At a glance
Day-by-day tax collected over the last 90 days, plotted as a time series. Useful for Finance teams reconciling monthly VAT/sales-tax returns, spotting a tax-engine outage that suddenly switched to local fallback (lower rate), and validating that recently-changed tax rules are applying correctly.
| What it counts | For each day in the 90-day window: SUM(tax_amount) over orders created in that day. Daily granularity; 7-day moving average overlay. |
| API field | tax_amount, created_at from the orders index. Adobe Commerce REST: GET /rest/V1/orders. |
| VAT / tax treatment | The card IS the time-series tax view. Tax engine source (native vs Avalara vs Vertex) toggleable per series. |
| Shipping | Default: total tax_amount includes both product and shipping tax. Toggle to product-only via tax_amount - shipping_tax_amount. |
| Discounts | Tax computed post-discount per Magento default (or per merchant config). |
| Cancelled orders | Excluded by default. |
| Refunds | Not subtracted, the card is creation-time. For net-of-refund tax, subtract Credit Memo tax from Refunds Over Time. |
| Currency | Mixed-currency display by default. base_tax_amount for FX-neutral / VAT-return-relevant. |
| Multi-store scope | All Store Views by default. Per-Store-View slicing essential for jurisdiction-specific reconciliation. |
| Time window | 90D rolling. Quarterly windowing useful for tax filing. |
| Alert trigger | None on this card directly. Pair with Total Tax for aggregate alerts. |
| Roles | owner |
Calculation
Calculated automatically from your Adobe Commerce data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A B2B+DTC merchant on Adobe Commerce 2.4.7 with US (Avalara) + UK (native) Store Views. Snapshot 13 May 26, 90-day rolling. Aggregate stats:| Metric | UK | US | Combined |
|---|---|---|---|
| Days | 90 | 90 | 90 |
SUM(tax_amount) | £405,200 | $271,500 | mixed |
| Mean per day (£/$ home currency) | £4,500 / $3,017 | ||
| Standard deviation | £1,640 | $720 | |
| Min day (Sun, low traffic) | £620 | $410 | |
| Max day (Mon post-Easter spike) | £8,940 | $5,800 |
| Date | Event | Tax impact |
|---|---|---|
| 12 Mar 26 | UK Reduced VAT rate added (5% on children’s clothing range) | UK Reduced series jumps from £0 to ~£280/day; UK Standard series drops slightly as products reclassified |
| 14 Apr 26 | Post-Easter Monday surge | Combined tax peaks at ~£12,000/day |
| 22 Apr 26 12:00 GMT | Avalara API outage (90 minutes) | US tax briefly drops to ~50% of normal; orders captured locally with native Magento fallback rates |
| 28 Apr 26 onwards | Sustained dip during supplier-sizing PR crisis | Combined tax drops with revenue ~15% |
- The 12 Mar reclassification of children’s clothing is visible as a step change. Products previously taxed at 20% are now at 5%; combined tax-per-revenue ratio dropped from ~17.5% to ~16.8%. Confirms the rule was activated correctly.
- The 22 Apr Avalara outage is a critical learning. During the 90-min outage, orders went through Magento’s local fallback rates which were last-synced from Avalara on 1 Apr. Some county rates had changed since; the fallback under-collected by ~$420 across 18 affected orders. Finance had to issue catch-up invoices. Action: sync Magento fallback rates from Avalara monthly (currently set to “On API call” only).
- Day-of-week pattern. Sundays show the lowest tax (because lowest order volume). UK Reduced VAT (children’s clothing) shows a different DOW pattern, more weekend-heavy because it’s DTC parent-buyer traffic.
- Cross-link with Tax Analysis: the per-rate breakdown for the 14 Apr peak day showed UK Standard at £6,800 + UK Reduced at £490 + UK Zero at £0 + US (across all states) at 5,800 ~= £4,640 at then-FX) ≈ £11,930.
- Quarterly view for VAT filing. Toggle the chart to 91-day cumulative; UK Standard 20% column should match exactly the figure submitted on the next VAT return (after subtracting refunded VAT from Credit Memos).
- Net-of-refund version. Subtract the daily Credit Memo
tax_amountfrom this card to get net-tax-per-day, the actual figure that would land on the VAT return. The card’s “net” toggle does this automatically when Refunds Over Time is on the same dashboard.
Sibling cards merchants should reference together
| Card | Why pair it with Tax Collected Over Time |
|---|---|
| Total Tax | Aggregate. |
| Tax Analysis | Per-jurisdiction breakdown for any given day. |
| Total Revenue | Denominator-of-context; verify rate consistency over time. |
| Refunds Over Time | Refunded tax to subtract for net VAT. |
| Revenue Over Time | Revenue and tax should track proportionally; divergence flags rate misapplications. |
avalara.tax_liability_over_time | Avalara’s daily series; should match this card’s US-side. |
shopify.tax_over_time | Cross-platform reference. |
Reconciling against the vendor’s own dashboard
Where to look in Adobe Commerce Admin:Reports > Sales > Tax with “Show By” set to “Day” and date range matching the card. Daily column should match this card’s daily values.For Avalara users:
Avalara Admin Portal > Reports > Liability Worksheet, set the period and Avalara renders the same day-by-day shape.Why our number may legitimately differ from Adobe Commerce Admin:
| Reason | Direction of divergence |
|---|---|
| Currency. Reports default to base; this card defaults to mixed display. | Material for multi-currency stores |
| Reports indexer lag. Daily aggregations refresh nightly; today’s value lags by up to 24h in Reports. This card refreshes every 5-15 min. | Vortex IQ ahead on trailing day |
| Avalara commit failures. Failed commits leave Adobe with locally-computed tax; Avalara never sees the order. Daily totals diverge by the failed-commit value. | Sum of failures |
| Time-zone. UTC vs Store View locale; bucket shifts at day boundary. | ±1 day at edges |
| Cancelled inclusion. Card excludes cancelled. | Standard |
| Card | Expected relationship | What divergence tells you |
|---|---|---|
avalara.tax_liability_over_time | Daily Avalara liability ≈ this card’s US-side daily | Daily gaps point to commit failures on specific days; investigate. |
vertex.tax_over_time | Same logic for Vertex users | Same diagnostic. |