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