Transaction report with payment method and taxes

InvasionGames
Visitor
1 0 0

Hi!

 

I am looking for a report that shows both payment method AND transaction type.

 

A big range of our products are second hand, and are tax free in the sence of the receipt. But alot are also regular tax - and dividing them correctly is crucial.


Within the individual reports by payment method the taxes arent included and my accountant needs to check every receipt manually which is not cost efficient.

I have tried doing different reports manually but i cant figure out how to do this.

Replies 2 (2)

CloudlabSam
Shopify Partner
540 43 88

Can you be more specific regarding transaction types? 

BetterReports-C
Shopify Partner
77 0 6

Hi @InvasionGames 

Claudia here from Better Reports.

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

If the tax information is only available in the raw receipt, we can pull the data from the receipt and include it as a custom field in your transaction or sales report.

 

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?