Tax & Sales Audit Reporting for Magento 2

Características clave

Tax collected aggregated by jurisdiction, tax rate and tax rule, for any reporting period — reconstructed from sales_order_tax, invoice and credit-memo records, not cached aggregates

Separate taxable, zero-rated and exempt base breakdowns aligned to your Magento tax rules and product tax classes

Credit-memo and refund reconciliation — refunds netted against the originating invoice so reported liability matches what was actually collected and returned

Return-ready VAT/GST summaries exportable to CSV and XLSX, structured per jurisdiction for direct transcription into filings

Immutable, append-only audit log: every generated report stores the row-level order/invoice/credit-memo references behind each total for full traceability

Dedicated reporting schema and read models so audit queries never lock production sales_order, sales_invoice or sales_creditmemo tables

Admin grid and report viewer under a dedicated ACL resource (Ecosire_TaxSalesAudit::reports) so only finance roles can access tax data

REST and GraphQL service-contract endpoints for pulling period summaries into filing tools or BI dashboards

Cron-based pre-computation of period snapshots for fast, deterministic month-end and quarter-end closes

Multi-store and multi-currency aware — figures attributed to the correct store view, website and base/order currency

Handles partial invoices and partial refunds correctly, so multi-shipment orders reconcile to the right period

Configurable period basis (invoice date vs order date vs credit-memo date) to match your jurisdiction's point-of-supply rules

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

Haces el pedido

Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

Creamos e instalamos

ECOSIRE la crea, la configura y la instala en tu Magento 2.

En marcha + soporte

Sales en vivo en unas 2–4 semanas, con un periodo de soporte posterior al lanzamiento.

Sobre este producto

Magento 2's native Tax and Sales reports were designed for merchandising, not for filing a VAT/GST return or surviving a tax audit. They aggregate at the store level, mix gross and net figures, and give you no defensible link between a number on a report and the underlying orders, invoices and credit memos. When an auditor asks "show me how you arrived at this taxable base for Q2 in this jurisdiction," a CSV of order totals is not an answer.

This extension is built to order by ECOSIRE for your exact tax setup, then installed and supported on your Magento 2 Open Source or Adobe Commerce store. It ships as a proper module under app/code/Ecosire/TaxSalesAudit with its own di.xml, service contracts, repository interfaces, admin ACL, and a dedicated reporting schema so heavy queries never lock your sales_* tables.

It reconstructs tax figures from sales_order_tax, sales_invoice and sales_creditmemo records — not from cached aggregates — and groups them by tax rate, tax rule, jurisdiction (country/region/postcode as your rules define), and reporting period. Taxable, zero-rated and exempt amounts are separated; refunds and credit memos are reconciled back against the originating invoice so your net liability is correct. Every generated report is written to an immutable, append-only audit log with the row-level order references behind each total, so a figure is always traceable to source documents.

Output is return-ready: per-jurisdiction summaries exportable to CSV/XLSX, plus REST and GraphQL endpoints so finance can pull the same numbers into your filing or BI workflow. Cron pre-computes period snapshots for fast, repeatable month-end closes.

lo que obtienes

Custom Magento 2 module (Ecosire_TaxSalesAudit) under app/code, packaged as a Composer artifact with semantic versioning

Installation and configuration on your Magento 2 Open Source or Adobe Commerce environment (staging then production), mapped to your existing tax rules and rates

Admin reporting UI (report builder grid, period selector, jurisdiction drill-down) plus ACL roles wired to your finance team

REST and GraphQL endpoints documented for your filing/BI integration, with example requests

Cron jobs configured for period snapshot pre-computation, with setup/upgrade scripts (declarative schema + data patches)

Technical handover document covering architecture, configuration options, and how each reported figure maps back to source tables

Post-delivery support window plus a paid maintenance option for Magento and Adobe Commerce version upgrades

¿Para quién es esto?

Finance / Tax Manager

Owns VAT/GST return filing and needs clean, jurisdiction-level numbers — taxable base, tax collected, refunds netted — that can be transcribed into a return without manually reconciling Magento order exports in spreadsheets.

E-commerce Controller / CFO

Responsible for audit defense and accurate liability reporting across multiple stores and jurisdictions. Needs every reported figure traceable to source invoices and credit memos, with an immutable record of what was filed.

Magento Technical Lead / Solution Partner

Maintains the store and integrations. Wants tax reporting delivered as a clean, upgrade-safe module (di.xml, service contracts, declarative schema) with REST/GraphQL APIs, rather than fragile direct SQL against sales tables.

Cómo se compara Tax & Sales Audit Reporting for Magento 2

Criterio	ECOSIRE	Construcción personalizada	Competidor
Jurisdiction-level tax breakdown (rate / rule / region) built for filing	Incluido	Apoyo parcial	Apoyo parcial
Taxable, zero-rated and exempt base separated correctly	Incluido	Apoyo parcial	Apoyo parcial
Credit-memo and refund reconciliation netted to source invoice	Incluido	Apoyo parcial	Apoyo parcial
Immutable, traceable audit log linking totals to source documents	Incluido	No incluido	No incluido
REST and GraphQL endpoints via service contracts	Incluido	Apoyo parcial	Apoyo parcial
Built, installed and supported for your exact tax setup	Incluido	Apoyo parcial	No incluido
Upgrade-safe module (di.xml, declarative schema) — no direct SQL hacks	Incluido	Apoyo parcial	Incluido
You own the source code	Incluido	Incluido	No incluido

Preguntas frecuentes sobre Tax & Sales Audit Reporting for Magento 2

How long does delivery take, and is this an instant Marketplace download?

No — this is not an instant download from the Adobe Commerce Marketplace. ECOSIRE builds the module to order for your specific tax rules, jurisdictions and Magento version. Typical delivery is about 2–4 weeks: a short scoping call to map your tax setup, build and internal QA, installation on your staging environment for review, then production deployment. The price covers the build, installation and an initial support window.

What ongoing support and updates are included after delivery?

Delivery includes a post-launch support window for bug fixes and configuration adjustments. Beyond that, we offer a paid maintenance option covering compatibility with new Magento 2 Open Source and Adobe Commerce releases, security patches, and changes to your tax rules or reporting requirements. Because you own the module source, you can also maintain it with your own team or another partner.

Does this work on both Magento Open Source and Adobe Commerce?

Yes. The module is built against Magento 2 service contracts and standard extension points, so it runs on both Magento Open Source and Adobe Commerce (including cloud). On Adobe Commerce we can additionally align with shared catalog and B2B tax scenarios if your store uses them. We confirm your exact version and edition during scoping.

How are refunds and credit memos handled in the tax figures?

Refunds are reconciled at the source-document level. Each credit memo is netted against its originating invoice and attributed to the correct reporting period (configurable to credit-memo date or original invoice date per your jurisdiction's rules), so your reported tax liability reflects what was actually collected minus what was returned — not just gross sales.

Will the reports stay consistent if an old order is edited or a late refund is issued?

Yes. Reports are generated from immutable source records and each run is written to an append-only audit log with the row-level references behind every total. If a late credit memo lands after a period close, it is captured in the period its rules dictate and the change is visible in the audit trail — you always have a defensible record of what a report showed when it was filed.