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Economic nexus by state

See which states are over your economic nexus thresholds from a Shopify export. Total sales and order count by state, then label each state clearly.

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Someone typed

“sum shopify sales and orders by state for the last 12 months, compare each state to its nexus sales and transaction thresholds, and show Agrees, Over sales threshold, or Over transaction threshold”

The agent read it as

Sum Shopify sales by state and orders by state for the last 12 months, compare each state to its Shopify economic nexus thresholds, and show Agrees, Over sales threshold, or Over transaction threshold, with sales threshold first when both thresholds are exceeded.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

Shopify sales by state

CSV export · 45 rows

File

Shopify economic nexus thresholds

CSV export · 8 rows

Step

Make threshold state key

Step 1

Step

Sum sales and orders by state

Step 2

Join

Bring in nexus thresholds

8 of 8 paired

Step

Set threshold status

Step 4

Result

Shopify Nexus Check

8 rows · 7 flagged

Schedule

Runs when you say

Proposed

File
Shopify sales by state
CSV export · 45 rows
File
Shopify economic nexus thresholds
CSV export · 8 rows
Step
Sum sales and orders by state
Step 2
Step
Make threshold state key
Step 1
Join
Bring in nexus thresholds
8 of 8 paired
Step
Set threshold status
Step 4
Result
Shopify Nexus Check
8 rows · 7 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 8 rows came out, and the join paired 8 of 8 rows.

Download Shopify sales by state sample (45 rows)Shopify Admin: Analytics > Reports > Sales by state > Export
Download Shopify economic nexus thresholds sample (8 rows)Shopify Admin: Settings > Taxes and duties > United States > Economic nexus thresholds (manual spreadsheet reference)

What you get back

The result of that run, the rows to look at first.

Shopify Nexus CheckSample data8 rows

1 agrees4 over sales threshold3 over transaction threshold

State	Status	Gross sales	Order count	Sales limit	Transaction limit
NY	Over sales threshold	111,000	567	100,000	200
CA	Over sales threshold	317,000	1,032	100,000	200
TX	Over sales threshold	256,500	955	100,000	200
FL	Over sales threshold	188,500	824	100,000	200
IL	Over transaction threshold	69,700	380	100,000	200
PA	Over transaction threshold	60,600	355	100,000	200
OH	Over transaction threshold	55,700	338	100,000	200
WA	Agrees	102,800	507	500,000	none

8 rows in the result. Sample data: illustrative figures, not business results.

How do you check economic nexus by state?

Export your Shopify sales by state and use the last 12 months of data. The workflow totals sales and orders by state, brings in the state thresholds, and shows whether each state agrees, is over the sales threshold, or is over the transaction threshold.

How it works

How to use the Shopify Nexus Check workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Shopify Nexus Check: questions

What export should you use?

Use a Shopify export that includes sales by state for the last 12 months, plus order counts if they are in the file. The workflow needs one row per order or sale, with a state field it can group by.

What happens to rows that do not match a state threshold?

Rows without a matching state key do not get a threshold status. They stay out of the matched comparison until you map them to the right state name or code.

How do you change the rules in words?

Change the threshold values or the status labels in the step that compares sales and order counts to the state thresholds. You can also change which fields are summed, which time range you use, or how you decide between sales and transaction thresholds.