If you send invoices to clients via Stripe Invoicing, you can use Numeral’s tax engine to apply accurate sales tax rate in the appropriate jurisdictions for your business.
Getting started
Connect your Stripe account to your Numeral dashboard > In your Numeral dashboard, click “Connections” on the left-hand menu, then select “Stripe.”
We will then prompt you to add the Numeral app to your Stripe account > Once installed, click “continue to app settings,” and Stripe will present you with API keys. You’ll need to copy these keys and enter them into Numeral.
Note: If you are unable to see your entire restricted key, you’ll need to click “roll key” on Stripe, then “roll API key.” At this step, Stripe will require you to go through a verification process. Once verified, you will see your full restricted key.
Once completed > you will see a dedicated Stripe section added to your Connections page in Numeral > Status should say “syncing” with a green dot
Timing is important
If you are already using Stripe to apply tax rates to invoices, it’s important to work with your Onboarding Manager to confirm your go-live date with Numeral.
For example, if Numeral is taking over your existing sales tax registrations starting in August, you should meet with your Onboarding Manager on August 1 to turn off Stripe’s automatic tax calculator and turn on Numeral’s tax engine.
Note: If your start date with Numeral is August 1, our tax engine will not attempt to collect before this date. Also, Numeral will only attempt to collect tax in states where your company has a sales tax registration.
To see confirm your start dates and list of registered states, navigate to the “Jurisdictions” tab within your Numeral account.
Confirming your configurations
On your go-live call, your Onboarding Manager will confirm that Stripe’s automatic calculations are disabled and that Numeral’s tax engine is enabled. You can check these configurations on your end as well.
To confirm Stripe’s automatic calculations are disabled, login to your Stripe account and click on Tax Settings. Then click “integrations” and under “dashboard transactions” turn the “use automatic tax” toggle off.
To confirm Numeral’s tax engine is enabled, click the “Connections” tab on the left hand side of your Numeral account. Then, within the Stripe section, click the “Integrations” dropdown.
> You’ll then see a row for Stripe Invoices. This should be toggled on.
Product categorization
How your products are categorized can greatly impact their taxability. However, it’s important to know that the way your products are categorized within Stripe doesn’t carry over to Numeral.
You will need to work with your Onboarding Manager to set your product categories within Numeral. Our tax engine will then use these product categories to determine taxability.
⚠️ Note: If you add new products to your catalog after your initial setup, please contact our team via the message widget in your dashboard. We’ll make sure these items are correctly categorized on our end.
Creating an invoice within Stripe
Customers
If your customer is not located in a state where you have an active registration set within Numeral, we won’t attempt to add sales tax.
If your client has a shipping and billing address, we will default to applying tax based on the shipping address.
If your client has a billing address, but no shipping address, we will apply tax based on the billing address.
Note: If your customers should be exempt from paying any sales tax, you will need can mark them as exempt within Stripe. To do so, navigate to “Customers” on the left side navigation of your Stripe account and select the customer’s name. Then, on the right hand side, click the pencil icon next to “Details.” Finally, scroll down until you see “Tax Status” and mark the customer as exempt.
Items
When adding items, please note that Numeral will only apply a tax rate if the item’s product category is taxable within your customer’s jurisdiction.
To confirm, you should set your product categories with your Numeral Onboarding Manager. Your product categories within Stripe will not apply.
Tax rates
With Stripe’s automatic tax collection turned off, you’ll be prompted on the invoice to select a tax rate. Don’t add a rate here. Instead, Numeral will automatically apply a tax rate to your invoice if the items are taxable.
To add tax to your invoice, click “Save” after adding your customer and item information. Then refresh your browser page.
If items on your invoice are taxable, Numeral’s tax engine will add a line for tax within the invoice preview.
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