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.
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.
Benefits
Consolidate Tax Data
Check Monthly Tax Liability
Tax Summary
Related Reports
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.
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.
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