Reconciliation
Reconcile two adjacent WooCommerce tax months
An order near month-end and a later refund can make adjacent monthly reports look asymmetric.
Inspect the source record
List source order and refund dates around the boundary, including the store timezone and current status selection.
Build a focused report
Run non-overlapping inclusive periods with identical mapping and address settings, then keep both CSV packs.
Read the result
The event IDs show which month contains each record. Cross-month refunds should be explained, not shifted to the original sale month.
A concrete example
A September 29 order and October 2 refund can create positive September tax and negative October tax.
Avoid this mistaken conclusion
Do not add two months only to hide an unexplained per-period mismatch. Preserve the chronology for review.
Official references
These focused notes were drafted with AI assistance and checked against TaxPack behavior and the linked documentation.
These guides explain reporting workflows. TaxPack does not provide tax advice, calculate tax payable, or file returns.