shopify-admin-tax-liability-summary

Name: shopify-admin-tax-liability-summary
Author: 40RTY-ai

168stars17forks

How to install shopify-admin-tax-liability-summary?

40rty-ai/shopify-admin-skills/shopify-admin-tax-liability-summary

$npx -y skills add 40RTY-ai/shopify-admin-skills --skill shopify-admin-tax-liability-summary

Installs into the current project.

Summary

Read-only: aggregates tax collected by jurisdiction from order tax lines for filing prep.

Files · 1

View on GitHub

SKILL.md

1	## Purpose
2	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.
3
4	## Prerequisites
5	- Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_orders`
6	- API scopes: `read_orders`
7
8	## Parameters
9
10	\| Parameter \| Type \| Required \| Default \| Description \|
11	\|-----------\|------\|----------\|---------\|-------------\|
12	\| store \| string \| yes \| — \| Store domain (e.g., mystore.myshopify.com) \|
13	\| days_back \| integer \| no \| 90 \| Lookback window (use 30/90 to match filing periods) \|
14	\| group_by \| string \| no \| jurisdiction \| Breakdown: `jurisdiction` or `rate` \|
15	\| exclude_refunded \| bool \| no \| true \| Exclude tax from fully refunded orders \|
16	\| format \| string \| no \| human \| Output format: `human` or `json` \|
17
18	## Safety
19
20	> 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.
21
22	## Workflow Steps
23
24	1. OPERATION: `orders` — query
25	Inputs: `query: "financial_status:paid created_at:>='<NOW - days_back days>'"`, `first: 250`, select `taxLines { title, rate, priceSet }`, `refunds { refundLineItems }`, pagination cursor
26	Expected output: All paid orders with tax lines; paginate until `hasNextPage: false`
27
28	2. If `exclude_refunded`: subtract tax amounts from fully refunded orders
29
30	3. Group by `group_by` (jurisdiction title or rate); sum `taxLine.priceSet.shopMoney.amount`
31
32	## GraphQL Operations
33
34	```graphql
35	# orders:query — validated against api_version 2025-01
36	query TaxLiabilityOrders($query: String!, $after: String) {
37	orders(first: 250, after: $after, query: $query) {
38	edges {
39	node {
40	id
41	name
42	createdAt
43	displayFinancialStatus
44	totalTaxSet {
45	shopMoney {
46	amount
47	currencyCode
48	}
49	}
50	taxLines {
51	title
52	rate
53	priceSet {
54	shopMoney {
55	amount
56	currencyCode
57	}
58	}
59	}
60	shippingAddress {
61	countryCode
62	provinceCode
63	}
64	refunds {
65	totalRefundedSet {
66	shopMoney {
67	amount
68	currencyCode
69	}
70	}
71	}
72	}
73	}
74	pageInfo {
75	hasNextPage
76	endCursor
77	}
78	}
79	}
80	```
81
82	## Session Tracking
83
84	Claude MUST emit the following output at each stage. This is mandatory.
85
86	On start, emit:
87	```
88	╔══════════════════════════════════════════════╗
89	║ SKILL: Tax Liability Summary ║
90	║ Store: <store domain> ║
91	║ Started: <YYYY-MM-DD HH:MM UTC> ║
92	╚══════════════════════════════════════════════╝
93	```
94
95	After each step, emit:
96	```
97	[N/TOTAL] <QUERY\|MUTATION> <OperationName>
98	→ Params: <brief summary of key inputs>
99	→ Result: <count or outcome>
100	```
101
102	On completion, emit:
103
104	For `format: human` (default):
105	```
106	══════════════════════════════════════════════
107	TAX LIABILITY SUMMARY (<days_back> days)
108	Orders analyzed: <n>
109	Total tax collected: $<amount>
110
111	By Jurisdiction:
112	CA - California $<amount> (<n> orders)
113	NY - New York $<amount> (<n> orders)
114	Output: tax_liability_<date>.csv
115	══════════════════════════════════════════════
116	```
117
118	For `format: json`, emit:
119	```json
120	{
121	"skill": "tax-liability-summary",
122	"store": "<domain>",
123	"period_days": 90,
124	"orders_analyzed": 0,
125	"total_tax_collected": 0,
126	"currency": "USD",
127	"by_jurisdiction": [],
128	"output_file": "tax_liability_<date>.csv"
129	}
130	```
131
132	## Output Format
133	CSV file `tax_liability_<YYYY-MM-DD>.csv` with columns:
134	`jurisdiction`, `country_code`, `province_code`, `tax_rate`, `order_count`, `total_tax_collected`, `currency`
135
136	## Error Handling
137	\| Error \| Cause \| Recovery \|
138	\|-------\|-------\|----------\|
139	\| `THROTTLED` \| API rate limit exceeded \| Wait 2 seconds, retry up to 3 times \|
140	\| No tax lines on orders \| Tax not configured or tax-exempt orders \| Report $0 for those orders \|
141	\| Orders with partial refunds \| Tax credit complex to calculate \| Flag in output; exclude from totals if `exclude_refunded: true` \|
142
143	## Best Practices
144	- This report reflects tax collected from customers — it is not a substitute for Shopify Tax or a professional nexus analysis.
145	- Align `days_back` with your filing period (30 days for monthly filers, 90 for quarterly).
146	- For multi-state US merchants, check that Shopify Tax is configured correctly for each nexus state before relying o

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shopify-admin-tax-liability-summary

168stars17forks

View on GitHub

How to install shopify-admin-tax-liability-summary?

