Shopify Reporting FAQ
When does TaxCloud Import my orders?
Why does my TaxCloud Report Differ from my Shopify Report?
Does TaxCloud recognize my product categorizations in Shopify?
Overview
This article addresses common questions about how TaxCloud imports and processes your data. Read on to understand why reports from TaxCloud may differ from those generated by Shopify. You'll also learn about our daily order imports, the differences in reporting methodologies, and how we handle Shopify refunds to ensure compliance and accurate tax filings.
When does TaxCloud import my orders?
TaxCloud performs daily imports of Shopify orders using a 6-hour look-back window. This ensures all fulfilled transactions are accurately captured, even if they were processed shortly before the import cycle.
TaxCloud only imports your Shopify orders from the integration go-live date onwards.
If you want to upload your historical data, you will need to utilize our CSV Importer or contact support@taxcloud.com for additional assistance.
Why does my TaxCloud Report Differ from my Shopify Report?
TaxCloud generates tax reports based exclusively on fulfilled orders imported daily from Shopify. In contrast, Shopify's reporting aggregates all sales, regardless of fulfillment status, resulting in potential variances between the two platforms and their reporting.
Where are my Shopify refunds?
Refund data from Shopify is imported into TaxCloud on a monthly basis. This design ensures alignment with reporting and filing periods but may temporarily contribute to variances when comparing Shopify’s monthly reports to TaxCloud’s tax reports.
Does TaxCloud recognize my product categorizations in Shopify?
Yes! We recently launched a feature using the Shopify Standard Product Taxonomy to automatically set TICs for products based on the selected taxonomy in your Shopify product catalog.
There is nothing to configure in TaxCloud. Simply select the best Category for the product in Shopify, and our system does the rest.
I have marketplace orders that flow through the Shop Pay channel. How does TaxCloud treat those transactions?
Because Marketplace facilitators remit your sales tax on your behalf, TaxCloud does not import those orders. In addition to Shop Pay, we do not import orders from the following list:
- Amazon
- Etsy
- Macy’s
- Walmart
- Belk
- Bed, Bath and Beyond
- Tik Tok
- Target
- Faire
- Facebook and Meta
- Shop Channel
- Mirakl Marketplace