Accountants often reconcile over periods that do not line up with a calendar month — mid-month, a VAT return period, or your full financial year. For those, you can export an interim fee report covering any date range, with the gross, fees, VAT, refunds, and net for every order in one spreadsheet.
This is a working file, not a tax invoice
Your monthly tax invoice is the authoritative VAT document. The export is an interim reconciliation for any custom range — give it to your accountant alongside the monthly tax invoices, not instead of them.
Export your report
- 1
Open Billing
Click your name or avatar at the bottom of the sidebar, then Billing, and switch to the Transactions tab.
- 2
Set the date range
Use the From and To date fields to choose the period you want — a single week, a VAT period, or a whole year. Leave them blank to export everything.
- 3
Click Export CSV
The Export CSV button downloads a spreadsheet for the range you picked. It opens in any spreadsheet app.
What's in the file
Each row is one order, with a TOTAL row at the bottom. The columns are Date, Order, Customer, Gross, Fee (incl. VAT), Fee VAT, Fee (excl. VAT), Refunded, Net, and Status. Dates use your store timezone, so the numbers line up with what you see on your dashboard.
Do not file it as a tax invoice
The export is clearly marked "INTERIM — not a tax invoice", and its filename says so too. Filing it as a tax invoice alongside the monthly tax invoice would double-count the same fees and VAT. The monthly tax invoice is the single VAT document; this export is for reconciliation only.
Frequently asked questions
What date range can I choose?
Any range you like — a few days, a VAT return period, or a full financial year. Leave both date fields blank to export every transaction.
Why is it interim and not a tax invoice for my range?
Issuing a second tax invoice for fees already on your monthly tax invoice would double-count the VAT. The monthly tax invoice stays the one authoritative VAT document, and this export is the reconciliation file that sits beside it.
Will the totals match my dashboard?
Yes. The export uses your store timezone for its date boundaries, so a range you export reconciles with the same range on the Transactions tab.
Where do I get the official VAT invoice instead?
Your monthly VAT tax invoices are in the same Transactions tab, in the "Tax invoices" section. See "Get a tax invoice for your fees".