Connect TaxCloud to Shopify to automatically import orders, track sales collected in each taxing jurisdiction, and simplify the filing process.

Connect TaxCloud to Shopify to automatically import orders, track sales collected in each taxing jurisdiction, and simplify the filing process.

# How the Integration Works

The TaxCloud integration for Shopify works in conjunction with Shopify's sales tax engine:

* Shopify calculates sales tax for orders.
* TaxCloud imports orders from Shopify for reporting, nexus tracking, and filing.

# Shopify Tax Services

Shopify has its own built-in sales tax collection engine, with multiple [tax services](https://help.shopify.com/en/manual/taxes/shopify-tax/choose-tax-service) to choose from. Select and configure a tax service that is supported by TaxCloud and best fits your needs:

| Shopify Tax Service | TaxCloud Integration Support |
|:---:|:---:|
| Shopify Tax without [automated filing](https://help.shopify.com/en/manual/taxes/shopify-tax/automated-filing) | Recommended (most accurate) |
| Basic Tax | Supported |
| Manual Tax Settings | Not recommended (high potential for errors) |
| Shopify Tax with [automated filing](https://help.shopify.com/en/manual/taxes/shopify-tax/automated-filing) | Not supported |

# Shopify Order Import in TaxCloud

TaxCloud imports Shopify orders on an hourly schedule. Each run pulls orders that were created or updated during the previous full clock hour. For example, a sync at 4:05 PM will capture orders from 3:00 PM to 4:00 PM.

* When an order is imported depends on your integration’s Order Capture setting (recommended: **Order Created**).
* TaxCloud processes returns at the beginning of the following month.
* Nexus data displayed on the thresholds page in TaxCloud is updated daily. We pull in order data for all states, even if collection is not enabled, so that we can keep you informed of your proximity to the economic threshold across all states and territories.


:::info
**Tip:** Don't be alarmed if you see no transaction data upon initially going live with your Shopify integration; order imports begin on the next hourly run after you set up the integration.

:::

**Examples:**

* If I go live on March 1 at 9:00 PM CST, my first order import will begin at 10:00 PM CST on March 1.
* If an unfulfilled order placed in March is marked fulfilled at 9:00 AM CST on March 3, I can expect that order to be imported at 10:00 AM CST on March 3.
* If I process a return for one of those orders on March 5, the return transaction will be imported into TaxCloud on April 1st.


:::info
[Read our](/doc/shopify-reporting-faq-4UhkRHcBZ9) **[Shopify Reporting FAQs](/doc/shopify-reporting-faq-4UhkRHcBZ9)** [for more information on how TaxCloud imports and processes Shopify data.](/doc/shopify-reporting-faq-4UhkRHcBZ9)

:::

# Before you begin

## Set up TaxCloud

Make sure you have a TaxCloud account and can sign in. If you don’t have an existing TaxCloud account, [sign up now](https://app.taxcloud.com/register). If you have a previous version of the TaxCloud app for Shopify installed, [uninstall it first](https://support.taxcloud.com/en-us/articles/updating-to-taxclouds-new-shopify-app-june-2024-ADpGcrRCNA).

## Confirm basic Shopify requirements

The Shopify store must be **based in the United States** for the integration to connect. The user completing the installation/authorization must have **Admin** permissions in Shopify.

## Verify Product Categorization in Shopify

Shopify and TaxCloud both use the category information on your Shopify products to help determine the appropriate tax rates. Knowing what the product is helps determine if there are any special exemptions or rates to apply.

To ensure tax calculations are correct, review your product catalog to confirm that the selected **Categories** are accurate.

 ![](https://support.taxcloud.com/api/attachments.redirect?id=9833e8af-719e-4928-aaa8-4a8e9ce20f25 " =1270x792")

## Verify products are set to charge tax

Every Shopify product has a **Charge tax on this product** checkbox in the
**Price** section of the product page. When it is checked, Shopify applies
tax to the product at checkout. When it is unchecked, Shopify charges no tax
on that product, regardless of your collection states or the product's category.

 ![Charge Tax on Product](https://support.taxcloud.com/api/attachments.redirect?id=d335e446-8017-4934-a884-940e9154918b " =1208x980")


:::tip
**Tip:** This box is checked by default on new Shopify products, so it is easy
to overlook. Spot-check older products, imported catalogs, or anything created
before you standardized your tax setup.

:::

An unchecked box
means the order imports into TaxCloud with no tax collected on that item. On
products that should be taxed, this results in under-collection. All taxable product should have this box checked. The product **Category** (above) handles any
exemptions or special rates rather than unchecking this box.


