Connect TaxCloud to Stripe to automatically import transactions, track sales tax collected in each taxing jurisdiction, and simplify the filing process.

Connect TaxCloud to Stripe to automatically import transactions, track sales tax collected in each taxing jurisdiction, and simplify the filing process.

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# How the integration works

TaxCloud works in conjunction with Stripe Tax to ensure that you can report on and file your sales taxes.

| Feature | Managed by… | Details |
|----|----|----|
| Sales tax calculation & collection | **Stripe Tax**: calculates and collects tax initially **TaxCloud**: recalculates taxes after capture as part of the [SST program](https://taxcloud.com/streamlined-sales-tax-csp-provider/) | Ensure that your tax collection settings are the same in both Stripe Tax and TaxCloud, based on the [nexus threshold tracking in TaxCloud](/doc/how-do-i-know-if-ive-reached-economic-nexus-in-a-state-FCadeLu6Pk). |
| Nexus calculations | **TaxCloud** | TaxCloud utilizes its visibility into all of your connected sales channels to [calculate nexus thresholds](https://app.brainfi.sh/doc/understanding-nexus-threshold-calculations-EIJdnJcfOc). |
| Tax Reporting | **TaxCloud** | TaxCloud offers [reporting and transaction tools](/doc/understanding-tax-reports-and-drilling-into-transaction-details-DaG54aIVrZ) to help you track sales and tax data across all your connected sales channels. |
| Tax Filing | **TaxCloud** | TaxCloud can [file your sales taxes](https://support.taxcloud.com/en-us/articles/understanding-taxclouds-filing-costs-filing-subscription-nvqsDZdoSR), simplifying the process and allowing you to focus on your core business. |

## Supported Stripe Workflows

TaxCloud automatically imports orders and refunds from Stripe as they occur in real time — no manual action is required after the integration is connected.

| **Stripe Action** | **TaxCloud Capture** |
|----|----|
| **[Invoice](https://docs.stripe.com/invoicing/overview)** | Order |
| **[Checkout](https://docs.stripe.com/payments/checkout/how-checkout-works)** | Order |
| **[Refund](https://docs.stripe.com/refunds)** (checkouts only) | Refund |
| **[Credit note](https://docs.stripe.com/invoicing/dashboard/credit-notes)** | Refund |

## Unsupported Stripe Workflows

Some Stripe workflows do not provide TaxCloud with enough information to process. These limitations are due to how Stripe shares data with third-party apps, not TaxCloud.

| Stripe Workflow | Details |
|----|----|
| Direct payment refunds on invoices | Stripe does not include invoice details in the refund event, so TaxCloud cannot match it to the original order. Issue a [credit note](https://docs.stripe.com/invoicing/dashboard/credit-notes) instead. |
| Marketplace transactions via [Stripe Connect](https://docs.stripe.com/connect/charges) | Stripe does not include line items, product details, or shipping information in platform-originated charge events. This is a Stripe platform limitation that affects all third-party tax apps. |
| Non-USD transactions | The integration is currently limited to US jurisdictions. |
| Standalone refunds | Refunds can only be synced if the original order was previously imported into TaxCloud. If an order was placed before the integration was connected, or failed to import, the corresponding refund cannot be processed. [Contact our Support Team](/doc/how-to-contact-taxcloud-2kOI9DHHRK) to have the missing transaction imported. |

# Before you begin

Complete these steps before you set up the integration.

## Verify Stripe requirements

Your Stripe account must meet these requirements to use the integration:

* Using Stripe Tax for tax calculation and collection
* Tax-inclusive pricing disabled for the United States

## Complete TaxCloud Setup

Your TaxCloud account must be set up so that the integration works correctly. If you are new to TaxCloud, your onboarding specialist will assist with this process.


1. Sign into [TaxCloud](https://app.taxcloud.com/).
2. [Complete your TaxCloud Business Profile](https://support.taxcloud.com/en-us/articles/video-how-to-complete-your-taxcloud-business-profile-GY9sSwsrGU).
3. [Set up your locations](https://support.taxcloud.com/en-us/articles/how-to-set-up-a-location-and-state-0WpiODyFaj).
4. [Enable tax collection for the states where you have met physical and/or economic nexus thresholds](https://support.taxcloud.com/en-us/articles/how-to-enable-disable-tax-collection-in-a-state-kP6ZCdvuNS). 

# Step 1: Configure your Stripe Tax settings

Before installing the TaxCloud app, make sure your Stripe Tax settings are complete. TaxCloud uses these settings to determine how tax is calculated across your transactions when they are captured for reporting and filing.

