Automate Sales Tax Collection

Get step-by-step guidance for enabling Shopify Tax and setting product tax codes for jurisdictions you're already registered in — not a nexus or filing determination.

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Sidekick writes it — you put it live

Sidekick produces the content or code for this, but doesn't apply it to your store itself. You'll paste or publish the result yourself — the prompt tells Sidekick to explain exactly where it goes.

📋 Prompt

Run in Sidekick

Walk me through enabling Shopify Tax and configuring basic tax collection in my Shopify admin. I’ve already confirmed the legal/compliance calls with my accountant — I just need the in-admin steps.

My context (already confirmed with my accountant/tax advisor):

  Business location: [STATE/PROVINCE, COUNTRY]
  Jurisdictions I’m already registered to collect tax in: [LIST REGISTERED JURISDICTIONS — confirmed, not a nexus determination]
  Product types sold: [PHYSICAL GOODS / DIGITAL GOODS / SERVICES / MIXED]
  Products needing a specific tax category (exempt, reduced-rate, clothing, food, etc.): [LIST PRODUCTS AND CATEGORY]


Walk me through:

  Enabling Shopify Tax in Settings > Taxes and duties
  Turning on tax collection for each jurisdiction I listed above
  Assigning the correct Shopify tax category to the products I listed, so exemptions/reduced rates apply automatically
  Setting tax-inclusive vs tax-exclusive pricing display for [MARKET]
  Where in the admin to find the tax-collected report so I can hand it to my accountant each month


Do not determine which states or countries I have nexus in, do not tell me when or how to file or remit, and do not advise on exemption-certificate validity — flag those as questions for my accountant or a licensed tax professional.

How to Use

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions