Estados Unidos · Contabilidade / RH / Conformidade Fiscal
Odoo para os Estados Unidos: Nexus de Imposto sobre Vendas, IRS 1099/W-2 e Folha de Pagamento
Conformidade dos EUA dentro do Odoo - acompanhamento de nexus de imposto sobre vendas, submissão eletrónica de IRS 1099 e W-2, ACA 1095-C, folha de pagamento certificada (WH-347) e EDI de retalho. Criado e armazenado na sua própria instância.
● Nexus de imposto sobre vendas dos EUA (Wayfair); submissão eletrónica IRS 1099/W-2; ACA; folha de pagamento certificada (WH-347)
O problema
As empresas dos EUA gerem um panorama de conformidade singularmente fragmentado: nexus de imposto sobre vendas em 50 estados (pós-Wayfair), declarações informativas do IRS (1099, W-2), reporte ACA (1095-C), folha de pagamento certificada (WH-347) para contratos governamentais e EDI de retalho (850/810/856) para grandes fornecedores.
A abordagem da Pokutsoft
Módulos focados dos EUA para o Odoo: acompanhar o nexus de imposto sobre vendas por estado, submeter eletronicamente 1099 e W-2, gerir a elegibilidade ACA e a 1095-C, produzir folhas de cálculo de folha de pagamento certificada e mapear transações de EDI de retalho - mais de 100 módulos específicos dos EUA no total.
Porque é seguro
Limpo por conceção. Tudo é gerado e armazenado na sua instância; as únicas chamadas para o exterior são as submissões que escolher efetuar. Sem medição, sem telemetria.
Módulos correspondentes
US Sales-Tax Nexus
Track economic & physical sales-tax nexus across all US states
US IRS 1099 e-File
IRS 1099-NEC / 1099-MISC / 1099-K IRIS e-file: TIN validation, per-box thresholds, IRIS CSV + A2A XML for TY2026, corrections
US IRS W-2 EFW2
US SSA EFW2 W-2 e-file generator for Business Services Online: RA/RE/RW/RT/RF records, state RS records, EIN/SSN validation, FICA wage derivation - BYOK.
US Certified-Payroll
Certified-Payroll WH-347 Worksheet for Davis-Bacon / prevailing-wage federal construction jobs with Statement of Compliance and CSV / printable export
US ACA Hours + 1095-C
Track hours of service, run the ACA look-back measurement method, determine full-time status, and build 1095-C line 14 / line 16 codes with W-2 / rate-of-pay / FPL affordability safe-harbors. Worksheet + CSV per employee per year.
USA Holidays
Complete 10-year public-holiday calendar for United States, ready for Odoo HR. National and religious holidays - auto-applied to resource.calendar as leave entries.
US 1099 Vendor
Audit Accounts Payable for vendors needing a 1099 / W-9 before year-end
US Bank Reconciliation
Bank Reconciliation with BAI2 / OFX Import (US)
US Customer ACH Debit
Customer ACH Debit Authorization & Collection File builder with ABA validation and NACHA-style output (BYOK)
US EEO-1 Report
EEO-1 Component 1 workforce-demographics report: capture the ten EEO-1 job categories, EEOC race/ethnicity and sex per employee, snapshot the workforce, build the cross-tab grid and export the Component 1 data file.
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.
