Feature rquests

[Rjcw]

Feature request: Improve sales reporting for taxable and non-taxable sales with discount allocation

I’m requesting improved Shopify sales reporting that provides an accurate breakdown of taxable sales, non-taxable sales, and how discounts are applied between those categories.

For my business, some products such as clothing are non-taxable. I also run promotions such as bundle discounts. At the moment, I need clearer reporting that shows whether a discount reduced taxable sales or non-taxable sales, so my reports match the actual tax treatment of the sale.

Example:

• Clothing sale:

  $34.00

• Clothing is

  non-taxable

• Bundle discount:

  $2.00

• Reported non-taxable sales should be

  $32.00

In this case, the discount should reduce the non-taxable sales amount, not be mixed into taxable sales reporting.

Requested improvements:

• Add a way for discounts to be identified or allocated as applying to

  taxable

  or

  non-taxable

  sales

• Show this allocation clearly in Shopify

  sales reports

• Include separate reporting fields for:

  • Gross taxable sales
  • Gross non-taxable sales
  • Discounts applied to taxable sales
  • Discounts applied to non-taxable sales
  • Net taxable sales
  • Net non-taxable sales

• Make these values available in

  analytics, standard reports, custom reports, and exports

Why this matters: This would improve tax accuracy, reduce manual adjustments, simplify bookkeeping, and make Shopify reporting more reliable for merchants who sell a mix of taxable and non-taxable products and use promotions or bundles.

Suggested outcome: Shopify reporting should reflect the true taxable status of the final sale amount after discounts are applied, so merchants can confidently use Shopify reports for accounting and tax reconciliation.

Optional shorter version:

I’d like Shopify to improve sales reporting so discounts can be properly allocated to taxable or non-taxable sales. For example, if a non-taxable clothing item sells for $34and a $2 bundle discount applies, the report should show $32 in non-taxable sales. This would make tax reporting, bookkeeping, and reconciliation much more accurate.

[Ploqo]

There is no taxable / non-taxable dimension anywhere in Shopify reporting. Until shopify fixes it, I setup the following workarounds (screenshots below)

But every number you listed can be pulled. Shopify already allocates each discount down to the line item, so Net sales for a group of products is already gross minus the discount that hit those products. You only need a field to group by.

Steps:

1. Give your non-taxable products a value you can group by.
Use product type. Set the non-taxable items to Clothing and leave the rest as they are. Use product tag if Product type is already used for something else. Both are bulk editable from the Products list.

2. Go to Analytics > Reports > New exploration.

3. Under Metrics add Gross sales, Discounts, Net sales and Taxes.

4. Under Dimensions add Product type.

5. That is the report. Each row gives you gross taxable and non-taxable sales, the discount applied to each, net taxable and non-taxable sales, and tax collected.

Export it from the “…” menu beside the report name. Save the report and it is one click next month.

Order-level discounts are split correctly, not dumped on one side. I tested it with a 34.00 non-taxable shirt and a 20.00 taxable mug in one order, and a 5.40 bundle discount on the whole order. Shopify put 3.40 on the shirt and 2.00 on the mug, in proportion to price. Tax dropped from 3.60 to 3.24, which is 18% of 18.00. So the discount does follow the real tax treatment.

For a per-order audit trail, add Order name as a second dimension. You get one row per order per product type.

Notes:

• Net sales also takes out returns and cancellations, not just discounts.
• That is usually what you want for filing, but it is why it can differ from gross minus discounts.

If you want this scheduled and emailed instead of built by hand,

• Report Pundit (free plan),
• Mipler Advanced Reports (free plan)
• Better Reports (from 19.90/month) all build tax-split sales reports.

Regards,
Ploqo