Tax-rate mapping
Review mappings after importing tax rates
A tax-rate CSV import may introduce new IDs even when the imported labels look familiar.
Inspect the source record
Compare the imported rate table with the previous one and inspect a newly created order's stored tax line for the new ID.
Build a focused report
Open TaxPack Rate mappings after the import, classify only confirmed IDs, then run a one-day report that includes a post-import order.
Read the result
A new ID left blank appears as UNMAPPED; this is a visible prompt to review the import's effect on reporting.
A concrete example
If a replacement GST row receives a fresh ID, the old mapping does not automatically classify that new row.
Avoid this mistaken conclusion
Do not copy classifications solely by matching names. Verify the imported row's province, class, and order behavior first.
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.