US Vendor ACH Enroll
Vendor ACH Enrollment & Bank-Detail Vault with PRENOTE tracking and dual-approval change control (BYOK)
US 1099 Correction
Track type-1/type-2 corrections and voids after your 1099 file, regenerate corrected payee figures and a corrected CSV for your transmitter, with a full field-level change log
US 1099 / W-9
Bulk-email W-9 requests to vendors, chase responses, escalate non-responders and file the returned W-9 on the vendor
US 13-Week Cash Flow
Rolling 13-week direct-method cash-flow forecast (US)
US Address Standardize
Standardize & validate US addresses to USPS format (CASS-style, ZIP+4, deliverability) - BYOK
US Amazon / Walmart /
Amazon / Walmart / Shopify US Sales & Tax Sync (BYOK) - import marketplace orders and facilitator tax, map them to invoices and separate facilitator-collected from self-collected tax
US Avalara / TaxJar /
Avalara / TaxJar / TaxCloud Connector (BYOK) - calculate and record US sales tax across every jurisdiction, validate addresses and pass through exemptions with your own key
US Bank-Loan Schedule
Term loans, amortization schedules, interest accrual & covenants (US)
US Business-License +
Track city, county & state business licenses and permits with renewal reminders, fee history and jurisdiction notes
US CA / State
CA SB 253/261 climate-disclosure worksheet: Scope 1-3 + risk narrative
US Calibration + Gauge
Calibration schedules, certificates, due alerts, AIAG-MSA gauge R&R studies and out-of-tolerance handling (US)
US Capital-Expenditure
Capital-Expenditure (CapEx) Request & ROI Approval with NPV / IRR / payback, budget control and asset creation
US Carrier Rate + Label
Carrier Rate & Label Sync - UPS/FedEx/USPS (BYOK): rate-shop, buy labels, validate addresses and manifest with your own carrier keys
US CCPA/CPRA
CCPA/CPRA consumer-rights & opt-out workflow: log access / delete / opt-out requests, locate PII, 45-day deadline tracking and a Do-Not-Sell register
US CE / CEU Credit +
Track continuing-education credits, reporting-period compliance, transcripts and auto-generated certificates for US licensees
US Commercial Lease +
Commercial leases, NNN/CAM pools & year-end CAM reconciliation true-up for landlords (US)
US Contract Templates
Reusable US legal clause library, merge-field contract templates, state governing-law rules and an approval workflow
US Cost-Allocation +
Driver-based overhead allocation, predetermined rates & NICRA indirect-cost worksheet (US)
US Customer Contract /
Standardized sales-tax exemption reason codes on quotations, sales orders and invoices with per-line validation and a returns / audit exemption report
US Customer Sales-Tax
Customer Sales-Tax Nexus Questionnaire & Survey - collect ship-to data, survey nexus-creating activities, score new-state risk and feed a live nexus tracker
US Customer
Track customer sales-tax exemption & resale certificates, remind before they expire and block accidental tax-free invoices on lapsed certificates
US Customer / Vendor W-9
Secure self-service portal for partners to submit and update W-9, banking (ACH) and Certificate of Insurance with approval
US Borrowing Base BBC
Debt-Covenant & Borrowing-Base Certificate generator (US ABL)
US Department / Class /
Multi-dimensional P&L by Department, Class & Location with allocations (QuickBooks Class parity)
US Document E-Filing
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
US Document Retention
Retention schedules, legal holds and defensible purge log for IRS / SOX / FLSA records
US Donation +
Donation & Tax-Receipt Manager for US 501(c)(3): IRS acknowledgments, fund restrictions & quid-pro-quo disclosures
US DOT / Fleet
FMCSA DVIR inspections, driver-qualification files, IFTA/IRP docs & expiry reminders
US DUNS / SAM.gov
Track SAM.gov UEI/DUNS registration status, expiry and reps & certs so contractor registrations never lapse.
US E-Signature with
Orchestrate DocuSign / Dropbox Sign e-signatures with ESIGN & UETA consent capture and a tamper-evident, hash-chained audit certificate (BYOK)
US EFTPS / Tax-Deposit
Compute federal tax-deposit amounts and due dates (monthly / semi-weekly), with EFTPS reminders so you never miss a deposit
US EIN/TIN+SSN Validator
Validate US EIN, SSN and ITIN format & IRS prefix rules, mask SSNs and detect duplicate tax IDs.
