Tax reporting

Stripe Tax provides reports of completed transactions. These reports include an itemized export showing completed transactions for all locations, an itemized export available by country or state, a summarized export showing an aggregated view of completed transactions by location, and a report showing an aggregated view of completed transactions for US locations. To access these reports, navigate to the Registrations tab of the Dashboard.

Exports

To export tax transaction data, select a specific date range for completed transactions. These exports are available in CSV format and can be downloaded directly, scheduled, or have a link to the Dashboard sent through email. Typically, the data becomes available within one day of a completed transaction. Each day’s data includes changes to tax liability between 12:00 AM and 11:59 PM in the selected time zone.

Each export includes breakdowns of individual tax amounts, attributes, reasons for each tax, and tax rates per jurisdiction level (country, state, county, city, district) for each line item in a transaction. This allows you to analyze tax information at different geographic levels and gain a comprehensive understanding of the tax breakdown within each transaction to aid in your tax filings and returns.

Itemized export

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. This export includes all transactions where you enable Stripe Tax. Itemized exports can help with filings that require more detail in the tax information reported. This export can be automated using the scheduling feature.

The Itemized export provides a comprehensive list that details tax breakdowns for each line item in a completed transaction where Stripe Tax is enabled. This export includes refunds and covers multiple jurisdictions. Depending on the specific location, there might be multiple rows per line item. Each row includes important details such as the transaction date and identifiers, jurisdiction location, amounts, tax rates, reasons for taxation, origin and destination addresses, amounts in the filing currency, and selected transaction metadata.

The export also includes transactions for tax situations that are non-taxable. This applies to transactions occurring where you’re not registered, transactions in jurisdictions not supported by Stripe Tax, or transactions where the jurisdiction doesn’t impose tax. You can filter these transactions from your report by selecting the Exclude non-taxable transactions option when exporting. The export still includes transactions for other non-taxable scenarios.

Use this export for US states that require sub-state level reporting.

Download example CSV file

Summarized export

The Summarized export provides an overview of completed transaction line items, categorized by country, state, jurisdiction, and tax rate, when Stripe Tax is enabled. Each row provides information such as jurisdiction location, applied tax rate, amounts in the filing currency and the presentment currency. In certain cases, there might be multiple rows for the same jurisdiction due to potential variations in tax rates. This export doesn’t include transactions that lack a registration or are classified under unsupported jurisdictions and product tax codes.

Use this export for country-level filings and VAT OSS, as well as for simpler US states.

Download example CSV file

Imports

We’re holding a beta for a feature that allows you to import a CSV of transaction data from platforms like Amazon, Shopify, eBay, and so on directly into Stripe Tax. It will allow you to have a single, consolidated view of all your sales and tax obligations across platforms. See the signup form below if you’re interested in joining the beta.

After you import a CSV that meets the format requirements, you can:

• See all your sales tax collection in one place.
• Determine how much sales tax you owe for the reporting period—which means you won’t need to perform manual calculations across platforms.
• Make sure you stay compliant by having the most accurate tax liability information.

This feature reinforces our goal to provide the most comprehensive sales tax management solution for Stripe Tax customers. We want to eliminate the need to manage your tax compliance across selling platforms so you can focus on other parts of your business.

Use the following signup form if you want to participate in the beta. If you’re selected for the beta, we’ll contact you with more information about the next steps.

Location reports

The Location reports provide a summary of transaction and refund data aggregated for specific locations. Each report aligns with state filing and formatting requirements and corresponds to the specific filing periods of the online filing portal. You can select the frequency and period within the report, which the state determines.

These reports can only be viewed within the Dashboard and can’t be downloaded.

Stripe Tax currently doesn’t support use cases beyond your transaction data, such as credits, prepayments, discounts, and more. As a result, the final numbers for your business’s filing might vary.

In May 2024, we changed how some jurisdictions display in our Location reports, Itemized exports, and Summarized exports to more consistently and accurately represent how taxing jurisdictions appear across Stripe Tax. These changes include:

• Changing the names of certain jurisdictions
• Splitting some jurisdictions into multiple sub-jurisdictions As a result, the jurisdiction names used in the Location reports, Itemized exports, and Summarized exports might not be identical for reports and exports that include data from May 2024 onwards.

Stripe also provides a Location report for Simplified Canadian Tax Registrations. You must have a Simplified Canadian Registration to be able to view that Location Report.

Refunds

Refunds associated with an original transaction period are reported in that same period, even if they occur later. This can affect the aggregated amounts in a report. Stripe currently doesn’t allow the reassigning of refunds to alternate periods.

Tax types

Stripe Tax only supports reporting on transactions that are classified as Sales or Use tax types.

You have the option to view within the Itemized export a detailed tax breakdown of each transaction for this report period including other tax types.

Location specific considerations

The locations listed below have additional report considerations:

• Alaska
• Arizona
• Florida
• Hawaii
• Illinois
• Kentucky
• Tennessee
• Washington

Access data using exports and reports

To download or view your Stripe Tax data, navigate to the Registrations tab of the Dashboard.

Exports

You can export your transaction data into either an itemized or summarized report. These exports contain detailed information at the line item, imposition, and jurisdiction levels. Reports are accessible for all locations where you enable Stripe Tax.

To export transaction data in CSV format:

1. Click Export transactions.
2. Specify the date range.
3. Select either Itemized export or Summarized export.
4. Click Export to generate and download the file.

Itemized export by location

To export itemized transactions for a jurisdiction in CSV format:

1. Navigate to the Registration details page for a location.
2. Click Export transactions.
3. Specify the date range.
4. Click Export to generate and download the file.

Location reports

To view a US location specific report:

1. Navigate to the Registration details page for a location.
2. Select View Report.
3. To build the report for a state, select the Frequency, then the Period.

Tax calculations recorded in reports

Stripe Tax exports include transactions committed with the Stripe Tax API and operations on Stripe objects with automatic_tax[enabled]=true.

Stripe Tax exports record the following operations, which increase the balance of total tax collected:

• Customer completes a payment in a Checkout Session. This also applies to Checkout Sessions created through Payment Links.
• 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.
• Creating a tax transaction with the Stripe Tax API.

Stripe Tax exports record the following operations, which decrease the balance of total tax collected:

• Voiding an Invoice.
• Marking an Invoice as uncollectible.
• Creating a Credit Note.
• A Refund of a Charge associated with an Invoice or a Checkout Session.
• Creating a reversal (refund) tax transaction with the Stripe Tax API.

Stripe Tax doesn’t record the following operation in Tax exports:

• Disputes that are upheld by the cardholder’s bank. Stripe Tax doesn’t decrease the balance of the collected total tax.
• Refunds of uncaptured amounts of a payment. This can happen when performing a partial capture for payments of Checkout sessions using capture_method=manual. When the capture amount is lower than the original amount, Stripe Tax doesn’t reduce the total balance of the collected tax.