Enhance exchange process for tax reporting reconciliation purpose

A
Alexander Cook
April 3, 2024 at 10:25 pm
Delivered
As a business owner, having precise accounting records is essential for tax purposes. It's particularly important to account for returns correctly by adjusting for them and deducting the relevant taxes to prevent overpayment.

 

I've observed that Shopify currently only accommodates refunds, lacking store credit or exchange options for returns. Therefore, if aftership Return could support all three options and assist in reconciling taxes and producing accurate tax reports for returns, it would greatly benefit our operations.
#Returns#Shopify
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AfterShip response
John
August 14, 2025 at 9:27 am

Launched!

AfterShip helps merchants understand how to reconcile tax reports using the "Shopify sales over time report" and the "AfterShip sales adjustment report."

Requirements:

  • Enable Shopify Return API (Shopify Return API is enabled by default)
  • Implement the new "Full value exchange order" flow to create exchange orders

Limitation:

  • The tax accounting report doesn’t work for scenarios involving Exchange + Upsell (Upsell is collected via Shopify checkout, Shopify auto-generates the exchange order, and AfterShip cannot alter the tax value).

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