:::warning
**Using Third-party Tax Calculator alongside TaxCloud**

If you are currently using a third-party tax calculation service such as AvaTax for your Shopify store, you can still use TaxCloud for order import and filing purposes.

However, there is one critical setup requirement: you must have Shopify product categories selected for all of your products. TaxCloud uses these categories to map your TICs and calculate the correct tax on our end, even if you are not using TaxCloud for calculations at the time.

Your third-party configuration uses its own tax codes; as a result, skipping this step can result in incorrect tax mapping on TaxCloud’s side. If you are a merchant transitioning to TaxCloud, this may be especially relevant to you.

:::

# Step 1: Complete TaxCloud setup

Your TaxCloud account must be set up so that the integration with Shopify works correctly.


1. Sign into [TaxCloud](https://app.taxcloud.com/).
2. [Complete your TaxCloud Business Profile](/doc/video-how-to-complete-your-taxcloud-business-profile-GY9sSwsrGU).
3. [Set up your locations and states](/doc/how-to-set-up-a-location-and-state-0WpiODyFaj).

If you set up TaxCloud through assisted onboarding, your nexus assessment should be complete and your collection states configured. You'll mirror those states into Shopify in the next step.

# Step 2: Configure Shopify tax settings

Shopify and TaxCloud each maintain their list of states where collection is enabled, and the two lists must match. Every state enabled in TaxCloud must also be enabled in Shopify and vice versa. TaxCloud recalculates tax when an order is captured, so a mismatch means you will either collect tax you can not remit or under-collect and have to absorb the difference.

This article assumes your TaxCloud collection states are already correct, typically because you completed your nexus assessment during your TaxCloud onboarding. With TaxCloud as your source of truth, mirror those states into Shopify.


:::info
**If you have been using TaxCloud and Shopify independently** and are not sure which list is correct, see **[Keeping your TaxCloud and Shopify collection states in sync](https://support.taxcloud.com/en-us/articles/keeping-your-taxcloud-and-shopify-collection-states-in-sync-2Bj4UprB3Q)** before you continue.

:::


1. In TaxCloud, open your [threshold page](https://app.taxcloud.com/go/thresholds) and note the states where you collect sales tax.

    ![](https://support.taxcloud.com/api/attachments.redirect?id=189d3aba-e7f4-4599-b1e8-de21871c7932 " =1217x997")
2. In Shopify, [add each of those states under](https://help.shopify.com/en/manual/taxes/us/us-tax-manage#manage-the-regions-in-which-youre-registered) **[Settings > Taxes and duties](https://help.shopify.com/en/manual/taxes/us/us-tax-manage#manage-the-regions-in-which-youre-registered)**.
3. Decline any prompt to enable Shopify automated filing if TaxCloud handles your filings.

Your collection footprint changes over time. See **[Keeping your TaxCloud and Shopify collection states in sync](https://support.taxcloud.com/en-us/articles/keeping-your-taxcloud-and-shopify-collection-states-in-sync-2Bj4UprB3Q)** for guidance on keeping your lists in sync.

# Step 3: Add the Shopify integration to TaxCloud

You must be logged into your **Shopify account** as an Admin user to successfully connect to TaxCloud.


1. From the TaxCloud app, go to the [Integrations](https://app.taxcloud.com/go/integrations) page.
2. Click **Connect**.
3. Click **Shopify** in the integrations list.

    ![](https://support.taxcloud.com/api/attachments.redirect?id=5d27bbbc-612e-4f15-abb1-3377c09f1479 " =619x429")
4. Click **Connect**. The TaxCloud app listing opens in the Shopify app store.
5. Click **Install**.

    ![](https://support.taxcloud.com/api/attachments.redirect?id=81e99ef9-88d6-4ae5-b167-01b48d4e05af " =722x366")
6. Sign into your Shopify account.
7. Click **Install** to confirm that you want to install the TaxCloud app in your Shopify account.

    ![](https://support.taxcloud.com/api/attachments.redirect?id=ac125bd7-c45e-4264-ac3f-e1d7defd652f " =615x448")

A Shopify integration is automatically added to your TaxCloud account.

# Step 4: Confirm your configurations and Go Live

When you are ready to start capturing real transactions, open your new Shopify connection and click the green **Go Live** button (top-right corner of your Integration Details page). 

