Learn how to subscribe to reports and edit the report settings.
ShipCompliant uses your order, product, supplier, and other data to populate your tax and shipment reports. Each state has different forms, due dates, and frequencies, and contains varying information and calculations. Based on what you have told us in your report settings, ShipCompliant creates your report, tells you when they are due, notifies you of missing information, where to go to e-file them, and more.
In ShipCompliant, go to Reports and click Report Settings.
Select from Direct to Consumer, Wholesale, or Self Distribution.
Access to each of these report types depends on your ShipCompliant product subscriptions.
Customize your direct-to-consumer reports.
Choose whether to include sent-to-fulfillment shipments in reports based on ship date.
Choose to include pickup orders on home-state reports, and what product types to include.
Choose whether to include orders for all product types or only wine orders on your sales and use tax reports.
Click Edit next to a report to choose your reporting frequency and filing method (e-file or paper).
If you are uncertain of your filing frequency, check with the state. Reports in black are already subscribed to. Reports in gray are not currently subscribed to.
Reports that can be e-filed are indicated by a computer screen icon.
If you e-file, add your login credentials.
Some states may not offer e-filing, while other states may require it. The options listed reflect what is offered or required by the state.
Note:
If you want to change the way your orders are included in a report (by ship date or by payment date), contact our support team. We recommend you request these changes at the beginning or end of the month to ensure that all your orders are included on your reports.
