Reconciliation

Reconcile tax without combining currencies

A store with CAD and USD orders needs separate tax totals before any external conversion policy is considered.

Inspect the source record

Inspect each source order's stored currency and any gateway conversion record separately.

Build a focused report

Run TaxPack and filter the summary by currency, province, and mapped type; keep source IDs with each group.

Read the result

The plugin never combines CAD and USD into one net tax figure. Currency conversion belongs to a separate accounting process.

A concrete example

CAD 50 GST and USD 20 GST are two recorded amounts, not CAD 70 GST.

Avoid this mistaken conclusion

Do not use a live exchange rate to merge historical TaxPack rows or present the sum as a recorded tax amount.

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.