How to Export Tax Summary from Shopify (2026 Guide)
Follow these steps to export your Shopify tax summary as a CSV file. Once exported, you can use our converter to transform the data for your target system.
Export Steps
1
Export from Shopify
Analytics → Reports → Taxes → Export CSV
Required Tax Summary Fields
| Field | Type | Description | Example |
|---|---|---|---|
| Period Start | Date | Report period start date | 2025-01-01 |
| Period End | Date | Report period end date | 2025-01-31 |
| Tax Jurisdiction | Text | Tax authority name (State, Province, Country) | California |
| Taxable Sales | Currency | Total taxable sales amount | 10000.00 |
| Tax Collected | Currency | Sales tax collected from customers | 725.00 |
Your Shopify export must include these fields for successful conversion.
Next Step
Once you have exported your tax summary, return to the converter tool to upload and convert your file.
Ready to convert your exported file?
Open ConverterFrequently Asked Questions
Shopify exports tax summary as a CSV (Comma Separated Values) file, which can be opened in Excel or Google Sheets.
The file is usually downloaded to your browser's default Downloads folder. Check your Downloads folder or look for the download notification.