Getting started
What to save after your first free report
The free edition regenerates data when you download, so preserving the original files matters if records later change.
Inspect the source record
Note the report period, timezone, status selection, address basis, mapping revision, and time of generation before sharing a result.
Build a focused report
Download the summary, tax-line, and order/refund CSVs together and keep the original files in a dated folder with a short note on your review.
Read the result
The metadata columns explain how the files were produced. A second download after edits or remapping can differ even when the date range is unchanged.
A concrete example
If an order is edited next week, the old downloaded CSV remains your contemporaneous record; a fresh free export reflects current store data.
Avoid this mistaken conclusion
Do not assume the free plugin stores an immutable snapshot. Saved report snapshots are a separate paid feature, and downloaded copies need your own retention process.
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.