Upload Shopify sales data

If you are not using Tax Determination or an API to share transaction data with Sales Tax Filing, you need to upload your transactions in a file.

Important:

Transaction data must be uploaded by the fourth business day of each month. If the data is not uploaded by then, Sovos can't guarantee that the return will be filed on time in that filing period.

Make sure that the file is in CSV UTF-8 format.
Make sure the dates follow this format: MM/DD/YYYY 00:00:00 AM/PM (for example, 10/1/2025 10:34:33 AM).
Add a column to the file with the header Marketplace code.
Add a column with the header Exempt.
Make sure that the file contains the following required Shopify fields, which are automatically mapped to Sovos fields:


Shopify Field	Sovos Field
Taxes	Tax Amount
Shipping Street	Ship To Street Name With Number
Shipping Province	Ship To State/Province
Shipping Zip	Ship To Postal Code
Shipping Country	Ship To Country
Shipping City	Ship To City
Line item quantity	Quantity
Subtotal	Gross Amount
Name	Document Number
Created at	Document Date
Financial Status	Debit/Credit Indicator
Currency	Currency
Paid at	Accounting Date

Log in to Batch Determination and select your organization from the dropdown.
Click Upload.
In Step 2, select Shopify Template.
In Step 3, click Browse to select the file from your computer or drag and drop the file into the upload area, then click Next.
Your transaction data is uploaded to Batch Determination. When Batch Determination finishes processing your data, it displays a results screen with a summary of the uploaded transactions.
Review the upload:
- The transaction summary shows the total tax amount and exempt amount for each country and state/province. To view individual transaction amounts, click Download report.
- If Batch Determination ran into errors while processing your file, download the error reports.
Note:
Though you can save an upload with errors for filing, we recommend that you correct the issues identified in the error report and then upload the corrected file.
If the data in the upload is final and will not change, click Save, then click Save for Filing on the confirmation popup.

Your transaction data will be available in Sales Tax Filing within 24 hours.