Report periods
Choose a non-overlapping quarterly report range
Adjacent quarterly reports should cover every local day once without sharing a boundary day.
Inspect the source record
Write the exact first and last local dates for each quarter and check the store timezone.
Build a focused report
Use inclusive From and Through dates in TaxPack, then repeat with the next quarter starting the following day.
Read the result
Event IDs near the boundary help verify that an order or refund belongs to only one quarterly selection.
A concrete example
A January 1 through March 31 report and an April 1 through June 30 report have no overlapping local dates.
Avoid this mistaken conclusion
Do not set both quarters to include April 1 or use a UTC quarter without documenting the change of basis.
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.