Tax reporting with Shopify Payments for Germany
As a merchant, you're required to follow all applicable regulations, including tax reporting. Depending on your jurisdiction, Shopify Payments might also be required to report your sales to the local tax authorities.
Shopify Payments fees don't include Value-Added Tax (VAT) for stores in Europe with the exception of Ireland. You might need to account for VAT at the local applicable tax rate on your VAT return. To get this information, you can download a generated invoice, or export a file with your transaction information.
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Download a generated invoice
You can download monthly invoices to submit with your tax claim. Each invoice includes the total VAT paid on transaction fees for all orders made in your store that month. Generated invoices use the UTC time zone, which might be different from your store's time zone. If you want a report that uses your store's time zone, then you can export a list of your store's transactions as a CSV file.
The invoice for each month generates on the 5th of the following month. For example, the invoice for June generates on July 5th. If there aren't any transactions with Shopify Payments for a month, then no invoice generates for that month.
Steps:
- From your Shopify admin, go to Settings > Payments.
- In the Shopify Payments section, click View payouts.
- Click Documents.
- In the Tax documents dialog, click Download PDF for the invoice that you want to download.
Export Transactions
You can export a list of your store's transactions to a CSV file. The CSV file includes a VAT column for European merchants.
Steps:
- From your Shopify admin, go to Settings > Payments.
- In the Shopify Payments section, click View payouts.
- Click View Order Transactions.
- Click Export. A CSV file downloads in your browser.
- Open the CSV file in a spreadsheet editor.
- The last column of the CSV file displays the amount of VAT collected on each transaction.
- Use the SUM tool to calculate the total amount of VAT that you've collected.