How Do I Generate Tax Reports from Shopify for My Accountant?
Shopify allows you to generate detailed tax reports that your accountant can use for VAT, GST, and sales tax filing. These reports show exactly how much tax you collected by country, region, rate, and sales channel — and can be exported as CSV files for accounting software.
How to View Tax Reports in Shopify
- Log in to your Shopify Admin
- Go to Analytics → Reports
- Search for Taxes
- Open the Taxes report (or US Sales Tax if using Shopify Tax)
Understanding the Taxes Report
| Column | Description |
|---|---|
| Sales channel | Where the order was placed |
| Tax country | Country where tax was collected |
| Tax region | State or province |
| Tax name | VAT, GST, Sales Tax |
| Tax rate | Percentage applied |
| Sales taxes | Total tax collected |
Changing the Time Period
In the ShopifyQL query editor at the top of the report, find:
SINCE startOfMonth(0m) UNTIL today
Replace it with the period you need:
- Last Month: SINCE startOfMonth(-1m) UNTIL endOfMonth(-1m)
- Last Quarter: SINCE startOfMonth(-3m) UNTIL endOfMonth(-1m)
- Last Year: SINCE 2025-01-01 UNTIL 2025-12-31
- Custom Range: SINCE YYYY-MM-DD UNTIL YYYY-MM-DD
Exporting Your Tax Data
- Click the … menu in the report
- Select Export
- Choose CSV
- Download your file
Note: Export links expire after 10 minutes. If expired, click Export again.
Optional: Click Save to keep this report for future filings.
How to Generate the Total Sales by Order Report
For order-level reconciliation that many accountants require:
- Go to Analytics → Reports
- Search for Total sales by order
- Select your reporting period
- Click … → Export → CSV
This report includes order numbers, dates, subtotals, taxes, billing and shipping locations.
What to Do If You See “No Data for This Selection”
- Extend your date range to include sales periods
- Verify tax collection is enabled at Settings → Taxes and duties
- Ensure the range includes completed orders
- New stores will show data only after tax-charged orders occur
What to Send Your Accountant
- Taxes Report (CSV) for the filing period
- Total Sales by Order Report (CSV) for reconciliation (optional)
- Your VAT / GST / Sales Tax registration numbers
- Notes on refunds or tax-exempt transactions
Example:
Attached: Q4 2025 Taxes Report (Oct 1 – Dec 31, 2025)
VAT Number: GB123456789
No tax-exempt sales during this period.
Regional Considerations
- United States: Sales tax is typically added at checkout
- EU & UK: Use the Taxes report for VAT filing
- Canada: Use the Taxes report for GST/HST/PST
- Australia: Use the Taxes report for GST
- Other countries: Use the Taxes report for general filing
Country-Specific Compliance Exporter
- Install Data Exporter – Tax Compliance
- Choose your country format
- Export ESST (Australia), Article 88 (France), GoBD (Germany)
Common Troubleshooting
Issue: Report shows zero tax collected
- Verify tax collection is enabled
- Ensure products have “Charge tax on this product” enabled
- Confirm shipping zones include tax regions
Issue: Missing tax data for regions
- Check tax collection for all selling regions
- Review the “Collecting” column in Tax regions
Issue: Can’t find the Taxes report
- Go to Analytics → Reports
- Search for “taxes”
Issue: Export link expired
- Click Export again to generate a new link
Related Guides
- How to Enable VAT in Shopify for EU Stores
- How to Create Tax-Exempt B2B Customers in Shopify
- How to Configure Shopify Invoices for EU VAT Compliance
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