Monthly Sales Report

jaffsgrafix
New Member
2 0 0

how to download monthly sales report for my tax returns ?? 

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DigitalArtisans
Excursionist
179 14 31

Hello @jaffsgrafix !

 

It’s very simple to get access to your sales report on Shopify. Follow this process:

 

  • From your Shopify admin, go to Analytics > Reports
  • In the Sales section, click Show all
  • Click on the desired sales report

 

Hope this helps!

 

Thanks,

Digital Artisans

Hatim Ayoub | Designer | Developer
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Report-Pundit
Excursionist
100 0 9
Hello @jaffsgrafix !
 
If you are on the "Basic Shopify plan," you can get taxes by order name, date, and product. Below are the steps to get the tax numbers from Shopify admin:
 
1) Click on Analytics and Reports
2) In the Finances box, click on the report called "Finances Summary."
3) Click on "Total sales", you will see the report that shows sales, discounts, refunds, taxes, and total sales by order name, date, and product.
 
If you are on the "Shopify plan," you can get taxes with additional fields. Below are the steps to get the tax numbers from Shopify admin:
 
1) Click on Analytics and Reports
2) In the Finances box, click on the report called "Sales."
3) Click on "Sales over time," you will see the report that shows sales, discounts, refunds, taxes, and total sales for each day under the graph.
4) You will see the "Edit columns" option, where you can add/remove fields for a detailed report.
 
I hope this helps. Let me know if you have any other questions.
 
Report Pundit - Instant reports and custom dashboards
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Nati_Tedeschi
Shopify Partner
10 0 1

Hi @jaffsgrafix , if you're looking for a more intuitive tool to create sales reports (or any other type of reports), check out BeProfit. It's a Shopify app that lets you keep track of all your expenses in one place. You can build, share and export custom reports or use predefined report templates. Let me know if you have any questions, I'm on the BeProfit team and would be happy to help!

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