
State nexus tracker — one live record per state showing physical-nexus status, economic sales and transaction totals, percent-to-threshold, an overall 0-100 risk score and a colour-coded risk level (none / low / medium / high / critical).
Physical-presence survey
Physical-presence survey — log every nexus-creating activity (in-state employees, remote/telecommuting staff, offices, owned or 3rd-party/FBA inventory, property, trade shows, traveling reps, contractors, affiliates, deliveries in your own
Economic-threshold engine
Economic-threshold engine — a built-in, editable directory covering all 50 states and DC's economic-nexus threshold (dollar amount, transaction count, sales-or / sales-and / sales-only basis and measurement period) drives the scoring.
Ship-to aggregation wizard
Ship-to aggregation wizard — pull your posted customer invoices for a period, group them by ship-to state, and auto-populate each tracker's sales and transaction totals so economic nexus is measured on your real data.
Nexus questionnaire
Nexus questionnaire — a weighted yes/no/unknown survey per state that surfaces physical and economic exposure, computes a score and flags whether nexus is indicated, then writes its result back to the tracker.
New-state risk scoring
New-state risk scoring — a transparent, deterministic model combines physical presence, economic percent-to-threshold and questionnaire answers into a single score, with configurable "approaching" alert bands.
Automatic monitoring cron
Automatic monitoring cron — a daily scheduled action recomputes every tracker and raises a to-do activity the moment a state flips to triggered so you can register before liability accrues.
Registration log
Registration log — mark a state registered with its date and permit number; registered states drop out of the alert stream but stay on the map.
Trade-show day allowance
Trade-show day allowance — configure the number of trade-show days a state tolerates before presence becomes nexus, applied automatically.
Configurable thresholds & alerts
Configurable thresholds & alerts — set the approaching-alert percentage and trade-show day limit company-wide from Settings.
Screenshots
Why Choose This Module
Every US business that ships across state lines is exposed to nexus creep: the slow, silent accumulation of sales-tax obligations in states you never meant to register in. A remote employee, a slug of FBA inventory, a trade show, or simply crossing a state's economic threshold ($100k of sales or 200 transactions in most states) is enough to create nexus — and by the time you notice, the back-tax, penalty and interest clock has already been running.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, account
- Support: support@pokutsoft.com
Update date: 2026-07-16