US EPA / TRI +
EPA TRI Form R & RCRA hazardous-waste manifest log for US facilities
US Equipment Rental +
Rentable-asset catalog, availability calendar, deposits, damage waiver, state rental-tax rules & capped late fees for US rental shops
US Escheatment
Generate state-required pre-escheat due-diligence letters for aged credits and uncashed checks, then track owner responses
US Extended Producer
Extended Producer Responsibility (EPR) packaging data and producer-fee worksheets for US state programs (CA SB 54, OR, CO, ME)
US FDA / FSMA Lot
FDA FSMA-204 lot genealogy, one-button recall lists and traceability-list (FTL) data export for food operations (US)
US Fixed-Asset Register
Multi-book fixed-asset register with parallel Book, MACRS tax, AMT and State depreciation schedules and disposal gain/loss
US Form 940 / 941
Form 940 / 941 Payroll-Tax Worksheet - aggregate wages, withholding and employer taxes into IRS Form 941 (quarterly) and Form 940 (annual FUTA) worksheets with an EFTPS deposit schedule
US Functional-Expense
Allocate expenses to Program, Management & Fundraising and print the ASC 958 / Form 990 statement of functional expenses
US GAAP KPI + Board-Pack
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
US GHG / Scope 1-2-3
GHG inventory with US EPA / eGRID emission factors across Scope 1, 2 and 3
US Grant Management +
Federal grant management, indirect-cost rate, drawdown & SF-425 FFR worksheet (2 CFR 200 Uniform Guidance)
US Gusto / ADP / Paychex
Import Gusto, ADP and Paychex payroll runs and post them to journals with wage, tax and benefit account mapping (BYOK)
US Insurance Certificate
Request COIs from vendors & subs, parse ACORD coverage/limits, track additional-insured, expiry alerts and non-compliance holds
US Intercompany Elim
Multi-entity consolidation worksheet: intercompany eliminations, minority interest, currency translation and a consolidated trial balance for SMB groups
US Inventory Tax /
Freeze inventory value on state lien / assessment dates for business personal property tax renditions
US Job-Cost Timesheet →
Job-Cost Timesheet → Payroll Allocation (US) - split labor across jobs & cost codes, apply burden, feed job costing and the WH-347 certified-payroll worksheet
US Membership Dues +
Tiered dues, chapter/affiliate rollup, renewals, member portal and non-dues revenue for US 501(c)(6) associations
US Merchant-Fee Recon
Import Stripe / Square / PayPal settlement files and reconcile gross / fee / net deposits to invoices with fee GL coding.
US Multi-Entity /
Intercompany AR/AP mirroring, US-GAAP elimination entries, consolidated rollup and ASC 810 minority interest for multi-entity groups
US Multi-State Employee
Multi-State Employee Work-Location & Tax-Nexus Map - track where remote staff actually work and flag payroll-tax registration and income-tax nexus, state by state
US NAICS / SIC
Assign NAICS and SIC industry codes to partners, segment by sector, and capture gov-contracting / insurance data.
US NCR / CAPA + 8D
Non-Conformance (NCR), Root-Cause (5-Why / Fishbone), 8D & CAPA workflow with Supplier Corrective Action (SCAR)
US Notary + Witness Log
Notary & Witness Log (Remote/In-Person) - state-compliant notary journal, ID verification capture and RON session metadata
US OFAC / Denied-Party
Screen customers & vendors against your own OFAC SDN / BIS / consolidated denied-party lists with a local fuzzy matcher, hit review workflow and immutable audit log.
US Petty-Approval via
Petty-Approval via Email/Mobile (US DOA) - one-tap approve or reject pending approvals from your inbox or phone with a tamper-evident delegation-of-authority audit trail
US PII / SSN Field
Encrypt and mask SSN & bank fields, role-based reveal with full access audit and a state breach-notification helper.
US Plaid Bank-Feed
Plaid Bank-Feed Connector (BYOK) - pull US bank & credit-card transactions with your own Plaid key, auto-import and auto-categorize them into Odoo, no manual statement uploads
US Pledge +
Pledge & recurring-giving campaign manager for US non-profits - installments, sustaining gifts, goal tracking, LYBUNT/SYBUNT
US POS EOD Cash Recon
POS End-of-Day Drawer Count, Over/Short, Deposit Slip & GL (US)
US POS Gift Card
POS gift cards & store credit with US breakage and state escheat (unclaimed-property) tracking
US POS Sales-Tax Juris
Record and reconcile the correct combined state/county/city/district sales tax on each POS order by store or ship-to jurisdiction, with tax-holiday and exemption-certificate handling.
