How to upload tax data from your Shopify store

Exporting sales data from Shopify

  1. Log in to your Shopify store account.

  2. Click Orders in the menu on the left. A page with a live view of your shop's orders will open.



  3. Filter the orders based on the transactions you want to upload to Sovos.



  4. Click Export.



  5. Under Export, choose which orders you would like to export. Under Export as, select CSV for Excel, Numbers, or other spreadsheet programs. Click Export orders.



  6. The file will be saved to your computer as orders_export.csv.

For more information on how to export your orders from Shopify, check out the following resources:

Preparing your file

  1. Make sure your file is in CSV UTF-8 format.
  2. Format all dates as MM/DD/YY (e.g., 10/1/2020 10:34:33 AM).
  3. Add a column with the header exempt.
  4. Sovos processes the following Shopify order export fields automatically. These are mandatory fields, so make sure that all of them are in the file you’re uploading.

 

Shopify Field

Sovos Field

Taxes

Tax Amount

Shipping Street

Ship To Street Name With Number

Shipping Province

Ship To State/Province

Shipping Zip

Ship To Postal Code

Shipping Country

Ship To Country

Shipping City

Ship To City

Lineitem quantity

Quantity

Subtotal

Gross Amount

Name

Document Number

Created at

Document Date

Financial Status

Debit/Credit Indicator

Currency

Currency

Paid at

Accounting Date

 

Uploading your sales data to Batch Determination

  1. Log in to Batch Determination.
  2. Click Upload.



  3. Select Shopify Template.



  4. Click Browse to select your CSV file or drag and drop the file into the box.



  5. Once your file has been uploaded, click Next.



  6. You’ll see a success screen with details once your data has been uploaded.

Transaction data must be uploaded by the fourth business day of each month. If the data is not uploaded by then, Sovos can’t guarantee that the return will be filed on time in that filing period.

Always use Batch Determination to upload your tax data. Don’t try to add data from the Imports menu in Filing.

Submitting your data for filing

If the data in the uploaded file is final and won’t change, click Save. Click Save for Filing on the popup message to submit it for filing.





The data will show up in Sovos Filing within 24 hours as return(s) waiting to be prepared. You can track the status of these returns in Sovos Filing. To learn more about how Sovos Filing works, read this article.