how do I access report to set how much sales tax Shopify has collected and remitted for me
Topic summary
How to view sales tax amounts in Shopify.
- Key clarification: Shopify does not file or remit sales taxes on your behalf. It calculates taxes at checkout and provides reports to help you when you file and pay.
- Where to find data: Use Sales Reports to view total taxes (and duties) based on orders. Apply common filters to isolate specific periods, locations, or tax types.
- Additional reports: Consult the Taxes finance report and Sales finance report for summarized tax figures and order-level detail.
- Compliance note: Verify correct sales tax rates with your local tax authority, as settings and obligations vary by jurisdiction.
- Resources: The response links to a detailed help document on tax setup and collection, plus guides for using tax-related finance reports. These linked guides are central for understanding and navigation.
- Status: Guidance provided; merchant must handle filing/remittance. Discussion remains open for follow-up questions.
Hi, @brownslinens !
Thanks for reaching out in our Community forums and sharing your concern. I’m happy to help.
In order to provide some context, Shopify does not file or remit your sales taxes for you. However, the calculations and reports that Shopify provides should help make things easier when it’s time to file and pay your taxes. We have a very thorough help document that covers all of the aspects you need to consider when setting up and collecting your taxes for your business. Please keep in mind that you should always check with a local tax authority to make sure that you charge your customers the correct sales tax rates.
In terms of viewing your taxes, these reports are made available through Sales Reports. You’ll have access to view the the total amount of taxes based on the orders, and the total amount of duties based on the orders. Feel free to review all of the common filters available with these reports.
We also have a guide that will cover the Taxes finance report and the Sales finance report which you may find helpful.
Kindly reply back to this thread with any questions or updates and we can continue our conversation further!