US POS Tip & Gratuity
Suggested-tip presets, large-party auto-gratuity, post-payment tip adjustment, tip pooling and Form 8027-style tip reporting for Point of Sale orders
US Project / Customer
See true project and customer profitability with fully-burdened US labor: FICA, FUTA, SUTA, workers' comp, benefits and overhead loaded onto every hour, plus expenses and revenue
US Prompt-Payment /
Flag vendor bills where a 2/10-net-30 early-payment discount beats holding cash, then schedule the discounted payment date so you never miss a worthwhile prompt-pay discount again
US Purchase Approval Matrix
US delegation-of-authority routing for purchase orders with segregation-of-duties guardrails and mobile approve.
US Purchase Price Var
Track purchase price variance (PPV): standard vs actual PO price per product, vendor and period with journal proposals and alerts
US QuickBooks-Migration
Import QuickBooks lists & transactions from IIF/CSV into Odoo with field mapping, dry-run validation and an error report.
US QuickBooks Online /
QuickBooks Online / Desktop Two-Way Bridge (BYOK) - sync customers, vendors, invoices, vendor bills and journal entries between Odoo and QuickBooks with conflict handling and IIF export
US Recurring-Billing +
Recurring invoices with customer ACH / card auto-pay enrollment through the customer's own PSP key, NACHA authorizations and automatic NSF decline retries
US Residential Rent Roll
Residential rent roll, Section-8 / HAP split, security-deposit ledger & state-capped late fees (US)
US Restaurant / 8027
Restaurant / 8027 Tip-Reporting Worksheet - allocate tips, compute tip-shortfall allocation and build the IRS Form 8027 large-food-establishment worksheet
US Sales-Commission Draw
Sales-Commission Draw & Clawback Statements - per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
US Sales Order
Sales Order Credit-Card Authorization & Capture (BYOK): authorize on the order, capture on shipment, tokens only - no card data on us
US Sales-Tax
Assemble transaction detail, exemption certificates, rate evidence and reconciliation into an audit-defense binder for state sales-tax audits
US Sales/Use Audit
Sales/Use-tax audit-defense pack: pull the period, stratified sampling, exemption-certificate coverage, error-rate projection, exposure estimate and an auditor-ready workpaper
US Sec.179 + Bonus
Optimize the Section 179 vs bonus depreciation vs MACRS election mix per asset to maximize the current-year deduction
US Segregation-of-Duties
Detect conflicting user rights (create-vendor + pay, post-JE + approve), run a remediation worklist and export a SOX audit file.
US Service-Contract +
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
US SOX-Style
SOX-Style Internal-Controls & Maker-Checker: control matrix, JE approval over thresholds, evidence capture and deficiency tracking
US Spend-Under-Management
Spend-Under-Management & Maverick-Buy Dashboard (US): off-contract detection, P-card vs PO, supplier diversity (MBE/WBE/DBE)
US State + Local
Track WOTC, enterprise-zone and state/local tax credits, test eligibility and build the credit worksheet so nothing is left unclaimed
US State Registration +
State Registration & Foreign-Qualification Tracker - never miss a secretary-of-state annual report or lose good standing
US Stripe / Square /
Stripe / Square / Authorize.net Settlement Sync (BYOK) - import payouts, fees, refunds and disputes with your own PSP key and reconcile them straight to Odoo invoices, no card data on us
US Student Enrollment +
Enrollments, tuition billing, payment plans & R2T4-style refund worksheets for US schools
US Supplier-Diversity
Supplier-Diversity (MBE/WBE/DBE) Certification Tracker
US Supplier ESG +
Send supplier ESG & 3TG conflict-minerals questionnaires, score responses and build Dodd-Frank Form SD / CMR data.
US Surcharge Compliance
Surcharge / Cash-Discount Compliance Tracker for US states and card-brand rules
US Cash & Sweep Mgmt
Sweep, Petty-Cash & Multi-Account Cash Position
US Tax-Calendar +
One consolidated compliance calendar for every US tax and filing deadline - by entity, jurisdiction and tax type
US TaxBandits /
Accumulate 1099-NEC/MISC/INT/DIV data and export it in the TaxBandits, Track1099 or Tax1099 import format (BYOK)
US Trucking / IFTA
Log fleet miles and fuel by jurisdiction, then build the IFTA quarterly fuel-tax worksheet and the IRP mileage apportionment summary you file.
