Enhance tax management with new API features

Executive summary:

• Shopify released new tax API features for Partner Apps.
• This enables better tax documentation and compliance.
• Critical for merchants leveraging Shopify's Tax Platform.

What changed

The Shopify 2026-01 API version introduces the taxSummaryCreate mutation and tax_summaries/create webhook for Tax Partner Apps. Apps can now generate detailed tax summaries for specific orders or a whole timeframe. The webhook responds to events affecting tax details like fulfillments and refunds.

Why it matters

This enhancement allows Shopify Plus merchants to streamline tax compliance through automated summaries, reducing workload and potential errors related to manual tax processing. It supports fast adaptability to tax regulation changes, thereby maintaining compliance and improving financial transparency.

Role-specific impact

• Marketers: Use efficient tax summaries to ensure promotional campaigns factor in correct tax rates.
• Developers: Develop robust apps capable of handling large datasets involving tax regulations and exceptions.
• Store admins: Automate tax reporting, cutting down on manual reconciliation and focus on strategy.

Use-case example

Real-world scenario & metric

Imagine a scenario where a global retailer needs to adjust tax handling due to new international trade laws. Using new API features, they ran updates for 10,000 orders in 5 minutes without errors, ensuring compliance and quick adaptation.

Implementation checklist

1. Ensure your app has write_taxes access scope.
2. Call the taxSummaryCreate mutation with appropriate parameters.
3. Ensure the app is subscribed to the tax_summaries/create webhook.
4. Regularly verify data integrity and compliance through provided webhook payloads.

FAQ

Q: Can we process orders in bulk?
A: Yes, specify a time range to process multiple orders.

Q: Is there a guide for setting up these features?
A: Yes, refer to Building tax apps for complete guidelines.

Resources

Explore more on Building Tax Apps.

Need guidance? Talk to Makro.