Shopify Tax Report

‍Why Tax Reporting Is Crucial for Shopify Merchants

Tax compliance is one of the most complex  and critical aspects of running an eCommerce business. In the U.S., merchants must navigate state, county, and local tax rules. Internationally, sellers often deal with additional layers like VAT, GST, or region-specific digital tax requirements.

Despite Shopify collecting sales tax during checkout, its native reports don’t provide the level of granularity needed for accurate reconciliation, audit preparation, or cross-border compliance. That’s where Report Pundit’s Shopify Tax Report becomes essential offering comprehensive, exportable, and real-time visibility into all the taxes you’ve collected.

What Is the Shopify Sales Tax Report?

The Shopify Tax Report in Report Pundit is a ready-to-use tool that helps merchants generate detailed tax summaries, broken down by order, product, region, or tax type. It offers real-time updates, jurisdictional clarity, and export-ready formats to make sales tax filing easier and more accurate.

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Whether you're selling to customers across the U.S., Canada, Europe, or beyond, this report helps you stay ahead of tax regulations — without getting buried in manual work.

Key Features of the Shopify Tax Report

• Jurisdiction-Level Clarity
  Break down tax collected across state, city, municipal, and country levels — whether it’s U.S. sales tax or international VAT/GST.
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• Taxable vs. Non-Taxable Sales
  Instantly identify which products or orders are exempt from tax based on product category, region, or customer profile.
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• Multi-Currency & International Tax Support
  Track international taxes like VAT and GST and ensure accuracy across currencies and local rules.
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• Real-Time Updates
  As Shopify tax rates or regions change, your report updates automatically to reflect the latest values.
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• Automation & Scheduling
  Save hours by scheduling exports hourly, daily, weekly, or monthly — directly to email, Google Sheets, or Excel.
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• Refund & Adjustment Visibility
  See how much tax was returned during refunds and track adjustments to avoid overpayments or errors.
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• Customizable Columns
  Easily tailor the report to your specific needs, whether you're preparing state-by-state summaries or isolating a particular tax category.

Key Data Fields in the Tax Report

The standard fields included in the Shopify Tax Report are:

• Order Date: Tracks the date of each transaction, essential for financial audits.
• Order Name: Unique identifier for each order, aiding in transaction organization.
• Taxable Sales: Highlights products subject to taxation based on factors like product type, customer location, and applicable regulations.
• Non-Taxable Sales: Identifies sales exempt from taxes, such as specific handicraft products in certain regions.
• Total Sales: Represents the total revenue from taxable and non-taxable sales, a critical figure for financial reporting.
• Total Tax: Shows the total tax collected for each order, including shipping taxes and various tax categories (e.g., GST, PST, HST, state tax, municipal tax).
• Tax Title: Lists the names of applicable taxes, such as GST, PST, HST, and local taxes, for easy identification.
• Tax Amount: Displays the amount collected for each applicable tax.

Note: Multiple tax rates can apply to a single order. Report Pundit labels them as Tax Title 1 / Tax Amount 1, Tax Title 2 / Tax Amount 2, etc., for clarity.

How to Download a Shopify Tax Report in Report Pundit

• Generating and exporting your tax data in Report Pundit takes just a few steps:
• Open the Report Pundit app
• Navigate to Library → Tax Reports → Tax Report
• Select your date range
• Click Export
• Choose from CSV, Excel, or PDF formats

This streamlined process ensures your tax data is organized, compliant, and ready to hand off to your finance team or accountant.

Pre-Built Shopify Tax Reports at Your Fingertips

Report Pundit offers a range of tax-related reports to suit different business and jurisdictional needs:

• Monthly Tax Summary
• Product Tax Report
• Tax by State
• Tax by Country
• Canadian Tax Report
• USA Tax Collected (Shopify)
• United States Sales Tax

You can run these reports instantly or schedule them to deliver on a recurring basis — no spreadsheets, no fuss.

Designed for Scalability and Compliance

Whether you're just starting out or managing a multi-store enterprise, Report Pundit’s tax reporting helps you:

• Expand into new markets with confidence
• Stay compliant with evolving tax laws
• Minimize risk during audits or returns
• Reconcile Shopify tax exports with external accounting software
• Maintain accuracy across domestic and international operations

Sales tax reporting doesn’t have to be overwhelming. With Report Pundit’s Shopify Tax Report, you get a powerful tool built for modern merchants with automation, accuracy, and export-ready flexibility.