US Escheat Worksheet
Unclaimed-Property / Escheat Due-Diligence & Report Worksheet (US)
US Use-Tax Accrual on
Auto-accrue consumer use-tax on fixed-asset and supply purchases that vendors billed without sales tax
US Vendor 1099/W-9
Block vendor bill or payment when a 1099 vendor lacks a valid W-9 / TIN, with a year-end compliance dashboard.
US Vendor-Bill OCR
Drop US bills & receipts, extract them with your own OCR/LLM key, and get draft vendor bills with tax, GL and 1099-box coding
US W-4 /
Capture, track and version federal W-4 and state withholding elections and feed them to payroll - no more paper forms
US Warranty Registration
Warranty Registration & Claim (US Consumer) with Magnuson-Moss disclosure and supplier recovery
US WOTC Eligibility
WOTC Eligibility Screening Worksheet - screen new hires against the IRS/DOL Work Opportunity Tax Credit target groups, watch the 28-day clock and build the Form 8850 / ETA 9061 data
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
US 1099-K Reconciliation
Import a payment-processor 1099-K and reconcile its gross figures to your booked deposits, fees and refunds.
US 1099-NEC / 1099-MISC
Accumulate vendor payments by 1099 box, flag the $600 threshold, and export the worksheet CSV you upload yourself.
US 1120/1120-S/1065
Map ledger accounts to 1120 / 1120-S / 1065 tax-return lines and export a TXF + CSV worksheet for your CPA.
US 401(k) / 403(b) Worksheet
401(k) / 403(b) elective deferral and employer match worksheet with IRS 402(g) / 415(c) limit capping, catch-up, safe-harbor, per-pay-period schedule and provider CSV export
US Accountable Plan
Accountable-Plan & Expense-Substantiation Enforcer: keep employee reimbursements non-taxable under IRS accountable-plan rules (receipt threshold, 60-day window, business purpose, 120-day return of excess advances) and flag taxable amounts for the W-2.
US AIA-Style Pay
Construction progress billing in the AIA G702/G703 style
US Allowance Doubtful
Compute and book a CECL-lite (ASC 326) bad-debt reserve from AR aging or pooled loss rates, post the adjusting entry, write off invoices, and tie out an allowance roll-forward.
US AP Payment-Run
AP Payment-Run Proposal (Check/ACH) with early-pay discounts
US AR Collections
AR Collections Worklist & Promise-to-Pay (US)
US ASC 606 Revenue Recognition
ASC 606 five-step revenue recognition: SSP allocation, performance obligations, schedules & journals (US GAAP)
US ASC 842 Lease
ASC 842 lessee accounting: lease liability present value, right-of-use asset, amortization schedules, operating vs finance classification, monthly journal proposals and maturity-analysis disclosure
US Auto-Dealer Deal
Auto-Dealer Deal Jacket & F&I Worksheet (buyer's order, trade equity, tax & fees)
US Backup-Withholding
Apply 24% backup withholding to flagged payees, keep a per-payee withholding ledger, and build the Form 945 liability worksheet.
US Bid/RFP Estimating
Bid / RFP Estimating Worksheet with material, labor and markup math
US Book-to-Tax
Book-to-Tax Difference (M-1/M-3) Worksheet: track permanent and temporary differences and build the IRS Form 1120 Schedule M-1 (and a simplified Schedule M-3) reconciliation that ties out.
US Cannabis 280E
Cannabis seed-to-sale tracking with METRC-format export and an IRC §280E / §471 COGS-vs-SG&A allocation worksheet.
US Cash Application
Cash-Application & Lockbox Import (BAI2/CSV)
US Change-Order Mgmt
Construction change-order management: prime & subcontract, markup, approval workflow, revised contract value and exposure log
US Chart-of-Accounts
US-numbered Chart-of-Accounts starter pack (US GAAP / AICPA numbering) with Balance-Sheet / Income-Statement line tags and Form 1120 / Form 1065 tax-line mapping; one-click idempotent apply into your company's account.account.
