Upload Shopify sales data
If you are not using Global Tax Determination or an API to share transaction data with Sales Tax Filing, you need to upload your transactions in a file.
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.
Formatting requirements:
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Make sure your file is in CSV UTF-8 format.
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Format all dates as MM/DD/YY (for example, 10/1/2020 10:34:33 AM).
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Add a column to the file with the header "Marketplace code".
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Add a column with the header "Exempt".
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Sovos processes the following Shopify order export fields automatically. These are mandatory fields, so make sure that all of them are in the file you are uploading.
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
Your transaction data will be available in Sales Tax Filing within 24 hours. You can track the status of your returns by logging in.