Shopify automated filing is ending. Move your sales tax filing to Yonda.
If you already use Shopify Tax automated filing, Shopify will file eligible returns for sales made through 31 December 2026. After your final automated return, you will need to file directly with each state or use a third-party filing provider.
Yonda can manage the filing that follows Shopify's final automated return. Shopify Tax continues to calculate sales tax, while Yonda handles return filing, registrations, nexus analysis and ongoing support.
Switch to Yonda with no transition cost + 3 months free. Back-filings are included at no extra cost if any tax returns have been missed.
What is changing?
Shopify Tax is continuing. The automated filing service is ending for enrolled merchants. Shopify Tax will continue to calculate sales tax and keep tax reports current.
Move your Shopify sales tax filing to Yonda
Yonda can manage the filing that follows Shopify’s final automated return. Here’s how the handover works.
Connect Shopify and plan the handover
Connect Shopify so Yonda can import your transaction data. We’ll use Shopify’s final automated return to establish the first return Yonda needs to manage.
File and manage your sales tax obligations
Yonda prepares and files returns across the states where you’re registered, with support for registrations and nexus analysis as your obligations change.
Get ongoing expert support
A dedicated Yonda tax manager supports your account and filing process as you move from Shopify automated filing to ongoing compliance.
What Yonda can manage after Shopify automated filing
Move from Shopify automated filing to managed sales tax compliance with filing, registrations, nexus support and expert help in one place.
Shopify Integration
Connect Shopify so Yonda can import your transaction data for filing and nexus analysis.
Transition setup
We’ll establish the handover point from Shopify’s final automated return and identify the first return Yonda needs to manage.
Sales Tax Registration
Yonda can support state registrations as your sales tax obligations change.
Sales tax return filing
Yonda prepares and files returns across the states where you’re registered.
Nexus analysis
Yonda can help assess where your sales activity may create new sales tax obligations.
A Dedicated Tax Manager
Get ongoing support from a dedicated Yonda tax manager throughout your filing process.
What to do before Shopify automated filing ends
Plan the handover from Shopify automated filing so your next return is filed on time and nothing is missed.
Check what Shopify will file last
Confirm your final Shopify return
Shopify Tax will continue to calculate sales tax, but automated filing is ending. Before you switch filing providers, confirm which return Shopify will file last so there is a clear handover point.
• If you file monthly, Shopify’s final automated return will cover December 2026.
• For most quarterly filers, it will cover October to December 2026.
• New York quarterly filers are the exception, with Shopify filing December 2026 to February 2027.
• Your replacement filing provider should start with the next return.
Download and keep your filing records
Keep your records ready for the handover
Keep copies of your Shopify automated filing records for your own records and for your replacement filing provider. Having the previous returns available makes the handover clearer and helps establish where the new filing service needs to begin.
Shopify says automated filing records will remain available to download until 30 April 2027, so save copies before then.
Set up your replacement filing service
Prepare the handover before your next return is due
Put your replacement filing service in place before your next return is due. Tell your new provider which return Shopify will file last and which return they need to file first.
Yonda can connect to your Shopify data and use Shopify’s final automated return to establish the handover point.
Start with the next return
Move from Shopify automated filing to Yonda
Once Shopify has completed its final automated return, Yonda can manage the filing that follows.
Yonda prepares and files sales tax returns across the states where you’re registered, with ongoing support for registrations, nexus analysis and your filing process.
Selling through Shopify POS or other channels?
Yonda can use Shopify data, including Shopify POS sales, in the filing workflow and can also support sales from other ecommerce channels.
Shopify POS sales can be included in Yonda’s filing workflow using the transaction data recorded in Shopify. Shopify continues to handle the POS tax calculation.
Amazon sales can be brought into the wider compliance workflow alongside your Shopify activity.
Walmart sales can be accounted for alongside Shopify when managing your filing obligations across channels.
Etsy sales can be included as part of your wider multi-channel sales tax compliance picture.
Shopify still calculates tax. Yonda handles the filing.
After automated filing ends, Shopify Tax can continue calculating sales tax and keeping your tax reports current. Yonda can then manage the return filing and wider compliance work that follows.
FAQs
Is Shopify Tax ending?
When will Shopify file my final automated sales tax return?
Do I need to turn off Shopify automated filing before switching to Yonda?
Do I have to use Numeral or Zamp after Shopify automated filing ends?
What Shopify filing records should I keep?
What if I have missed sales tax returns or Shopify doesn’t file my final return?
Does this apply to US sellers only?
Speak to a Shopify sales tax expert
Ready to plan your Shopify filing transition?