US COBRA Tracker
Administer COBRA continuation coverage: qualifying events, the statutory deadline clock (30/14/44/60/45-day and 30-day grace), per-beneficiary elections, 102%/150% premium schedules and overdue/deadline flagging, with a mailable notice data sheet.
US Consignment/Floor
Track consigned and floor-plan financed (dealer floor plan) inventory: curtailment schedules, interest accrual and settlement
US Construction Job
Construction job costing & CFMA-style WIP / over-under-billing schedule (ASC 606 cost-to-cost percentage of completion)
US Corporate Card
Corporate-Card Reconciliation & Receipt Match (US)
US Cost-Segregation
Track a cost-segregation study: reclassify a building into MACRS recovery buckets and compute accelerated depreciation schedules (IRS Pub. 946)
US Customer Credit
Customer credit-application workflow with trade and bank references, BYOK credit score and a transparent limit-recommendation engine.
US Contract Pricing
Customer-specific B2B contract pricing: fixed price or discount off list, quantity-break tiers, price protection and an automatic most-specific resolution engine that overrides sales prices
US Customer Statement
Customer Statement & Open-Item Generator (US)
US Deduction Mgmt
Deduction & Chargeback Management for Retail/Trade vendors (US)
US Drop-Ship 3PL
Drop-Ship & Vendor/3PL Sync: back-to-back POs, margin guard, 3PL inventory feeds and tracking flow-back
US EDI 850/810/856
EDI 850/810/856 Mapping (US Retail)
US Employee Handbook
Distribute HR handbook policies (at-will, anti-harassment, PTO, code of conduct) to employees and capture an e-signed acknowledgment with a full evidentiary audit trail, automatic re-attestation on new policy versions, reminders, overdue flagging and a compliance completion report.
US Equipment Cost
Allocate owned-equipment cost to jobs via internal Blue-Book rental rates
US Estimated-Tax Plan
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
US Excise & HVUT
Track heavy highway vehicles and fuel-tax data, then build the Form 2290 Heavy-Vehicle Use Tax (HVUT) worksheet and an IFTA-style fuel-tax worksheet for the periods you file.
US Finance Charge
Finance-Charge & Late-Fee Engine (US) with state usury caps
US Fixed-Asset Tax
Track tangible business personal property by taxing county and build the annual business personal-property rendition worksheet with percent-good depreciation and estimated tax.
US FMLA / State-Leave
Assess FMLA eligibility, track the 12-week (or 26-week military caregiver) entitlement across all four leave-year methods including rolling-backward, decrement intermittent leave in hours, overlay state PFML programs (CA / NY / CO / WA and more) that run concurrently, and report balance and exhaustion.
US Form 990 Nonprofit
Map your nonprofit ledger to IRS Form 990 Part VIII revenue and Part IX functional-expense lines with program / management & general / fundraising allocation and CSV export
US Fund Accounting
Fund / restricted-net-asset accounting for US nonprofits (FASB ASC 958 / ASU 2016-14)
US GAAP Financial-Statement Pack
US-GAAP-formatted financial statements from your Odoo ledger: classified Balance Sheet, multi-step Income Statement, indirect Statement of Cash Flows and Stockholders' Equity, with comparative columns and CSV export.
US Garnishment +
Garnishment & wage-order calculator: CCPA disposable-income limits, multi-order priority allocation and a per-period deduction worksheet for child support, levies, student loans and creditor garnishments.
US GSA Per-Diem Expense
GSA CONUS per-diem engine (lodging + M&IE) with the first/last-day 75% rule, baked rate tables and over-per-diem flagging on expense reports
US HOA Management
HOA Property-Management Dues & Assessments (US): recurring dues, special assessments, late fees, owner ledger & delinquency aging
US I-9 Tracker
Track Form I-9 verification, Section 2 deadlines, reverification and federal retention (no E-Verify transmission).
