Hands-Free Sales Tax Filing for Shopify

Taxvalet Connects with Shopify for Sales Tax Filing and Compliance

Features

TaxValet’s team of experts has extensive knowledge in handling sales tax filing for Shopify sellers.

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Filing Sales Tax Returns

We take care of filing, payments, and more for Shopify and other channels.

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Tax Setting Set-Up

We will set up Shopify to calculate sales tax as accurately as possible during onboarding.

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Hands-Free Data Transfer

We automatically pull transaction data monthly. We’ll confirm with you before filing.

TaxValet Connector
vs Automated Software Integration

TaxValet
Connector

Automated Software Integration

Cost

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Free

We don’t charge extra for connectors.

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High

You pay-per-transaction.

Risk for Mistakes

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Very Low

We catch and rectify tax setting issues with ongoing testing.

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High

Errors easily go unnoticed, leading to costly penalties.

Support for Issues

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High

We're there for you with hands-on expertise.

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Low

You’re on your own with issues.

Data Sync

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100% Hands-Free

Allows for custom data manipulation for pinpoint accuracy.

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Standard Sync

Rigid and inflexible which can cause expensive errors.

Live Tax Calculation

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In-App Support

We set-up, monitor, and maintain in-app tax settings.

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Live Tax Calculation

Usually supported by integration.

Special Considerations for TaxValet’s Connection with Shopify

Here are a few things to know about seamlessly connecting TaxValet to Shopify for effortless sales tax filing and compliance.

• TaxValet uses the Sales Over Time report for sales tax return preparation. 
• TaxValet will set up your sales tax calculation settings. 
• Shopify has several different account types, which differ substantially in terms of tax setting options.  Legacy account holders often are limited to zip rate tax collection, which is known to be base-level and often inaccurate.  Basic Tax account holders are able to enable live rate tax calculation by state, and product exemptions are manually setup, often requiring a dedicated product collection to encompass the exempt product, which must be maintained manually.  Shopify Tax users are afforded the highest level tax setup, with live rate tax collection by state and product exemptions enabled based off product categorization; the product category drives the product taxability, as determined by Shopify.

Never want to think about sales tax again?

Schedule your free TaxValet Strategy Session to see how easy it is. →

Frequently Asked Questions

What does TaxValet need for the Shopify sales tax connection to work?

Access to Transaction Data

We’ll need to sign-in so we can set-up tax settings and get your data.

Your Help at the Start

Sometimes standard reports don’t tell the full story of your data. We need your help when we first set things up to make sure your sales tax is done right.

Tell Us About New Products

When you sell something new, just let us know ahead of time. We’ll help set it up for you.

Let Us Know If Things Change

If you start selling in new places or change how you sell, tell us. We’ll help set things up.

What does the Shopify sales tax connection not include?

Live Tax Rate Calculation

We depend on the sales channel to calculate sales tax and will help configure it. In certain situations, you’d benefit from using a third-party tax calculation tool. We’ll walk you through the options and set-up what you select.

Product Taxability Determination

We need you to tell us how you’d like your products to be taxed so we can help you configure them. We can provide you with state taxability charts.

Have more questions? Our sales tax experts are here to help.

Never think about sales tax again.

TaxValet’s 100% done-for-you service eliminates the hassle, stress, and risk of sales tax—for good.
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Automated filings & payments

Your sales tax filings and payments will always be submitted accurately and on-time, guaranteed.

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Ongoing nexus analysis

A comprehensive analysis covering ALL the things other companies often miss, plus periodic check-ins to ensure you’re 100% compliant.

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Expert audit defense

We'll take the stress of sales tax audits off your plate and handle it all for you. Our clients pay <1% the industry average under audit.

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24/7 Statute monitoring

You'll have peace-of-mind knowing any time a new law is passed that may impact your business—we'll be on top of it.

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Accurate tax collection updates

We'll set up, test & perform reviews of your tax settings on all your transaction channels to minimize under or over collecting tax.

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Under/over payment analysis

We perform quarterly "variance checks" to determine if your tax settings should be adjusted to minimize audit exposure.

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100% hands-free data transfer

You'll never have to spend time hunting down data or updating spreadsheets. We pull the data for you—from anywhere.

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Past due tax cleanup

We'll help you identify where past-due tax is owed and develop the right strategy to handle it.

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Dedicated sales tax team

An expert sales tax team, plus a dedicated sales tax accountant providing the expertise and support you need.

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Unlimited 
support

Help is always just a call, Zoom, or email away—with a dedicated sales tax team that knows your unique set-up and configuration.

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Fixed pricing

No surprise billing! You'll pay based on the number of states we handle—unlike software that spikes pricing based on transactions!

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Penalty-free guarantee

Your filings and payments will always be submitted on time—or we'll pay the penalties and interest.

But that’s not all. TaxValet will always:

  • Call states for you
  • Handle all sales tax notices
  • Work with your CPA or accountant
  • Register for permits
  • Support refunded orders
  • Process all sales tax mail
  • and more!
risk-free

100% Risk-free.

Choosing the right sales tax solution isn’t easy, but it should be. If TaxValet isn’t the absolute best fit for your needs after the first 30 days, we’ll refund every penny.
No questions asked.

 

Ready to take sales tax off your to-do list for good?

Here are 3 easy ways to get started now:

Find answers

Visit our library of free sales tax resources for expert advice & quick answers.

Ask a question

Send us an email with your sales tax question and we’ll get right on it.

Talk to an expert

Schedule a call to find out how to make all your sales tax worries go away for good.