I am reporting my monthly sales for tax purposes (state of Texas) but I have at least two to three tax exempt sales (or donations) each month and I can not figure out how to break that down when I am doing a report. It just shows the tax amount for the month, but when I put in net sales in our comptroller system, I’m always pay around $100-$200 more than it shows in Shopify. That’s because some of those sales were tax exempt. How can I break down the sales that were taxable vs. tax exempt? Thanks for your help!
Topic summary
A Texas-based merchant needs to separate taxable and tax-exempt sales (including donations) for state tax reporting. Currently, Shopify reports only show total tax collected for the month, not a breakdown of which sales were taxable versus exempt.
The Problem:
- When entering net sales into the Texas Comptroller system, the merchant consistently overpays by $100-$200
- This discrepancy occurs because 2-3 tax-exempt transactions per month are included in total sales figures
- No clear method exists within Shopify reporting to distinguish between taxable and exempt sales
Status: The issue remains unresolved, with a second user confirming the same problem nearly 2 years after the original post. No solutions have been provided.
I am having the same issue. Has no one answered this question in almost 2 years???