Monthly Tax Summary
 Report

A report for a month-over-month overview of total sales, highlighting taxable and non-taxable amounts, with a detailed listing of all taxes applied for each month.

Monthly Tax Summary

Month

The month in which the order was created in Shopify.

Taxable Sales

Sales containing products that can be taxed. Depends on product type, customer type, customer location, etc.

Non Taxable Sales

Sales with products that can’t be taxed. Ex. Sales of handicraft products are tax exempt in some regions

Total Sales

The final sales amount used to calculate the commission.

Total Tax

Total tax amount collected for an order, including shipping taxes.

Tax Amount*

Amount collected by applying the respective tax for an order.

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Benefits

Consolidate Tax Data

Consolidate Tax Data

The monthly tax summary consolidates all tax data, including taxes collected by region, making it easier to file accurate sales tax returns.
Check Monthly Tax Liability

Check Monthly Tax Liability

The report gives businesses an overview of their monthly tax liabilities, helping them set aside funds for upcoming tax payments.
Tax Summary

Tax Summary

By providing a detailed summary of all taxes collected, the report ensures that merchants can file their tax forms accurately and on time, reducing the risk of errors and potential penalties.

Related Reports

United States Sales Tax

Shopify Tax offers the highest level of sales tax compliance with the least amount of upkeep for merchants that sell to customers in the United States.

Tax Report

The report offers different tax types applied to each order, including state, county, and local taxes, as well as international taxes like VAT and GST. Merchants can set custom tax rates, and the report will adjust accordingly to reflect accurate tax amounts collected. The report distinguishes between taxable and non-taxable products, aiding in accurate tax calculations.

USA Tax collected (Shopify)

This report helps you comply with varying tax rates across state, county, and local levels, along with economic nexus rules that differ from state to state.

Canadian Tax Report

A report to track all Canadian taxes applicable on received orders, including GST, PST, HST, and QST, with taxable and non-taxable sales values.

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