July 27, 2026 · 4 min read
Getting tax numbers your accountant can file
The gap between what a store can see and what a filing needs is usually just grouping and a date range.
Tax questions are unforgiving: an exact period, grouped by the right jurisdiction, in a file someone else can open.
Pick the right grouping
- Tax per State for US filings.
- Tax per Country for VAT and cross-border reporting.
- Monthly Tax Summary for a period-by-period trend.
- Canadian Tax Report where GST, PST and HST need separating.
Watch the cancelled orders
Tax report without cancelled orders excludes cancellations, which otherwise inflate collected tax. Confirm which basis your accountant expects before sending.
Send it in the right shape
Excel keeps the numbers formatted for a spreadsheet; PDF is better for a signed record. Schedule it monthly so filing week does not start with a data request.
Every report mentioned here ships with ReportifyPro110 prebuilt reports, a custom builder, and scheduled delivery to email, FTP, Drive, Sheets or S3.