## Stripe Tax: Comprehensive Tax Compliance for Your Business

This documentation suite provides a comprehensive guide to Stripe Tax, Stripe's automated tax compliance solution. It covers everything from initial setup and configuration to ongoing management, reporting, and filing. Whether you're a small business or a large enterprise, Stripe Tax aims to simplify the complexities of sales tax, VAT, and GST across numerous jurisdictions.

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### Core Concepts and Features

*   **Stripe Tax Overview:** Understand the fundamental capabilities of Stripe Tax, including its role in automating tax obligations, registrations, calculations, collections, and filings. Learn how Stripe Tax handles various indirect taxes like sales tax, VAT, and GST.
*   **How Stripe Tax Works:** Delve into the mechanics of Stripe Tax, explaining how it determines taxability and rates based on your business address, tax registrations, product tax codes, customer locations, and customer status.
*   **Setting Up Stripe Tax:** A step-by-step guide to configuring your tax settings through the Stripe Dashboard or the Tax Settings API. This includes setting your head office address and selecting preset tax codes.
*   **Supported Countries:** Discover the extensive list of countries where Stripe Tax can calculate tax, with detailed information on registration requirements, tax calculation methods, and reporting procedures for each region.
*   **Product Tax Codes:** Learn how to use Product Tax Codes (PTCs) to associate your products and services with their correct tax rates, ensuring accurate tax calculations across different jurisdictions.
*   **Tax Customizations:** Explore how to create custom rules to tailor tax behavior for specific product tax codes and locations, allowing for nuanced tax treatment based on your business needs.
*   **Zero Tax and Reverse Charges:** Understand scenarios where Stripe Tax calculates zero tax, such as when a sale is treated as non-taxable or when a product is exempt.

### Calculating and Collecting Tax

*   **Calculate Tax:** Understand the factors Stripe Tax considers when calculating tax, including seller and customer locations, product type, and customer status.
*   **Collecting Customer Addresses:** Learn the importance of accurate customer addresses for tax calculation and how Stripe Tax utilizes billing and shipping addresses.
*   **Resolve Tax Addresses:** Discover how to use the Address Resolution API to validate address precision before calculating tax, ensuring more accurate tax rates.
*   **Collecting Tax with Checkout:** Integrate Stripe Tax seamlessly with Stripe Checkout to automatically calculate and collect taxes on one-time and recurring payments. This includes using Checkout elements for greater control.
*   **Collecting Tax on Invoices:** Automate tax calculation and collection directly on your Stripe Invoices, ensuring compliance for recurring billing.
*   **Collecting Tax for Recurring Payments (Subscriptions):** Learn how Stripe Tax integrates with Stripe Billing to automatically handle tax calculations for subscriptions, including prorations, discounts, and trials.
*   **Migrating Subscriptions to Stripe Tax:** Guidance on updating existing subscriptions to leverage Stripe Tax for automatic tax calculation going forward.
*   **Tax for Physical Goods:** Specific steps for setting up Stripe Tax for e-commerce businesses selling physical goods, including product tax codes and shipping configurations.
*   **Tax for Ticket Sales:** Integrate Stripe Tax to automatically calculate taxes on admission fees and tickets, based on the event's location.
*   **Tax for Marketplaces and Platforms:** Understand how Stripe Tax supports marketplaces and software platforms in managing tax obligations for their own operations and connected accounts.
*   **Using Stripe Tax with Connect:** Learn how Stripe Tax can help your platform and connected accounts comply with tax obligations, determining which entity is liable for tax collection and reporting.

### Managing Tax Data and Compliance

*   **Customer Tax IDs:** Learn how to store, validate, and render customer tax ID numbers for invoicing and tax compliance.
*   **Account Tax IDs:** Configure your own tax IDs to be displayed on invoice and credit note PDFs for regulatory compliance.
*   **Tax Rates and IDs:** Understand how to manually define and assign tax rates to invoices for tax calculation.
*   **Tax Compliance (Managed Payments):** Information on how Managed Payments handles indirect tax compliance for digital products in supported countries.
*   **Monitor Your Obligations:** Utilize Stripe's tools to identify potential tax registration obligations based on your sales data and thresholds.
*   **Register for Sales Tax, VAT, and GST:** Guidance on identifying tax obligations, registering with tax authorities, and adding your registrations to Stripe.
*   **Use Stripe to Register:** Learn how Stripe can register on your behalf with local tax authorities in the United States.
*   **Register Outside the US with Taxually:** Discover how to register with local tax authorities outside the US through Stripe's partnership with Taxually.
*   **Use the Registrations API:** Manage tax registrations programmatically using the Registrations API.

### Reporting and Filing

*   **Tax Reporting:** Access and understand various Stripe Tax reports, including itemized exports, summarized exports, and location reports, to aid in tax filing.
*   **Tax Report Type:** Details on the schema and parameters for running tax reports.
*   **Query Tax Data:** Learn how to retrieve tax information using Sigma or Data Pipeline.
*   **File and Remit:** Understand the process of filing and remitting collected taxes, including filing frequencies and options for automated filing.
*   **File with Stripe (TaxJar):** Automate US sales tax filing directly from the Stripe Dashboard using TaxJar.
*   **File with Taxually:** Integrate with Taxually for automated tax filing outside the US.

### Integrations and Advanced Features

*   **Stripe Tax for Shopify:** Automatically import Shopify transactions into Stripe Tax for unified threshold monitoring, reporting, and filing.
*   **Third-Party Tax Apps:** Explore and integrate with third-party tax applications from the Stripe Apps Marketplace for alternative tax calculation solutions.
*   **Supported Integrations and Features:** Compare tax calculation provider support across various Stripe integrations and features.
*   **Tax Examples:** Illustrative examples to help understand revenue recognition with tax considerations.
*   **Testing Stripe Tax:** Learn how to test your Stripe Tax integration in a sandbox environment to preview tax calculation behavior.
*   **Specify Tax Codes and Behavior on Pricing Plans/Rate Cards:** Configure tax codes and behavior directly on pricing plans and rate cards for automated tax calculation.
*   **Facilitator Countries:** Information on countries where Stripe acts as a marketplace facilitator for indirect tax compliance.