How can I generate a specific day inventory value report for tax purposes?

Shopify Discussion

Topic summary

A user needed to generate an inventory value report for a specific date for tax purposes, requiring only the total dollar amount and date.

Two solutions were provided:

  • Third-party app option: Report Toaster offers an inventory history feature that tracks values for any specific date, but only begins tracking after installation—it cannot retrieve historical data from before the app was installed.

  • Built-in Shopify solution: Users can access month-end inventory values through Analytics > Reports > Month-end Inventory Value, select the desired last day of the month, and export the data to Excel/CSV.

Outcome: Multiple users confirmed the built-in Shopify method successfully resolved their needs without requiring a third-party app.

Summarized with AI on October 29. AI used: claude-sonnet-4-5-20250929.
1

Hey there! Does anyone know of how to get a report for tax purposes of the $$$ amount of inventory on a specific day to show? I only need the total amount and date - not individual items listed etc - if not can anyone recommend an app.

1 Like
2

Hi There,

As you probably know, Shopify only provides the inventory value at month-end. Our Report Toaster app has an inventory history feature which will allow you to get this for any date in time. The only caveat is that the functionality starts tracking history once you install our app and enable the feature. This is because Shopify does not provide the ability to get past inventory history to third-party apps.

Please feel free to take a look and reach out to support if you have questions.

Thanks,

Sam

3

In the main menu drop down, click on Analytics, then click on Reports.

I find it helpful to sort by Category.

Scroll down to Inventory (in category column).

Click on Month-end Inventory Value.

Change the date to the last day of the month you want to report on. (top left)

Click Export (top right).

Open in Excel or your csv reader.

2 Likes
4

Thanks Sam! Appreciate your reply!

5

Very helpful and solved my issue without having to get a 3rd party app involved - thank you

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6

Thank you! Nice to see Shopify still have some useful features built-in!

1 Like