Tax reporting and filing

Learn about Stripe Tax exports to help with reporting and filing.

If you’re a business collecting taxes, you must report, file, and remit the taxes collected in every jurisdiction that you’re registered in.

Each jurisdiction determines the information, format, and frequency required for reporting and filing taxes. For example, some states in the US want businesses to report at the city, county, special purpose district, or other level when filing, whereas others only need information at a more consolidated or state level.

Additionally, each jurisdiction mandates their own method and timing of remittance, and may vary depending on your volume of sales into that location. For instance, as of March 2021, in Europe, VAT Mini One Stop Shop (MOSS) returns are always due quarterly regardless of volume, whereas in the United States in Connecticut, the frequency varies between monthly, quarterly, and yearly based on total tax liability.

Stripe offers a few different reports depending on your integration, however Stripe Tax doesn’t currently file or remit taxes on your behalf. For automating filing in the US, we recommend using TaxJar’s AutoFile solution. In Europe, we recommend using Taxually or Marosa. To get started, visit Taxually’s partner page or Marosa’s partner page

Please ensure you understand and comply with obligations of each jurisdiction and consult your tax advisor if you need help.

Stripe Tax users can leverage the itemized and summarized exports to prepare, file, and remit the tax that was automatically calculated and collected.

If you aren’t using Stripe Tax and are instead using Tax Rates to define and maintain rates yourself, there are specific exports available depending on your integration and use case. You can leverage up to four different reports depending on your integration.

Downloading data

You can download the data displayed in each section of the report as a CSV file by clicking Download in the upper right corner of that section. You can toggle these reports by time period, timezone, and currency to fit your filing requirements and automate receiving these reports by using the scheduling feature.

Understanding reports

The first is the Itemized export. This export contains the full list of line item level, imposition level, and jurisdiction level information for all your completed transactions and refunds. Use this export for returns requiring more detail in the tax information reported.

Additionally, you have a Summarized export which summarizes your Stripe Tax data by state or country and tax rate. This export can expedite all your filings by showing you the relevant totals required at the right jurisdiction levels.

If you operate in multiple countries each with a different filing currency, select a specific currency to see your exports in.

Australia and New Zealand

If you have registrations in Australia or New Zealand, you will see individual summaries per market. You should toggle for the appropriate local filing currency, and can leverage the Summarized export to complete your returns.

Europe

If you have a Registration in any European Union country, Norway, Switzerland, or the United Kingdom, you can see summaries for each country where you have a VAT registration. In addition:

You should toggle for the appropriate local filing currency to complete your domestic returns.
If your business has a VAT OSS Registration located in a Eurozone country, you can export the summarized report in Euro to complete both your domestic and VAT OSS returns.
For Small Sellers, make sure to select the local currency for your Registration, and you can use the Summarized export to complete your return. Small seller exemption is only applicable for businesses with less than 10,000 EUR in European sales and is an optional election.

If you’re registered in a non-eurozone country like Sweden, select your home market currency and use the Summarized export to complete your domestic return. To complete your VAT OSS return, which you must do in Euro, select EUR and download the Summarized export.

If you don’t want to handle filing yourself, we recommend using Taxually or Marosa. To get started, visit Taxually’s partner page or Marosa’s partner page

United States

Each state has different requirements when it comes to reporting and filing. Some states only require summarized information at a state level, whereas others require reporting tax collected at the individual jurisdiction level like county, city, or district. For all US states, you can leverage the Summarized export, but you may notice some states contain far more jurisdiction-level data than others depending on the number of taxing jurisdictions. We recommend leveraging the Itemized export for any additional tax information you need to prepare your return.

For automating filing in the US, we recommend using TaxJar’s AutoFile solution.

Canada

You will see individual summaries per Canada registration present in your tax settings. That is, one for GST or HST, British Columbia PST, Manitoba RST, Saskatchewan PST, and QST, respectively. You can leverage the Summarized export to complete your returns.