US Customer Contract /
Standardized sales-tax exemption reason codes on quotations, sales orders and invoices with per-line validation and a returns / audit exemption report
Standardized sales-tax exemption reason codes on quotations, sales orders and invoices with per-line validation and a returns / audit exemption report
Key Features
Governed reason-code register
Governed reason-code register — maintain a clean, reusable list of exemption reason codes (Resale, Manufacturing, Agricultural, Government, Nonprofit 501(c)(3), Direct Pay, Interstate / Drop-Ship, Export, Occasional Sale and more) each with
Reason on every line
Reason on every line — pick an exemption reason on each sales-order and invoice line, plus an order / invoice default that cascades to its lines, so the why travels with the transaction all the way from quotation to posted invoice and credi
Certificate & exempt-number capture
Certificate & exempt-number capture — reason codes can require an exemption / resale certificate number or a state-issued exempt number; the transaction refuses to validate until the required identifier is present.
Tax-free line guard
Tax-free line guard — a configurable guard (off / warn / block) checks every tax-free line at order confirmation and invoice posting: no tax and no reason means a warning to the salesperson or a hard block, so blank exemptions never leave t
Jurisdiction scope
Jurisdiction scope — restrict a reason code to the US states where it is actually valid; the guard flags a reason used outside its allowed states so you don't apply a Texas resale rule to a California shipment.
Reason mismatch detection
Reason mismatch detection — the app warns when a line carries a reason code but still has tax, or is tax-free with no reason, surfacing data-entry mistakes before they reach your return.
Returns / audit report
Returns / audit report — a dated wizard rolls every exempt line up by reason code, category and state into an on-screen audit list you can group, filter and export to back up each line of your sales-tax return.
Bulk reason assignment
Bulk reason assignment — a wizard applies or clears an exemption reason across many selected order or invoice lines at once for fast clean-up of historical data.
Live exemption totals
Live exemption totals — each order and invoice shows its exempt amount, exempt line count and whether every tax-free line is properly reasoned, with a smart button into the underlying lines.
Seeded US reason codes
Seeded US reason codes — ships with a ready-to-use set of common US exemption reason codes so you are productive on install, fully editable to match your own contract and compliance language.
Screenshots
Why Choose This Module
Odoo has no native concept of an exemption reason code. You can zero-rate a line, but nothing captures the standardized reason, ties it to a certificate or exempt number, validates it, or rolls it up for your sales-tax return and audit file. This app adds that missing layer end to end — a governed list of reason codes, a reason field on every order and invoice line, guard rules that stop tax-free lines going out without a proper reason, and a dedicated returns / audit report that groups your exempt sales by reason code and jurisdiction.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, sale, account
- Support: support@pokutsoft.com
Update date: 2026-07-05