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?
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!