Tax-rate mapping
Why a mapping change requires a new TaxPack summary
TaxPack rejects a download from a report screen whose mapping revision has changed since the screen was generated.
Inspect the source record
Check whether another administrator changed Rate mappings after you opened the summary. Record the revision shown on the old page and current mapping screen.
Build a focused report
Return to Tax summary, use the same filters, and generate a fresh report before downloading any CSV.
Read the result
The fresh export includes the new mapping revision in metadata. This prevents a CSV from claiming to match a visible summary made with different classifications.
A concrete example
A colleague remaps rate ID 12 while your browser tab is open; your old Download button should not silently export the new grouping.
Avoid this mistaken conclusion
Do not reuse an old screenshot as evidence for a new CSV. Keep the report view and export tied to the same revision.
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.