CO Sales Tax reports down to street address

TJColorado
Tourist
4 0 1

CO is a home rule state so I have to remit sales tax to every city in CO where I ship an order each month. I brought on a bookkeeping service because I have enough sales throughout the state where this is now too much for me to continue. My bookkeepers need to sort through the report efficiently- right now it is costing me an arm and a leg because the reports are not arranged in a way where they can easily see the necessary data to make it quick, and save me on their hourly rate. The main thing they need is the shipping address for each online, shipped order. The most specific we've been able to sort by is zip code, but they insist that full shipping address is needed to remit, and we haven't been able to find a report that lists these; to save them from clicking into each individual order for that info. Any suggestions? Maybe a Shopify app that will have these more specific filters? I already use BetterReports, but even in that one I have not been able to get the correct format. 

Replies 4 (4)

CloudlabSam
Shopify Partner
537 43 87

Hi there - unfortunately that report is not available via Shopify.

 

You should be able to get this information using our Report Toaster app. Please feel free to take a look and let me know if you have any questions.

Report-Pundit
Trailblazer
304 11 20

Hi @TJColorado ,

I'm John, and I'm the founder of Report Pundit, a reporting and analytics software that has received over 900 five-star reviews.

We can check the possibility of summarizing the report for each shipped order, including the shipping address. We have worked with a couple of Shopify merchants in customizing the shipping reports.

The report can be sorted and filtered by shipping zip code, state, order date, fulfillment date, and a number of other factors using Report Pundit.

We request you to install Report Pundit, as it is a pre-requisite to check the possibility of your requirement.

We have a 14-day free trial to see if Report Pundit fits your need. Our prices are merchant-friendly. Our support team can set up any custom report unique to your business. Report setup is always free.

You can reach me at support@reportpundit.com

Thanks!!

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BetterReports-K
Shopify Partner
169 6 16

Hi @TJColorado,

 

Keanna here from the Better Reports support team.

 

We can actually create a custom report for this showing the full shipping address and tax names charged for each order!

 

I encourage you to reach out to us at hello@betterreports.com with your bookkeepers requirements and we'll be happy to create that report for you.

TJColorado
Tourist
4 0 1

Thank you- just emailed!