The short version
Shopify's United States sales tax report, in Analytics > Reports, breaks your US sales down by state, then by tax jurisdiction and rate, then by transaction.
Shopify makes it available only to stores located in the United States that use Shopify Tax and have USD as the store currency; other stores work from the Taxes and Total sales by order reports, and a store on Shopify Tax in Canada with CAD as the store currency also has a Canada sales tax report.
Each CSV export from it holds at most one month of data, so a quarterly return takes three exports; for more than a month in one file, Shopify points you to the Taxes report.
The totals keep tax on custom refund amounts, leave tax-exempt customers and products out of net sales, and skip marketplace orders such as Amazon in the state and jurisdiction views, so check those before the files go to whoever files your return.
If a sales tax return is due, its figures come out of Analytics > Reports in your Shopify admin.
Two things decide which report you open and how many files you export: whether your store qualifies for the United States sales tax report at all, and how much time one export can hold. This guide walks both, then the gaps in the totals worth checking before the files go to you, your accountant or a filing service. Shopify Help Center pages and our test store's admin were read on November 6, 2026.
Which Shopify Tax Report Can You Open?
Key takeaway
Access follows your tax service: Shopify Tax in the United States is what gives you the US sales tax report. The report's own help page adds two more conditions, and all three have to hold:
- The store is located in the United States.
- The store uses Shopify Tax.
- The store's currency is set to USD.
Find your row: which tax report your store works from
| Your store | Report to open | What to know |
|---|---|---|
| Located in the US, on Shopify Tax, store currency USD | United States sales tax | State, jurisdiction and transaction views; data from July 1, 2024; each CSV export holds up to one month |
| Located in the US, on Manual Tax | Taxes, and Total sales by order | Shopify lists Tax reports for Manual Tax, but not Advanced tax reports |
| Located outside the US | Taxes, and Total sales by order (a store on Shopify Tax in Canada with CAD as the store currency also has a Canada sales tax report) | The US report needs a store located in the US |
| Store currency is not USD | Taxes, and Total sales by order | The US report needs USD as the store currency |
| You need tax data from before July 1, 2024 | Taxes | The US report sends you to the Taxes report for anything earlier |
| You want one file for more than a month | Taxes | The US report's CSV stops at one month of data; the Taxes report exports more than a month in one file, without the jurisdiction view |
Shopify Help Center: Tax reports, Finance reports and Choose a tax service, read November 6, 2026.
The Manual Tax row comes from Shopify's US comparison of tax services, which marks Tax reports as available on both Shopify Tax and Manual Tax, and advanced tax reports on Shopify Tax only. Shopify describes those advanced reports as having additional details about the tax you collect, for use when you file with tax authorities.
A store in Canada has its own Canada sales tax report, available with Shopify Tax in Canada and CAD as the store currency; our guide to sales tax in Canada covers the rest of that setup.
Selling from India? GST data comes out of the Taxes and Total sales by order reports, and our answer on getting a GST report from Shopify walks that export.
How to Open the US Sales Tax Report
Key takeaway
Shopify's finance reports documentation starts the path in the same place for every store; the search in step 2 is what our test admin showed as of November 6, 2026:
- From your Shopify admin, go to Analytics > Reports.
- Search the list for United States sales tax and open it.
- Set the date range to the period you need.
- Read the state overview, then click a state to open its jurisdiction view.
- Analytics
- Reports
The report opens on the state overview by default. From there, Shopify describes two deeper views you reach by clicking a state: the Jurisdiction report and the Detailed transactions report.
The state overview: one row per state you sold to
Key takeaway
State overview columns
| Column | What it holds |
|---|---|
| Destination state | Each state your sales were made to; click one to open its jurisdictions |
| Total net item sales | Line-item sales after discounts and sales reversals, without shipping |
| Total item tax amount | Tax collected on sales, summed across the state, county, city and special jurisdictions; no tax on shipping |
| Total shipping | What you charged customers in that state for shipping |
| Total shipping tax amount | Tax collected on shipping |
Column definitions from Shopify's Finance reports help page, read November 6, 2026.
Two rows you might expect are missing by design. A state you made no sales to isn't listed, and orders made through third-party marketplaces such as Amazon aren't included in the overview.
If the report shows no rows at all, check the limits the help page sets: only sales to customers with US shipping addresses are included, and tax data from before July 1, 2024 sits in the Taxes report.
Net item sales are counted after sales reversals, which in Shopify's reports cover more than returns; our answer on what sales reversals are lists what counts as one.
