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