 ![Go live](https://support.taxcloud.com/api/attachments.redirect?id=def36e42-72c0-4ec8-b085-36544d855be0 " =1219x998")

The **Go Live** window opens where you set your **Order Capture** and **Historical Order Import** options and confirm your set up before the connection switches from Test to Live mode. 

 ![Go Live modal](https://support.taxcloud.com/api/attachments.redirect?id=5ca173fb-12dc-4055-8d6e-91b4c1d13c77 " =849x973")

Work through the three sections below, then confirm:

## Step 4a: **Configure your order capture option**

In the **Order Capture** section, use the **Capture order when** dropdown to choose when TaxCloud captures an order:

* **Order Created** (recommended) — aligns TaxCloud reporting with Shopify, since both report based on when the order was placed.
* **Order Fulfilled** — use if you prefer reporting to align to fulfillment timing.
* **Order Paid** — use if you prefer reporting to align to when payment is confirmed.

## **Step 4b: Set up Historical Order Import**

If you were selling on Shopify before connecting TaxCloud, use the **Historical Order Import** section of the same window to backfill those earlier orders. This is optional but recommended, since it saves you from requesting manual backfills from support later. No backfill runs until you go live.

Turn on either option and set the date to import from:

* **Import orders for tax filings** — imports past orders from the date you choose so they appear in your TaxCloud reports. Imported orders are stored in TaxCloud, but past returns aren't re-filed automatically. **[Contact support](https://support.taxcloud.com/en-us/articles/how-to-contact-taxcloud-2kOI9DHHRK)** if you need filings for those prior periods.
* **Import orders for nexus only** — imports past orders from the date you choose so they count toward your economic nexus (threshold) tracking, without adding them to your tax filings. Defaults to January 1 of the prior year.


:::warning
**Order Capture and Historical Orders settings**

These settings lock once the connection is live to prevent data discrepancies, so set them carefully. Going live is one-way and cannot be reversed. To change them, **contact support** from your integrations page.

:::

## Step 4c: Set the integration live

In the **Confirmations** section, tick every box. The **Go Live** button stays disabled until all are checked:

* I have verified that **[TaxCloud is configured to collect](https://support.taxcloud.com/en-us/articles/how-to-enable-disable-tax-collection-in-a-state-kP6ZCdvuNS)** in the jurisdictions where I have nexus obligations and that the collection start dates are correct.
* I understand these settings can't be changed once live.
* I understand this connection cannot be switched back to test mode.

Click **Go Live** to confirm. 

 ![](https://support.taxcloud.com/api/attachments.redirect?id=405abafd-b794-4f11-8be1-78bf1292d7da " =813x495")

After this point, Shopify transactions are included in your reporting and tax remittance.

# Step 5: Set up exempt customers

If you have customers who are exempt from sales tax—such as resellers or nonprofit organizations—you'll need take steps to ensure they're not charged tax when checking out in Shopify using the TaxCloud integration.

See [How to Mark Customers Tax Exempt in Shopify](/doc/how-to-mark-customers-tax-exempt-in-shopify-tUT8SC5M3P) for details.

# Troubleshooting

## Shopify integration won’t connect (no error shown)

Use this section if the Shopify installation flow completes (or stalls) but the integration does not appear connected and no error message is shown.

### Likely causes


1. **The Shopify store is not US-based** — The Shopify store must be based in the United States for the integration to connect.
2. **The installer is not a Shopify Admin** — The user installing/authorizing the integration must have **Admin** permissions on the Shopify account.
3. **The store is already connected to another (older) TaxCloud account** — If the same Shopify store was previously connected to an older TaxCloud account and that connection was not deactivated, the store may not connect to the new account and may fail silently.

### Resolution steps


1. **Confirm the Shopify store is US-based** — Verify the store’s configured country/region in Shopify.
2. **Verify the user role is Admin** — Ensure the person completing the installation has **Admin** access in Shopify.
3. **Check for a prior TaxCloud connection** — Determine whether the Shopify store was previously connected to another TaxCloud account. If it was, **deactivate/disconnect the old integration** before attempting to connect the store to the new account.

## If Shopify orders are missing from reports after connecting

* Check whether the **origin address** is missing on the order(s) in Shopify.
* For orders with an origin address outside the United States, the integration overrides the origin to a predefined U.S. fallback address (Montana) so that no U.S. sales tax is applied. The hard-coded fallback origin address is: **125 N Roberts St, Helena, MT 59601**.
* If the origin address is missing:

  
  1. Re-enter the origin address in Shopify.
  2. Contact Support to have the order re-imported.




Connecting TaxCloud to Shopify

Updating to TaxCloud's new Shopify App (June 2024)

Shopify Reporting FAQ

How to Mark Customers Tax Exempt in Shopify

Keeping your TaxCloud and Shopify collection states in sync 

Shopify

Why do my TaxCloud orders have Fallback rates in BigCommerce?

