Tax Reports

Metorik features a variety of tools to let see you how much tax you are collecting in orders and under what tax codes/amounts.

To find our main tax report, visit the revenue report and scroll to the bottom.

There you will see a report showing revenue grouped by:

  • Tax Rate Code
  • Tax Rate Label

For Shopify stores, instead of revenue grouped by tax rate code, you'll see revenue grouped by tax rate (eg. 0.1 for 10%):

You'll find 6 columns of data for each tax rate:

  • Orders - the number of orders made.
  • Net Tax - total tax less refunded tax.
  • Refunded Tax - the amount of tax refunded (more on this below).
  • Total Tax - total tax collected.
  • Cart Tax - tax collected on the cart items themselves.
  • Shipping Tax - tax collected on shipping itself.

Refunded tax

This is the amount of tax refunded to customers. However, at the moment it is only the amount of tax on line items that have been refunded . So for example, if you refunded an order's shipping amount, whilst also collecting tax on shipping, that shipping tax amount will not be deducted here.

We may change this in the future to try include non-line item tax that has been refunded - please let us know if this impacts you and what you'd like to see in this report.

Segmenting orders by tax

If you click on the number of orders in the tax report for a certain tax rate, it will automatically apply the necessary segment on the orders page to view the matching orders.

You can also segment by tax rate on the orders page yourself, like so:

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