I love the flexibility in the tax setup for the end-customer in Shopify and it's amazing how easy it's to adjust differences in each of the customer countries. However I miss this to be reflected in the payout views when doing the accounting - basically I think if Shopify 'just' added billing location to the transaction view of payouts, book keepers would save tons of time by not having to click each of the transaction to identify country to ensure VAT in EU versus non-EU or whatever the scenario is. Or even better make a standard view where the transactions in a payment was based on billing location as a supplement to each transaction.
I know I could always setup an integration between Shopify and our ERP setup to automate the flow, but I haven't been able to find a standard integration provider, which have the flexibility to reflect the different local VAT rules and thereby I 'just' moved the problem of differentiated VAT to the ERP instead.
So am I missing out something here, as a billing location view would save me at least an hour if not more each month or is there a report I just have found yet (have a Shopify subscription)
With Report Pundit, you can add a billing location to the payout report and drill down the Payout deposit to your bank account and get the detail behind each Payout - like products sold, orders, customer name, taxes, shipping region, and many more fields.
Contact us at firstname.lastname@example.org or our live chat support team for help in creating reports.
Hi @stine79 ,
Kritesh here from Better Reports support team.
I believe our app Better Reports would be able to help with this. We can add billing location (city/state/country/whether it is in EU etc.) to each transaction of the order comprising the payout. This would effectively split the payout by location, making it easier for doing the monthly reporting.
This report can be exported directly to Excel, csv or pdf and emailed to your team at a regular cadence (say at the start of every month).
In addition to building custom reports to meet your specific needs, you'll have access to 60+ built-in reports that cover many common use cases for merchants and our reports can be scheduled to send to your email or Google Drive at set frequencies.
I encourage you to install Better Reports and start your free 14-day trial, and I'll be happy to set this up for you.
Let me know how you go and feel free to reach out if you have any further questions.