Tax Balance

account_tax_balance
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/19.0/account_tax_balance
VERSION
VERSION 1.0.2
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSMiquel Raïch, Weblate, OCA-git-bot, oca-ci, Borruso, arantxa-s73
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:49
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
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).

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move xpath Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.list.balance account.tax list New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/18.0/account_tax_balance
VERSION
VERSION 1.0.4
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSCarlos Lopez, Miquel Raïch, Weblate, OCA-git-bot, Simone Rubino, oca-ci, Joan Sisquella, Borruso
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:16
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
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).

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.list.balance account.tax list New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/17.0/account_tax_balance
VERSION
VERSION 1.0.2
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSMiquel Raïch, Weblate, OCA-git-bot, oca-ci, David Ramia, Joan Sisquella
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:20:08
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
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).

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/16.0/account_tax_balance
VERSION
VERSION 1.1.4
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSPedro M. Baeza, Andrea, Weblate, OCA-git-bot, Simone Rubino, oca-ci, David Ramia, Joan Sisquella, josep-tecnativa
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:54
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/15.0/account_tax_balance
VERSION
VERSION 1.1.2
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSLois Rilo, Miquel Raïch, Weblate, OCA-git-bot, SimoRubi, oca-ci, Valentin Vinagre Urteaga, Joan Sisquella, josep-tecnativa
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:46:39
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/14.0/account_tax_balance
VERSION
VERSION 1.2.8
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSGitHub, mreficent, Enric Tobella, tafaRU, OCA Transbot, Víctor Martínez, Sébastien Alix, João Marques, Luis Escobar, oca-travis, Weblate, OCA-git-bot, Francisco Ivan Anton Prieto, SimoRubi, sergiocorato, simonev, oca-ci, Xavier Bouquiaux
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:41:07
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • financial_type Selection
    compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', financial_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', financial_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, financial_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/13.0/account_tax_balance
VERSION
VERSION 1.0.3
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSPedro M. Baeza, Andrea, OCA Transbot, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:34:17
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • move_type Selection
    compute='_compute_move_type' readonly=True selection='_selection_move_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', move_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', move_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', move_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, move_type=None)
  • view_base_lines(self)
  • view_base_refund_lines(self)
  • view_base_regular_lines(self)
  • view_tax_lines(self)
  • view_tax_refund_lines(self)
  • view_tax_regular_lines(self)

New fields (5)
  • company_ids Many2many → res.company
    comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
  • date_range_id Many2one → date.range
    args: 'date.range'
  • from_date Date
    compute='_compute_date_range' readonly=False required=True store=True
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    compute='_compute_date_range' readonly=False required=True store=True
Public methods (1)
  • open_taxes(self)
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/12.0/account_tax_balance
VERSION
VERSION 1.2.1
CATEGORY
CATEGORYInvoices & Payments
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSStefan Rijnhart, Pedro M. Baeza, Jairo Llopis, Andrea, OCA Transbot, oca-travis, Weblate, OCA-git-bot, Simone Rubino, OCA Git Bot, Antonio González
WEBSITE
WEBSITEhttps://github.com/OCA/account-financial-reporting
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:29:22
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - http_routing
    - digest
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • move_type Selection
    compute='_compute_move_type' readonly=True selection='_selection_move_type' store=True
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)
    @api.model_cr

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', move_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', move_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_ids)
  • get_move_lines_domain(self, tax_or_base='tax', move_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, move_type=None)
  • view_base_lines(self)
    @api.multi
  • view_base_refund_lines(self)
    @api.multi
  • view_base_regular_lines(self)
    @api.multi
  • view_tax_lines(self)
    @api.multi
  • view_tax_refund_lines(self)
    @api.multi
  • view_tax_regular_lines(self)
    @api.multi

New fields (5)
  • company_id Many2one → res.company
    default=<expr> required=True args: 'res.company', 'Company'
  • date_range_id Many2one → date.range
    args: 'date.range', 'Date range'
  • from_date Date
    required=True args: 'From date'
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    required=True args: 'To date'
Public methods (2)
  • onchange_date_range_id(self)
    @api.onchange('date_range_id')
  • open_taxes(self)
    @api.multi
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/11.0/account_tax_balance
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYAccounting & Finance
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSPedro M. Baeza, Jordi Ballester, OCA Transbot, oca-travis, Weblate, hveficent
WEBSITE
WEBSITEhttps://www.agilebg.com/
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:24:00
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - analytic
    - web_planner
    - portal
    - http_routing
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • move_type Selection
    compute='_compute_move_type' readonly=True selection=[('other', 'Other'), ('liquidity', 'Liquidity'), ('receivable', 'Receivable'), ('receivable_refund', 'Receivable refund'), ('payable', 'Payable'), ('payable_refund', 'Payable refund')] store=True string='Move type'
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)
    @api.model_cr

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', move_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', move_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_id)
  • get_move_lines_domain(self, tax_or_base='tax', move_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, move_type=None)
  • view_base_lines(self)
    @api.multi
  • view_base_refund_lines(self)
    @api.multi
  • view_base_regular_lines(self)
    @api.multi
  • view_tax_lines(self)
    @api.multi
  • view_tax_refund_lines(self)
    @api.multi
  • view_tax_regular_lines(self)
    @api.multi

