{"id":1750,"date":"2026-05-15T12:42:45","date_gmt":"2026-05-15T10:42:45","guid":{"rendered":"https:\/\/newcraft.dev\/posts\/export-shopify-reverse-charge-orders-with-vat-ids-for-your-accountant\/"},"modified":"2026-05-15T13:32:35","modified_gmt":"2026-05-15T11:32:35","slug":"export-shopify-reverse-charge-orders-with-vat-ids-for-your-accountant","status":"publish","type":"marketing-post","link":"https:\/\/newcraft.dev\/nl\/posts\/export-shopify-reverse-charge-orders-with-vat-ids-for-your-accountant\/","title":{"rendered":"Export Shopify Reverse-Charge Orders with VAT IDs for Your Accountant"},"content":{"rendered":"\n<p><strong>TL;DR: Shopify merchants selling B2B in the EU need more than a normal order export.<\/strong><br>\nFor monthly reverse-charge reporting, your accountant needs the order amount, the customer VAT ID, the VAT country and any refunds in one place. The <a href=\"https:\/\/apps.shopify.com\/tax-exemption\" target=\"_blank\" rel=\"noopener\">EU Tax Exemption app<\/a> now includes an accountant-ready CSV export for exactly that.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Built for monthly reporting:<\/strong> export reverse-charge orders by date range.<\/li>\n\n\n\n<li><strong>VAT IDs included:<\/strong> use VAT numbers saved by the app or Shopify&#8217;s native tax ID fields where available.<\/li>\n\n\n\n<li><strong>Cleaner handoff:<\/strong> send one CSV with order totals, refunds, company names and statuses.<\/li>\n<\/ul>\n\n\n\n<p>If you already use Shopify for B2B sales, you probably know the checkout part is only half the job. A customer enters a VAT number, reverse charge applies, and the order is placed without VAT. That is good for the buyer.<\/p>\n\n\n\n<p>But at the end of the month, someone still has to answer the accountant&#8217;s question: which reverse-charge orders were placed, which VAT ID belongs to each customer, and what amount should be reported?<\/p>\n\n\n\n<p>That is the gap this feature closes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2384\" height=\"1370\" src=\"https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x.png\" alt=\"\" class=\"wp-image-1751\" srcset=\"https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x.png 2384w, https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x-300x172.png 300w, https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x-1024x588.png 1024w, https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x-768x441.png 768w, https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x-1536x883.png 1536w, https:\/\/newcraft.dev\/wp-content\/uploads\/2026\/05\/CleanShot-Helium-2026-05-15-at-13.30.33@2x-2048x1177.png 2048w\" sizes=\"auto, (max-width: 2384px) 100vw, 2384px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Why the standard Shopify order export is not enough<\/h2>\n\n\n\n<p>Shopify&#8217;s order export is useful for general operations. It shows orders, customer details, totals and fulfillment information. But for EU B2B VAT reporting, the important data is often scattered.<\/p>\n\n\n\n<p>Your accountant does not want to open every order one by one. They need a focused export that answers a specific VAT question.<\/p>\n\n\n\n<p>For reverse-charge reporting, the useful fields are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Order number<\/li>\n\n\n\n<li>Order date<\/li>\n\n\n\n<li>Customer email<\/li>\n\n\n\n<li>Company name<\/li>\n\n\n\n<li>VAT ID<\/li>\n\n\n\n<li>VAT country<\/li>\n\n\n\n<li>Currency<\/li>\n\n\n\n<li>Subtotal<\/li>\n\n\n\n<li>Tax amount<\/li>\n\n\n\n<li>Total amount<\/li>\n\n\n\n<li>Refund amount<\/li>\n\n\n\n<li>Financial status<\/li>\n\n\n\n<li>Fulfillment status<\/li>\n\n\n\n<li>Cancellation status<\/li>\n<\/ul>\n\n\n\n<p>That is why a general Shopify export often becomes manual work. Someone has to match orders with VAT IDs, check notes or additional details, adjust for refunds and remove cancelled orders.<\/p>\n\n\n\n<p>If you want the background on when reverse charge applies, read our <a href=\"https:\/\/newcraft.dev\/posts\/shopify-vat-reverse-charge\/\">Shopify VAT reverse charge guide<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The new accountant export<\/h2>\n\n\n\n<p>The EU Tax Exemption app now has a VAT Reports page with an accountant export for reverse-charge orders.<\/p>\n\n\n\n<p>You choose a start date and end date, then download a CSV. The export pulls the current order data from Shopify and combines it with the VAT information needed for reporting.<\/p>\n\n\n\n<p>The result is a practical monthly file you can send to your accountant instead of a messy full order dump.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What the CSV includes<\/h2>\n\n\n\n<p>The accountant export includes the fields most accountants ask for when reviewing EU reverse-charge sales:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Column<\/th><th>Why it matters<\/th><\/tr><\/thead><tbody><tr><td>Order<\/td><td>Connects the row to the Shopify order.<\/td><\/tr><tr><td>Order date<\/td><td>Places the sale in the right reporting period.<\/td><\/tr><tr><td>Customer email and company<\/td><td>Identifies the buyer.<\/td><\/tr><tr><td>VAT ID and VAT country<\/td><td>Shows which business VAT number was used.<\/td><\/tr><tr><td>Currency, subtotal, tax and total<\/td><td>Gives the financial values for reporting.<\/td><\/tr><tr><td>Refunded<\/td><td>Shows if part of the order was refunded later.<\/td><\/tr><tr><td>Financial and fulfillment status<\/td><td>Helps your accountant review edge cases.<\/td><\/tr><tr><td>Cancelled at<\/td><td>Shows cancelled orders when you choose to include them.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Cancelled orders are excluded by default. If your accountant wants a full audit view, you can include cancelled orders as well.