Report periods
Refund date independent of parent order date
A refund should be found by its own creation date even when its parent order is outside the selected period.
Inspect the source record
Open the refund object under the parent order and note both dates as separate facts.
Build a focused report
Set a TaxPack period around the refund's local date; do not widen it to include the parent order unless you want that order event too.
Read the result
The refund event appears by its own date independently of parent order status or creation date.
A concrete example
An October refund of a January order can be reviewed in October without importing all January orders into the period.
Avoid this mistaken conclusion
Do not move the refund to January in a spreadsheet to force a same-month cancellation.
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.