Woo Tax Liability Summary

woo-tax-liability-summary

Purpose

Compute tax liability by summing tax_lines across all completed (and optionally refunded) orders for a specified date range. Groups results by tax rate label and rate percentage. Exports a tax liability summary suitable for accounting review or filing. Read-only — no data is modified.

Prerequisites

• WooCommerce store with REST API enabled (WooCommerce → Settings → Advanced → REST API)
• Consumer Key and Consumer Secret with Read scope
• Store accessible over HTTPS
• WooCommerce tax calculation must be enabled (WooCommerce → Settings → General → Enable taxes)
• Minimum WooCommerce version: 3.5.0

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | store_url | string | yes | — | Base URL of the WooCommerce store (e.g., https://mystore.com) | | consumer_key | string | yes | — | WooCommerce REST API consumer key (ck_...) | | consumer_secret | string | yes | — | WooCommerce REST API consumer secret (cs_...) | | dry_run | bool | no | false | No effect — this is a read-only skill | | format | string | no | human | Output format: human or json | | date_after | string | yes | — | Start date (inclusive) in YYYY-MM-DD format | | date_before | string | yes | — | End date (inclusive) in YYYY-MM-DD format | | include_refunded | bool | no | true | Subtract tax from refunded orders | | statuses | array | no | ["completed"] | Order statuses to include (e.g., ["completed", "processing"]) | | group_by | string | no | rate_label | Group output by: rate_label, rate_percent, or tax_class |

Authentication

WooCommerce uses OAuth 1.0a for HTTP and Basic Auth over HTTPS.

For HTTPS stores (recommended):

Authorization: Basic base64(consumer_key:consumer_secret)

For HTTP stores (development only): Use OAuth 1.0a — include oauthconsumerkey, oauthnonce, oauthsignature, oauthsignaturemethod=HMAC-SHA1, oauthtimestamp, oauthversion=1.0

Never log or output consumerkey or consumersecret values.

See docs/AUTHENTICATION.md for full setup instructions.

Safety

Read-only skill — no mutations are executed. Safe to run at any time.

Workflow Steps

Step 1 — Fetch tax classes

GET /wp-json/wc/v3/taxes/classes

Extract: slug, name — used to label tax groups in the output.

Step 2 — Fetch completed orders in date range

GET /wp-json/wc/v3/orders
  ?status=
  &after=T00:00:00Z
  &before=T23:59:59Z
  &per_page=100
  &page=1

Extract per order: id, number, date_created, total_tax, tax_lines[].rate_code, tax_lines[].rate_id, tax_lines[].label, tax_lines[].compound, tax_lines[].tax_total, tax_lines[].shipping_tax_total

Paginate until response length T00:00:00Z &before=T23:59:59Z &per_page=100 &page=1

Extract same fields. These will be subtracted from the totals.

**Step 4 — Aggregate tax by group**

For each `tax_line` in each order:

key = taxline[groupby field] totals[key].taxtotal += taxline.taxtotal totals[key].shippingtax += taxline.shippingtaxtotal totals[key].ordercount += 1

If the order is `refunded`: subtract instead of add.

**Step 5 — Compute totals**

grandtotaltax = sum of all totals[key].taxtotal + shippingtax

**Step 6 — Format and export**

## API Endpoints Used

GET /wp-json/wc/v3/taxes/classes — list tax classes for labeling GET /wp-json/wc/v3/orders — completed orders with date range filter

## Pagination Strategy

WooCommerce REST API uses page/per_page pagination (not cursor-based).

Standard pattern:

page = 1 while True: response = GET /endpoint?per_page=100&page=page process(response) if len(response) ║ ║ TIME: ║ ║ MODE: READ-ONLY ║ ╚══════════════════════════════════════════╝

PER-OPERATION (emit after each API call batch):

[N/TOTAL] → records | params: =

COMPLETION (human format):

╔══════════════════════════════════════════╗ ║ COMPLETE: woo-tax-liability-summary ║ ║ RECORDS PROCESSED: ║ ║ OUTPUT: ║ ╚══════════════════════════════════════════╝

COMPLETION (json format):

```json
{
  "skill": "woo-tax-liability-summary",
  "store": "",
  "completed_at": "",
  "records_processed": ,
  "output_file": "",
  "dry_run": false
}

Output Format

Human format summary:

TAX LIABILITY SUMMARY — mystore.com
Period: 2025-01-01 to 2025-03-31 (Q1 2025)
Orders included: 1,284 completed | 89 refunded (subtracted)

  Tax Rate                Rate %   Product Tax   Shipping Tax   Total
  ─────────────────────────────────────────────────────────────────────
  Standard Rate (US-CA)   10.25%   $12,841.22    $1,203.11    $14,044.33
  Reduced Rate             5.00%    $1,204.88       $98.21     $1,303.09
  Zero Rate                0.00%        $0.00        $0.00         $0.00
  ─────────────────────────────────────────────────────────────────────
  TOTAL                            $14,046.10    $1,301.32    $15,347.42

  Net Revenue (excl. tax):   $142,183.51
  Effective Tax Rate:              10.79%

CSV filename: woo-tax-liability-summary__.csv Columns: rate_code, rate_label, rate_percent, tax_class, order_count, product_tax_total, shipping_tax_total, total_tax, refund_tax_subtracted

Error Handling

| Error | Cause | Resolution | |-------|-------|------------| | 401 Unauthorized | Invalid or missing credentials | Verify consumerkey and consumersecret | | 403 Forbidden | Consumer Key lacks Read scope | Regenerate key with Read scope | | 429 Too Many Requests | Rate limit during pagination | Wait 2 seconds and retry | | Empty result | No completed orders in date range | Check dates and order statuses | | Zero tax totals | Tax is not enabled or not configured | Enable in WooCommerce → Settings → General |

Best Practices

• Always specify both date_after and date_before aligned to your accounting period (Q1, month, year).
• Set include_refunded: true (the default) for accurate net tax liability — gross minus refund adjustments.
• Cross-reference with WooCommerce's built-in Tax Report (WooCommerce → Reports → Taxes) for spot-checks.
• For multi-currency stores: all values are in the store's base currency as stored in WooCommerce.
• Provide the CSV to your accountant rather than the raw API data — the summary format maps to common tax filing requirements.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: navarroido
• Source: navarroido/Woocommerce-skill
• License: MIT

Install and usage instructions live in the source repository linked above.