How do you manage regional sales tax reporting in Washington State?

knittingman81
Visitor
3 0 2

The sales tax report only shows the amount of tax collected. In Washington State, we have to report the dollar amount of the sales, not the amount of tax collected. Since I ship, I usually have 6-12 different municipalities that I have to report so I need the regional break down with different tax rates but also the actual dollar amount of the sales. Because of rounding, I'm actually paying quite a bit more in sales taxes if I report it based on tax collected versus actual sales amount. 

How do you all deal with this? Is there a report I'm missing? Shopify support gave me instructions on adding regional sales info to the sales over time report but it's heinously cumbersome. There must be a better way.

Replies 4 (4)

jsygiel
Visitor
2 0 5

Hi Knittingman81, 

This is a huge issue that I am seeing for Shopify stores on the Basic plan. I similarly have to report the net sales for several jurisdictions in New York and I can't believe that the Sales Tax report provided by Shopify doesn't have net sales included. I spent HOURS in Excel combining information from the Sales Tax report and the Total Sales report to come up with the numbers needed. Several of my friends who run ecommerce stores on Shopify who are using the Basic plan are having this same issue. so I hope the Shopify team updates that report soon! Sorry I don't have a better answer, but wanted to let you know that you're not alone!

BetterReports-C
Shopify Partner
79 0 6

Hi @knittingman81 

Claudia here from Better Reports.

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

We have a built-in Tax collected per month report that breaks down the monthly sales tax by tax name (county). You can create a custom version filtered for specific shipping states showing sales and taxes for these specific regions. This can be displayed in segments (ex. monthly) or aggregate over a filtered time period (last quarter).

In addition to this, Better Reports has more than 60 built-in reports available out of the box that covers 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?

Janit_Calvo
Shopify Partner
45 0 85

Having to pay for an app to do something that we have to do by law is ridiculous. It should be built in to all levels of Shopify automatically. 

Janit_Calvo
Shopify Partner
45 0 85

Any luck in finding a way to isolate WA state gross sales easily? 

I did find a way to do it quickly but something has changed, I think

 

Here's what I had to do this time;

- Export total sales for the quarter to your spreadsheet program

- Sort for the "Billing Province" column (Shopify is Canadian)

- Isolate the WA state sales

- Do a sum for the gross sales.

- You can do a sum for the taxes collected too, if needed. 

 

You can find your overall gross sales in the Finance section - do a custom date range to get your quarterly numbers. 

 

Having to pay for an app to do something that we have to do by law is ridiculous. Anything that is mandatory by law should be built in to all levels of Shopify automatically.