How to Run a Sales Tax Report in Shopify
To run a sales tax report in Shopify, open Analytics → Reports and search for the taxes report, set the date range and export it. For tax by state and month in a form your accountant can check line by line, use the orders export instead.
Upload the orders export and ask "sales tax collected by state, by month" to get the table your filing needs, with refunds shown.
The built-in report
In Shopify admin open Analytics → Reports and search for tax; the taxes report lists tax collected by jurisdiction for the period you choose (on some plans it sits under Finances). Set the dates to your filing period and Export as CSV.
Tax by state and month from the orders export
Orders → Export → CSV for the filing period. Taxes holds the total tax per order and Tax 1 Name / Tax 1 Value (and Tax 2, Tax 3…) split it by jurisdiction. In Excel, a PivotTable with Shipping Province in Rows, Created at grouped by month in Columns, and the sum of Taxes in Values gives tax collected by state and month.
Refunds and cancelled orders
Refunded orders stay in the export. Tax you refunded should come off the total for the period of the refund, so keep Financial Status in view and treat refunded and partially_refunded orders separately rather than deleting them.
Drop your file in and ask a question — no account needed.
Upload your spreadsheet.xlsx .xls .csv — free to try, no accountSee it on a sample file
What DataMimi shows for a Shopify orders export
2,343 rows, Jul 2025 – Aug 2026. Computed by DataMimi from a sample export with the same columns as yours — the data is invented, the figures are exactly what the app produces from it.
What this export contains
| Name |
| Created at |
| Financial Status |
| Subtotal |
| Shipping |
| Taxes |
| Total |
| Tax 1 Name |
| Tax 1 Value |
| Tax 2 Name |
| Tax 2 Value |
| Shipping Province |
| Shipping Country |
| Refunded Amount |
What usually goes wrong with it
Tax split across several columns
Orders taxed in more than one jurisdiction carry Tax 1, Tax 2 and Tax 3 name and value pairs, which a single SUM on one column misses.
DataMimi It reads every Tax n Name and Value pair and totals tax by jurisdiction as well as by state.
Refunded tax still counted
Refunded orders remain in the export with their original tax, which overstates tax collected for the period.
DataMimi It shows refunded orders separately so refunded tax can be taken off in the right period.
Order-level values on the first line only
Taxes and Total are filled on an order's first line item row, so summing every row twice counts nothing extra but averaging per row is wrong.
DataMimi It uses the order-level Taxes value once per order and says so under the table.
Dates with a timezone offset
Created at includes an offset, and a spreadsheet that reads it as text puts orders in the wrong month or none.
DataMimi It reads Created at with its offset as a date and groups by the month you file for.
Common questions
How do I run a sales tax report in Shopify?
Open Analytics → Reports, search for the taxes report, set the date range to your filing period and export it as CSV.
How do I see sales tax by state in Shopify?
Export orders as CSV and total Taxes by Shipping Province, or use the taxes report, which lists tax by jurisdiction.
Does the Shopify orders export include tax by jurisdiction?
Yes: Tax 1 Name and Tax 1 Value (and further numbered pairs) break each order's tax down by jurisdiction.
How do refunds affect the sales tax report?
Refunded tax reduces what you owe for the period of the refund. Keep refunded orders visible and subtract their tax rather than deleting them.
Can I get a sales report on Shopify for my accountant?
Export the orders for the period and share the CSV, or upload it to DataMimi and export the tax-by-state table as Excel.
Try it with your own file
DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.
Ask about your file