Report periods
Why TaxPack uses order creation date, not payment date
A payment can settle after an order is created, so a payout period need not match the order report period.
Inspect the source record
Open the order and compare its creation date with any payment-completed or gateway settlement timestamp.
Build a focused report
Choose a TaxPack period based on order creation dates and keep a separate bridge to payment records when needed.
Read the result
The report attributes order tax to the source order's local creation date; it does not report cash-basis settlement.
A concrete example
An order created September 30 and paid October 1 appears in September's TaxPack order selection.
Avoid this mistaken conclusion
Do not change the TaxPack period to mimic a gateway payout and then describe it as an order-creation report.
Official references
- WooCommerce: Analytics and Sales Reports
- Canada Revenue Agency: General requirements for books and records
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.