Tax Summary Report in PDF and Excel
Odoo Community has no tax report. This module adds one: pick a period and get the base
amount and the tax amount of every sales tax and every purchase tax, the total of each side
and the net tax payable or refundable. Check it on screen, open the journal items behind
any tax, then print the PDF or export a real Excel file.
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Key Features
✔ Tax summary by period
Base amount and tax amount for every sales and purchase tax, with a total per side.
✔ Net tax payable or refundable
Tax on sales minus tax on purchases, labelled for you.
✔ PDF and Excel
A PDF with your company header and an .xlsx file with formatted numbers and totals.
✔ Ready periods
This or last month, quarter or financial year, or your own dates.
✔ Live preview with drill-down
The figures appear before you print; one click opens the journal items of a tax.
✔ Documents layout
List the invoices, bills and entries behind each tax, in the PDF and on a second Excel sheet.
✔ Filters that matter
Posted entries only or drafts included, some journals only, some taxes only, taxes without
movement shown or hidden.
✔ Company defaults
Default period, default layout and the option for unused taxes, per company.
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Benefits
- The figures of your tax return in a minute, without exporting journal items by hand
- A file your accountant can open in Excel, and a PDF you can file with the return
- Preview the tax of an open month by including draft invoices and bills
- Works right after installation; nothing to configure
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Ideal For
- Companies on Odoo Community that prepare a monthly or quarterly tax return
- Bookkeepers who check the tax collected and the tax paid before closing a period
- Accounting firms that need the same tax summary for every client database
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Technical Highlights
- Reads the journal items directly: tax lines for the tax, taxed lines for the base
- Follows Odoo's own rule for cash-basis taxes; a group of taxes is one line
- Multi-company and branches; amounts in company currency
- Excel made with the library Odoo already ships; no extra Python package
- Depends on the Invoicing app only; does not touch the Enterprise accounting reports
- Limited to accounting roles; fully translatable
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Supported Odoo Versions
- Odoo 19
- Odoo 20
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Keywords
tax report odoo community, tax summary report, tax report pdf, tax report excel, sales tax
report, purchase tax report, vat report odoo community, gst summary report, tax base and tax
amount by period, accounting tax report xlsx, net tax payable report