Tax reports
Several reports are available to help you file and remit your taxes or to provide to your tax accountant.
United States sales tax
The United States sales tax report provides a detailed summary of sales and tax information for orders in the United States. Tax reporting is provided at the state, county, and tax jurisdiction level. If you use Shopify Tax in the United States, then you can access the US sales tax report.
From this report, you can click any state to drill down to two deeper views:
- Jurisdiction report
- Detailed transactions report
The Jurisdiction report can be used when you prepare a sales tax return yourself. The report breaks out each tax jurisdiction and rate (for example, state, county, city, or special district) and aggregates the sales and tax collected for each jurisdiction–rate combination. This format matches with how most state returns expect you to report sales and tax by jurisdiction.
The Detailed transactions report can be used when you need line‑item detail for every tax line on every order. Export the report in order to import into other software, to recalculate taxes elsewhere, or to support an audit. The report shows the full set of data used to calculate and collect tax on each transaction.
Learn more about this report: United States sales tax report
Canada sales tax
The Canada sales tax report displays a detailed summary of sales and tax information for your orders in Canada. If you use Shopify Tax in Canada and your store currency is set to CAD, then you can access this report.
From this report, you can view 2 different levels of detail:
- Province summary: Displays sales and tax amounts aggregated by province and tax type, such as GST, HST, PST, or QST. Use this view when you prepare your CRA filing or review tax collected by region.
- Detailed transactions report: Displays line-item detail for every tax line on every order. Export this report to import into other software, to recalculate taxes, or to support an audit.
Learn more about this report: Canada sales tax report
Taxes report
The Taxes report provides a summary of the sales taxes that were applied to your sales.
Learn more about this report: Taxes finance report
Total sales by order
The Total sales by order report can help with your sales tax reporting. You can export this report as a CSV file that includes gross sales, net sales, taxes, returns, and shipping charges. To make the most of this report, ensure that you choose the correct time period (such as the calendar year). This report helps you get the information that you or your accountant need to work on your sales tax returns.
Learn more about this report: Total sales by order report
Managed Markets taxes
The Managed Markets taxes report provides a summary of the domestic taxes paid to you by Global-e on international orders processed with Managed Markets.
This report only contains data if you use Managed Markets in Canada or the United Kingdom.
Learn more about this report: Managed Markets taxes report
Other tax related resources
If you need information about your Form 1099-K and you use Shopify Payments, then refer to Tax reporting.
If you need information about your Form 1099-Misc and you use Shopify Balance, then refer to Tax reporting with Form 1099-Misc.