Connecting TaxCloud to Shopify
Connect TaxCloud to Shopify to automatically import orders, track sales collected in each taxing jurisdiction, and simplify the filing process.
Before you begin
TaxCloud Setup
- Make sure you have a TaxCloud account and can sign in. If you don’t have an existing TaxCloud account, sign up now.
- If you have a previous version of the TaxCloud app for Shopify installed, uninstall it first.
Shopify Setup
Make sure your Shopify account is configured to use a tax service that is supported by the TaxCloud integration:
| Shopify Tax Service | TaxCloud Integration Support |
|---|---|
| Shopify Tax without automated filing | Recommended (most accurate) |
| Basic Tax | Supported |
| Manual tax settings | Not recommended (high potential for errors) |
| Shopify Tax with automated filing | Not supported |
Step 1: Complete TaxCloud setup
Your TaxCloud account must be set up so that the integration with Shopify works correctly.
Step 2: Add the Shopify integration to TaxCloud
- From the TaxCloud app, go to the Integrations page.
- Click Connect.
Click Shopify in the integrations list.
- Click Connect. The TaxCloud app listing opens in the Shopify app store.
Click Install.
- Sign into your Shopify account.
Click Install to confirm that you want to install the TaxCloud app in your Shopify account.
A Shopify integration is automatically added to your taxCloud account.
Step 3: Set the integration live
When you're ready to start capturing transactions, you can set the integration live in TaxCloud. After this point, Shopify transactions will be included in reporting and tax remittance.
- From the TaxCloud app, go to the Integrations page.
Click the Shopify connection.
In the top right corner of the page, click Go Live, then confirm your choice.
