Builds a sales-by-state Excel report every quarter, with its own tab for each state where you file sales tax, and emails it to you on the 20th. Invoices and credits are both counted, so the numbers are ready for your filings.
Odoo 19Invoicing or AccountingCommunity or Enterprise
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mycompany.odoo.com
Sales Tax by State Report×
07/01/2026
09/30/2026
Q3 2026
CaliforniaTexasWashington
you@mycompany.example
GenerateCancel
1Pick the dates and your filing statesIt defaults to the last finished quarter. Choose the states where you file, and who gets the email.
Sales by State Q3 2026.xlsx
State
Filing state?
Invoices
Credit Notes
Gross Sales
Net Sales
Tax Collected
California
Yes
212
4
$84,210.00
$83,105.00
$6,028.11
Texas
Yes
96
1
$31,480.00
$31,180.00
$2,572.35
Washington
Yes
58
0
$19,920.00
$19,920.00
$1,822.68
Oregon
41
2
$12,604.00
$12,280.00
$0.00
Arizona
27
0
$8,115.00
$8,115.00
$0.00
TOTAL
434
7
$156,329.00
$154,600.00
$10,423.14
SummaryCaliforniaTexasWashingtonAll SalesNotes
2Every state on one summaryInvoices, credit notes, gross sales, net sales and tax collected for every state, with your filing states highlighted.
Sales by State Q3 2026.xlsx
Date
Invoice #
Customer
City
Doc Type
Amount
Tax
Notes
07/03/2026
INV/2026/0611
Lone Star Gifts
Austin
Invoice
$1,240.00
$102.30
07/09/2026
INV/2026/0634
Gulf Coast Market
Houston
Invoice
$860.00
$70.95
08/14/2026
RINV/2026/0019
Lone Star Gifts
Austin
Credit Note
-$300.00
-$24.75
Return
NET SALES
$31,180.00
TAX COLLECTED
$2,572.35
SummaryCaliforniaTexasWashingtonAll SalesNotes
3A tab for each state you file inEvery invoice and credit note for that state, with net sales and tax collected at the bottom, ready to copy into the return.
What it does
Summary tab with every state: invoices, credit notes, gross and net sales, and tax collected.
One tab per filing state, listing every invoice and credit note.
An All Sales tab with every line, including other states and other countries.
Emails the report automatically on the 20th of January, April, July and October.
Run it any time, for any date range.
Good to know
You choose your filing states, and you can change them any time.
It reports what's in Odoo. It doesn't file returns or work out tax rates.