New fields (5)
  • company_id Many2one → res.company
    default=<expr> required=True args: 'res.company', 'Company'
  • date_range_id Many2one → date.range
    args: 'date.range', 'Date range'
  • from_date Date
    required=True args: 'From date'
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    required=True args: 'To date'
Public methods (2)
  • onchange_date_range_id(self)
    @api.onchange('date_range_id')
  • open_taxes(self)
    @api.multi
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/10.0/account_tax_balance
VERSION
VERSION 1.1.2
CATEGORY
CATEGORYAccounting & Finance
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSStefan Rijnhart, Pedro M. Baeza, Stéphane Bidoul (ACSONE), OCA Transbot, oca-travis, Weblate, OCA-git-bot, SimoRubi, Lara Baggio
WEBSITE
WEBSITEhttps://www.agilebg.com/
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:20:00
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-tools:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (4)

New fields (1)
  • move_type Selection
    compute='_compute_move_type' readonly=True selection=[('other', 'Other'), ('liquidity', 'Liquidity'), ('receivable', 'Receivable'), ('receivable_refund', 'Receivable refund'), ('payable', 'Payable'), ('payable_refund', 'Payable refund')] store=True string='Move type'
Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)
  • init(self)
    @api.model_cr

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', move_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', move_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_id)
  • get_move_lines_domain(self, tax_or_base='tax', move_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, move_type=None)
  • view_base_lines(self)
    @api.multi
  • view_base_refund_lines(self)
    @api.multi
  • view_base_regular_lines(self)
    @api.multi
  • view_tax_lines(self)
    @api.multi
  • view_tax_refund_lines(self)
    @api.multi
  • view_tax_regular_lines(self)
    @api.multi

New fields (5)
  • company_id Many2one → res.company
    default=<expr> required=True args: 'res.company', 'Company'
  • date_range_id Many2one → date.range
    args: 'date.range', 'Date range'
  • from_date Date
    required=True args: 'From date'
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    required=True args: 'To date'
Public methods (2)
  • onchange_date_range_id(self)
    @api.onchange('date_range_id')
  • open_taxes(self)
    @api.multi
REPOSITORY
REPOSITORYOCA/account-financial-reporting
GIT
GIThttps://github.com/OCA/account-financial-reporting.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-reporting/tree/9.0/account_tax_balance
VERSION
VERSION 1.2.2
CATEGORY
CATEGORYAccounting & Finance
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), ACSONE SA/NV, Therp BV, Agile Business Group
COMMITTERS
COMMITTERSStefan Rijnhart, eLBati, Pedro M. Baeza, Jairo Llopis, Stéphane Bidoul (ACSONE), OCA Transbot, oca-travis, OCA-git-bot
WEBSITE
WEBSITEhttps://www.agilebg.com/
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:15:23
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-tools:
    - date_range
odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - report
    - analytic
    - web_tip
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
view_account_move_filter Add move type group by account.move group Inherits account.view_account_move_filter
view_move_form Add move type field account.move field Inherits account.view_move_form
view_move_tree Add move type column account.move field Inherits account.view_move_tree
view_tax_search_balance account.tax.search.balance account.tax search New
view_tax_tree_balance account.tax.tree.balance account.tax tree New
wizard_open_tax_balances wizard_open_tax_balances wizard.open.tax.balances form New
Models touched (3)

New fields (1)
  • move_type Selection
    compute='_compute_move_type' readonly=True selection=[('other', 'Other'), ('liquidity', 'Liquidity'), ('receivable', 'Receivable'), ('receivable_refund', 'Receivable refund'), ('payable', 'Payable'), ('payable_refund', 'Payable refund')] store=True string='Move type'
Public methods (0)

No public methods.

New fields (7)
  • balance Float
    compute='_compute_balance' string='Total Balance'
  • balance_refund Float
    compute='_compute_balance' string='Balance Refund'
  • balance_regular Float
    compute='_compute_balance' string='Balance'
  • base_balance Float
    compute='_compute_balance' string='Total Base Balance'
  • base_balance_refund Float
    compute='_compute_balance' string='Base Balance Refund'
  • base_balance_regular Float
    compute='_compute_balance' string='Base Balance'
  • has_moves Boolean
    compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
Public methods (15)
  • compute_balance(self, tax_or_base='tax', move_type=None)
  • get_balance_domain(self, state_list, type_list)
  • get_base_balance_domain(self, state_list, type_list)
  • get_context_values(self)
  • get_lines_action(self, tax_or_base='tax', move_type=None)
  • get_move_line_partial_domain(self, from_date, to_date, company_id)
  • get_move_lines_domain(self, tax_or_base='tax', move_type=None)
  • get_target_state_list(self, target_move='posted')
  • get_target_type_list(self, move_type=None)
  • view_base_lines(self)
    @api.multi
  • view_base_refund_lines(self)
    @api.multi
  • view_base_regular_lines(self)
    @api.multi
  • view_tax_lines(self)
    @api.multi
  • view_tax_refund_lines(self)
    @api.multi
  • view_tax_regular_lines(self)
    @api.multi

New fields (5)
  • company_id Many2one → res.company
    default=<expr> required=True args: 'res.company', 'Company'
  • date_range_id Many2one → date.range
    args: 'date.range', 'Date range'
  • from_date Date
    required=True args: 'From date'
  • target_move Selection
    default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
  • to_date Date
    required=True args: 'To date'
Public methods (2)
  • onchange_date_range_id(self)
    @api.onchange('date_range_id')
  • open_taxes(self)
    @api.multi