Store operations
Back up before changing tax-report inputs
A report is read-only, but edits to source orders, rates, or mappings can affect future generated exports.
Inspect the source record
Identify which action is merely viewing data and which action would change WooCommerce configuration or order records.
Build a focused report
Keep an original CSV pack and database backup before an authorized source correction or mapping revision.
Read the result
A later TaxPack run reflects current records; the earlier downloaded free CSV is the only preserved version unless a paid snapshot exists.
A concrete example
If a rate mapping changes after month close, the archived CSV documents the earlier grouping while a new run shows the new revision.
Avoid this mistaken conclusion
Do not overwrite the prior evidence pack after making a correction. Record the reason and keep both versions.
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.