Today I’m going to walk you through an easy way to find and compile all the data you need to know for your state sales tax forms regarding your Etsy shop.

When you set up shop on Etsy, you most likely need to apply for a sales tax permit or license with your state. You also should set up your Etsy shop to charge sales tax to your in-state customers. {If you haven’t taken the time to do these steps yet, I suggest you read my intro to sales tax post first.} You might breathe easy after getting those steps squared away, but what happens when it comes time to actually fill out that state sales tax form? Do you know where to find the info you need?

How to get your sales tax data from Etsy - a step by step tutorial from Paper + Spark

 

First thing’s first, I believe that when it comes to numbers and spreadsheets, it’s a lot easier to show you how to do something than to type it all out. So, I’ve created a quick and easy video tutorial that walks you through the same steps that I’ve outlined before. For access to the video, just click here. If you’d rather read along and follow the screenshots, then just stay put!

Let’s go over the steps to finding your in-state sales totals and some other relevant info for your sales tax form. After logging into your Etsy shop account, you’ll just need to follow these steps:

  1. Navigate to “Options” under the “Shop Settings” menu (either from the “Your Shop” dropdown menu or from the lefthand sidebar menu).how to find your sales tax info in etsy
  2. Click the “Download Data” tab.
  3. From the “Orders” box, select the “Orders” option from the dropdown menu (what type of CSV you’d like to download), and select the applicable month and year. If you leave the month dropdown menu blank, Etsy will give you all orders from the entire year you select.how-to-get-your-sales-tax-info-from-etsy-step2
  4. Click Download CSV.
  5. Open your newly downloaded file in the spreadsheet software of your choice. Excel is my preference, followed by Numbers or Open Office. If you don’t have either of these, you can open it in Google Sheets, which is web-based software that comes free with any Google account.

Now this is your “data mine” of info for your sales tax form. What exact data you need will depend on your state. But chances are at a minimum, you’ll need to know your total in-state sales.

To figure out your total in-state Etsy sales:

  1. Turn on filtering for your data – highlight row 1 (the header row with titles) by clicking on the “1” to the left of all your data. This will select the entire row and highlight it.
    how to find your sales tax info on etsy

    This shows row 1 once it’s been highlighted. Please excuse my horrid blurring of private customer info 🙂

     

  2. With the entire row highlighted, click the funnel button at the top of your spreadsheet software. If you don’t see the cute little funnel button, then you can navigate to the “Data” menu and select “Filter”. Once you have filtering turned on, you should see a little dropdown arrow on each column in row 1.
    how to find your sales tax info on etsy

    This shows the spreadsheet after filtering has successfully been turned on. You can tell the data can be filtered now because of those little dropdown arrows all along the top row header.

     

  3. Navigate to column M “Ship State”. Select the dropdown arrow on this column.how to find your sales tax info on etsy
  4. Click the checkmark next to “Select All” to de-select all the states. Click the checkbox next to just your state to see sales for only in-state customers.
    how to find your sales tax info on etsy

    Now that I’ve got filtering turned on and set to TX, you can see that my spreadsheet shows me ONLY my TX sales for the month.

Viola! Now you are looking at just your in-state orders from Etsy. The next step is to figure out how to correctly total your in-state sales. To do this, you must know whether or not your state charges sales tax on shipping. Hopefully you already know this by now and have set up your shop to charge accordingly.

If your state does not charge sales tax on shipping…

Take the sum of your filtered column Q “Order Value”, less any discounts issued in columns R or S, less any refunds noted in columns Z, AA, and AB. Unfortunately, Etsy doesn’t directly state the coupon amount and the refunded amount, so you may need to get your caclulator out and do a little number crunching.

Note that the easiest way to get the sum of a filtered column is to simply highlight the cells you’re trying to total, like so:how to find your sales tax info on etsy

And then check out the bottom right-hand corner of Excel for an automatic total. You don’t want to use the “sum” formula on a filtered column of data, because it will include all the filtered out numbers that you can’t see and be incorrect (i.e., it will still total ALL your sales, and not just those in-state ones you’re looking at!).

So let’s just reiterate, my total in-state sales equals what’s in my filtered “Order Value” column. I may also need to take into account any discounts and/or refunds if applicable.

If your state charges sales tax on shipping…

You’ll want to do exactly the same steps as above, but make sure to add column T “Shipping” in your equation. You can sum this filtered column using the same method of highlighting.

