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Shopify Setup Guide

Steps to connect your Shopify store to your TaxCloud accounts:

 

1. In your TaxCloud dashboard, navigate to "Settings," then to "Stores."

Click "Add Store"

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2. Enter your store or website name and website URL.

The URL would be entered following this syntax: https://storename.shopify.com

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3. Select your marketplace from the drop-down menu on the right. In this case, choose "Shopify."

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4. Next, you need to enter your Shopify store name. Login to your Shopify account admin and go to Settings>General. There you will see the store name. Copy and enter this store name into TaxCloud (along with .myshopify.com)

It should look like yourstorenamehere.myshopify.com

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5. Set your automatic monthly report to "True" from the drop-down menu on the right.

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6. You will receive a pop-up message indicating that you have configured your store to automatically upload transactions to TaxCloud every month. This is good! You will need to link the TaxCloud app to your Shopify store. To do this select "Link Application" at the lower right of the alert box.

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7. This will bring you to Shopify, where you will be able to install the TaxCloud app. This grants TaxCloud the authority to view your Shopify Account data and orders so we can help you calculate, collect, and remit sales tax to the states where you have sales. Click on the button on the lower right that reads "install unlisted app."

 

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8. You will now return to your TaxCloud dashboard where you will see your store listed at Shopify.

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9. When you are ready to submit live transactions to your account make sure to select the ‘Go Live’ button. Accounts that are already live, will have a Live label instead of the button.