Tax Report (VAT / Sales Tax Summary) for Odoo 19 Community documentation
A guide to the tax report: computing a period, reading the figures, the monthly breakdown, printing and exporting.
Documents version 1.0.0Updated Oct 23, 2026
Start here
In plain words: At the end of the quarter someone has to tell the tax authority how much VAT was charged, how much was paid, and what is left to pay. In Odoo Community that means exporting journal items and building a pivot. Tax Report does it in one click: for any period, the taxable base and the tax of every sales tax and purchase tax, the net tax payable, an optional monthly breakdown, a drill-down to the journal items, an Excel export and a printable report.
Tip: Check that the figures match the way your tax authority wants the return: this report summarises the taxes recorded on your posted documents.
What you get
| Feature | What it does |
|---|---|
| Any period | Choose the dates: posted invoices, bills and credit notes of the period count. |
| Base and tax | The taxable base, the tax and the number of documents of each tax. |
| Output and input | Sales taxes and purchase taxes apart, with their totals. |
| Net tax payable | Output tax minus input tax; negative means recoverable. |
| Credit notes | Credit notes reduce the figures of their tax. |
| Monthly breakdown | One line per tax and month, for the return of each month. |
| Only these taxes | Limit the report to the taxes of a return. |
| Drill-down | From a line, open the journal items behind it. |
| Excel and PDF | Export to Excel or print the report. |
| History | Every report you computed is kept and can be computed again. |
| Arabic | Everything is translated and works right to left. |
Requirements
| Item | Details |
|---|---|
| Odoo | 19.0 (Community or Enterprise) |
| Apps needed | Invoicing (account) |
| License | OPL-1 (Odoo Proprietary License v1.0) |
Install
- Unzip the package. Inside is
taqnix_tax_report.zip; unzip it to get the foldertaqnix_tax_report. - Copy the folder into one of the
addons_pathfolders of your Odoo server and restart Odoo. - Log in as an administrator, activate Developer mode, open Apps and press Update Apps List.
- Remove the “Apps” filter, search Tax Report (VAT / Sales Tax Summary) and press Install.
# or from the command line ./odoo-bin -c odoo.conf -d YOUR_DATABASE -i taqnix_tax_report --stop-after-init
Compute a report
In plain words: Open Accounting → Reporting → Taxes & Fiscal → Tax summary (VAT) and click New. Give it a title, choose From and To, and click Compute.
| Option | Meaning |
|---|---|
| Monthly breakdown | One line per tax and month. |
| Show the taxes without any amount | Also list the taxes that had no transaction in the period. |
| Only these taxes | Restrict the report to the taxes of the return (for example only the VAT taxes). |
Tip: Compute again after you post a late invoice: the figures are rebuilt from the journal items.
Read the figures
| Figure | Meaning |
|---|---|
| Taxable base | The amount before tax of the documents taxed with this tax. |
| Tax | The tax amount posted for it. |
| Documents | How many invoices, bills and credit notes are behind the line. |
| Output tax / Input tax | The tax of the sales taxes and of the purchase taxes. |
| Net tax payable | Output tax minus input tax: red when you owe, green when it is recoverable. |
In plain words: The magnifier at the end of a line opens the journal items of that tax for the period, to check a figure.
Monthly breakdown
In plain words: Tick Monthly breakdown to get one line per tax and month: useful when you file a return every month, or to see the trend inside a quarter.
Print and export
In plain words: Print gives the PDF with the sales taxes, the purchase taxes and the net tax payable. Export to Excel gives a spreadsheet with a line per tax (and month) and the totals.
Who can do what
| Who | Can |
|---|---|
| Accountants | Compute, print and export. |
| Read-only accounting users | Compute, print and export too: the report only reads the accounting data. |
| Other users | No access. |
Arabic and right to left
Limits
| Limit | Detail |
|---|---|
| Not a filed return | Check that the figures match the way your tax authority wants the return: this report summarises the taxes recorded on your posted documents. |
| Cash-basis taxes | Taxes on the cash basis are reported when their entry is posted, as recorded. |
| Company currency | The figures are in the currency of the company. |
For developers
In plain words: Skip this chapter if you only use the module.
rep = env['taqnix.tax.report'].create({'title': 'VAT Q3', 'date_from': '2026-07-01', 'date_to': '2026-09-30', 'by_month': True})
rep.action_compute()
rep.output_tax, rep.input_tax, rep.net_tax
rep.line_ids.mapped(lambda l: (l.tax_id.name, l.period, l.base, l.tax_amount))Troubleshooting
| Problem | What to do |
|---|---|
| A tax is missing | It had no posted transaction in the period: tick Show the taxes without any amount. |
| A figure looks wrong | Click the magnifier to see the journal items behind it. |
| The report is empty | Check the dates and that the documents are posted. |
| An invoice posted later is missing | Click Compute again. |
Updating and removing
Replace the folder with the new version, restart Odoo and run -u taqnix_tax_report. Your reports are kept.
Support
Installation help and bug fixes are included for 6 months, with lifetime updates. Contact us through the marketplace page where you bought the module or write to support@taqnix.com with your Odoo version and a screenshot.