- Short answer
- Enrolled US stores: pick who files the return after your last automated one, set them up before that return is due; save records by April 30, 2027.
- Last sales covered
- Through December 31, 2026; New York also gets the December 2026–February 2027 quarterly return.
- Cost until then
- $75 per generated return on Basic, Grow and Advanced, $50 on Plus, up to and including your last.
- Skipping early
- Skipped by the 8th of the month, a return isn't charged; you can't undo it; you file it yourself.
- Filing services
- Pricing and services are set by Numeral and Zamp, not Shopify; neither requires a contract.
- Records
- Download each automated return's Return report until April 30, 2027.
When is your last automated return?
As of October 2026, automated filing still files enrolled US stores' returns for sales made through December 31, 2026. In New York it also files the full December 2026–February 2027 quarterly return.
This page is for enrolled stores: automated filing is closed to new enrollment. For a store that never enrolled, see who files sales tax by default.
Your last return depends on how often you file, per Shopify's key dates table. The exact due date depends on the state, so the table gives the month only.
Your last automated return, by filing frequency
| How often you file | Last automated return covers | That return is due |
|---|---|---|
| Monthly | December 2026 | January 2027 |
| Quarterly | October–December 2026 | January 2027 |
| Quarterly (New York) | December 2026–February 2027 | March 2027 |
| Semi-annual | July–December 2026 | January 2027 |
| Semi-annual (Pennsylvania) | July–December 2026 | February 2027 |
| Annual | 2026 | January 2027 |
Source: Shopify Help Center, filing partners, key dates (read October 18, 2026).
If your last automated return isn't filed, its status changes to Not filed. Then download its return report and file that return yourself.
You pay per return: $75 per generated return on Basic, Grow and Advanced, and $50 on Plus, up to and including your last return. Charges for returns that can't be filed due to errors or issues aren't refundable.
A skipped return is yours to file, and returns with some statuses can't be skipped at all. Shopify's page on managing automated filing words the cutoff two ways: a skip "must be taken before the 9th of each month", and you're "not charged for automatic filing as long as you skip the filing on or before the 8th day of the month."
Who files your sales tax returns after automated filing?
From the return after your last automated one, Shopify's filing partners page gives two routes: file yourself, or have a third-party filing service file for you, similar to automated filing.
- Shopify Tax keeps calculating sales tax and updating your tax reports at no extra cost
- You file directly with each state
- Use the Jurisdiction report when you prepare a return yourself; our US sales tax guide covers the reports you actually file from
- Numeral: $50 USD for each return for 1 year; services include registrations and an on-time filing guarantee
- Zamp: 3 free months from activation if you sign up by January 31, 2027, then $45 to $65 USD per state, per month, by state tier and payment terms
- Both file in every US state, and neither requires a contract
- Or work with a tax professional or another filing service
Confirm offer dates with each service: Numeral's Shopify page says "Claim by November 30." with no year, and no Shopify page we read on October 18, 2026 (filing partners, the automated filing overview, considerations, shopify.com/tax) dates Numeral's offer.
For questions about a filing service's pricing, features, or the returns that it files, contact the filing service directly.
How do you switch to a filing service without a gap?
Which return should a new filing service file first? Shopify's considerations answer it:
Your filing service needs to start with the return after your last automated return, so that no return is filed twice or missed.
Set up your account with the filing service before that next return is due; you don't need to turn off automated filing. Shopify's switching steps, in order:
- Find your last automated return in the table above.
- Download your filing records.
- Sign up with a filing service; to get the Numeral or Zamp promotion, use their page for Shopify merchants.
- Tell the service which returns automated filing files, and which return they need to file first.
- Authorize the service to file for you; some states require a power of attorney or login credentials first.
No Shopify page we read on October 18, 2026 (filing partners, pricing, managing automated filing, considerations, tax reports and the rest of the automated filing section) describes Shopify handing your state registrations or logins to the service; Shopify lists "a free import of your historical data from Shopify" only as part of Zamp's service. Step 5 puts authorizing the service on you.
What should you download by April 30, 2027?
You can download your filing records until April 30, 2027. Shopify asks for a copy of each automated return, so that you have your records once automated filing is over.
- Finance
- Tax filing
- In your Shopify admin, go to Finance > Tax filing.
- Click a return.
- In the Documents section, click Return report.
- Repeat for each automated return.
Keep a copy of each: your filing service might ask for your past returns.
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