Shopify orders export
In Shopify admin open Orders, press Export, choose the dates, and export as a CSV for Excel, Numbers, or other spreadsheet programs. Every order export carries the shipping province, which is what decides the state.
Orders shipped outside the US are skipped. A refunded order counts only the part that was kept.
An Amazon order report
A report with the ship-state column, such as an order report from
Seller Central Reports. Its dates, order ids, product sales,
shipping credits and sales tax collected are read.
Amazon collects and remits the tax on these orders itself, as a marketplace facilitator. They count toward a state's thresholds, but you owe no tax on them.
A WooCommerce order export
An export of your orders that includes the Shipping State (or
Billing State), with Order Date, Order Number,
Order Subtotal, Order Shipping, Order Tax and
Order Total. WooCommerce's order export or an export plugin both work.
Any other platform
A CSV with these columns, one row per order:
date, order_id, ship_state, subtotal, shipping, tax_collected, total, platform, is_marketplace
ship_state may be a code (GA) or a name
(Georgia). is_marketplace is yes or no: whether the platform
collected the tax for you.
- 1Upload your files
- 2Begin your import
- 3Preview your import
- 4Confirm your import