Profit manager for Woocommerce Documentation

SSP — Profit Dashboard for WooCommerce (Docs)

SSP Documentation

SSP Profit Dashboard for WooCommerce

Overview

SSP Profit Dashboard for WooCommerce automatically tracks your true profit by accounting for payment processing fees, business expenses, and estimated taxes. See exactly how much you’re really making — not just gross revenue.

Real profit visibility: Revenue minus fees, minus expenses, minus taxes = what actually hits your pocket.
Admin LocationWooCommerce → Profit Dashboard
RequirementsWooCommerce 6.0+, PHP 7.4+
Data StorageWordPress options (no custom tables)

Dashboard

The main Dashboard shows your key financial metrics at a glance.

Stats Cards

Today’s RevenueGross revenue and order count for today.
This Month ProfitNet profit after fees and expenses for the current month.
YTD ProfitYear-to-date net profit with total order count.
Est. Tax DueRemaining estimated tax balance (total estimate minus payments made).

30-Day Trend Chart

Visual chart showing daily Revenue vs. Profit over the last 30 days. Helps identify trends and patterns.

Year Summary Table

Complete breakdown of your annual finances:

  • Gross Revenue
  • Payment Processing Fees (subtracted)
  • Business Expenses (subtracted)
  • Net Profit
  • Estimated Tax
  • Taxes Paid (subtracted)
  • After-Tax Profit

Daily Reports

The Daily Reports tab shows a day-by-day breakdown of your sales.

Report Columns

DateThe calendar date.
DayDay of week (Mon, Tue, etc.).
OrdersNumber of orders that day.
RevenueGross revenue.
ProfitRevenue minus payment fees.
MarginProfit as percentage of revenue.

Options

  • Hide days with $0 — Toggle to show only days with sales.
  • Export CSV — Download all daily data as a spreadsheet.

Expenses

Track your recurring and one-time business expenses in the Expenses tab.

Expense Types

RecurringOngoing expense that repeats indefinitely (subscriptions, hosting, etc.).
One-timeSingle expense on a specific date.
Limited CyclesRecurring expense that ends after a set number of payments.

Frequency Options

For recurring expenses, choose: Weekly, Monthly, Quarterly, or Annually.

Categories

Organize expenses by category for better tracking:

  • Software/SaaS
  • Hosting/Infrastructure
  • Marketing/Advertising
  • Professional Services
  • Office Supplies
  • Insurance
  • Other

How Expenses Are Calculated

The plugin automatically calculates which expense payments fall within any date range based on the start date and frequency. This ensures accurate profit calculations for any time period.

Payment Fees

Configure your payment gateway fees in the Payment Fees tab.

Fee Structure

Percentage FeePercentage of each transaction (e.g., 2.9%).
Flat FeeFixed amount per order (e.g., $0.30).

Calculation

For each order: Fee = (Order Total × Percentage) + Flat Fee

Common Gateway Rates (2024)

Stripe2.9% + $0.30
PayPal2.59% + $0.49
Square2.6% + $0.10
Authorize.net2.9% + $0.30
WooPayments2.9% + $0.30
Multiple gateways? If you use multiple payment gateways, set the fee to your primary gateway’s rate or an average of all gateways.

Tax Projections

The Tax Projections tab estimates your tax liability based on your business income and profile settings.

⚠️ Projection Only: These estimates use simplified 2024 tax rates and may not reflect your actual tax liability. Always consult a qualified tax professional for accurate tax planning.

Overview Cards

Net Profit (YTD)Your year-to-date business profit after fees and expenses.
Estimated TaxProjected total tax based on your profile settings.
Paid This YearSum of all recorded tax payments for the current year.
Balance DueEstimated Tax minus Paid = remaining amount owed.

Tax Breakdown

The breakdown shows exactly how your tax is calculated:

  1. Start with Business Net Profit
  2. Add other income (W-2, investments, spouse income)
  3. Subtract above-the-line deductions (health insurance, retirement, etc.)
  4. Subtract QBI Deduction (20% for qualifying pass-through entities)
  5. Subtract Standard Deduction
  6. = Taxable Income
  7. Calculate Self-Employment Tax (15.3%)
  8. Calculate Federal Income Tax (progressive brackets)
  9. Calculate State Tax (if applicable)
  10. = Total Estimated Tax

What’s Included

  • Self-Employment Tax — 15.3% (12.4% Social Security + 2.9% Medicare) on 92.35% of net earnings. Additional 0.9% Medicare on income over $200K single / $250K married.
  • SE Deduction — Half of SE tax is deductible from income.
  • QBI Deduction — 20% deduction for pass-through entities (sole prop, LLC, S-corp, partnership) with phase-out at higher incomes.
  • Federal Brackets — 2024 tax brackets (10%, 12%, 22%, 24%, 32%, 35%, 37%).
  • State Tax — All 50 states + DC with their 2024 rates.
  • Child Tax Credit — $2,000 per qualifying child under 17.

