Financing, tax rates, and accounting
How do I pull out reports for my accountant for all purchases? It has to be put into my accounting system
That would depend on what your accountant is requesting. Did they provide you a list of what they need?
Hi @Hanna8,
There's plenty of information that can be obtained from your Shopify Analytics, so as @CloudlabSam correctly points out, you will need to know exactly what it is your accountant requires from you in order to dig out the relevant information.
Do you simply need to provide your accountant with a history of the number of sales you made over the past 12 months? Or did your products have cost recorded at the time they were sold? In which case you might want to pull a report of your profit by product.
If you let me know more specifically what it is you're looking for, I can help you obtain as much information as possible!
Meanwhile, how are you gearing up to make even more sales? Do you have any strategies in place for the busiest time of the year?
To learn more visit the Shopify Help Center or the Community Blog.
Ok, excellent - well you can see from the guide I linked you to which reports are available to you and on which plans.
You may be especially interested in the Finance reports, in particular, the Sales finance report which includes the values that you'll most likely need when doing your bookkeeping, such as net sales. The report shows each sale and return that your store made during the selected timeframe, organized by date.
To learn more visit the Shopify Help Center or the Community Blog.
Hi @Hanna8,
It is difficult to fully understand your reply as the images have not been uploaded. Could you try either inserting the screenshots or uploading them as attachments please:
Have you been using the Taxes finance report?
I completely understand your English, so don't worry about that too much! But for clarity, I would definitely appreciate a few more visual examples too.
To learn more visit the Shopify Help Center or the Community Blog.
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