Each month, the Monthly Statement adds up the sales tax on your online orders and what we charged you. It is made for your bookkeeping and tax time.
Before you start
Add your GST number so it appears on your statement. Go to Store Settings, find Tax details, and enter it there.
Steps
- Go to Reports, then Monthly Statement.
- Pick the month you want.
- Read the sales section. It shows what customers paid after refunds, and the GST and PST you collected and report yourself.
- Read the section on our charges to you. It lists order fees, delivery costs passed on, customer tips for couriers, and any plan invoices.
- Press Print to print it or save it as a PDF.
- Send the PDF to your bookkeeper.
Good to know
- Only the owner can see this statement.
- We email you early each month when last month's statement is ready.
- Card processing is not on this statement. Stripe charges it directly to your own Stripe account.
- In-store and POS sales are not included. It covers your online orders.
- For order-by-order detail, use your transactions report.
- Plan invoices with the full tax breakdown are under Billing & Plan.