Monthly Tax Summary
 Report

A report for a month-over-month overview of total sales, highlighting taxable and non-taxable amounts, with a detailed listing of all taxes applied for each month.

Monthly Tax Summary

Month

The month in which the order was created in Shopify.

Taxable Sales

Sales containing products that can be taxed. Depends on product type, customer type, customer location, etc.

Non Taxable Sales

Sales with products that can’t be taxed. Ex. Sales of handicraft products are tax exempt in some regions

Total Sales

The final sales amount used to calculate the commission.

Total Tax

Total tax amount collected for an order, including shipping taxes.

Tax Amount*

Amount collected by applying the respective tax for an order.

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Benefits

Consolidate Tax Data

Consolidate Tax Data

The monthly tax summary consolidates all tax data, including taxes collected by region, making it easier to file accurate sales tax returns.
Check Monthly Tax Liability

Check Monthly Tax Liability

The report gives businesses an overview of their monthly tax liabilities, helping them set aside funds for upcoming tax payments.
Tax Summary

Tax Summary

Accurate tax summary helps businesses comply with local, state, and federal tax regulations by providing a clear breakdown of taxes collected.

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Whether you’re a US-based seller or not, complying with tax codes for ecommerce can be like navigating a minefield. The only way you’ll make it through is if you have accurate, timely tax data for guidance. That’s where the Tax Report by Report Pundit steps in. It neatly summarizes all taxes collected by your Shopify store, making it stress-free to file your tax forms accurately.

Canadian Tax Report

A report to track all Canadian taxes applicable on received orders, including GST, PST, HST, and QST, with taxable and non-taxable sales values.

United States Sales Tax

Shopify Tax offers the highest level of sales tax compliance with the least amount of upkeep for merchants that sell to customers in the United States.

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