What's new in version 1.4.0

Version 1.4.0 is a major update of the Accounting Assistant module, published on April 15, 2026. It brings five new features centered on VAT management: rate checking by tax zone, CA3 preparatory report, import VAT reverse charge, automatic account allocation and module home page.

VAT rate checking by tax zone

The module now detects VAT rate inconsistencies on your commercial documents based on the seller's and buyer's geographic zones (metropolitan France, Corsica, DOM with/without VAT, intra-community B2B/B2C, export).

Two complementary operating modes:

Bulk audit -- The audit page (Accounting > Accounting Assistant > VAT rate audit) analyzes all your invoices, quotes, orders and contracts. It displays the suspicious lines separated into correctable (drafts) and non-correctable (validated), with a summary by third party and VAT rate at the bottom of the page to quickly identify amounts invoiced at a wrong rate.
Automatic alert on cards -- Each time an invoice, quote, order or contract is viewed, a warning banner is displayed if lines have a suspicious rate. This alert works whatever the line creation method (manual entry, API, duplication, import). A correction button accompanies the alert for draft documents.

The allowed rate rules are configurable in Setup > Accounting Assistant > VAT checking, with a pre-fill button for common rules.

To learn more: VAT rate checking.

CA3 preparatory report

A new report produces a structured document reproducing the lines of the CA3 VAT return as they appear on impots.gouv.fr. It automatically calculates the amounts from the accounting ledger:

Section A (operations carried out) and section B (VAT calculation)
Standard rates (20%, 10%, 5.5%) and special rates (DOM, Corsica)
VAT on imports and reverse charge
Cross-check of totals to detect differences
PDF export to work offline or send to your accountant
Direct send to VAT closure

Accessible via Accounting > Accounting Assistant > CA3 preparatory report.

To learn more: CA3 preparatory report.

Import VAT reverse charge (outside EU)

The module detects supplier invoices from countries outside the European Union that require VAT reverse charge, and automatically generates the corresponding accounting entries (deductible VAT at debit, reverse charge VAT at credit).

The account configuration by VAT rate is done in Setup > Accounting Assistant > Import VAT reverse charge.

To learn more: Import VAT reverse charge.

Automatic VAT allocation

A new mechanism automatically assigns the right accounting account based on the VAT rate when transferring invoices to accounting. Configure the mapping rules in Setup > Accounting Assistant > VAT allocation.

To learn more: Configuration.

Module home page

The module now has a home page (Accounting > Accounting Assistant) that presents all the features as cards with direct access to each tool.

Technical improvements

Consistent log prefix (AA) to ease diagnostics via grep AA dolibarr.log
Memcached cache flush on module activation to avoid stale data
PHPStan configuration for static code analysis
Makefile with documentation deployment and screenshot collection targets
Dolistore compliance: all module includes use dol_include_once()
Enriched About page: module information, feedback form, donation, useful links, changelog

Update

Replace the module files in htdocs/custom/accountingassistant/
Disable then re-enable the module in Home > Setup > Modules to apply the database updates and register the new permissions
Configure the new features in Setup > Accounting Assistant (VAT checking, VAT allocation, Import VAT reverse charge tabs)