 ![Stripe Tax settings](https://support.taxcloud.com/api/attachments.redirect?id=5e08d1bb-de22-4666-9a35-8e7a31c162a4)


1. In your Stripe dashboard, go to **Settings** (⚙️ in the top right corner) and select **Tax**.
2. Confirm your **head office address** is correctly entered. This is required before Stripe Tax can function.
3. Set a **Preset product category**. This applies to any product in your catalog that does not have a specific tax code assigned. For example, *Software as a Service* is a common default for software businesses.
4. Enable **tax on shipping**.
5. Under **Include tax in prices**, set this to **Automatic** or **No** so that tax is calculated on top of your listed prices. Setting this to **Yes** is not currently supported by the integration.
6. Navigate to the **Integrations** tab within Tax settings. Confirm that **Stripe Tax** shows as *In use* and is enabled for dashboard transactions.

# Step 2: Enable tax collection in Stripe to match TaxCloud

Make sure that your Stripe account is configured to collect tax in the same states as your and TaxCloud account; see the [TaxCloud Thresholds page](https://app.taxcloud.com/go/thresholds).

 ![Tax Locations in Stripe](https://support.taxcloud.com/api/attachments.redirect?id=39019c3d-7b15-4c14-beb5-666ad9330bcc)


1. In the Stripe sidebar, go to **Products > Tax**. 
2. Go to the **Locations** tab.
3. Under state registrations, add any state where you are required to collect tax. During setup, select your registration status:
   * If you’ve already been using TaxCloud, use the [nexus thresholds in TaxCloud](/doc/how-do-i-know-if-ive-reached-economic-nexus-in-a-state-FCadeLu6Pk) to inform where you enable collection.
   * When you enable collection:
     * If you are already registered, choose **I've already registered** and enter your existing details.
     * Otherwise, select **Enable sales tax** and start collecting immediately.
     * Decline any option to file taxes; TaxCloud will be doing that for you.

# Step 3: Assign tax codes to your Stripe products

TaxCloud reads the tax code set on each Stripe product to determine the correct tax rate. Review your product catalog before installing the app.


1. In your Stripe dashboard, navigate to your **Product catalog**.
2. Click on a product and select **Edit product**.
3. Scroll down to the **Product tax code** field and select or search for the most accurate description for that item.
4. Save your changes. Repeat this for each product in your catalog.


:::info
**Note:** Products without a specific code assigned will fall back to the default tax category you configured in the Stripe tax settings.

:::

# Step 4: Connect Stripe to TaxCloud

Once your Stripe Tax settings and product codes are in place, connect your Stripe account to TaxCloud.


1. In [TaxCloud](https://app.taxcloud.com/), go to **Integrations**.
2. Click **Add Connection**.
3. Click **Stripe**, then click **Connect**.
4. Select the Stripe account you’d like to connect, then click **Install app**.

   You will be redirected to your TaxCloud dashboard. The connection is created automatically.
5. The integration will initially appear in **Test mode**. Do not click *Go Live* yet.

# Step 5: Verify the connection and product codes

Before enabling live transactions, confirm that your products and their tax codes have synced correctly into TaxCloud.


1. In your TaxCloud dashboard, click the **Products** tab.
2. Review the list of items synced from Stripe. Check that each product appears and that the **Taxability Information Code (TIC)** assigned looks correct.
3. To override a TIC, click **Edit** next to the product, enter the correct code, and save.
4. Process a **test transaction** and confirm the tax calculation flows correctly into TaxCloud.
5. Once you have verified the test transaction, click **Go Live** to begin collecting tax on real customer payments.

# Step 6: Go Live

When you’re ready to start capturing Stripe transactions in TaxCloud, click **Go Live** on the connection.


1. Select when you’d like invoices to be captured in TaxCloud, recording a tax liability. We recommend using Invoice Finalized (when the invoice is created in Stripe). 
2. If you have historical data in Stripe that you need to pull into TaxCloud, set up **Historical Invoice Import**.

   
   1. If you have past invoices that need to be filed by TaxCloud, set up a tax **filing import**.
   2. If you have past invoices that you want to capture to inform our nexus calculations, set up a **nexus import**. We recommend going back to Jan 1st of the prior calendar year for most customers.
3. Select the confirmations, then click **Go Live**.

Now future Stripe invoices will be captured by TaxCloud. If you configured a historical import, that process begins now.

# Troubleshooting

* **Products not syncing to TaxCloud -** Confirm the TaxCloud app was installed correctly and that you selected the right Stripe account during authorization. Then check the Products tab in TaxCloud to see whether the items appear. If they do not, contact TaxCloud support.
* **Incorrect tax codes showing in TaxCloud** - If the synced TIC is incorrect, you can override it directly in the TaxCloud dashboard. Navigate to Products, click Edit next to the item, enter the correct TIC, and save.
* **Stripe Tax not showing as "In use"** - Make sure you have completed your head office address and state registration steps in Stripe. Then go to **Settings > Tax > Integrations** and confirm the toggles for dashboard transactions are enabled.