An alternate method…

You might be asking why you can’t just use the amounts in column V “Order Total” instead. Technically, you can. The “Order Total” column includes discounts already, which is handy, but it’s also going to include shipping and sales tax collected. So, you use the above method to sum your “Order Total” column rather than your “Order Value” column, but make sure to subtract out shipping (if your state does NOT charge sales tax on shipping) and make sure to subtract out your total sales tax collected (from column U). You don’t want to collect more sales tax on your sales tax collected! Either way, you will also still need to manually adjust for any refunds issued.

How much sales tax did I actually collect?

Column U “Sales Tax” will tell you how much in sales tax you actually collected from your customers on Etsy. Hopefully this total ties to what you end up calculating on your sales tax form. Sometimes it’s off by a few cents due to rounding, and that’s ok. If it’s way off, then chances are you either didn’t set up Etsy to charge correctly, or you miscalculated something on your form. A few questions I’d consider if your numbers are very different:

  • Did you forget to set up Etsy to charge sales tax on shipping?
  • Have you checked the “charge sales tax” box on all your listings?
  • Did you set up Etsy to charge not just your state sales tax rate, but any applicable local, county, or city rates as well on top of the state rate?
  • Do you have Etsy set up to charge sales tax to all in-state customers, and not just certain zip codes?

Note – Don’t accidentally include column U “Sales Tax” in your sales total! This would be like charging sales tax on your sales tax.

how to find your sales tax data in etsy

an example of the sales tax short form in texas

My sales tax form asks for other things…where do I find that?

Now your form might also ask for something like “gross sales”, “total sales”, or something similar. You will need to read the form’s instructions to determine exactly what this means. It usually is either your total in-state sales, or your total sales to ALL sources. If you need your total sales to ALL sources, you can get that info from your Etsy Orders CSV as well.

Back on your spreadsheet…

  1. Turn filtering off, by selecting the dropdown menu on column M “Ship State”, and clicking the checkbox for “Select All”. Now you’re back to seeing all your sales to all states.
  2. Click the cell at the bottom of column Q “Order Value”. With that cell selected, you can enter a sum function. The easiest way to do that is click the little “fx” button that you can find next to the formula bar above your data. This will open the formula builder pop-up.
  3. Type “sum” in the search box, and double click it in the search results. The formula builder will automatically select all the numerical amounts in column Q for you to sum. how to find your sales tax info on etsy
  4. Click enter and exit the formula builder menu. You should now see a totaled sum in the cell beneath your data in column Q. These are your total orders for the period to all states on Etsy.

You can always use the quick little cheat I mentioned earlier – highlight all the data you want to sum, and check out what shows up as the total in the bottom right-hand corner of your spreadsheet software. Sometimes that’s a lot easier than messing with a formula!

Remember you may need to adjust this sum by a few things:

  • Adding your total shipping (follow the same steps to sum your shipping column)
  • Subtracting out any discounts
  • Subtracting out any refunds

Other sales tax issues to consider…

Don’t worry about the fees shown in columns X and Y. You don’t need these for sales tax purposes, though they are deductions for income tax purposes.

I always recommend using this source for your sales tax forms, rather than your Etsy Stats page. Your Etsy Stats page gives you the sales total for a time period, but it’s not always correct. It doesn’t include shipping, for instance, if you need that amount included.

If you have sales OUTSIDE of Etsy, don’t forget to add the applicable amounts to your sales tax form as well!

You may have to file your sales taxes monthly, quarterly, semiannually, or annually. Depending on your needs, you may need to download multiple CSV files from Etsy and add together your findings from several months. Make sure you jot down your work or calculations somewhere so you can have a record on file of exactly how you came up with the amounts on your sales tax form. Save your Etsy Order CSV files to your computer or cloud as well to have on record. Make a copy of your sales tax form before submitting.

Did this guide overwhelm you? Fear not. I have an already-made template just for you.

If this process has you totally overwhelmed or befuddled, you can check out the Etsy Seller Spreadsheet. You can simply copy & paste your entire Etsy Order CSV file into this tool, and it uses built-in formula to pull the sales tax amounts you need for your forms, without any extra work on your behalf. Save yourself some time, energy, and stress, and check it out here.

the etsy seller spreadsheet by paper + spark

All information on this site is provided for general education purposes only and may not reflect changes in federal or state laws. It is not intended to be relied upon as legal, accounting, or tax advice. We strongly encourage you to always consult with a tax or accounting professional about your specific situation before taking any action. Please read our full disclaimer regarding this topic.

Leave a Reply

Your email address will not be published. Required fields are marked *