Create Detailed Tax Report for WooCommerce
Ecommerce sites are subject to complex sales tax reporting requirements around the world. It would be helpful to have the ability for WooCommerce to: (1) define additional tax rules for each item sold (i.e., tax by type of product/service); and (2) generate a detailed sales tax report that can be exported to Excel.
The sales tax report can include information such as:
1. Sales tax collected by zip code and/or county (some sales tax differs by zip code, county and not just be state)
2. Sales tax exemptions (to non-profits, retailers, etc.)
3. Sales tax refunds/credits provided.
Our new feature plugin includes reporting for Taxes https://wordpress.org/plugins/woocommerce-admin/
Please do try it out and let us know what you think.
Luke Cavanagh commented
Mike Robles commented
I have a customer who is having this same issue. We are racking our brains trying to solve this piece of the puzzle. Using Wootax, but their accountant cannot import the entire order with County taxes (which are a must and needed for filing). They have to go to Tax cloud and download separately or have them file. We are in CA, so only CA taxes apply. Please keep us updated!
I'm surprised this has not been done yet. Taxes are a big thing to keep track of. This was requested over a year ago. Aug 5 2012 a comment says it is under construction, and yet a new version of WC has been released since then without this functionality.
Can anyone from WC provide an ETA on this?
John DeLancey commented
Adding my vote for an improved sales tax report. For my part, I NEED to have it broken down by state -- Gross sales per state, sales tax collected on those sales.
Making it drill-downable by state, then options to further break it down by city, county, and/or zip would make complying with the many and varied sales tax laws much easier.
May just write a plugin... :/
We have non-profit clients and it would be great to have a code they could use to avoid getting charged tax.
Brandon Hoover commented
Yes, this would be nice to have. A client just called me asking how he could get a year end tax report. He wanted total taxes charged by the month with local/state breakdown.
+1 for tax report functionality.
@ramon: thanks so much for starting this. Please see this additional thread I had sent to WooTheme support (prior to starting this idea) with additional details on fields and functionality: http://www.woothemes.com/support-forum/?viewtopic=65878.
Ramon Van Belzen commented
Faryn Clark commented
This is really important for business to comply with sales tax reporting in any country. Maybe y'all could add the ability to build a custom report or just add sales tax as one of the tabs. It doesn't need to be an extensive report just show sales tax collected by state.
i agree, i have a client requesting these services
I agree. That would be very helpful.