Tax Profile Settings

Configure your tax profile to get accurate estimates.

Business & Filing

Business EntitySole Proprietor, Single-Member LLC, Partnership, S-Corp, or C-Corp. Affects SE tax and QBI eligibility.
Filing StatusSingle, Married Filing Jointly, or Head of Household. Affects brackets and standard deduction.
StateYour state for state income tax calculation. States with no income tax (TX, FL, WA, etc.) show 0%.
Children Under 17Number of qualifying dependents for Child Tax Credit.

Other Income

Other IncomeW-2 wages, investment income, etc. Added to business income for total AGI.
Spouse IncomeIf married filing jointly, spouse’s income is included.

Deductions

Health InsuranceAnnual self-employed health insurance premiums. 100% deductible above-the-line.
Retirement ContributionsContributions to SEP-IRA, Solo 401(k), SIMPLE IRA, or Traditional IRA. Limits are calculated automatically.
Home Office DeductionDeduction for business use of home.
Other DeductionsAny additional above-the-line deductions.

Retirement Account Limits (2024)

SEP-IRAUp to 25% of net self-employment income, max $69,000.
Solo 401(k)Employee: $23,000 + Employer: 25% of net income, total max $69,000.
SIMPLE IRA$16,000 employee + 3% employer match.
Traditional IRA$7,000 limit.

Tax Payments

Record your estimated and final tax payments to track your balance.

Recording a Payment

DateWhen the payment was made.
AmountPayment amount.
TypeFederal Estimated, Federal Final, State Estimated, or State Final.
Quarter / YearWhich quarter and tax year the payment applies to.
NotesOptional confirmation number or notes.

Quarterly Due Dates (2024)

Q1 (Jan – Mar)April 15
Q2 (Apr – May)June 16
Q3 (Jun – Aug)September 15
Q4 (Sep – Dec)January 15 (next year)
Quarterly suggested payment: The tax breakdown shows your estimated quarterly payment (total tax ÷ 4) to help you plan.

Data Export

Export all your data as a CSV file from either:

  • Daily Reports tab → Export button
  • Settings tab → Export All Data button

Export Includes

  • Daily sales data (date, orders, revenue, profit)
  • All expenses (name, amount, type, frequency, category, start date)
  • Tax payments (date, amount, type, quarter, year, notes)
  • Current payment fee settings

FAQ

How is profit calculated?

Profit = Revenue − Payment Fees − Expenses

Payment fees are calculated per order. Expenses are prorated based on their frequency and the date range.

Which orders are included?

Only orders with status “Completed” or “Processing” are counted. Refunds are automatically subtracted from the order total.

C-Corp tax calculation?

C-Corporations pay a flat 21% corporate tax rate. No self-employment tax or QBI deduction applies. Personal income from the corporation (salary, dividends) would be taxed separately.

State tax rates accurate?

State rates are simplified approximations using the top marginal rate. Graduated state brackets are not fully modeled. Some states have surtaxes (CA mental health tax, MA millionaire tax) that are included at higher incomes.

Multiple payment gateways?

Set your fee to match your primary gateway, or calculate a weighted average based on transaction volume. The plugin applies one fee rate to all orders.

Data not showing?

Make sure WooCommerce is active and you have orders with “Completed” or “Processing” status. Only orders with dates are counted.

Why does my tax estimate differ from my accountant’s?

This plugin provides a simplified estimate. It doesn’t account for: itemized deductions, AMT, FICA from W-2 jobs, capital gains, estimated payment penalties, local taxes, or complex multi-state scenarios. Use it for planning, not filing.

What about sales tax?

This plugin tracks income tax only. Sales tax collected is passed through to the state and doesn’t affect your profit calculation (it’s not your money). Make sure you’re not double-counting sales tax in your revenue.