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Sales tax by state

Use your Shopify orders export to see taxable sales and sales tax collected by state and month. The workflow removes exact duplicates, keeps paid orders only, and flags California taxable sales with $0 tax as undercollected.

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Someone typed

“show taxable sales and tax collected by shipping province and month from our shopify orders, paid orders only, dedupe exact duplicate orders, and flag california taxable sales with $0 tax as undercollected tax”

The agent read it as

Show taxable sales and tax collected by shipping province and month from our Shopify orders, paid orders only, dedupe exact duplicate orders, and flag california taxable sales with $0 tax as undercollected tax, using Created at to define the month and Subtotal as taxable sales.

What the agent built

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

File

Shopify orders

CSV export · 18 rows

Step

Remove exact duplicate orders

Step 1

Step

Summarize paid sales by month

Step 2

Result

Taxable Sales by Province

17 rows · 17 flagged

Schedule

Runs when you say

Proposed

File
Shopify orders
CSV export · 18 rows
Step
Remove exact duplicate orders
Step 1
Step
Summarize paid sales by month
Step 2
Result
Taxable Sales by Province
17 rows · 17 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 17 rows came out.

Download Shopify orders sample (18 rows)Shopify Admin: Orders > Export > Current view > All orders (CSV)

What you get back

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

Taxable Sales by ProvinceSample data17 rows

1 undercollected tax16 no undercollection

Shipping province	Month	Taxable sales (USD)	Tax collected (USD)	Status
CA	2026-09-01	92	7.16	No undercollection
IL	2026-09-01	184	18.04	No undercollection
NY	2026-09-01	251	20.16	No undercollection
TX	2026-09-01	130	11.20	No undercollection
CA	2026-10-01	182	15.12	No undercollection
FL	2026-10-01	208	16.64	No undercollection
IL	2026-10-01	67	5.91	No undercollection
MA	2026-10-01	94	7.92	No undercollection
NY	2026-10-01	319	26.17	No undercollection
PA	2026-10-01	145	11.92	No undercollection
WA	2026-10-01	76	6.16	No undercollection
FL	2026-11-01	61	4.78	No undercollection

17 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you build a sales tax report by state and month?

Export your Shopify orders, then upload the file. The workflow uses Created at for the month, Subtotal for taxable sales, and shipping province for state, then removes exact duplicate orders and keeps paid orders only. It shows taxable sales and tax collected by state and month, and flags California taxable sales with $0 tax as undercollected tax. Rows that do not match the rules stay in the report unless the step tells them otherwise.

How it works

How to use the Taxable Sales by Province 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.

Taxable Sales by Province: questions

Which export should you use?

Use an orders export from Shopify. The file needs the order fields used in the workflow, including Created at, Subtotal, shipping province, paid status, and tax collected.

What happens to rows that do not match the rules?

Rows that do not match a step are usually left out of that step's result, or kept without a match flag, depending on the rule. For example, unpaid orders are excluded from the paid orders summary.

How do you change the rules in words?

Change the rule text to say what should count, what should group together, and what should be flagged. For example, you can switch the month field, change the state field, or adjust which rows count as undercollected tax.