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Documentation Index

Fetch the complete documentation index at: https://docs.numeral.com/llms.txt

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Setting up your Shopify sales channels correctly in the Numeral Dashboard ensures your sales tax filings are accurate and compliant. How each channel is configured determines how those sales are treated in your filings. For example, if your Facebook and Instagram sales go through Shopify via a specific channel, you’ll want to make sure that channel is marked as Marketplace so Numeral does not double-remit tax on those sales — marketplace facilitators collect and remit tax on those sales for you. Each channel should be classified as Direct-to-Consumer (DTC), Marketplace Facilitator, or Wholesale. View or manage your Sales Channels by navigating to Connections > Manage (under Settings) > Sales channels.
All sales channels must be categorized correctly to ensure proper tax remittance. If not, you risk remitting tax on wholesale orders or double-remitting tax for marketplace orders where tax was already collected and remitted.

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Shopify Sales Channel Categories

Sales made directly to the final customer — the end user of your product. Sales through DTC channels are generally considered taxable, unless the product itself is non-taxable in the state where the order is delivered. These sales are typically processed through your Online Store and will be associated with that sales channel. Tax collection on these sales is controlled by product categorization settings and shipping details as normal.See Shopify Partner Access <> Numeral for guidance on troubleshooting tax collection for sales in this category, including important settings and our scope of support.
Platforms like TikTok Shop, Amazon, Walmart, or the Shopify Shop app.
  • These platforms collect and remit sales tax on your behalf.
  • Numeral will not remit tax for these sales on your filings, since the marketplace facilitator handles this for you.
Business-to-business (B2B) transactions where the buyer resells the product.
  • No sales tax should be collected.
  • Always confirm the buyer has a valid reseller certificate.
Configuring exemptions for specific customers is separate from marketplace channel settings. Learn how to set up customer exemptions in Shopify.

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Default Configurations to Verify During Onboarding

Numeral pre-flags some sales channels based on historical use cases to streamline setup. Review all defaults to ensure your channel usage aligns with tax treatment on our end.

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Default Wholesale Channels

  • Faire: Sell Wholesale
  • Shopify Wholesale (B2B)
  • Draft Orders (many clients use this channel for taxable sales — flag it with our team if you don’t have wholesale products)
  • Shopify Collective
  • SparkLayer B2B & Wholesale

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Default Marketplace Channels

  • CedCommerce Amazon Channel
  • CedCommerce Walmart Connector
  • Etsy Integration – CedCommerce
  • Mirakl Connect
  • Shopify Marketplace Connect
  • LitCommerce Amazon/eBay/Etsy+
  • TikTok
  • Shop Channel by Shopify
  • TikTok Connector
If one of your wholesale or marketplace sales channels doesn’t match the exact title(s) listed above, flag it with our team to verify configuration. We can confirm the channel ID on the back end or add it to your store settings.
Update (Effective August 2025): Meta released an update to its Shopify integration that changes how Facebook and Instagram orders are classified.Our system has been updated to align with this change: orders placed via the Facebook and Instagram sales channel are now treated as Direct-to-Consumer (Taxable), rather than the previous Marketplace Facilitator (Non-Taxable) configuration. More information can be found here.

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Configure Shopify Sales Channels in the Numeral Dashboard

  1. Log into your Numeral Dashboard.
  2. Head over to the Connections tab in the left-hand menu. Connections tab
  3. Click Show Details in your Shopify Store. Show Details
  4. Click Manage. Manage
  5. Select Sales Channels.
  6. Use the dropdown menu to select DTC (Direct to Consumer), Marketplace, or Wholesale. Sales channel dropdown
  7. Click Save.