Pro feature

Monthly return report

Overview

The monthly return report is a Pro feature. With the Pro add-on active and licensed, the Reports tab under WooCommerce → IOSS shows, for each calendar month, exactly the figures the IOSS return asks for — so filing becomes transcription, not spreadsheet work.

This feature requires a Pro license. See what’s included and Licensing.

Mirroring the official return

The IOSS return format is fully harmonized across the EU (Annex III of Implementing Regulation 2020/194): per member state of consumption, the taxable amount and VAT amount at the standard rate and at each reduced rate, in EUR, plus a corrections section for prior periods. The report reproduces that structure line for line:

  • Country — the member state of consumption.
  • Rate type — standard or reduced (reduced lines appear when reduced-rate mapping is enabled; otherwise everything is standard-rated).
  • Rate (%) — the rate that was actually charged, historically accurate: a country that changed its rate mid-year keeps the correct rate in earlier months, and a mid-month change produces two lines, which the return format explicitly allows.
  • Taxable amount (EUR) and VAT (EUR) — from the values captured at payment acceptance, so they cannot drift after the fact.

Below the supply lines, a Corrections section lists prior-period adjustments in the Part 3 shape — period, country, VAT delta — see Corrections ledger.

Every member state’s portal is a web form keyed from exactly these numbers (no member state currently offers a public submission API, so nothing can honestly “file for you”). You — or your intermediary, to whom the CSV export travels well — enter them and pay.

Mark as filed

Once you have submitted a month’s return, click Mark as filed. This locks the month:

  • The month’s figures are frozen as your record of what was declared.
  • Refunds and adjustments that land afterwards no longer mutate the month — they flow to the corrections ledger against the original period instead, which is how the scheme wants them reported.

You can unlock a month if you marked it prematurely; do that only if you genuinely have not filed yet, since edits after a real filing belong in corrections.

Nil months

A month with no IOSS-eligible sales shows as an explicit nil month — a nil return is still mandatory, so the report says “nothing to declare, still file” rather than showing an empty screen. Mark nil months as filed too, so your filing history is complete.

Refunds

Refunds in a not-yet-filed month reverse out of that month’s lines directly, using the original order’s captured FX rate. Refunds against a filed month become corrections. Either way the report shows you the current, ready-to-declare state of every month.

Not tax advice

The report is prepared from your store’s order data as a filing aid. Whether specific goods qualify for a reduced rate, and your overall registration position, are questions for your tax advisor or intermediary — verify the figures before submitting.