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Create sales tax report

Would love to see a report for sales tax paid by shipped to state.

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sukinu shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

22 comments

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  • kalrakov commented  ·   ·  Flag as inappropriate

    Would love to see this feature added if possible. Thank you Shipstation for considering this idea and keeping it open.

  • bw153624 commented  ·   ·  Flag as inappropriate

    Thank you! Although a report would be welcome, this method worked (and saved me a bunch of time and effort)!

  • AdminShipStation (Product Owner, ShipStation) commented  ·   ·  Flag as inappropriate

    Hey all, I wanted to give you an update that should hopefully make things easier for you come tax time if you collect sales tax from your customers. We've opened up the "Tax Paid" field in both the grid on the Orders page and in the available fields for filters (and thus, it's also available for automation rules), so you can easily find orders and create filters or rules to find which of your orders included sales tax that was paid by your customers. If you pair this with the export tool, it should make filing your sales tax returns that much easier. Since it's not a true "Sales Tax Report", we'll still keep this request open.

  • AdminShipStation (Product Owner, ShipStation) commented  ·   ·  Flag as inappropriate

    Hi all! I wanted to give you a walkthrough on how getting this data is possible for most of you with some new features in the new ShipStation.

    1.) Create a filter for the state(s) in which you collect sales tax. Save this filter.
    2.) When it comes time for sales tax, go into that filter, and filter it further by selecting the date range for which you need to report sales tax. For instance, in Texas, we'd select the previous quarter's months.
    3.) Now, go into Other Actions -> Export, and export your data to a CSV file.
    4.) Sum the Order Total and Tax Paid columns to get the total amount of sales and sales tax you collected in that time period.

    We realize this is not a complete solution as tax rules can be tricky and vary by state. That's why we're keeping this request open. Hopefully, the above steps will help some of you when it comes time for submitting your sales tax. For those of you who have more complicated sales tax to submit, one of our partners, TaxJar (http://www.taxjar.com) may be able to help.

  • Denise Finelli Seller Savings Direct commented  ·   ·  Flag as inappropriate

    This has tons of votes and yet they still did NOT implement this! SIckening! Shipstation asks us to vote on important features, and then they IGNORE issues that have many votes! Obviously this voting thing is a scam! Someone seriously needs to be fired!

  • JR commented  ·   ·  Flag as inappropriate

    TaxJar.com has helped me as an Etsy seller with bridging the gap right now. VERY promising service. $9.99/mo. but worth if you have enough volume.

  • JR commented  ·   ·  Flag as inappropriate

    I do quarterly pre-payments for sales tax in CA, so I would love something simple to allow me to quickly find the dollar amount for a given period. It could be in the settings; put your nexus state in, sales tax rate, done. After the year closes, I can use the existing reports to clean up and tighten the data behind the pre-payments.

  • Adam commented  ·   ·  Flag as inappropriate

    This really is a easy report for ShipStation to add to our reports. All the data is already in the cloud and there is already a field called "Tax Paid". We just need a query setup to get the data.

  • camoeyes commented  ·   ·  Flag as inappropriate

    Would be a great report. Might be even better if it was a detailed tax report per county as some counties charge a different sales tax

  • newgodemo commented  ·   ·  Flag as inappropriate

    Please get this, eBay doesn't show this info to seller. Without this report, I can't use this platform.

  • saltwatercanvas commented  ·   ·  Flag as inappropriate

    Yes, good idea. It is such a pain going thru orders to get an amount. Really, it would just be organizing orders by state, and tallying up the numbers.

  • saltwatercanvas commented  ·   ·  Flag as inappropriate

    Even if you were able to search shipments by state, generating tax info would be quite easy. Thanks for all your great services, love the new shipping presets

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