US IRS Standard Mileage
IRS standard mileage reimbursement: rate tables by year and purpose, multi-vehicle trip logs, accountable-plan claims, expense generation and CSV worksheet export
US K-1 Partner Alloc
Allocate partnership income/loss and roll forward partner capital accounts for Schedule K-1 (Form 1065)
US Landed Cost Duty
Landed Cost with US Duty / HTS / Section-301: allocate freight, insurance, broker + per-line HTSUS duty and China Section-301 tariff, then revalue inventory.
US Lien Waiver Gen
Construction Lien Waiver Generator with per-state statutory forms (US)
US LIFO Inventory
Dollar-value LIFO pools, annual layer worksheet, IPIC/internal index deflation, LIFO-reserve computation and a balanced book-to-LIFO adjusting journal entry.
US Liquor TTB Excise
Track beverage-alcohol production and removals, then build the TTB Federal Excise Tax return worksheet (beer, wine and distilled-spirits) with proof-gallon math, tiered CBMA rates and three-tier-system distribution tracking.
US MACRS Depreciation +
MACRS tax depreciation, Section 179, bonus depreciation, half-year / mid-quarter / mid-month conventions and a book-vs-tax depreciation worksheet for US fixed assets
US Harassment Train
Track mandatory sexual-harassment prevention training by state (CA SB 1343, NY, IL, CT and more): per-jurisdiction/role requirements, per-employee records, automatic next-due-date recurrence math, new-hire deadlines and overdue/upcoming flagging with a compliance dashboard.
US Marketplace Facilitator Tax Reconciler
Separate marketplace-collected (Amazon/eBay/Etsy/Walmart) sales tax from your seller-collected tax so self-filed state returns are not double-counted. Per-state, per-period facilitator vs direct reconciliation with settlement import and CSV.
US Meals & Entertain
Classify business meals & entertainment by IRC Section 274 deductibility tier and build a Schedule-M add-back worksheet
US Medical Claim EOB
Medical/Dental Practice Claims & EOB
US MICR Check Print
Print US business checks on blank stock with MICR E-13B line, layout designer, ABA validation and check register
US Multi-State Payroll
Multi-State Payroll Tax Worksheet (SUTA/FUTA) with wage-base capping, quarterly liability and CSV export
US New-Hire Reporting
New-Hire Reporting Worksheet: capture the federally required data set, compute per-state due dates, flag overdue and export CSV for your state New-Hire Directory.
US Origin vs Destination
Apply correct origin- or destination-based sales-tax sourcing per US state, with mixed intrastate/interstate rules.
US OSHA 300 / 300A / 301
Record workplace injuries/illnesses, judge recordability, and auto-build the OSHA 300 Log, 300A annual summary and 301 incident report with TRIR / DART incidence rates.
US Payroll Register+GL
Import a Gusto / ADP / Paychex payroll register CSV and post a balanced US journal entry: gross wages, employer FICA / FUTA / SUTA / 401(k) match, employee withholdings as liabilities and net-pay clearing, with department cost-center splits.
US Positive-Pay File
Generate bank positive-pay issued-check files from your check register (BYOK upload).
US Pre-Tax Benefit +
Track employee pre-tax (Section-125 cafeteria) benefit elections - HSA, Health/Dependent-Care FSA, commuter, POP - with IRS limit enforcement, mid-year life-event log and a per-pay-period payroll-deduction feed worksheet
US Prelim Notice Lien
Track US preliminary-notice and mechanics-lien filing deadlines per state, role and project (US)
US Prevailing-Wage +
Davis-Bacon & state prevailing-wage determination tracker with fringe-benefit shortfall engine, base-rate compliance checks and a per-project compliance dashboard
US PTO Accrual +
PTO accrual engine (per-hour / per-period / annual lump) with caps, carryover, an audit ledger and state-specific payout-on-termination rules for all 50 states + DC.
US Quote Tax+Freight
Quote Tax & Freight Estimator (US): estimated US sales tax + freight on quotes and sales orders before invoicing.
US R&D Tax-Credit QRE
Capture Qualified Research Expenses, apply the IRC §41 four-part test, and build the Form 6765 R&D credit worksheet with both the Regular Credit and the Alternative Simplified Credit (ASC).
