US Sales-Tax
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
Key Features
Audit engagement workspace
Audit engagement workspace — track each audit's state, agency, auditor, notice number, period and document deadline with full chatter and activity reminders.
Transaction population analysis
Transaction population analysis — record every sampled sale with its gross, taxable and exempt split, tax collected and jurisdiction; the app recomputes the tax that should have applied from your rate evidence.
Automatic exposure flagging
Automatic exposure flagging — lines are flagged for exempt sales with no valid certificate, tax under- or over-collection beyond tolerance, and jurisdictions with no rate evidence, with an estimated exposure per line.
Exemption certificate register
Exemption certificate register — track resale, manufacturing, nonprofit, government and direct-pay certificates with validity windows, covered states, signed-copy status and automatic expiry stages, and auto-match them to the transactions t
Documented rate evidence
Documented rate evidence — capture the combined rate, effective window and source (statute, DOR rate table, certified service) for each jurisdiction, with overlap protection and point-in-time rate lookup.
Period reconciliation
Period reconciliation — tie tax collected in the books to the filed return to the cash remitted, compute the variances and record explanations.
One-click binder assembly
cover sheet, index, exposure summary, transaction detail, exemption summary, rate schedule, reconciliation and a narrative position statement.
CSV & text exports
CSV & text exports — every schedule exports to CSV and the whole binder downloads as a single indexed text file ready to hand to the auditor.
CSV import wizard
CSV import wizard — bulk-load the transaction population from a pasted or uploaded CSV, auto-creating jurisdictions and customers as needed.
Readiness scoring & reminders
Readiness scoring & reminders — a live readiness percentage plus scheduled reminders for expiring certificates and approaching document deadlines.
Screenshots
Why Choose This Module
Who is it for US businesses that collect sales tax across multiple states — retailers, wholesalers, manufacturers and SaaS/marketplace sellers — and the accounting firms, sales-tax consultants and controllers who defend their audits. Anyone who has ever been asked to "produce the exemption certificates and the detail" on a deadline will get organized, defensible workpapers without the spreadsheet fire drill.
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