Connecting TaxCloud to Stripe

Updating to TaxCloud's new Shopify App (June 2024)

Shopify Reporting FAQ

Connecting TaxCloud to Shopify

How to Mark Customers Tax Exempt in Shopify

Keeping your TaxCloud and Shopify collection states in sync 

Shopify

Why do my TaxCloud orders have Fallback rates in BigCommerce?

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Download Debug Logs in TaxCloud for WooCommerce

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

How the QuickBooks Online Integration Works

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

Managing Exempt Customers in TaxCloud for QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Connecting TaxCloud to QuickBooks Online

QuickBooks Online

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

General Integrations

How to Mark Customers Tax Exempt in Stripe

Stripe

CSV Upload

Integrations

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Set Up and Manage Locations

How to Take Your Integration Live

Preparing For Onboarding

**How to Download Debug Logs in TaxCloud for WooCommerce**

Getting Started

How to add/remove a contact from your TaxCloud account.

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

How do I reset my Password?

Video: How to complete your TaxCloud Business Profile

How to Use Multi-Account Login

How to Close Your TaxCloud Account and Cancel Subscription

I have a new EIN. How does that impact my TaxCloud account?

TaxCloud Account Lockout Policy

Account Management

How to create a TaxCloud account?

Account Setup

How can I get a copy of my TaxCloud invoice receipt?

How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

Account and Billing

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

Plans and Pricing

What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud System Status

TaxCloud's APIs

What happens if I go over my allotment of orders?

What is an order in TaxCloud?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What is a multi-state id or sstid?

How do I confirm a rate with TaxCloud?

What is a voluntary seller?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

What are Home Rule States?

Understanding Nexus Threshold Calculations

General

How to Add an Exemption Certificate to TaxCloud

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

Exemptions and Certificates

TaxCloud Audit Support Overview

How to contact TaxCloud?

Support and Resources

Does TaxCloud Handle Sales Tax License Renewals?

Nebraska - Enforcement of Lien Notice

How to register in a new state and obtain my Sales Tax License

Louisiana State Sales Tax Rate Update

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

When To Forward a State Notice to Taxcloud

Arkansas - Excise, Waste Tire or Withholding Wage Tax

California - CDTFA Statement of Account

Colorado SUTS Filing Reminder Notices

Connecticut - Delinquency Notice

Florida - Credit Memo

Indiana - Notice of Proposed Assessment

Michigan - Business Taxes Registration Summary of Changes

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Rhode Island - Failure to Renew

Tennessee - Notice of Overpayment

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Wyoming - License Certificate

State Notices and Licenses

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

Using the Download Center for Reports

Reporting

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

What is TaxCloud's policy regarding Transaction import timing?

Upload Standalone Returns via CSV

How to Upload Transactions via CSV

How to Format Your CSV File for Transaction Uploads

How to Troubleshoot CSV Upload Errors

Uploading Transactions via CSV

Uploading Historical and Marketplace Transactions via CSV

Transactions: Import and Export

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

Managing your transactions

How to manually return a transaction in TaxCloud?

Can I edit a transaction?

How to View and Share Transaction Details

How to Locate a Transaction URL in TaxCloud

Transactions: Overview

Navigating Your Tax Dashboard

Transactions and Reporting

Understanding TaxCloud's Filing Costs & Filing Subscription

What are TaxCloud Filing Fees?

Understanding Your Tax Reporting Page

What does it cost for TaxCloud to file for me in non-SST states?

Does TaxCloud file Withholding Tax?

Filing: General

How to Request TaxCloud to Begin Filing Sales Tax Returns

How do I confirm my filings have been submitted in SST / Streamline member states?

How to Stop Filings with TaxCloud

How can TaxCloud assist with Filing?

Enabling Filing in TaxCloud (via Thresholds Page)

I just got a filing frequency change notice, what should I do?

How do I know if TaxCloud is filing for me in a state?

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

Filing: Managing Filing in TaxCloud

Does TaxCloud File in Louisiana?

South Dakota - Sales & Use Tax Return Paper Form

Filing: State-Specific Workflows

Managing Your Tax Thresholds

Filing and Compliance

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

What is Sales Tax Sourcing?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

Understanding the difference between sales tax and use tax

How does New York handle sales tax on apparel under \$110?

What is Nexus?

What is Washington B&O Tax?

How do I know if I've reached Economic Nexus in a state?

Calculating sales tax on Digital Goods

Calculating sales tax on P.O. Boxes

Tax Concepts