Report periods
Create a repeatable monthly WooCommerce tax pack
A monthly review is easier to reproduce when every run records the same set of filters and source files.
Inspect the source record
Define the store-local first and last days of the month and document the order statuses and address basis in use.
Build a focused report
Run TaxPack after reviewing mappings, inspect flags, and download all three CSVs into a month-labelled folder.
Read the result
The metadata makes the month's selection reproducible, while refund rows may refer to older orders.
A concrete example
An October pack can include October-created orders and October-created refunds of September orders.
Avoid this mistaken conclusion
Do not assume a later free download is identical after source edits or mapping changes. Retain the original pack.
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.