State Sales Tax Reports for 2022

[Angus]

How can I get quarterly sales tax reports from Shopify prior to 2023. I need quarterly reports for CA for 2022 to amend returns. Thanks

[Report-Pundit]

Hi @Angus ,

If the customization to export only the Canadian tax for 2022 is limited by your current Shopify plan, you can use reporting tools like Report Pundit to generate this report.

Thanks,
Team Report Pundit

[BetterReports-C]

Hi @Angus 

Claudia here from Better Reports.

Have you been able to find a solution with Shopify? If not, I recommend our app Better Reports for this.

We can help create a report showing quarterly California taxes for past sales.

In addition to this, Better Reports has more than 60 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel or PDF format.

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.

What do you think?