shopify-admin-tax-liability-summary

Aggregate Shopify order tax by jurisdiction or rate into a CSV export.

174|18|Updated Apr 11, 2026
One-click install
npx skills add https://github.com/40RTY-ai/shopify-admin-skills --skill shopify-admin-tax-liability-summary
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: shopify-admin-tax-liability-summary
Source: https://github.com/40RTY-ai/shopify-admin-skills/tree/main/skills/finance/shopify-admin-tax-liability-summary
Command: npx skills add https://github.com/40RTY-ai/shopify-admin-skills --skill shopify-admin-tax-liability-summary

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of manually collecting and reconciling Shopify tax amounts across many paid orders by jurisdiction for tax filing preparation.

Core Features & Use Cases

  • Jurisdiction and rate breakdown: Summarizes tax collected from order tax lines grouped by either jurisdiction (state/province/country naming) or tax rate.
  • Filing-period lookback reporting: Supports a configurable days_back window (default 90) so you can align output with monthly or quarterly filing cycles.
  • Read-only aggregation for safety: Queries orders using Shopify Admin read scopes and optionally excludes fully refunded orders to better match filing needs.

Use case: You have thousands of paid orders over the last quarter and need a single report that totals collected tax by state/province and provides an order count plus exportable CSV output for your tax professional.

Quick Start

Run the shopify-admin-tax-liability-summary skill for your store domain with a 90-day lookback to generate the tax_liability CSV grouped by jurisdiction.

Frequently Asked Questions about shopify-admin-tax-liability-summary

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I aggregate Shopify tax collected by jurisdiction for filing preparation?

Shopify tax liability reporting groups collected tax amounts from order tax lines by jurisdiction or tax rate. It provides grouped totals and order counts across a configurable lookback period to support tax filing preparation.

How do I export Shopify order tax lines to a CSV grouped by tax rate?

Exporting Shopify tax liability to CSV involves summing order taxLines priceSet shopMoney amounts and grouping them by tax rate or jurisdiction. The output is a structured CSV file containing grouped tax totals and order counts for filing preparation.

Can I exclude refunded orders when calculating Shopify tax liability?

Yes, you can exclude fully refunded orders when calculating Shopify tax liability. The aggregation workflow optionally filters out fully refunded orders so the grouped totals better match your actual filing requirements.

Does Shopify tax liability reporting require write access to my store?

No, Shopify tax liability reporting requires only read-only Admin access to query orders. This read-only scope safely retrieves paid orders and sums tax amounts without modifying your store data.

How do I set up a quarterly lookback period for Shopify tax reporting?

Set up a quarterly lookback period for Shopify tax reporting by configuring the days_back window to 90. This aligns order retrieval and tax aggregation output with monthly or quarterly filing cycles.