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How to set up taxes when using the Shopify integration

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When setting up the Shopify integration it is important to set up your taxes to match across Retail POS and Shopify. This will ensure your prices sync between both platforms correctly and that tax is being collected correctly on both Retail POS and Shopify. If you are unsure what the taxes are that you should be charging, we recommend speaking with an accountant to make sure you are charging the correct taxes for your business.

  Important

  • Once your Retail POS and Shopify accounts are connected, Retail POS becomes the system of record.
  • You should manage your product catalog, pricing, and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
  • Shopify sends important information back to Retail POS, such as online sales, new customer or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.

For further information on the Shopify integration, refer to our How to use the Shopify integration guide.


It is important to note that when a Shopify order comes through to Retail POS, the Retail POS account Default sales tax (not the outlet default) is recorded on the sale. This is the tax set when your Retail POS store was originally set up and can be found by navigating to Setup > General.

The sale will be recorded under the account Default sales tax regardless of the tax charged on Shopify.

Tax Inclusive

If your Retail POS account is set up as a tax-inclusive store in Retail POS, you need to make sure your Shopify account is set up as tax inclusive. For instructions on the tax-inclusive setup on Shopify, refer to Shopify setup for Taxes outside of US and Canada.

Tax Exclusive

If your Retail POS account is set up as a tax-exclusive store in Retail POS, you need to make sure your Shopify account is set up as tax exclusive as. For instructions on the tax-exclusive setup on Shopify, refer to Shopify setup for Taxes in the US or Canada.

For more information about how taxes need to be set up on Shopify, refer to the Shopify Help Center or reach out to Shopify Support.

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