# Stripe Tax for Shopify

Automatically import Shopify transactions into Stripe Tax for unified threshold monitoring, reporting, and filing.

Install the [Stripe Tax app](https://apps.shopify.com/stripe-tax) and connect your Shopify store to Stripe Tax to sync your Shopify transactions on a daily basis and get automatic updates. Stripe Tax supports full and line item refunds (with or without discounts) and exempt Shopify customers. Refunds processed in Shopify sync automatically to Stripe Tax and appear in your reports. Customer tax exemptions from Shopify are preserved when transactions sync to Stripe Tax. Any changes to the order (for example, a change in customer address) sync automatically.

Stripe Tax automatically handles:

- Assigning product tax codes based on Shopify categorization
- Calculating tax obligations
- Including Shopify sales in your consolidated reports and filings

You can use Stripe Tax to:

- [Monitor thresholds](https://docs.stripe.com/tax/monitoring.md) across Stripe and Shopify sales to know when to register in new jurisdictions
- Consolidate [reporting](https://docs.stripe.com/tax/reports.md) with Shopify transactions included in your Stripe Tax exports
- [File automatically](https://docs.stripe.com/tax/filing.md) using Stripe Tax with Shopify sales included in your returns

For questions, contact [stripetax-apps@stripe.com](mailto:stripetax-apps@stripe.com).

Stripe Tax for Shopify is in private preview. Provide your email to be added to the waitlist. We’ll follow up to confirm if you’re eligible and share onboarding instructions. If you already have a Stripe account, log in before signing up. If you have questions, contact [stripetax-apps@stripe.com](mailto:stripetax-apps@stripe.com).

## Before you begin

During the private preview, there’s no additional cost to use the Stripe Tax app.

Before you start using the Stripe Tax app, confirm that you have:

- A complete and valid origin address in your Shopify account
- Your Stripe Tax account configured with your origin address and registrations
- Matching registrations in both Shopify and Stripe Tax

When you register in a new location, add the registration in both Shopify and Stripe Tax. Registrations don’t sync automatically.

### Limitations

During the private preview, this integration has the following limitations:

- Reporting summaries for US states aren’t available for imported transactions. You must use the [itemized export](https://docs.stripe.com/tax/reports.md#itemized-exports) for reporting and filing.
- [Manual refunds](https://help.shopify.com/en/manual/fulfillment/managing-orders/refunding-orders) aren’t supported. Refunds processed through Shopify’s standard refund flow are supported, including full refunds and line item refunds with or without discounts.
- Orders with more than 100 line items aren’t supported.
- Add registrations in both Shopify and Stripe Tax. Registrations don’t sync automatically between the two platforms.
- Exempt customer lists from Shopify aren’t automatically synced into Stripe Tax, but any sales to those customers are marked as exempt. You don’t need to mark the customer as exempt in Stripe Tax separately.
- If you edit an order in Shopify by decreasing the quantity on a line item or removing a line item entirely, the adjustment is added as a separate transaction in Stripe Tax at the time of your next sync. If you edit an order by adding or removing discounts, increasing quantities, or adding new line items, the original transaction is invalidated and a new one is created reflecting these changes.

## Connect your Shopify store

You can connect multiple Shopify stores to a single Stripe account. Each store’s transactions sync independently and appear in your consolidated Stripe Tax reports.

To connect your Shopify store to Stripe Tax:

#### Stripe Dashboard

1. Go to **Tax overview**.
1. In the **Import transactions** card, select **Shopify**.
1. Select **Add Shopify store** to go to the Shopify App Store.
1. Install the app.
1. Return to the Stripe Dashboard and confirm the connection.

#### Shopify App Store

1. Go to the [Stripe Tax app](https://apps.shopify.com/stripe-tax) listing.
1. Install the app. You’re redirected to the Stripe Dashboard.
1. Confirm the connection or select **Switch account** to connect a different Stripe account.

Your transactions import within a few minutes. The initial import includes transactions from the entire previous calendar year. Subsequent imports include updates to orders from the previous 60 days. Unpaid orders aren’t imported because they’re not required for tax reporting.

## Test before going live

Before connecting your live Stripe account, test the app to verify transactions import correctly. You can test using either a sandbox or test mode.

- (Recommended) **Sandbox**: Sandboxes provide a fully isolated test environment within your existing Stripe account. Sandboxes use a unique account ID, and changes won’t affect your live settings.
- **Test mode**: You can connect your real Shopify store with your primary Stripe account in test mode to import transactions without affecting your live tax reporting.

#### Sandbox [Recommended]

To test with a sandbox:

1. In the Dashboard, select the **account picker** in the top left.
1. Select **Switch to sandbox**.
1. Select **Create sandbox**, enter a name (for example, “Tax Shopify Test”), and select **Copy your account** to start with your existing settings.
1. Select **Create sandbox**.
1. Configure Stripe Tax with your origin address and tax registrations. These settings aren’t copied automatically. Learn more about [sandbox settings](https://docs.stripe.com/sandboxes/dashboard/sandbox-settings.md).
1. Go to **Tax overview**, select **Shopify** in the **Import transactions** card, and connect your Shopify store using the [setup steps above](https://docs.stripe.com/use-stripe-apps/shopify.md#connect-your-shopify-store).
1. Allow transactions to import. Imports usually complete within a few minutes, but can take up to a few hours if your store has a large transaction volume (tens of thousands of orders).
1. Go to **Tax** > **Transactions** and verify your Shopify transactions appear correctly.
1. Go to **Tax** > **Reports** and verify your transactions are included.
1. Confirm refunds sync as expected.
1. Confirm orders from exempt customers are shown as exempt.
1. Switch out of the sandbox and connect your Shopify store to your live Stripe account.

Your account can have up to five sandboxes.

#### Test mode

To test with test mode:

1. In the Dashboard, select the **account picker** in the top left.
1. Select **New account** and create a new Stripe account, or switch to an existing test account.
1. Configure Stripe Tax with your origin address and test registrations.
1. Go to **Tax overview**, select **Shopify** in the **Import transactions** card, and connect your Shopify store using the [setup steps above](https://docs.stripe.com/use-stripe-apps/shopify.md#connect-your-shopify-store).
1. Allow transactions to import. Imports usually complete within a few minutes, but can take up to a few hours if your store has a large transaction volume (tens of thousands of orders).
1. Go to **Tax** > **Transactions** and verify that your Shopify transactions appear correctly.
1. Go to **Tax** > **Reports** and verify that your transactions are included.
1. Confirm refunds sync as expected.
1. Confirm orders from exempt customers are shown as exempt.
1. Switch to your live Stripe account and connect your Shopify store.

## Override product tax codes

Stripe Tax assigns product tax codes based on Shopify’s product categorization. To override the default assignment for a product:

1. When you connect your Shopify store, a [metafield](https://help.shopify.com/en/manual/custom-data/metafields) called `stripe.product_tax_code` is created for all your products.
1. For the product you want to override, enter the full Stripe [tax code](https://docs.stripe.com/tax/tax-codes.md#all-tax-codes) as the value of that field.

When your transactions are imported, sales of that product use the tax code you assigned.