Report basics

ShipCompliant uses your order, product, supplier, and other data to populate your tax and shipment reports. Each state has different forms, due dates, frequencies, and contains varying information and calculations. Based on what you’ve told us in your report settings, ShipCompliant creates your report, tells you when they’re due, notifies you of missing information, where to go to e-file them, and more.

Subscribing to reports and editing report settings

1. In ShipCompliant, go to Reports and click Report Settings.
   
   
   
   
2. Select from Direct to Consumer, Wholesale, or Self Distribution.
   • Access to each of these report types depends on your ShipCompliant product subscriptions.
     
     
     
     
   • Direct-to-consumer reports can be customized.
     • Choose whether to include sent-to-fulfillment shipments in reports based on ship date.
     • Choose to include pickup orders on home-state reports, and what product types to include. Read more about pickup orders.
     • Choose whether to include orders for all product types or only wine orders on your sales and use tax reports. Read more about tax calculation preferences.
3. Click Edit next to a report to choose your reporting frequency and filing method (efile or paper). If you’re uncertain of your filing frequency, check with the state.
   • Reports in black are already subscribed to. Reports in gray aren’t currently subscribed to.
   • Reports that can be e-filed are indicated by .
     
     
     
     
4. If you e-file, add your login credentials.
   • Some states may not offer efiling, while other states may require it. The options listed reflect what is offered or required by the state.
     
     
     
     

If you want to change the way your orders are included in a report (by ship date or by payment date), contact our Support team. We recommend you request these changes at the beginning or end of the month, to ensure that all your orders are included on your reports.

Viewing reports

1. In ShipCompliant, go to Reports and click View Reports.
   
   
   
   
2. First, select your preferred date range. Then click anywhere next to a report’s title to view additional details.
   

Troubleshooting report errors

1. A red circle with exclamation mark next to a report means that there is missing information.
   • Click the or anywhere near the report title to expand that report information, and click Fix.
     
     
     
     
   • ShipCompliant prompts you for the missing information. Enter the required information and then click Save and complete.
     
     
     
     
2. An orange triangle with exclamation mark next to a report means that orders included in the report have changed since the report was last generated or marked as filed.
   • Click the or anywhere near the report title to expand that report information, then click Fix.
     
     
   • Download the Changed order analysis spreadsheet to view orders that have changed.
     
     
     
     
   • After reviewing what changed within the report, choose to keep the original or replace it with the newest version.

Printing and submitting reports

1. Go to Reports and click View Reports.
   
   
   
   
2. Find the report you’d like to work with and click the arrow or anywhere near the title to expand and view the report details.
   
   
   
   
3. Click E-file. Or, click Download, if the report is paper filed.
   
   
   

E-filing your report

1. Follow the instructions in the pop-up to file your report. You’ll need to download a copy from ShipCompliant, then go to the specific state website (linked here) and log in with your state credentials. 
   1. Alternatively, you'll need to file by e-mail if the state requires.
      
      
      
      
      
2. Click Mark as Filed once you have successfully e-filed the report.
   
   

Paper filing your report

1. Click Download to save a copy of the report. Then print and mail it to the appropriate state agency. Click the arrow next to download, and then click Mark as filed.