The jurisdiction view: the one built for a state return
Key takeaway
Clicking a state opens the Jurisdiction report. It breaks out each tax jurisdiction and rate (a state, county, city or special district) and aggregates the sales and tax collected for each jurisdiction–rate combination, which is why Shopify points merchants who prepare a return themselves here:
This format matches with how most state returns expect you to report sales and tax by jurisdiction.
One pattern looks like a duplicate and isn't. If a jurisdiction's rate changes inside the date range you picked, the jurisdiction view lists that jurisdiction once per rate, each on its own row.
Detailed transactions: line items for audits and imports
Key takeaway
To open it, click a state, then View Transactions in its jurisdiction view, as Shopify's help page describes. The Detailed transactions report is the line-item layer: each line item, including shipping or returns, sits on a separate row, so a single order is likely to take several. Shopify names three jobs for its export: importing into other software, recalculating taxes elsewhere and supporting an audit.
Marketplace orders behave differently here than in the summaries. In the detailed transaction report, orders from third-party marketplaces such as Amazon are hidden by default, and the filter button displays them.
How to Export It for a Filing Period
Key takeaway
Exporting works the same way across Shopify reports; for the US report it goes like this, with the More actions menu our test admin showed as of November 6, 2026:
- Open United States sales tax and set the date range to one month at most.
- Open the report's More actions menu (Shopify's help page shows it as a horizontal-menu icon) and choose Export.
- If the Export report dialog asks for a file format, choose CSV.
- Click Export.
- Analytics
- Reports
- United States sales tax
Two limits shape every export. On screen the report shows a maximum of 1,000 rows, so the full data only comes out as a CSV, and a CSV exported from this report has a maximum amount of one month of data.
Take a quarterly return for January through March 2026. From the US report that is three exports, one CSV each for January, February and March. For more than a month in one file, Shopify sends you to the Taxes report instead. An annual return works the same way: twelve monthly files from the US report, or one CSV exported from the Taxes report.
The Taxes report's single file has a cost: it gives up the drill-down from state to jurisdiction.
Quarterly and annual periods in one file: the Taxes report
Key takeaway
The Taxes report trades the drill-down for one flat list: each row includes a tax type, such as a state tax or a county tax, its rate, and the total amount of tax charged in the selected time-frame. It is also where the US report sends you for tax data from before July 1, 2024.
Its location logic is destination-first. The shipping address sets the tax country and region; if there is none, the billing address is used, and failing that, the point-of-sale address.
One column matters if you sell on marketplaces: Filed by channel shows which taxes a marketplace channel has filed on your behalf.
- Analytics
- Reports
- Taxes
A second export for your accountant: Total sales by order
Total sales by order is the other report Shopify lists for sales tax work. Its CSV export carries gross sales, net sales, taxes, returns and shipping charges, and Shopify asks you to choose the correct time period, such as the calendar year, so the file holds what you or your accountant need for the return.
What the Report Counts, and What It Leaves Out
Key takeaway
Before the numbers leave the admin, check the period for the situations below. The table says how the US report treats each one and where to look; what any of it means for your return is a question for you and whoever files it.
How the US sales tax report treats each case
| In your period | How the US report treats it | Where to look |
|---|---|---|
| A refund on a specific line item | Only that line item's tax is refunded; the state and jurisdiction views drop by the refund | A separate refund row in Detailed transactions |
| A custom refund amount, not tied to a line item | The tax isn't refunded and stays in the report | Orders refunded with a custom amount |
| A tax-exempt customer | Their sales aren't part of Net sales | The customers you set up as tax exempt; separately, the jurisdiction view has Exempt item sales and Total exempt sales columns |
| A product exempt from sales tax | Its sales aren't part of Net sales | Your product tax exemptions; separately, Detailed transactions shows Exempt amount and Shopify tax exemptions |
| A deleted order | Included as of May 15, 2025 | No separate step: they're part of the totals |
| A marketplace order, such as Amazon | Not in the state or jurisdiction views | Detailed transactions, after the filter button |
| A sale to a customer whose shipping address isn't in the United States | Not in the report: only sales to customers with US shipping addresses are included | The Taxes report, which has a Tax country column |
Shopify Help Center: United States sales tax report considerations and view definitions, read November 6, 2026.
If Shopify manages your US sales tax
Key takeaway
Some newer stores split the work differently. As of November 2026, managing US sales tax with Shopify is in early access for certain stores opened after October 27, 2026, and sales tax on their eligible online orders is collected and remitted for them. Shopify lists the order types the merchant still registers for, collects and files:
- Orders from the Point of Sale sales channel, including quick sales.
- Orders created by third-party apps, such as return and exchange apps.
- B2B orders, including B2B orders placed on your online store.
Who files what on each of Shopify's routes, this one included, is the subject of our answer on whether Shopify files sales tax for you.
