I am new to Shopify, moved my store from another platform. I have to collect sales taxes in multiple states including New York that requires reports down to the local taxing level. Shopify seems to charge the sales tax but I do not see the reporting necessary for the returns.
I have used Avalera on my previous sites and am wondering if I need that level of detail if I will need to add that service to Shopify as well, or am I overlooking something with Shopify services.
Appreciate any responses.
To get your tax reports accurate and in seconds, you could use a tool such as Quaderno. Quaderno provides you with reports and summaries containing all the information you need for filing, with just a click. Furthermore, it will let you know when any tax changes, creates reports, and sends tax compliant invoices. Quaderno will also notify you when you reach a sales tax registration threshold so you know you are expected to register there.
Full disclaimer, I work at Quaderno. If you have any questions, you can reach us at email@example.com
Hope that helps!
Avalara is only available on Shopify's Plus level and it's very expensive. Shopify does offers sales tax reports under taxes tab.
I am also confused - I see there are sales tax reports, but how can I filter the results to see totals for geographic areas that I am collecting taxes?
Was this ever resolved? If not, feel free to check out our new app - Report Toaster. We have over 50 built-in reports - including tax reports. If you don't see what you need, we would be glad to help get it built.
Tiia here from the Better Reports support team.
I believe our app Better Reports may be able to help.
We can create a custom report that shows your sales and collected sales tax by tax name or tax jurisdiction (city, county, or state). We can organize the report to fit your reporting needs, it can even be broken down by month and/or by state!
In addition to our custom report capabilities, we have more than 60 built-in reports that cover your most common reporting needs including sales, current inventory, refunds, payouts, and more. Our reports can also be scheduled to send at a set frequency (daily/monthly/quarterly) to your email or Google Drive.
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.
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