Refund review
Report a refund of an older WooCommerce order
A refund created this month can refer to an order created months earlier, so order and refund periods need separate treatment.
Inspect the source record
Open the parent order and refund and record both creation dates before comparing monthly reports.
Build a focused report
Run a TaxPack period for the refund month and inspect the refund event, even if the original order lies outside that period.
Read the result
TaxPack queries refunds by their own creation dates independently of parent order status or creation date.
A concrete example
A February order refunded in October belongs to the February order view and October refund view under TaxPack's date rules.
Avoid this mistaken conclusion
Do not force the refund into the order's month to make monthly figures look symmetric. Document the timing difference.
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.