Report periods
Check year-end WooCommerce order and refund boundaries
Year-end reviews need special attention to events created around midnight and refunds of prior-year orders.
Inspect the source record
List a few December 31 and January 1 source events with their store-local timestamps and current statuses.
Build a focused report
Run separate inclusive annual periods and inspect event IDs at each boundary in the order/refund CSV.
Read the result
An order belongs to its creation year under TaxPack's rule; a later refund belongs to the refund year.
A concrete example
A December order refunded in January creates an order event in one annual pack and a refund event in the next.
Avoid this mistaken conclusion
Do not pull January refunds backward solely to offset December sales. Preserve the recorded event dates.
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.