Etsy records for your Sales Tax Returns


Visit our Etsy shop: GoToSupplies
Go To Great Panes, Kathryn Maloney ©2014
This post is copyrighted–you do not have permission to repost this content elsewhere but you are welcome to link to it if you’d like to share the information.

I’ve seen quite a few posts lately from folks looking to download their Etsy records to add up what they collected to file their sales tax return–also helpful for getting your info for your income taxes.

If you need help knowing whether or not you should be collecting sales tax for your in-state transactions, see here: Sales Tax Links to Official State Web Sites

Here’s how to retrieve and add up your sales tax:

Download Your Records

1. Go To Your Shop
(Direct link if you’re logged in: https://www.etsy.com/your/orders/sold)

2. Just below the last order click the link to the download page:
“Download a CSV file with the details for each order.”

3. Page down to Orders, choose the download type and time frame for the CSV you want to download.

To find the sales tax column:

If you choose to download the Order Items CSV, sales tax is column J.
If you choose to download the Order CSV, sales tax is column U.

Add Up the Sales Tax Collected

If you have just one rate for the entire state you can use auto-sum to add them up in a flash. Here’s how:

Autosum: Adding Up Your Totals

If you have just different rates based on the ship-to address, it’s not that easy…

Etsy doesn’t list the sales tax rates for the transactions in the download, so if your state has different rates based on the ship-to address (don’t know if it does? see the Sales Tax Links to Official State Web Sites link at the top of the post), you’ll probably be best off keeping a running list of in-state transactions and all the details you need to properly report your sales tax throughout the year. We do this in an Excel file just like the CSV that you can download from Etsy.

If you didn’t do that for the previous sales tax period, you can still use the Etsy download, it’s just a lot more work to research which zip code was in which jurisdiction. You’ll be able to sort the file so all your in-state transactions are grouped together, which will help you find the orders you need to remit sales tax on, then do the math for the rate based on the buyer’s ship-to address.

And when you’re done, you’ll have a model to build your new document for tracking transactions as they come in to make next year easier. 🙂

Don’t have a spreadsheet program like Excel? The Autosum link above will also hook you up with a free downloadable program that will allow you to use spreadsheets.


Visit our Etsy shop: GoTo
Go To Great Panes, Kathryn Maloney ©2014
This post is copyrighted–you do not have permission to repost this content elsewhere but you are welcome to link to it if you’d like to share the information.

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