How to isolate the sales for a single state for a given year

[Saurodude]

Hi community,

Can you tell me how to isolate sales in our home state so that I can account for all the collected sales taxes?

[James1973]

This might not be directly what you are looking for but I know many people who swear by using this software as a bridge between their shopify account and their tax software

https://linkmybooks.com?fpr=trusted-brands-direct

[TrueProfit_Jen · Accepted solution]

Hello @Saurodude ,

I'm Jen from TrueProfit.

To isolate sales in your home state so that you can account for all the collected sales taxes, you can use the following steps:

• Go to Shopify Admin -> Click Orders
• Create Filters -> Select Shipping country
• Click Apply Filter

This will display a list of all orders that have been shipped to your home state. You can then use this list to calculate the total amount of sales tax that you have collected on these orders.

To calculate the total amount of sales tax, you can use the following formula:

Total sales tax = (Order subtotal + Shipping charges) x Tax rate

Where the tax rate is the sales tax rate for your home state.

Hope these can help, let me know if you have any further questions. 

Have a nice day,

Jen,