Very helpful plugin and features
This is a great, solid plugin that is the sort of thing that should just be part of WooCommerce core. I’ve found it quite easy to use and so far the reporting seems accurate with one small exception: the “nexus check” (which determines whether your store meets the nexus requirements for each state) appears to use some inaccurate or outdated criteria for some states. For example, it is using # of orders/transactions as a nexus criterion for MA and TX, but those states currently only use a revenue threshold to determine nexus. So, make sure to double-check the nexus check, but otherwise this is a great plugin!
Thank you so much for this plugin!
Thank you so much for creating, and sharing, this plugin. This is a lifesaver to be able to get a report of taxes paid by state. I tried BeProfit but that couldn’t give me the tax reports I needed and was afraid I was going to have to subscribe to TaxJar or similar. I appreciate your willingness to post the plugin out here for all us to use, for free! The WordPress community continues to amaze me. I just installed the plugin and it appears to be doing great and give me just the info I need. A true lifesaver. Thanks again.
Could Not Do My CA Sales Tax Without It
I use this every quarter to do my sales tax sine the WooCommerce Analytics Taxes report doesn’t have usable district summaries (it breaks it up into too many taxes when CA requires single amounts per district not sub-rates breakdowns). I also use the Combine and Format tool on the website to combine my orders report from multiple different websites into 1 district summary so that I can report California Sales Tax accurately since the WooCommerce Analytics Reports don’t provide any way to do this. It also lets me format it into a copy-pastable list that I can paste into the California CDTFA workbook in the right order so that I don’t have to enter them all one at a time. Honestly I don’t know how anyone can do their sales tax reporting accurately without this tool.
Could Not Do My CA Sales Tax Without It
I use this every quarter to do my sales tax sine the WooCommerce Analytics Taxes report doesn’t have usable district summaries (it breaks it up into too many taxes when CA requires single amounts per district not sub-rates breakdowns). I also use the Combine and Format tool on the website to combine my orders report from multiple different websites into 1 district summary so that I can report California Sales Tax accurately since the WooCommerce Analytics Reports don’t provide any way to do this. It also lets me format it into a copy-pastable list that I can paste into the California CDTFA workbook in the right order so that I don’t have to enter them all one at a time. Honestly I don’t know how anyone can do their sales tax reporting accurately without this tool.
Very helpful plugin and features
This is a great, solid plugin that is the sort of thing that should just be part of WooCommerce core. I’ve found it quite easy to use and so far the reporting seems accurate with one small exception: the “nexus check” (which determines whether your store meets the nexus requirements for each state) appears to use some inaccurate or outdated criteria for some states. For example, it is using # of orders/transactions as a nexus criterion for MA and TX, but those states currently only use a revenue threshold to determine nexus. So, make sure to double-check the nexus check, but otherwise this is a great plugin!
Superb support
5 stars for the support alone. The developer helped me iron out a technical issue in real-time via chat. Great plugin and a very helpful team.
Could Not Do My CA Sales Tax Without It
I use this every quarter to do my sales tax sine the WooCommerce Analytics Taxes report doesn’t have usable district summaries (it breaks it up into too many taxes when CA requires single amounts per district not sub-rates breakdowns). I also use the Combine and Format tool on the website to combine my orders report from multiple different websites into 1 district summary so that I can report California Sales Tax accurately since the WooCommerce Analytics Reports don’t provide any way to do this. It also lets me format it into a copy-pastable list that I can paste into the California CDTFA workbook in the right order so that I don’t have to enter them all one at a time. Honestly I don’t know how anyone can do their sales tax reporting accurately without this tool.
Very helpful plugin and features
This is a great, solid plugin that is the sort of thing that should just be part of WooCommerce core. I’ve found it quite easy to use and so far the reporting seems accurate with one small exception: the “nexus check” (which determines whether your store meets the nexus requirements for each state) appears to use some inaccurate or outdated criteria for some states. For example, it is using # of orders/transactions as a nexus criterion for MA and TX, but those states currently only use a revenue threshold to determine nexus. So, make sure to double-check the nexus check, but otherwise this is a great plugin!
Superb support
5 stars for the support alone. The developer helped me iron out a technical issue in real-time via chat. Great plugin and a very helpful team.
Useful, could be improved
This is a huge improvement over the useless sales tax summary that the standard reports have. I almost got into some trouble though. Some of my products have long delivery times, so I have orders in both completed and processing status at the time that I submit my taxes for the previous quarter. The plugin filters on completed status and I only realized at the last minute that some orders were missing. So, it is important to know that if you have orders in different statuses when you run the report. That could be an even bigger problem if you have custom statuses. Replacing the post_status argument with an array of valid statuses in class-wc-state-tax-report-admin.php works fine. For example: ‘post_status’ => array(‘wc-completed’, ‘wc-processing’) It would also be nice to have a CSV download option. For the price, you can’t beat it!
billcv
February 28, 2022
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1 reply
Could Not Do My CA Sales Tax Without It
I use this every quarter to do my sales tax sine the WooCommerce Analytics Taxes report doesn’t have usable district summaries (it breaks it up into too many taxes when CA requires single amounts per district not sub-rates breakdowns). I also use the Combine and Format tool on the website to combine my orders report from multiple different websites into 1 district summary so that I can report California Sales Tax accurately since the WooCommerce Analytics Reports don’t provide any way to do this. It also lets me format it into a copy-pastable list that I can paste into the California CDTFA workbook in the right order so that I don’t have to enter them all one at a time. Honestly I don’t know how anyone can do their sales tax reporting accurately without this tool.
Very helpful plugin and features
This is a great, solid plugin that is the sort of thing that should just be part of WooCommerce core. I’ve found it quite easy to use and so far the reporting seems accurate with one small exception: the “nexus check” (which determines whether your store meets the nexus requirements for each state) appears to use some inaccurate or outdated criteria for some states. For example, it is using # of orders/transactions as a nexus criterion for MA and TX, but those states currently only use a revenue threshold to determine nexus. So, make sure to double-check the nexus check, but otherwise this is a great plugin!
