> ## Documentation Index
> Fetch the complete documentation index at: https://docs.numeral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Settings for Schedule C Reporting in California

> Set up Shopify locations and assign inventory to ensure accurate Schedule C reporting for clients with a physical presence in CA.

For clients using Shopify, accurate **origin-based reporting** for California Schedule C requires that all shipping and fulfillment locations be correctly added and that inventory is assigned to each location. This setup allows Shopify to apply the correct fulfillment logic, which Numeral relies on to generate accurate CA tax filings and payments.

***

## How to Set Up Locations and Assign Inventory

To ensure accurate California filings, make sure that all active California locations are added to your Shopify account(s) and that inventory is assigned to each location:

1. [Add all active locations](https://help.shopify.com/en/manual/fulfillment/setup/locations-management#create-and-modify-locations) in your Shopify admin.
2. [Assign inventory](https://help.shopify.com/en/manual/fulfillment/setup/locations-management#assigning-inventory-to-locations) to each location.

*If you've already completed these steps or they do not apply to your business, no action is needed.*

These updates ensure Shopify can identify the correct fulfillment origin for each order — essential for accurate origin-based reporting in California.

***

## Why This Matters

If locations aren't properly added and stocked, Shopify may not link them to orders, which can result in **Schedule C inaccuracies**.

<Warning>
  Inaccurate reporting could lead to **penalties or interest** that may be your responsibility.
</Warning>