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Works with app VAT IDs and Shopify native VAT IDs<\/h2>\n\n\n\n<p>The export is not limited to one checkout setup.<\/p>\n\n\n\n<p>If the VAT ID was validated and stored by the EU Tax Exemption app, the export uses that order data. If a merchant uses Shopify&#8217;s native VAT collection, the export can also use Shopify customer tax IDs and B2B company location tax registrations where they are available.<\/p>\n\n\n\n<p>That matters because many stores do not have one perfect historical setup. Some orders may come through your VAT validation flow. Others may come through Shopify&#8217;s native B2B tax flow. The report is designed to collect the VAT ID that is actually available on the order or customer record.<\/p>\n\n\n\n<p>For a deeper look at storing VAT IDs on orders, see <a href=\"https:\/\/newcraft.dev\/posts\/save-vat-details-shopify-order-note\/\">how to save VAT details in Shopify order notes<\/a>. If you mainly care about accounting software mapping, read <a href=\"https:\/\/newcraft.dev\/posts\/how-to-get-shopify-vat-numbers-into-your-accounting-software\/\">how to get Shopify VAT numbers into your accounting software<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who this is for<\/h2>\n\n\n\n<p>This feature is built for Shopify merchants who:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sell B2B to customers in other EU countries<\/li>\n\n\n\n<li>Use reverse charge on qualifying orders<\/li>\n\n\n\n<li>Need to send a monthly summary to an accountant or bookkeeper<\/li>\n\n\n\n<li>Want VAT IDs next to order totals without manual matching<\/li>\n\n\n\n<li>Need refund amounts and order status in the same export<\/li>\n<\/ul>\n\n\n\n<p>It is especially useful if your accountant asks for a periodic reverse-charge summary instead of a full Shopify order export.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the EU Tax Exemption app in Shopify.<\/li>\n\n\n\n<li>Go to Reports.<\/li>\n\n\n\n<li>Choose the date range for the period you want to report.<\/li>\n\n\n\n<li>Decide whether cancelled orders should be included.<\/li>\n\n\n\n<li>Download the CSV and send it to your accountant.<\/li>\n<\/ol>\n\n\n\n<p>No custom spreadsheet work is needed. No filtering a large Shopify export. No copying VAT IDs from order notes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why this helps at the bottom of the funnel<\/h2>\n\n\n\n<p>VAT validation is important at checkout. But merchants do not buy a VAT app only to validate a number. They buy it because they want the whole B2B VAT workflow to stop creating admin work.<\/p>\n\n\n\n<p>The accountant export is part of that workflow:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Validate the VAT number before the order is placed<\/li>\n\n\n\n<li>Apply the correct reverse-charge tax treatment<\/li>\n\n\n\n<li>Save the VAT ID with the order<\/li>\n\n\n\n<li>Export the monthly report for accounting<\/li>\n<\/ul>\n\n\n\n<p>If your store is still checking VAT numbers manually, start with our guide to <a href=\"https:\/\/newcraft.dev\/posts\/automatic-vat-validation-shopify\/\">automatic VAT number validation in Shopify<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<p><strong>Does this replace my accounting software?<\/strong><br>\nNo. It gives your accountant or accounting tool a clean CSV with the reverse-charge order data they need.<\/p>\n\n\n\n<p><strong>Does it include refunded orders?<\/strong><br>\nYes. Refunded orders stay in the export and include the refunded amount, so the report reflects the current order state.<\/p>\n\n\n\n<p><strong>Are cancelled orders included?<\/strong><br>\nNot by default. You can include cancelled orders when your accountant wants them for review.<\/p>\n\n\n\n<p><strong>Does it only work with VAT IDs validated by the app?<\/strong><br>\nNo. The export also supports Shopify native customer tax IDs and B2B company location tax registration IDs where those are available.<\/p>\n\n\n\n<p><strong>Can I send this directly to my accountant?<\/strong><br>\nYes. That is the point of the export. It is a focused reverse-charge order summary, not a generic operations export.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get the accountant export<\/h2>\n\n\n\n<p>The accountant export is available in the <a href=\"https:\/\/apps.shopify.com\/tax-exemption\" target=\"_blank\" rel=\"noopener\">EU Tax Exemption app for Shopify<\/a>.<\/p>\n\n\n\n<p>If your Shopify store sells B2B across the EU, this gives you a cleaner way to validate VAT IDs, apply reverse charge and send monthly VAT data to your accountant.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/apps.shopify.com\/tax-exemption\" target=\"_blank\" rel=\"noopener\">View the EU Tax Exemption app in the Shopify App Store<\/a><\/strong><\/p>\n\n\n\n<p><em>Need help setting up VAT validation or accountant exports for your Shopify store? <a href=\"https:\/\/newcraft.dev\/contact\">Contact Newcraft<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Export Shopify reverse-charge orders with VAT IDs, refunds and totals in one accountant-ready CSV for monthly EU VAT reporting.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_breakdance_hide_in_design_set":false,"_breakdance_tags":""},"class_list":["post-1750","marketing-post","type-marketing-post","status-publish","hentry"],"acf":{"related_apps":""},"_links":{"self":[{"href":"https:\/\/newcraft.dev\/nl\/wp-json\/wp\/v2\/marketing-post\/1750","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newcraft.dev\/nl\/wp-json\/wp\/v2\/marketing-post"}],"about":[{"href":"https:\/\/newcraft.dev\/nl\/wp-json\/wp\/v2\/types\/marketing-post"}],"wp:attachment":[{"href":"https:\/\/newcraft.dev\/nl\/wp-json\/wp\/v2\/media?parent=1750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}