What data does the Tax Report use?

Only the scopes it needs: shopify, finance, tax. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Tax Report answer?

For example: Which deductions am I missing? What filings are coming up for my jurisdiction? How should I set money aside for tax? You can add your own question before running the report.

Can I export the Tax Report?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

← All report types

Tax Report

Q: How much does the Tax Report cost?

The Tax Report uses one report from your monthly Cost Pulse AI plan. Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

1 report

Collected tax, jurisdiction, filings

Tax collected by your store, exposure for your country/state, and deductible spend already logged.

How to run it

Connect your Shopify store so the numbers are real.
Open AI Reports and pick the Tax Report card — your remaining report count is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Which deductions am I missing?
— What filings are coming up for my jurisdiction?
— How should I set money aside for tax?

Plan pricing

Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

FAQ

Start free Read the guide

Other reports

Sales Report · 100 Product & Inventory Report · 100 Customer & Retention Report · 100 Marketing Report · 100 Pricing & Margin Report · 100 Operations Report · 100