Shopify Sales Tax Reports

Taxes are the part of business in which it is very unpleasant to make a mistake. Shopify calculates sales tax on your orders once your tax settings are in place, but filing and paying that tax is usually still on you, so you need reports that show exactly what was collected, where and when.

This page covers the tax reports Shopify already gives you, when they are enough, and the more detailed tax reports you can get with Mipler. Check out other Shopify reports to learn more about the platform's capabilities.

Shopify's built-in tax reports

According to Shopify's help center, the tax reports available in the Shopify admin depend on how your store handles tax:

• United States sales tax report - tax at state, county and jurisdiction level, with a detailed transactions view. Available if you use Shopify Tax in the United States.
• Canada sales tax report - tax by province and tax type (GST, HST, PST, QST). Available if you use Shopify Tax in Canada and your store currency is CAD.
• Taxes report - a summary of the sales taxes applied to your sales.
• Total sales by order - gross sales, net sales, taxes, returns and shipping per order, exportable as CSV.

If you use Shopify Tax in the US or Canada, the native reports may be all you need. If you don't, the reports listed for you are the Taxes summary and Total sales by order. Mipler adds tax reports by state, county, country and item, monthly totals and scheduled delivery to your accountant, whichever tax setup your store uses.

Why Are Shopify Tax Reports Important

Shopify tax reports are the main documents that help to control the percentage of sales or profit paid to the state. Without them, it would be difficult to check and prove that all actions were legal and fair. In addition, they provide additional advantages when used for stores:

• Ensure compliance with tax legislation in all countries, not just the US: each country has its tax rate. If your tax rates are set up correctly in Shopify for every country and state you sell to, Mipler reports automatically account for all the taxes charged.
• Simplify the financial audit process: the reports are well-structured, providing detailed and reliable records, and the information is easy to customize with the help of filters and adding the necessary columns.
• Help analyze taxes for each product: one of the Shopify tax reports from Mipler helps you see what tax you must pay for each product unit.

How to make Shopify tax reporting more flexible

Tax systems of different countries differ, and Mipler allows you to tailor Shopify tax reporting to your specific needs:

• Customizable settings
  Change tax rates and rules directly in Shopify to match local laws, and all changes will be automatically applied in Mipler for Shopify tax reports.
• Segment reports based on criteria
  Create reports based on product categories, regions, or periods required for correct documentation.
• Dynamic date ranges
  Set appropriate filters in each report so they will help you file taxes at the right time.
• Flexible export options
  Export reports in XLSX, CSV, PDF, or Google Sheets to simplify tax filing and audits.

Create Shopify Sales Tax Reports with Mipler

Mipler offers Shopify store owners not only to read sales tax reports. Of course, there are other reports, which we will cover in the next section. However, it is worth paying attention to the fact that Mipler Shopify reports for taxes can not only simplify the management of taxes. In addition, you can get solutions to the following problems:

1. Problem: Different systems require different data formats.

   Solution: You can export the data as Microsoft Excel (.xlsx), PDF document (.pdf), Web page (.html), or comma-separated values (.csv).

2. Problem: The team needs to share the report and be able to edit it.

   Solution: All reports can be exported to Google Sheets and shared with team members.

3. Problem: The report has a lot of data, so it is difficult to see and make a single opinion about the dynamics immediately.

   Solution: Each report has a dashboard for data visualization.

4. Problem: The team needs to view reports in the app and have access to dashboards.

   Solution: Each report has a unique reference. You don't need to be authorized to access the data; you just need a link.

Shopify Tax Reports – what's available with Mipler

In addition to the standard Shopify sales tax report, Mipler has developed reports that will simplify the process of submitting tax returns.

Tax per Country

If you distribute your products in more than one country, you must pay taxes in all the places where your products are bought. The Tax per Country Report provides general information on how much tax a store has to pay in each country. More on this report: Shopify Tax per Country Report.

Tax per State

This report is similar to the previous one. However, it shows taxes for each US state. More on this report: Shopify Tax per State Report.

Tax per County

Local areas can add their own tax on top of the state rate. In Florida, for example, there is a base state tax plus local surtaxes, so a per-county breakdown shows each county's share. The Tax per County report lists every county and the tax collected there, which makes local filings and audits easier.

To get it in Mipler:

1. Open Mipler in your Shopify admin and find the Tax per Counties report.
2. Select your date range and, if needed, filter by state - for example, only Florida.
3. Run the report to see each county and the tax collected there.
4. Export it as a spreadsheet or PDF for your records or your accountant, or schedule it to arrive by email every month or quarter.

Tax Collected (Monthly)

The Collected Taxes report (monthly) is similar to Shopify's default tax report. It shows the taxes paid each month for the last year, which is very convenient for writing tax returns or auditing finances. The totals are broken down by jurisdiction, so at tax time you have the amount for each region ready for your return.

To get it in Mipler:

1. Open Mipler in your Shopify admin and find the Tax Collected (Monthly) report in the report library.
2. Select the date range you want to review (e.g., Last month) and apply any country or state filters.
3. Export the report (CSV, Excel, PDF, etc.) to save it or share it with your accountant.

Tax Details

In this report, each sold option is presented in a separate row. In this way, you can see absolutely all taxable sales. Use filters on the variant value or any other value in the data grid to reduce the number of data records displayed.

Build and automate your Shopify Tax Reports and save your time

Process automation saves a lot of time. Mipler can offer you to schedule reports. Set up periodic reports to be sent to you and your colleagues. For example, have the Tax Collected (Monthly) report emailed to you and your accountant on the first day of each month with the previous month's totals.

Any changes you make in the administrative part of your Shopify store are automatically reflected in the application. This feature is especially useful when the store sells products in different countries. Changes in interest rates are automatically taken into account when building reports.

Pre-built templates also facilitate the process of tax control. You can use ready-made templates to start quickly and customize all indicators as needed.

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