Sales Tax Reports For WooCommerce

You can view sales by state and refine searches by date.

Requirements

WordPress installation and WooCommerce Plugin

Benefits

• Get the numbers you need to do your quarterly or annual sale tax reporting
• Run reports for all states to also get your Gross Sales and Non-Taxable Sales amounts for sales tax reporting
• See your entire breakdown or use the summary numbers at the top
• Automatic Accuracy and All-Accounted-For double-checking provides a quick way to verify your reports are accurate
• Experienced San Diego based development team for support or custom feature development
• Nexus check tab can check your sales in every state to see if you qualify for nexus in multiple states or not
• Intended for single-nexus businesses or individuals (sales tax collected in one state).
• Easy User Experience
• Made in the USA

Plugin Features

• Get quarterly or custom date range reports
• Get All-Orders Reports or District Summary Reports with sales tallied and combined by tax rate distrcit
• Get reports for sales in a single state for any date range and the sales tax that was charged.
• Get reports for all sales in all states for any date range
• Use the summary tiles at the top for quick access to totals and amounts for reporting
• Click any summary tile to copy it’s number value to clipboard for faster reporting with less typing
• These numbers can be used to report your sales and sales tax for any given state for any given date.
• Include or filter any WooCommerce order statuses
• Include or omit orders with negative amounts
• Include or omit Shipping costs from gross sales and non-taxable totals
• Includes a tab for the WooCommerce Analytics report data for reference
• Automatically checks your reporting numbers vs WooCommerce Analytics numbers and highlights any discrepancies
• Automatically checks your date range for valid start and end dates
• Automatically checks your totals to make sure nothing is missing
• Provides recommendations if anything is off on how to fix it
• Nexus check tab can check your sales based on past year or estimate your future annual sales based on your historical or current sales data
• Export and Download your report CSV(s)
• Combine multiple sales tax CSVs from multiple websites into 1 combined report
• California CDTFA tool available to insert sales report data into CDTFA Sales Tax Reporting Schedule A Workbook XLSX without needing Excel