You can get your collected tax, shipping, and taxable sales numbers for a particular date range by running Tax and Shipping reports.
Running the Reports
Navigate to Reports > Reconciliation.
Click Tax and Shipping (Summary) to get a rollup of all tax collected by state.
To verify those numbers, click Tax and Shipping (Detail) to get a list of the order shipments that were included in the summary.
Troubleshooting and Common Questions
Are unpaid orders are included in the tax reports?
No. Only orders that became fully paid during the time period you’re running will be included. For example, if you created an order in March, and collected payment in April, the order would show up in the April timeframe.
I don’t commit all my orders to ShipCompliant, will this report still work for me?
Yes. This will include all orders that were paid in the timeframe requested, regardless of committal status in ShipCompliant.
I downloaded “One Shipment Per Row”, and summed up the Tax column. Why don’t my numbers match the summary?
It’s possible you filtered by “Order Date” rather than “Payment Date”.
That spreadsheet displays each shipment on a separate line, and the “Tax” column is for the order as a whole. If you have any orders with multiple shipments, your number from the spreadsheet would be too high.
Using the “One Shipment Per Row” download will be a secondary audit path down the road, but due to some data changes in Q1 of 2015, it’s not a reliable means to calculate tax numbers. It’s recommended that you use the Tax and Shipping (Detail) report for proper auditing.