Best Way To Pull Quick Reports

Natalie12
New Member
7 0 0

Hello,

I am looking for the best way to pull reports for each month to send to my accountant.  The info I need is total in state sales, total out of state sales and total tax collected.  I can't seem to find a seamless way to do this and it seems like it should be pretty simple.  I purchased the shopify POS app to use when I am working events and thought that having that app would make it easier to pull reports but it doesn't seem to be the case.  Even when I pull a report in the reports section by region that shows at least my in state but doesn't show returns and then it doesn't let me see out of state as a whole.

Can anybody recommend a quick and easy solution for this?

Thanks!

 

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Mark_at_TaxJar
Shopify Partner
2 0 0

Hi Natalie-

We built TaxJar for that exact reason - so you can get easy, automated sales tax reports for either you or your accountant. Our reports provide sales tax collected subtotaled by state and by local jurisdiction (city, county) - depending on what a state calls for.

We're in the app store: http://apps.shopify.com/taxjar

Hope that helps!

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