As an online business owner, tax season can feel a bit overwhelming!
With Podia, it's easy to export your invoices history to share with your accountant or tax professional.
Exporting your Sales Data
Your accountant or tax professional may require an export of all of your invoices data.
Here's how to export your invoices from sales you made on Podia:
From your Podia dashboard, click on Sales in the sidebar menu.
From the invoices page, click on Export to download a CSV file of all of your invoices.
Invoices Export Data
We'll generate a .csv file of all of your invoices and send via your Podia account email. You can use Excel (or another spreadsheet software) to open up the file.
This export will include tax information like:
Customer Address
Sale Amount
Sales Tax Charged
Additionally, for users in the EU, the export includes:
VAT Rate
VAT Country
VAT Number
VAT Proof (Browser location)
VAT Proof (Payment location)
VAT Proof (Selected location)
VAT Collected
You can also use Excel (or another spreadsheet software) to filter sales from a specific time range.
Additional Tax resources
We recommend that you reach out directly to a tax professional or accountant to assist with any questions you may have about filing.
To learn more, Quaderno is worth checking out for additional guidance on sales tax, VAT tax, and goods and services tax (GST).
FAQ
Does Podia collect sales tax from my customers?
Does Podia collect sales tax from my customers?
You can enable automatic tax collection on Podia. To learn more about how sales tax collection works in Podia, check out this article!
Does Podia file taxes on my behalf?
Does Podia file taxes on my behalf?
Podia does not file taxes on behalf of our users. We encourage you to connect with a tax professional to assess and file taxes on your behalf.
Will Podia send me a 1099?
Will Podia send me a 1099?
Stripe and PayPal are responsible for sending the correct forms your way. ✅
Learn more about this in Stripe's tax documentation and PayPal's tax documentation.
If you do not use Stripe or PayPal for your payment processing, the checkout tool that you use will be responsible for sending these forms to you.
Still need help?
If you have any questions at all, send us an email at [email protected] or click the purple icon to send us a message.