Why the Totals Won't Match Your Payouts
Key takeaway
Shopify's help page gives two reasons why its Sales and Payments reports might show different numbers. The first is scope: Sales reports cover orders placed and Payments reports cover payments customers made, so an order whose payment hasn't been captured yet can show in the sales figures before it shows in payments.
The second is timing. Reports display data by time-frame, so an order placed in May and paid in June counts in the May sales figures and the June payments.
If you use Shopify Payments, the Shopify Payments activity report reconciles your balance with bank deposits, and Shopify warns that it can still differ from the Sales or Payments reports because it reflects balance activity and payout timing. Why your books run on two clocks, the order date and the payout date, is a question our accounting guide answers in one section.
For the deposit side of what you hand over, our answer on exporting a Shopify payout for your accountant covers the activity report and single-payout exports.
What the Report Doesn't Decide for You
Key takeaway
The report shows where you collected tax, not where you should have. Whether you owe in a state you never collected in is a nexus question, and the tax liability insights in your admin are where Shopify flags it, as a signal from your data rather than a ruling.
Turning these files into a return is also where Shopify draws its own line:
It's your responsibility to consult with tax authorities or tax professionals to ensure that you file and remit your taxes correctly.
Shopify names three ways to get from reports to a filed return: file yourself with your Shopify Tax reports, work with a tax professional, or use another filing service. Its page for stores leaving automated filing adds that, if you file yourself, Shopify Tax keeps calculating your sales tax and keeps your tax reports current at no extra cost.
Automated filing is no route for a store that isn't already in it: it is closed to new enrollment, and as of November 2026 it files returns for enrolled stores for sales made through December 31, 2026, with filing records downloadable until April 30, 2027. In New York, it also files the December 2026–February 2027 quarterly return. Enrolled stores can read our answer on what to do when automated filing ends.
Independently of your store's tax settings, as of January 1, 2025, the Shop channel collects, remits and files tax on orders placed in the Shop app or on shop.com that ship to or within the US; you might still need to include those orders in your reporting to your local or state authority, and if you use automated filing, it includes them where required.
Pull Your Filing-Period Report in This Order
Key takeaway
Tick the steps as you go; progress is saved in this browser, so the list is there again next quarter. Steps one and two decide which report you work from.
Pull a filing-period sales tax report from ShopifyTick each step as you settle it. Progress is saved in this browser.
Pull a filing-period sales tax report from Shopify
Tick each step as you settle it. Progress is saved in this browser.
The United States sales tax report needs a store located in the United States, on Shopify Tax, with USD as the store currency.
Before you tick this off
- Store location, tax service and store currency all match
- If one doesn't, I skip steps 3–4 and work from the Taxes report
Each CSV export from the US report holds at most one month of data, so the number of months is the number of exports.
Before you tick this off
- Start and end dates of the return are written down
- I know whether the period starts before July 1, 2024
On the US report: in Analytics > Reports, search for United States sales tax and set the date range.
Before you tick this off
- The date range matches the first month of the period
- Every state I expected to see sales in is listed
On the US report: click the state to see its jurisdiction view, one row per jurisdiction and rate.
Before you tick this off
- A jurisdiction listed more than once is a rate change inside the period
- Line-item questions are checked in Detailed transactions
Export a CSV per month from the US report, or one Taxes report export for a longer period or for data before July 1, 2024.
Before you tick this off
- One file per month of the period, named by month
- Or one Taxes report file for more than a month
- On the Taxes report: origin-based states such as California are noted for whoever files
On the US report: tax on custom refund amounts stays in the report, and tax-exempt customers and products aren't part of net sales.
Before you tick this off
- Orders refunded with a custom amount are listed
- Tax-exempt customers and products are noted for whoever files
- Exempt item sales and Total exempt sales in the jurisdiction view, and Exempt amount and Shopify tax exemptions in Detailed transactions, are read
Marketplace orders are outside the state and jurisdiction views, and on Shopify-managed sales tax some order types stay yours.
Before you tick this off
- Marketplace orders checked in Detailed transactions with the filter on
- On managed sales tax: Point of Sale, app-created and B2B orders listed
Export Total sales by order for the same period and pass every file to whoever prepares the return.
Before you tick this off
- Total sales by order covers the same dates
- The person filing knows which files are monthly and which run longer than a month
The Bottom Line
Key takeaway
Shopify gives stores located in the US, on Shopify Tax and with USD as the store currency a report whose jurisdiction view, by Shopify's account, matches how most state returns expect figures, and the Taxes report exports more than a month in one file. The work around them is mostly bookkeeping: matching exports to the months of the return and noting what the totals treat differently.
Frequently Asked Questions
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