Reconciliation
Build a reviewable WooCommerce tax evidence pack
A reviewer needs filters, source IDs, and exceptions, not just a screenshot of a grand total.
Inspect the source record
Write down the store timezone, inclusive dates, current status selection, address basis, and mapping revision.
Build a focused report
Download summary, tax-line, and order/refund CSVs from the reviewed TaxPack view and retain unchanged originals.
Read the result
Together the files explain grouped tax, underlying allocations, and every source event including flagged records.
A concrete example
A later mapping edit can change a regenerated free report, so keep the original CSV pack and a note explaining its context.
Avoid this mistaken conclusion
Do not substitute an edited spreadsheet for the original export. Use a separate working copy for comments and calculations.
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.