Sales Report by State

wasunflwr
New Member
2 0 1

Hi, 

I'm on the basic plan and preparing for quarterly taxes. We are based in WA state but have had some sales in other states and trying to find the best way to find the total sales for each. Is there a way to do this, say just see total sales in WA, on this plan, or without paying for an app? I've seen some people mention needing a professional plan or using an app with a monthly fee. 

Thanks for your help!

Stephanie 

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BobsMojo
Shopify Partner
446 44 96

Hi @wasunflwr 

The way we do this is to go to the orders screen, filter by the date range we need, then export the filtered orders to a CSV. We then use Excel to filter & sort the orders in the CSV file by state.

wasunflwr
New Member
2 0 1

Thank you MelsMojoBob, this worked and made it so easy to file!!

texas44
New Member
2 0 0

hmm this didn't work for me, it does not show a column with state information on the excel document

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BobsMojo
Shopify Partner
446 44 96

@texas44 

In Excel, column 'AP' (Shipping Province).

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BobsMojo
Shopify Partner
446 44 96

@bronddy 

On any plan. Just go to your orders screen and hit the export button. The CSV file will have the states listed in column 'AP'.

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radiant-shenti
New Member
4 0 0

Worked great. Thank you!

 

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canyonjoe
New Member
2 0 0

Go into analytics and you can add shipping region to report then change your timeframes.  It will show all states but break out by each one.

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goodmorningbaby
New Member
3 0 0

Hi Stephanie!

 

I am also in WA state and saw your post about filing quarterly taxes. This will be my first time filing and was curious did you need to file a separate tax report for each state you did sales in? My normal tax person wasn't sure how to do this (even though its his job :)) So I am trying to figure it out myself!!

 

Any insight would be so so so appreciated!

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texas44
New Member
2 0 0
Hi, for Shopify sales - you file wherever you have a physical nexus. If you
live in WA and ship from WA you file taxes from there, not all the states
you sell to. That is my understanding at least and what I have been doing!
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