Navigate the Stripe Tax Dashboard

The Stripe Tax Dashboard consists of the following tabs:

• Thresholds
• Registrations

Thresholds

Stripe Tax provides insights about your potential tax registration obligations (called economic nexus in the US). We help you understand which state or country you might have such obligations in, even if your business doesn’t have a physical presence there.

We group your registration obligations into the following categories:

• Exceeded: Your estimated sales or transactions exceed the location’s registration threshold, and your business likely needs to register for tax. You can use Stripe to register.
• Upcoming: Your estimated sales or transactions exceed 85% of the location’s threshold. We expect you to exceed the threshold soon.
• Monitoring: We’re actively monitoring your obligations for the location and will let you know when you’re approaching its threshold.
• Not monitoring: We aren’t monitoring your obligations in the location. This is because either:
  • Your preset product tax code is non-taxable in the location.
  • We only support monitoring digital products there, and your preset product tax code is non-digital. For more details, see the countries supported by Stripe Tax.
• Undetermined: For marketplace facilitators, we support monitoring only in the UK, US, and EU. In the UK and EU, we support monitoring only for digital products.

When Stripe Tax can’t determine the location for a transaction, we group its information into an Unattributed revenue category. Where possible, we separate US unattributed revenue from global unattributed revenue.

For more information, see Monitor your obligations.

Registrations

Use the Registrations tab to manage locations and access reports where you have a tax registration. Registrations enable you to calculate and collect tax with Stripe. Locations are either Active, Scheduled, or Expired.

Add a registration

To start calculating and collecting tax for a location, you must add a registration in Stripe Tax. You need to identify each state, province, and country where you have tax obligations. You need to register with the local tax authority to collect tax for each tax obligation. Registration requirements vary by each location (often referred to as nexus in the US). If you have not already registered, you can use Stripe to register on your behalf.

To add a registration in the Dashboard:

1. Click +Add registration and select the country and the applicable state or province.
2. Add the date to start tax collection as provided by your local tax authority.
3. Save your changes.

Edit a registration

To maintain your compliance, you might need to edit your registration. Your local tax authority will inform you of any updates to your information or dates.

To edit a registration:

1. Click the overflow menu () next to the applicable registration.
2. Click Edit registration.
3. Save your changes.

End a registration

To stop calculating and collecting tax for a location, you must end the tax obligation’s registration.

To end a registration:

1. Click the overflow menu () next to the applicable registration.
2. Add the date (provided by your local tax authority) to stop tax collection.
3. Save your changes.

Export transactions

You can export your transaction data into either an itemized or summarized report at the line item, imposition, and jurisdiction level for all locations where you have Stripe Tax is enabled.

To export transaction data:

1. Click Export transactions.
2. Select either Itemized export or Summarized export as needed.
3. Click Download.

After you download the report, click View Report.

US location reports

US location reports aggregate your transaction data in the chosen location for a specific filing period based on the state filing requirements. You can create them for any US location where you have Stripe Tax enabled.