Filing state sales tax means knowing, per state, what you sold and what tax you actually collected on paid invoices. This report reads the posted tax lines, not a recomputed rate, and groups them by fiscal position.
What it does
- Predefined periods (month, quarter, year) or a custom range.
- Period by invoice date or by payment date (the invoice's final payment), for cash-basis filing.
- Taxable sales, tax-exempt sales, tax collected from the actual posted tax lines, and total product sales.
- Filter by fiscal position and customer; summary totals per state or detailed rows per invoice.
- Includes paid and partially paid invoices and credit notes; PDF and on-screen versions.
How it is used
- Accounting › Reporting › Sales Tax Report.
- Choose the period, the date basis and the states.
- Print the PDF for filing or review on screen.
Who it is for
US companies filing sales tax in several states.
Requirements: Odoo 19 Accounting; fiscal positions must represent the state jurisdictions.