This module allows to compute tax balances within a certain date range. It depends on date_range module and exposes 'compute' methods that can be called by other modules (like localization ones).
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a Taxes Balance report that shows tax and base amounts for a chosen period, split between regular and refund entries, with drill-down to the underlying journal items.
Accountants get a new report under Accounting > Reporting > Taxes Balance. Opening it shows a small form where you pick the companies, a date range (or manual from/to dates) and whether to include only posted entries or all entries; pressing "Open Taxes" displays the tax balances.
The report lists each tax with its tax balance and base balance, separately for regular entries and refunds, plus the totals. A magnifying-glass button next to each amount opens the corresponding journal items, so you can check where the figures come from. Only taxes that actually have entries in the selected period are shown.
The module also adds a "Financial type" on journal entries (liquidity, receivable, payable, receivable refund, payable refund, other), computed automatically from the accounts used and their balances. This field can be shown as an optional column in the journal entries list, appears on the entry form for non-invoice entries, and can be used to group entries in the Journal Entries search filters. It is what allows the report to separate regular movements from refunds.
Balances are recalculated according to the dates, companies and entry status chosen in the wizard, and the report is available to accounting users and managers.
Depends on
Required by other modules
Menus it adds
Models and fields (4)
- account.tax · extends an existing modelbalance (Total Balance), has_moves (Has balance in period), base_balance (Total Base Balance), balance_refund, balance_regular (Balance), base_balance_refund, base_balance_regular (Base Balance)
- account.move · extends an existing modelfinancial_type
- account.move.line · extends an existing model
- wizard.open.tax.balances · new modelto_date, from_date, company_ids (Companies), target_move, date_range_id
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/account-financial-reporting.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0Accounting --\> Reporting --\> Taxes Balance
Select the company, the date range, the target moves and 'open taxes'
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.