US Rebate Mgmt
Rebate & Volume-Incentive Management for customer and vendor trade programs (US)
US Restaurant Tips
Restaurant Tip Pooling & Tip-Out Distribution with FLSA tip-credit shortfall checks and IRS Form 8846 FICA tip credit
US Retainage Tracking
Track and release construction retainage withheld on customer (AR) and vendor (AP) contracts
US Returned-ACH NSF
Process returned ACH transactions per NACHA return codes, reverse postings, charge NSF fees and apply retry rules.
US Sales Commission
Sales Commission Engine with tiered plans, splits, draws, clawback and ASC 340-40 capitalized-commission amortization
US Sales-Tax-Exempt
Sales-Tax-Exempt Customer Workflow (US): manage exemption certificates and zero sales tax only when a valid certificate covers the ship-to state.
US Sales-Tax Holiday +
Per-state product-category taxability matrix and tax-holiday windows that auto-zero or reduce sales-tax rates
US Sales-Tax Rate
Import US sales-tax rates (CSV or BYOK Avalara/TaxJar/TaxCloud) and map ZIP+4 to the combined jurisdiction rate
US Sales-Tax Return
Per-state sales-tax return worksheet: aggregate gross, exempt and taxable sales by US state and local jurisdiction, with a filing-ready CSV for your state portal.
US Schedule C Mapping
Map ledger accounts to IRS Schedule C (Form 1040) line items and build the Schedule-C profit-or-loss summary worksheet for a sole proprietorship.
US State Apportionment
Apportion multi-state business income with UDITPA factors: three-factor, double-weighted-sales and single-sales-factor formulas, throwback/throwout rules and market-based vs cost-of-performance sales sourcing.
US Pay Transparency
State & city pay-transparency tracker: jurisdiction disclosure rules, attachable job pay ranges, a compliance checker that flags postings missing a required salary range, and a full disclosure audit trail.
US State Sick-Leave
State & city paid-sick-leave accrual engine: jurisdiction rules, per-employee accrual ledger, usage with waiting period + increments, year-end carryover caps and a compliance dashboard.
US Subcontractor COI
Subcontractor Compliance & Certificate of Insurance (COI) tracker with pay-block for non-compliant subs (US)
US TIN Matching Prep +
Build the IRS bulk TIN-matching input file from vendor data, import CP2100/CP2100A mismatches, generate first/second B-Notice letters, track the 15-business-day window and backup withholding (24%)
US Tip Credit + FLSA
Tip-credit, dual-jobs 80/20, 7(i) and weighted-average FLSA overtime worksheet for tipped and multi-rate employees
US Trust IOLTA Ledger
Legal trust / IOLTA client-funds accounting with no-commingling, no-overdraft and three-way reconciliation guardrails
US UNSPSC GS1 GTIN
UNSPSC / GS1 GTIN Product-Data Manager: allocate GTIN-12/13 with real GS1 check digits, UNSPSC classification, GDSN attributes and a data-completeness report for US retail item setup
US Use-Tax
Self-assess and accrue consumer use tax on vendor bills where no US sales tax was charged: scan purchases, flag taxable items, compute accrued use tax by jurisdiction rate, build a worksheet and a ready-to-post journal entry proposal per period.
US Routing-Guide Chk
Vendor Routing-Guide Compliance Checker: encode big-box retailer routing-guide rules and validate shipments pre-ship to avoid chargebacks
US W-8 / Foreign-Vendor
Capture foreign-vendor W-8 forms, apply 30%/treaty NRA withholding and build a 1042-S data worksheet
US W-9 Collection + TIN
Request, capture, validate and store vendor W-9 forms in a central TIN vault linked to partners with expiry reminders
US Workers'-Comp
Workers'-Comp Class-Code Payroll Allocator
US 1099-K Marketplace
Aggregate marketplace & payment-card transactions and build IRS 1099-K Publication 1220 electronic files (BYOK FIRE/IRIS)
US NACHA ACH File
Generate US NACHA ACH origination files (PPD/CCD/CTX) for vendor and payroll payments - balanced/unbalanced, addenda, ABA routing validation, BYOK