Sales Tax Reports For WooCommerce

Descripción

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

Requirements

WordPress installation and WooCommerce Plugin

Benefits

  • Awesome User Experience
  • Experienced San Diego based development team for support or custom feature development
  • 100% American Made in the USA! No outsourcing!
  • Get the numbers you need to do your quarterly or annual sale tax reporting

Plugin Features

  • Users can get reports for sales in a given state for any date range and the sales tax that was charged.
  • These numbers can be used to report your sales and sales tax for any given state for any given date.

Capturas

Instalación

The Sales Tax Reports For WooCommerce plugin requires that you have WordPress with the WooCommerce plugin activated. The plugin is very easy to install and can be set up in just a few minutes.

  1. Install the Plugin: Upload the wc_state_tax_report folder to your website’s /wp-content/plugins/ directory

  2. Activate the plugin: Find Sales Tax Reports For WooCommerce in your ‘Plugins’ menu in the WordPress admin and press ‘Activate’. This will enable the plugin.

  3. Follow the links in the WooCommerce > Reports > Sales by State

Reseñas

15 de abril de 2026
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.
14 de abril de 2026
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(which determines whether your store meets the nexus requirements for each state) appears to use some inaccurate or outdated criteria for some states.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!
14 de abril de 2026
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.
17 de marzo de 2022 1 respuesta
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.
28 de febrero de 2022 1 respuesta
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!
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Colaboradores y desarrolladores

«Sales Tax Reports For WooCommerce» es un software de código abierto. Las siguientes personas han colaborado con este plugin.

Colaboradores

Registro de cambios

2.0.0

  • UI Updates and improvements
  • Nexus thresholds data updated
  • Nexus feature improvements
  • Help Content Added
  • Resource Links Added
  • Order Status Controls Added
  • Additional Controls Added for Negative Amounts and Shipping Inclusion
  • Smarter Date Defaults to Last Quarter
  • Sanity Checks Added for Accuracy, Totals, and Date Ranges
  • Automatic Recommendations if any sanity checks fail

1.1.7

  • Increased query result limit to 10,000 rows to prevent report data from being cut off due to WooCommerce pagination defaults.
  • Reduced district summary labels to eliminate unnecessary sub-rate labels like special tax etc

1.1.6

  • Fixed state-filtered tax summary tallies to only include matching state orders.
  • Added totals row to the tax summary table for tax and district sales totals.
  • Improved order/date handling and summary data retrieval compatibility with current WooCommerce order objects.
  • Fixed error with date filter format for WooCommerce compatibility
  • Tested with WooCommerce 10.7.0

1.1.5

  • Updated version compatibility to WP and WC

1.1.4

  • Updated version compatibility to WP and WC

1.1.3

  • Added code to display default values in the date filter.
  • In the orders table, displayed all tax rates—each with its ID and (%)—separated by commas in the tax rate column cell for each order.
  • Changed the orders table column header from «Tax Rate» to the plural form, «Tax Rates.»
  • Changed the column name from «ttax» to «total tax rate.»
  • Added a tag with the class «tax-rate» wrapping each tax rate in the orders table tax rate cell so they can be visually separated with CSS when there is more than one.

1.1.2

  • Nexus bug fixes

1.1.1

  • Nexus support, and minor bug fixes

1.0.9

  • Added up/down arrows to sort button

1.0.8

  • Updated Readme.txt and Changelog

1.0.7

  • Added support for HPOS, updated orders table and overall look of the page

1.0.6

  • Added column to sales total table to show total sales by tax rate.

1.0.5

  • Added support for orders in processing status. Added download CSV function

1.0.4

  • Bug fixes

1.0.3

  • Added Tax Rate Column

1.0.2

  • Added a better screenshot

1.0.1

  • Minor cleanup

1.0.0

  • Tested with current WP and WooCommerce
  • Corrected readme content
  • Pushed first major version number as stable tag

0.1.2

  • Added Escaped HTML function to form

0.1.1

  • Added input and output sanitization and validation

0.1.0

  • Initial Alpha release.