shopify-admin-tax-liability-summary

Purpose

Aggregates tax amounts collected across all orders in a period, broken down by tax jurisdiction (state/province, country) and tax rate. Produces a summary suitable for periodic tax filing prep. Read-only — no mutations.

Prerequisites

• Authenticated Shopify CLI session: shopify store auth --store <domain> --scopes read_orders
• API scopes: read_orders

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
days_back	integer	no	90	Lookback window (use 30/90 to match filing periods)
group_by	string	no	jurisdiction	Breakdown: jurisdiction or rate
exclude_refunded	bool	no	true	Exclude tax from fully refunded orders
format	string	no	human	Output format: human or json

Safety

ℹ️ Read-only skill — no mutations are executed. Safe to run at any time. This report is for internal preparation purposes only — consult a tax professional for actual filing obligations.

Workflow Steps

1. OPERATION: orders — query Inputs: query: "financial_status:paid created_at:>='<NOW - days_back days>'", first: 250, select taxLines { title, rate, priceSet }, refunds { refundLineItems }, pagination cursor Expected output: All paid orders with tax lines; paginate until hasNextPage: false

2. If exclude_refunded: subtract tax amounts from fully refunded orders

3. Group by group_by (jurisdiction title or rate); sum taxLine.priceSet.shopMoney.amount

GraphQL Operations

# orders:query — validated against api_version 2025-01
query TaxLiabilityOrders($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        displayFinancialStatus
        totalTaxSet {
          shopMoney {
            amount
            currencyCode
          }
        }
        taxLines {
          title
          rate
          priceSet {
            shopMoney {
              amount
              currencyCode
            }
          }
        }
        shippingAddress {
          countryCode
          provinceCode
        }
        refunds {
          totalRefundedSet {
            shopMoney {
              amount
              currencyCode
            }
          }
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}