Tax reporting

Stripe Tax provides reports of completed transactions, and it provides three different kinds of reports:

1. Itemized exports show a detailed view of completed transactions for all locations, or a country or state.
2. Summarized exports show an aggregated view of completed transactions by location.
3. Location reports show an aggregated view of completed transactions for your registrations in the US and Canada.

To access these reports, go to the Registrations page on the Dashboard.

In May 2024, we updated jurisdictions in our location reports, itemized exports, and summarized exports for increased consistency across Stripe Tax. These changes include:

• Splitting some jurisdictions into multiple sub-jurisdictions
• Changing the names of some jurisdictions

As a result, jurisdiction names in transactions before and after May 2024 might not be identical.

Exports

Exports are CSV files that contain details of completed transactions where you enabled Stripe Tax.

Transactions appear in reports with a delay, typically within one day after completion.

Tax calculation amounts are recorded in the presentment currency, which can differ from both the settlement currency and the tax authority’s local filing currency.

Export reports allow you to view amounts in both the presentment and filing currencies.

Itemized exports

Itemized exports contain a detailed view of the line item level tax breakdown for every transaction. You might have multiple rows per line item if you have multiple jurisdictions imposing tax. This amount of detail can help with filing tax in jurisdictions that require more details in tax reports. Itemized exports contain cleansed addresses. In the US, the zip code might be only the 5-digit code, not the zip+4.

Itemized exports also contain non-taxable transactions. Non-taxable transactions are transactions in locations where you’re not registered, in locations that Stripe Tax doesn’t support, or locations where no jurisdiction imposes tax. You can filter out these transactions by selecting Exclude non-taxable transactions when exporting.

Download example CSV file

Summarized exports

Summarized exports contain an aggregated view of transactions per jurisdiction. In certain cases, such as when currencies or tax rates vary, you might have multiple rows per jurisdiction.

All columns account for negative line items generated as a result of subscription prorations or credits for unused time. This helps reconcile your summarized and itemized exports.

Summarized exports don’t contain non-taxable transactions, unlike itemized exports.

Summarized tax transactions

Download example CSV file

Imports

You can import transaction data from third-party platforms into Stripe Tax using CSV files. This lets you consolidate sales data from multiple platforms to get a unified view of your tax obligations.

By importing your external platform transactions, you can:

• Eliminate the need to reconcile and aggregate across different platforms.
• Stay compliant by having the most accurate view of your tax obligations.
• Make informed decisions about tax registration requirements.

Learn more about importing transactions

Location reports

Location reports provide a summary of transaction and refund data aggregated for specific locations. Every location report follows the filing and formatting requirements of the location it’s generated for, and aligns with the specific filing periods of its online filing portal. You can select the frequency and period within the report, as determined by the location.

Stripe provides location reports for the US and Canada. You can only view location reports in the Dashboard and can’t download them.

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

Refunds

Location reports include refunds associated with an original transaction in the same period as the original transaction, even if the refund occurred much later. This can affect the aggregated amounts in a report. Stripe doesn’t allow the reassigning of refunds to alternate periods.

Partial Stripe Tax API refunds

If you refund a tax amount such that the total tax is no longer proportional to the subtotal, your tax reporting can be unreliable. It won’t automatically adjust the taxable and nontaxable amounts, and won’t reflect the reason for the tax reversal (such as product exempt, customer exempt, or reverse charge). We recommend not refunding partial line item tax amounts. Instead, fully reverse the transaction and create a new one with appropriate inputs for an accurate tax calculation.

Tax types

Location reports support sales or use tax types only.

For more detailed breakdowns including other tax types, use itemized exports.

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

Itemized and summarized exports

1. Go to the Registrations page on the Dashboard.
2. Click Export transactions.
3. Specify the date range and time zone.
4. Select either Itemized export or Summarized export. If you selected Itemized export:
   1. Select the Columns you want.
   2. Select whether to Exclude non-taxable transactions or not.
5. Click Export. The export might need time to process.

Itemized exports by location

1. Go to the Registrations page on the Dashboard.
2. Click the location you want to generate an export for.
3. Click Export transactions.
4. Specify the date range and the time zone.
5. Select the Columns you want
6. Select whether to Exclude non-taxable transactions or not.
7. Click Export. The export might need time to process.

Location reports

1. Go to the Registrations page on the Dashboard.
2. Click the location whose location report you want to access.
3. Select the Frequency.
4. Select the Period.

Scheduled Tax reports

Stripe can generate your Tax reports on a schedule.

Itemized and summarized exports

1. Go to the Registrations page on the Dashboard.
2. Click Export transactions.
3. Click Schedule…
4. Select the Schedule you want to receive your reports by: Daily, Weekly, or Monthly. To disable scheduled reports, select None.
5. Select Columns for Itemized tax transactions. We recommend exporting All columns for completeness.
6. Click Save.

Itemized exports by location

1. Go to the Registrations page on the Dashboard.
2. Click the location you want to schedule Tax reports for.
3. Click Export transactions.
4. Click Schedule…
5. Select the Schedule you want to receive your reports by: Daily, Weekly, or Monthly. To disable scheduled reports, select None.
6. Select Columns. We recommend exporting All columns for completeness.
7. Click Save.

Location reports

You can’t schedule location reports.

Giving access to your accountant

If you want to give access to your accountant or other trusted third parties to access your Tax reports, you can invite them as a team member.

After you invite them, your accountant (or others) can perform the same steps described above to access location reports, itemized, and summarized exports.

Tax calculations recorded in reports

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

The following operations increase the balance of total tax reported:

• The 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 recurring (subscription) invoices. Invoice finalization happens when the state of the invoice transitions from a draft to an open state. This transition happens before the invoice is paid.
• Transitioning the state of an invoice from uncollectible to paid through the Pay Invoices API.
• Voiding a credit note.
• Creating a tax transaction using the Stripe Tax API.

The following operations decrease the balance of total tax reported:

• Voiding an invoice.
• Marking an invoice as uncollectible.
• Creating a credit note.
• Creating a refund of a charge associated with an invoice or a Checkout Session.
• Creating a reversal of a tax transaction using the Stripe Tax API.

The following operations aren’t reflected in Tax reports:

• Disputes that are upheld by the cardholder’s bank. Stripe Tax doesn’t decrease the balance of the collected total tax. For example, for a disputed transaction with an amount of 100 USD and exclusive tax of 10 USD, Tax reports still reflect the total tax collected as 10 USD.
• 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.

Tax data in Sigma and Data Pipeline

If you want to create tailored reports for your specific needs, sign up for Sigma or Data Pipeline. For guidance on querying and creating custom tax data reports, see our guide on Querying Tax data.