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Tools & Integrations

Run a Shopify tax report

Generate a Schedule C-ready tax report from your Shopify order data with monthly breakdowns and CSV export.

  1. 1Go to Dashboard → Shopify → Tax Report tab.
  2. 2Select the year and period (Full Year, Q1-Q4).
  3. 3Click "Load Report" to fetch order data from Shopify.
  4. 4Review the Schedule C reference (Lines 1-3) and summary cards.
  5. 5Check the monthly breakdown table for per-month details.
  6. 6Click "Export CSV" to download for your accountant.
  7. 7For a combined view with BoothBook event data, go to Reports → Shopify tab.

Related guides

Run a tax report

Generate a complete year-end tax summary — income, expenses, and mileage deductions — and export it as a CSV to hand to your accountant.

Track Shopify POS revenue per event

Name your Shopify POS devices, link them to events, and see exactly which register earned what at each market.