40rty-ai/shopify-admin-skills/shopify-admin-tax-liability-summary

$npx -y skills add 40RTY-ai/shopify-admin-skills --skill shopify-admin-tax-liability-summary

Installs into the current project.

Summary

Read-only: aggregates tax collected by jurisdiction from order tax lines for filing prep.

Files · 1

View on GitHub

SKILL.md

1	## Purpose
2	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.
3
4	## Prerequisites
5	- Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_orders`
6	- API scopes: `read_orders`
7
8	## Parameters
9
10	\| Parameter \| Type \| Required \| Default \| Description \|
11	\|-----------\|------\|----------\|---------\|-------------\|
12	\| store \| string \| yes \| — \| Store domain (e.g., mystore.myshopify.com) \|
13	\| days_back \| integer \| no \| 90 \| Lookback window (use 30/90 to match filing periods) \|
14	\| group_by \| string \| no \| jurisdiction \| Breakdown: `jurisdiction` or `rate` \|
15	\| exclude_refunded \| bool \| no \| true \| Exclude tax from fully refunded orders \|
16	\| format \| string \| no \| human \| Output format: `human` or `json` \|
17
18	## Safety
19
20	> 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.
21
22	## Workflow Steps
23
24	1. OPERATION: `orders` — query
25	Inputs: `query: "financial_status:paid created_at:>='<NOW - days_back days>'"`, `first: 250`, select `taxLines { title, rate, priceSet }`, `refunds { refundLineItems }`, pagination cursor
26	Expected output: All paid orders with tax lines; paginate until `hasNextPage: false`
27
28	2. If `exclude_refunded`: subtract tax amounts from fully refunded orders
29
30	3. Group by `group_by` (jurisdiction title or rate); sum `taxLine.priceSet.shopMoney.amount`
31
32	## GraphQL Operations
33
34	```graphql
35	# orders:query — validated against api_version 2025-01
36	query TaxLiabilityOrders($query: String!, $after: String) {
37	orders(first: 250, after: $after, query: $query) {
38	edges {
39	node {
40	id
41	name
42	createdAt
43	displayFinancialStatus
44	totalTaxSet {
45	shopMoney {
46	amount
47	currencyCode
48	}
49	}
50	taxLines {
51	title
52	rate
53	priceSet {
54	shopMoney {
55	amount
56	currencyCode
57	}
58	}
59	}
60	shippingAddress {
61	countryCode
62	provinceCode
63	}
64	refunds {
65	totalRefundedSet {
66	shopMoney {
67	amount
68	currencyCode
69	}
70	}
71	}
72	}
73	}
74	pageInfo {
75	hasNextPage
76	endCursor
77	}
78	}
79	}
80	```
81
82	## Session Tracking
83
84	Claude MUST emit the following output at each stage. This is mandatory.
85
86	On start, emit:
87	```
88	╔══════════════════════════════════════════════╗
89	║ SKILL: Tax Liability Summary ║
90	║ Store: <store domain> ║
91	║ Started: <YYYY-MM-DD HH:MM UTC> ║
92	╚══════════════════════════════════════════════╝
93	```
94
95	After each step, emit:
96	```
97	[N/TOTAL] <QUERY\|MUTATION> <OperationName>
98	→ Params: <brief summary of key inputs>
99	→ Result: <count or outcome>
100	```
101
102	On completion, emit:
103
104	For `format: human` (default):
105	```
106	══════════════════════════════════════════════
107	TAX LIABILITY SUMMARY (<days_back> days)
108	Orders analyzed: <n>
109	Total tax collected: $<amount>
110
111	By Jurisdiction:
112	CA - California $<amount> (<n> orders)
113	NY - New York $<amount> (<n> orders)
114	Output: tax_liability_<date>.csv
115	══════════════════════════════════════════════
116	```
117
118	For `format: json`, emit:
119	```json
120	{
121	"skill": "tax-liability-summary",
122	"store": "<domain>",
123	"period_days": 90,
124	"orders_analyzed": 0,
125	"total_tax_collected": 0,
126	"currency": "USD",
127	"by_jurisdiction": [],
128	"output_file": "tax_liability_<date>.csv"
129	}
130	```
131
132	## Output Format
133	CSV file `tax_liability_<YYYY-MM-DD>.csv` with columns:
134	`jurisdiction`, `country_code`, `province_code`, `tax_rate`, `order_count`, `total_tax_collected`, `currency`
135
136	## Error Handling
137	\| Error \| Cause \| Recovery \|
138	\|-------\|-------\|----------\|
139	\| `THROTTLED` \| API rate limit exceeded \| Wait 2 seconds, retry up to 3 times \|
140	\| No tax lines on orders \| Tax not configured or tax-exempt orders \| Report $0 for those orders \|
141	\| Orders with partial refunds \| Tax credit complex to calculate \| Flag in output; exclude from totals if `exclude_refunded: true` \|
142
143	## Best Practices
144	- This report reflects tax collected from customers — it is not a substitute for Shopify Tax or a professional nexus analysis.
145	- Align `days_back` with your filing period (30 days for monthly filers, 90 for quarterly).
146	- For multi-state US merchants, check that Shopify Tax is configured correctly for each nexus state before relying o

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6 picks

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