Export Sales/Taxes report
A custom code solution designed specifically for generating monthly sales and tax reports. This feature was originally developed at the request of Jason Winter of WinternetWeb Technologies, LLC (www.WinternetWeb.com), and has since become an essential tool for merchants who need to provide accurate tax summaries to their accountants or tax authorities
The standard order export provides detailed line‑item data. The Sales/Taxes report distills that data into a clean, accountant‑friendly format showing exactly how much tax was collected for each rate and the total taxable sales that generated it.
The Sales/Taxes report solves a specific problem: generating a monthly tax liability summary. Use this code when:
|
Use Case |
Benefit |
|---|---|
|
Monthly tax filing |
Produce a clean report for your accountant showing taxes collected by rate |
|
Quarterly VAT/GST returns |
Aggregate three months of sales into a single tax summary |
|
Audit preparation |
Generate a defensible record of tax collected during a specific period |
|
Multi‑rate jurisdictions |
Automatically break down taxes when your store applies different rates (e.g., standard, reduced, zero) |
The report outputs one row per tax rate per period, showing the total taxable sales amount and the total tax collected at that rate.
You should create “Scheduled Job” and set it run “On the 1st day of the month” (Pro version only).