Resale & Exemption Certificate Manager
Store, validate and track US sales-tax resale & exemption certificates; flag missing/expired certs at invoice and order time; audit-pack export.
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Resale & Exemption Certificate Manager
Store, validate and track US sales-tax resale & exemption certificates; flag missing/expired certs at invoice and order time; audit-pack export.
Store, validate and track US sales-tax resale & exemption certificates; flag missing/expired certs at invoice and order time; audit-pack export.
Key Features
Certificate vault - store the signed certificate document
Certificate vault - store the signed certificate document (PDF/image) together with structured metadata: customer, state(s) covered, certificate type (Streamlined SST, MTC Uniform, single-state, manufacturing, resale, agricultural, governme
Single-use vs blanket - model both blanket certificates
Single-use vs blanket - model both blanket certificates (cover all future sales) and single-use certificates (cover one transaction/order).
Per-state validity rules - each US state has
Per-state validity rules - each US state has its own renewal cadence and acceptance of Streamlined / MTC uniform certificates. Validity is computed from the state rule when no explicit expiry date is supplied.
Expiry & renewal engine - a daily cron
Expiry & renewal engine - a daily cron recomputes status, raises renewal activities ahead of expiry, and marks lapsed certificates as expired.
Tax-exempt customer flagging - partners gain a live
Tax-exempt customer flagging - partners gain a live "exemption coverage" status derived from their certificates.
Invoice & sales-order checks - confirming an invoice
Invoice & sales-order checks - confirming an invoice or order for a customer flagged tax-exempt with a missing or expired certificate raises a visible warning and records the exposure on the document.
Audit-pack export - one click produces a coverage
Audit-pack export - one click produces a coverage report (PDF) listing every certificate, its state coverage, validity window and the documents on file, ready to hand to an auditor.
Bulk renewal wizard - select expiring certificates and
Bulk renewal wizard - select expiring certificates and roll them forward in one step.
Screenshots
Why Choose This Module
A pure document + rule tracker for US sales & use tax exemption and resale certificates. Built for finance teams that get a 2-5 day window to produce valid certificates during a sales-tax audit, where an expired or missing certificate turns directly into an assessment.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account, sale
- Support: support@pokutsoft.com
us_customer_contract_order_tax_exemption_reaso. Both define the exemption.reason model, and Odoo replaces one definition with the other instead of merging them. If you try, the installation is stopped with a clear error message. Choose one of them for a given database.
Update date: 2026-09-03
User guides (PDF)
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