Overview of Reports
Accurate reports are critical to correctly file and remit tax; Stripe offers a few different reports depending on your integration. These reports are available for all the locations where Stripe Tax is enabled.
The itemized transaction export contains the full list of line item level, imposition level, and jurisdiction level information for all of your completed transactions and refunds, in CSV format. These reports are available for all the locations where Stripe Tax is enabled. Itemized exports can help with filings that require more detail in the tax information reported.
The summarized transaction export summarizes your Stripe Tax data by state, country, and tax rate and is available for all the locations where Stripe Tax is enabled. This export can expedite certain filings that require jurisdiction level reporting. If you operate in multiple countries that each have a different filing currency, you can also filter this data by specific currencies.
Location reports aggregate your transaction data in the chosen location for a specific filing period, and summarizes those transactions based on the state filing requirements for that location. Stripe Tax doesn’t currently support use cases beyond your transaction data (for example credits, prepayments, discounts, and so on), so the final numbers for your business’s filing might differ. Stripe Tax is currently releasing support for location reports specific to US states—we don’t currently support countries outside the US.
How to access data using exports and reports
You can can download exports 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. Location reports aren’t downloadable. You can build Location reports by frequency and period.
Tax calculations recorded in reports
The following operations for objects with
automatic_tax[enabled]=true are recorded in Stripe Tax exports and increase the balance of total tax collected:
- Creating a Checkout Session in payment mode
- Finalizing an Invoice. This applies to one-off Invoices and Subscription renewal Invoices. Invoice finalization happens when the Invoice’s state transitions from
openstate. This transition happens before the Invoice is paid.
- Transitioning an Invoice’s state from
paidthrough the Pay Invoices API.
- Voiding a Credit Note.
The following operations for objects with
automatic_tax[enabled]=true are recorded in the Stripe Tax exports and decrease the balance of total tax collected:
The following operations are not recorded in the Stripe Tax exports:
- A Refund of a Charge associated with a Checkout Session or Invoice.
Tax considerations by location
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.
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 in the Dashboard.
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.
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.