Eligibility and considerations for using automated filing with Shopify Tax

Eligibility for automated filing with Shopify Tax

Only certain stores and orders are eligible to use automated filing. Before you set up automated filing with Shopify Tax, ensure that your store and orders are eligible.

  • Automated filing is available only for stores in the United States that use Shopify Tax.
  • Automated filing is available to merchants who use Shopify Payments, Shopify Balance, or Shopify Credit.
  • Automated filing is not available if you used a tax service other than Shopify Tax in 2024, such as Basic Tax, manual tax settings, or third-party tax apps.
  • Automated filing is not available if your store has customers who've requested data erasure.
  • To file your tax returns, you must complete your setup for each state where you collect sales tax before the filing deadline.
  • Taxes are filed only for sales that were made on the Shopify platform where you are the merchant of record. Automated filing can't be performed in stores with the following type of sales:
    • Imported orders.
    • Sales channels that aren't connected to Shopify.
    • Marketplaces where you aren't the merchant of record, such as Amazon, Meta, or TikTok. If you're not sure whether you're the merchant of record for a sale, then refer to the Filed by channel column of the taxes finance report. If the entry for a sale is marked as Filed, then the marketplace has indicated that it files taxes on your behalf.

Considerations for using automated filing with Shopify Tax

Before you use automated filing, review the following considerations:

  • Automated filing is performed only for current or upcoming filings. If you need help with past or amended returns, then contact a tax professional.
  • Automated filing is performed only for state level returns. Automated filing for local jurisdictions isn't supported at this time.
  • Automated filing is not compatible with the Loop Returns & Exchanges app.

To ensure accuracy in returns that are generated by automated filing, the following must be true for the entire period that you file for:

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