CSV exports

Why summary CSV has review_event rows

The summary export includes separate exception rows so unresolved source events are not hidden behind grouped totals.

Inspect the source record

Filter the CSV's record_type column before doing any arithmetic and open the linked source event for each review row.

Build a focused report

Keep summary and review_event rows together in the original file, but aggregate only rows marked summary.

Read the result

The review_event amount fields describe an exception, such as a recorded tax total without matching tax lines.

A concrete example

A summary row of CAD 50 and a review_event with CAD 3 recorded tax are not a simple CAD 53 total.

Avoid this mistaken conclusion

Do not sum all numeric cells in the CSV. Review rows explain source problems and must not be added to grouped totals.

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.