Troubleshooting
Find a refund missing from a selected period
A refund that seems absent may have a creation date outside the store-local range or no stored tax allocation.
Inspect the source record
Open the refund object under its parent order and note its own local creation date and tax lines.
Build a focused report
Select the refund date in TaxPack and inspect the order/refund CSV even if no refund tax group appears.
Read the result
TaxPack queries refunds independently of parent status. A no-tax-allocation refund may be visible as a flagged event instead of a summary amount.
A concrete example
A refund entered November 1 does not belong to an October report even if its parent order was created in October.
Avoid this mistaken conclusion
Do not move the refund to the parent's date or conclude it was dropped before checking the event export.
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.