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Download Debug Logs in TaxCloud for WooCommerce

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

How the QuickBooks Online Integration Works

How to Fix QuickBooks Online Line Items Showing No Tax (TIC 99992)

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

Managing Exempt Customers in TaxCloud for QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Connecting TaxCloud to QuickBooks Online

QuickBooks Online

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

General Integrations

Connecting TaxCloud to Stripe

How to Mark Customers Tax Exempt in Stripe

Stripe

CSV Upload

Integrations

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Set Up and Manage Locations

How to Take Your Integration Live

Preparing For Onboarding

**How to Download Debug Logs in TaxCloud for WooCommerce**

Getting Started

How to add/remove a contact from your TaxCloud account.

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

How do I reset my Password?

Video: How to complete your TaxCloud Business Profile

How to Use Multi-Account Login

How to Close Your TaxCloud Account and Cancel Subscription

I have a new EIN. How does that impact my TaxCloud account?

TaxCloud Account Lockout Policy

Account Management

How to create a TaxCloud account?

Account Setup

How can I get a copy of my TaxCloud invoice receipt?

How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

Account and Billing

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

Plans and Pricing

What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud System Status

TaxCloud's APIs

What happens if I go over my allotment of orders?

What is an order in TaxCloud?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What is a multi-state id or sstid?

How do I confirm a rate with TaxCloud?

What is a voluntary seller?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

What are Home Rule States?

Understanding Nexus Threshold Calculations

General

How to Add an Exemption Certificate to TaxCloud

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

Exemptions and Certificates

TaxCloud Audit Support Overview

How to contact TaxCloud?

Support and Resources

Does TaxCloud Handle Sales Tax License Renewals?

Nebraska - Enforcement of Lien Notice

How to register in a new state and obtain my Sales Tax License

Louisiana State Sales Tax Rate Update

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

When To Forward a State Notice to Taxcloud

Arkansas - Excise, Waste Tire or Withholding Wage Tax

California - CDTFA Statement of Account

Colorado SUTS Filing Reminder Notices

Connecticut - Delinquency Notice

Florida - Credit Memo

Indiana - Notice of Proposed Assessment

Michigan - Business Taxes Registration Summary of Changes

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Rhode Island - Failure to Renew

Tennessee - Notice of Overpayment

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Wyoming - License Certificate

State Notices and Licenses

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

Using the Download Center for Reports

Reporting

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

What is TaxCloud's policy regarding Transaction import timing?

Upload Standalone Returns via CSV

How to Upload Transactions via CSV

How to Format Your CSV File for Transaction Uploads

How to Troubleshoot CSV Upload Errors

Uploading Transactions via CSV

Uploading Historical and Marketplace Transactions via CSV

Transactions: Import and Export

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

Managing your transactions

How to manually return a transaction in TaxCloud?

Can I edit a transaction?

How to View and Share Transaction Details

How to Locate a Transaction URL in TaxCloud

Transactions: Overview

Navigating Your Tax Dashboard

Transactions and Reporting

Understanding TaxCloud's Filing Costs & Filing Subscription

What are TaxCloud Filing Fees?

Understanding Your Tax Reporting Page

What does it cost for TaxCloud to file for me in non-SST states?

Does TaxCloud file Withholding Tax?

Filing: General

How to Request TaxCloud to Begin Filing Sales Tax Returns

How do I confirm my filings have been submitted in SST / Streamline member states?

How to Stop Filings with TaxCloud

How can TaxCloud assist with Filing?

Enabling Filing in TaxCloud (via Thresholds Page)

I just got a filing frequency change notice, what should I do?

How do I know if TaxCloud is filing for me in a state?

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

Filing: Managing Filing in TaxCloud

Does TaxCloud File in Louisiana?

South Dakota - Sales & Use Tax Return Paper Form

Filing: State-Specific Workflows

Managing Your Tax Thresholds

Filing and Compliance

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

What is Sales Tax Sourcing?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

Understanding the difference between sales tax and use tax

How does New York handle sales tax on apparel under \$110?

What is Nexus?

What is Washington B&O Tax?

How do I know if I've reached Economic Nexus in a state?

Calculating sales tax on Digital Goods

Tax Concepts