WooCommerce Services Tax Reports

  • Resolved sidneyquitorio8

    (@sidneyquitorio8)


    4 years, 6 months ago

    I’m using WooCommerce Services to handle my Sales & Use Tax. It seems to work fine, except whenever I download the tax reports, it doesn’t tell me what city & county the tax was collected for. Instead, it gives a generic name like “US-NV-NV TAX-1”.

    I learned that I can change these names whenever I go to WooCommerce -> Settings -> Tax. The problem is that anytime a new customer makes a purchase for a city that we have never collected tax on, the new location has a default tax name of “NV TAX”.

    This is a problem because even if I change the name after the new location is used & rerun the tax report, it does not change the tax name. Please see the attached screenshot below: https://prntscr.com/um39f2.

    As you can see from the screenshot, there is no way in the report to tell what city/county the tax was collected for, and this is important when filing taxes.

Viewing 7 replies - 1 through 7 (of 7 total)

  • Hi there,

    If you do have a tax nexus in several states, you have two options:

    1. Disable Automated Taxes and then manually set up all the tax rates that you want to charge under the WooCommerce > Settings > Tax tab.

    or

    2. Use a tax platform such as TaxJar or Avaara, that is integrated with WooCommerce. These companies aren’t free though and do charge a fee for their calculation services.

    Hi there,

    This thread has been inactive for a while, so I’m going to mark this as resolved – if you have any further questions, you can start a new thread.

    Thread Starter sidneyquitorio8

    (@sidneyquitorio8)

    Hi,

    I only have tax nexus in 1 state. I would just like a way to pull the tax reports and show a break down of taxes charged by city and/or county. This is important for tax reporting features. When you report taxes, you need to specify what city/county the taxes were collected for.

    I see that many others also want this feature: https://ideas.woocommerce.com/forums/133476-woocommerce/suggestions/2508921-create-detailed-tax-report-for-woocommerce.

    Is there currently any workarounds for this?

    Hi there,

    Thanks for the additional information.

    For this purpose, you can check out this tax plugin.

    Thread Starter sidneyquitorio8

    (@sidneyquitorio8)

    Hi @kosiew,

    Thank you for the information. Is there any plans to fix this in the future? It seems like a relatively easy fix to add the city into the default tax name. For example, instead of saying “US-NV-NV TAX-1”, it could say “US-Las-Vegas-NV TAX 1”.

    Or is there any planned workaround for this? This is really important for tax reporting purposes as this is required for all states and I know we are not the only ones that need this functionality.

    Hi there,

    Your input at https://ideas.woocommerce.com/forums/133476-woocommerce?query=tax%20report could help to upvote the suggestions for implementation.

    Plugin Support Damianne P (a11n)

    (@drwpcom)

    Hi @sidneyquitorio8. We haven’t heard from you in a while so I’m going to go ahead and mark this thread as resolved. If you still need help with this issue or have any other questions about the WooCommerce plugin, please start a new thread.

Viewing 7 replies - 1 through 7 (of 7 total)
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