Automatic Taxes – include codes in reporting

  • Resolved rebeccaolson

    (@rebeccaolson)


    4 years, 2 months ago

    Hello! We are using Jetpack with Woocommerce primarily because it automatically calculates the correct sales tax (for our state, Washington) by address – which is fantastic. However, when we pull a Woocommerce report for taxes so that we can pay our quarterly state sales tax (Woocommerce>Reports>Taxes>Taxes By Code), every single rate simply shows as “US-WA-WA TAX-1” – so there’s no way to tell which jurisdiction this tax belongs to. This essentially renders the reporting useless (we still have to manually go through every order and sort by zip code in order to calculate how much tax we owe each jurisdiction.)

    I have gone into the Woocommerce>Settings>Tax>Standard Rates and I see all the automatically populated tax rate information. I have tried changing the “Tax Name” from the generic “WA Tax” to the name of the city + zip code. However, this didn’t make a change on the reporting end – all the tax codes still show as “US-WA-WA TAX-1”. I am unsure if this is a) something I can access somewhere else and I’m using the wrong report, b) a bug and the reporting should be showing the tax name I’ve chosen, or c) this is a design flaw and I need to request this feature.

    Any help you can give me would be greatly appreciated. I originally posted this question over on the Jetpack forum, and was asked to move it here (I suppose since it has more to do with Woocommerce Reporting than with the automated tax feature.) Thank you!

Viewing 9 replies - 1 through 9 (of 9 total)
  • Plugin Support RK a11n

    (@riaanknoetze)

    Hi there,

    This is quite an interesting case that I haven’t come across before. At the risk of sounding like we’re sending you from pillar to post, I do think that this warrants closer scrutiny by our developers. To do that, please open a bug report on the WooCommerce code repository at https://github.com/woocommerce/woocommerce/issues -> The more information you can share on what you’re seeing and expecting, the better (especially if you have screenshots ??)

    Thread Starter rebeccaolson

    (@rebeccaolson)

    Great – thank you! I’ll do that right now.

    +1 on this. Found this post while researching how to convert the Tax Code to the correct juristiction for reporting/paying taxes. The generic codes are not helpful when trying to determine tax obligations. I will follow the submission on Github.

    Thanks for having the same issue and posting this.

    Thread Starter rebeccaolson

    (@rebeccaolson)

    Here’s a link to the GitHub conversation, for anyone in the future who needs to follow:

    https://github.com/woocommerce/woocommerce/issues/27765

    Thread Starter rebeccaolson

    (@rebeccaolson)

    @riaanknoetze – I opened a ticket in Github last month as you requested, but there’s been no response as of yet (it hasn’t been assigned to anyone.) Is there another step I’m supposed to take?

    Thread Starter rebeccaolson

    (@rebeccaolson)

    @riaanknoetze I haven’t heard anything from this thread or Github, so I’m going to open a support ticket. This is a really frustrating issue, and we really need it addressed before tax season begins in earnest.

    Thanks for following up on this @rebeccaolson This continues to be a stone in our shoe as well.

    Thread Starter rebeccaolson

    (@rebeccaolson)

    @nomadr Well the good news is, I am now able to finally see the tax rate names I created in Woocommerce>Settings if I use Analytics>Taxes to pull a report! When I first opened the report today it showed the placeholder, but when I clicked to have it “sort” by the tax code name, they suddenly started to appear – so my guess is this was resolved at some point with a recent update, and there was a caching issue or something that resolved itself when I triggered the sort.

    The bad news is, that the amount that Analytics is reporting in Analytics>Taxes does not match the amount reported (for the same time period) in Woocommerce>Reports>Taxes – and the Wocommerce>Reports>Taxes report still does not show the tax code names or zip code.

    So I still don’t have any usable information, since I don’t know which report is accurate (my guess is that the old fashioned Woocommerce>Report is the accurate one, since that’s not a separate plugin). But we’re getting closer – and I wanted to share, in case your system isn’t screwed up in the same way mine is and clearing the cache enables you to see the tax code names in Analytics. I just recommend you pull the other report to compare, to make sure.

    I agree that Woocommerce Tax isn’t helping much if we can’t see the various cities and counties we owe money on the reports! I’m following this thread too.

Viewing 9 replies - 1 through 9 (of 9 total)
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