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Overview
Product Overview
Configuring your tax settings
Set up
Selecting tax categories
Monitor your tax obligations
Adding a tax registration
Understanding tax registration rules in each location
Integrating
Setting tax categories, products, and prices
Payment Links and Tax
Checkout and Tax
Invoicing and Tax
Billing and Tax
Managing your integration
How tax is calculated
Sales Tax Holidays
Account and customer tax IDs
Address validation
Zero tax amounts and reverse charges
Tax compliance
End-to-end tax compliance
Reporting
Filing and Remittance
Frequently asked questions
Tax
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HomeBusiness operationsTax

Tax reporting

Learn about different reporting available in Stripe Tax.

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.

Log in or sign up for Stripe to activate Stripe Tax.

Itemized exports

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.

Summarized exports

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

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

To download your Stripe Tax data, navigate to the Tax Reporting functionality in your Dashboard.

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 draft to open state. This transition happens before the Invoice is paid.
  • Transitioning an Invoice’s state from uncollectible to paid through 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:

  • Voiding an Invoice.
  • Marking an Invoice as uncollectible.
  • Creating a Credit Note.

The following operations are not recorded in the Stripe Tax exports:

  • A Refund of a Charge associated with an 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.

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 in the Dashboard.

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.

See also

  • Set up Stripe Tax
  • Products, prices, tax categories, and tax behavior
  • Registering for tax
  • Tax filing and remittance
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On this page
Overview of Reports
Itemized exports
Summarized exports
Location reports
Access and download data
Tax calculations recorded in reports
Considerations by location
Australia and New Zealand
Europe
United States
Canada
See also
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