The Taxes report provides a jurisdiction-level breakdown of taxes calculated for submitted orders. It is available as a data source under Reports > New exploration > Taxes.
This report shows one row per tax line per jurisdiction level. A single child order can produce multiple rows — one for each combination of taxable entity (line item or shipping) and tax jurisdiction (country, state, county, city, special district).
When to Use This Report
The Taxes report is the recommended report for:
Tax filing and compliance
Jurisdiction-level tax analysis (country, state, county, city, special district)
Reconciling taxes across line items and shipping
Auditing tax rates and tax codes
Please work with your tax advisor to reconcile data in this report.
Key Things to Know
Each child order can produce multiple rows. For example, a single line item shipped to a US address might generate separate rows for State Tax, County Tax, and City Tax.
The Estimated Tax type appears when configured. In that case, the estimated amount covers the full tax for that entity.
Rows where the tax amount is zero are included when there is no breakdown for that jurisdiction. Filter by Tax Amount > 0 if you only want rows with actual tax collected.
Tax rates are displayed as percentages in the dashboard (e.g., 6.25%) and as decimals in the CSV export (e.g., 0.0625).
The Taxable Entity column distinguishes between taxes on line items and taxes on shipping.
Available Columns
Column | Description |
Order Submitted Date | The date the child order was placed in Zest. |
Order Fulfilled Date | The date the child order was fulfilled. |
Order Canceled Date | The date the child order was canceled in Zest. |
External Order Number | The order number in your ecommerce platform (e.g., Shopify order #). |
Reconciliation Key | Key for matching tax rows with child orders and transactions. |
Type | Order type by delivery method — E-Gift or Direct Ship. |
Channel | Concierge or Self-Service. |
Taxable Entity | Whether the tax applies to a Line Item or to Shipping. |
Tax Type | The jurisdiction level: Estimated Tax, Country Tax, State Tax, County Tax, City Tax, or Special District Tax. |
SKU | The SKU of the product variant. Blank for shipping rows. |
Product Name | The name of the product. Blank for shipping rows. |
Variant Name | The name of the product variant. Blank for shipping rows. |
Tax Code | The product tax code sent to TaxJar at the time of calculation. Blank for shipping rows or when no tax code was set. |
Taxable Amount | The amount subject to tax for this entity. |
Tax Amount | The tax amount for this entity and tax type. |
Tax Rate | The tax rate applied, shown as a percentage in the dashboard and a decimal in the CSV export. |
Country | The country jurisdiction for the tax calculation. |
State | The state jurisdiction for the tax calculation. |
City | The city jurisdiction for the tax calculation. |
County | The county jurisdiction for the tax calculation. |
Postal Code | The postal or ZIP code of the recipient address, if available. |
Matching taxes to child orders
Export both the Taxes and Child Orders reports. Include the Reconciliation Key column in both.
In your spreadsheet, match rows across reports using the Reconciliation Key.
The Child Orders report shows order-level totals (including a Tax column with the total tax per child order), while the Taxes report breaks that tax amount down by jurisdiction and line item.
How Do I Connect Taxes to Transactions and Child Orders?
The Taxes report uses the same Reconciliation Key as the Child Orders and Transactions reports, making it straightforward to connect them.
Export both the Taxes and Transactions reports with the Reconciliation Key column.
Group the Taxes report by Reconciliation Key and sum the Tax Amount column to get the total tax per order or project.
In the Transactions report, the Transaction Amount includes tax. Use the Reconciliation Key to connect the payment to the tax breakdown.
Example: A self-service order with Reconciliation Key "ZST5678" might show a Transaction Amount of $55.00 in the Transactions report. The Taxes report for the same key might break down $5.00 in tax across State Tax ($3.12) and County Tax ($1.88) — giving you the jurisdiction-level detail behind that total.
The Taxes report's External Order Number column also matches the Child Orders report's External Order Number, giving you an additional way to cross-reference at the Shopify order level.