US Year-End Close +
Year-End Close & 1099/W-2 Readiness Dashboard — orchestrate the US year-end scramble: close checklist, W-9 gap tracking, 1099 totals, payroll tie-outs and tax-worksheet status in one readiness panel
Year-End Close & 1099/W-2 Readiness Dashboard — orchestrate the US year-end scramble: close checklist, W-9 gap tracking, 1099 totals, payroll tie-outs and tax-worksheet status in one readiness panel
Key Features
Year-end readiness dashboard
Year-end readiness dashboard — a single computed panel scores overall readiness (0-100) from checklist progress, open W-9 gaps, W-2 data gaps, unbalanced tie-outs and unfinished worksheets, and flags the close as at risk when the January 31
Categorized close checklist
Categorized close checklist — generate a full year-end task list from a reusable template, grouped into accounting close, AP/1099, payroll/W-2 and tax-worksheet tracks, each task with an owner, a deadline, a status and an overdue flag.
1099 / W-9 gap workbench
1099 / W-9 gap workbench — track every reportable payee with its TIN, W-9 status and box amounts, automatically decide whether the payee crosses the IRS reporting threshold, and surface every missing or invalid W-9 as a gap that blocks fili
Backup-withholding engine
Backup-withholding engine — flag payees with a missing or invalid TIN, compute the 24% backup-withholding amount that applies, and roll the exposure up onto the dashboard.
1099 box totals
1099 box totals — total 1099-NEC and 1099-MISC amounts (and per-box subtotals) across all payees so the batch figures are ready before filing.
W-2 readiness workbench
W-2 readiness workbench — capture each employee's SSN, address and W-2 box wages, flag missing SSNs and incomplete addresses, and cap Social Security wages at the annual wage base.
Payroll & AP tie-out engine
Payroll & AP tie-out engine — reconcile payroll 941 totals to the W-2 run and AP ledger totals to the 1099 run, compute the variance against a tolerance and mark each tie-out balanced or broken.
Tax-worksheet status tracker
Tax-worksheet status tracker — list every year-end worksheet (941, 940, state UI, 1099 batch, W-2 batch) with its due date and filing status, and flag anything overdue.
Guided workflow with lock
Guided workflow with lock — move the close through draft, in-progress, review, locked and done states; locking freezes the readiness snapshot and stamps an integrity hash so a finalized year-end can never be silently edited.
Deadline reminders
Deadline reminders — a scheduled action watches every open close and raises the alarm as the January 31 1099/W-2 deadline approaches.
Role-based access
Role-based access — preparers maintain payees, employees and tie-outs while managers own the close, the lock and the final sign-off.
Screenshots
Why Choose This Module
This app is the single orchestration layer that keeps all three tracks honest. It is not a generic accounting close checklist bolted onto Odoo — it is a purpose-built US year-end command center. One Year-End Close record per company per fiscal year drives a categorized task checklist (accounting, AP/1099, payroll/W-2, tax worksheets) and a live readiness panel that scores exactly how ready you are to file. The 1099 workbench flags every W-9 gap, decides which payees actually cross the reporting threshold, computes required backup withholding and totals each 1099 box. The W-2 workbench flags missing SSNs and addresses and checks wages against the Social Security wage base. The tie-out engine reconciles payroll totals to the W-2 run and AP totals to the 1099 run and tells you, to the penny, where they disagree. A worksheet tracker shows the filing status and due date of every year-end form. Nothing is faked and every readiness number traces back to the records that produced it.
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