Stripe Revenue
Revenue recognition, tax automation, financial reporting, and data pipelines for compliance and analytics.
Integration Decision Tree
What financial need are you addressing?
|
+-- Revenue recognition (ASC 606 / IFRS 15)?
| -> references/revenue-recognition.md
|
+-- Automatic tax calculation on payments?
| -> references/tax.md
|
+-- Custom analytics / SQL queries on Stripe data?
| -> references/sigma.md
|
+-- Financial reports and reconciliation?
| -> references/reporting.md
|
+-- Data export and pipeline?
-> references/data-pipeline.md
Rule Priority Table
Quick Start: Stripe Tax
// Enable automatic tax on a Checkout Session
const session = await stripe.checkout.sessions.create({
line_items: [{
price_data: {
currency: 'usd',
product_data: { name: 'Pro Plan', tax_code: 'txcd_10103001' }, // SaaS
unit_amount: 2900,
recurring: { interval: 'month' },
},
quantity: 1,
}],
mode: 'subscription',
automatic_tax: { enabled: true },
customer_update: { address: 'auto' }, // collect address for tax
success_url: 'https://example.com/success',
cancel_url: 'https://example.com/cancel',
});
Tax on Payment Intents
const calculation = await stripe.tax.calculations.create({
currency: 'usd',
line_items: [{
amount: 2900,
reference: 'pro_plan',
tax_code: 'txcd_10103001',
}],
customer_details: {
address: { country: 'US', state: 'CA', postal_code: '94111' },
address_source: 'billing',
},
});
// Use calculation.tax_amount_exclusive to add tax to payment
Quick Reference: Key Tax Codes
| Product Type | Tax Code | Description |
|---|
| SaaS | txcd_10103001 | Software as a service |
| Digital goods | txcd_10401100 | Digital products |
| Physical goods | txcd_99999999 | General tangible goods |
| Services | txcd_20030000 | General services |
| E-books | txcd_10202000 | Electronic publications |
| Nontaxable | txcd_00000000 | Zero tax in all jurisdictions |
Quick Reference: Revenue Recognition
Revenue Recognition automates accounting under ASC 606 / IFRS 15:
- Revenue schedules - when to recognize revenue over time
- Revenue waterfall - monthly recognition projections
- Deferred revenue - track unearned revenue
- Journal entries - export to accounting systems
Enable in Dashboard -> Settings -> Revenue Recognition.
Quick Reference: Report Types
| Report Type ID | Description |
|---|
balance.summary.1 | Balance summary (like a bank statement) |
payout_reconciliation.itemized.5 | Detailed payout reconciliation |
revenue_recognition.deferred_revenue_summary.1 | Deferred revenue balances |
revenue_recognition.revenue_waterfall.1 | Revenue waterfall projections |
revenue_recognition.journal_entries.1 | Exportable journal entries |
tax.transactions.1 | Tax transaction details |
Critical Webhooks
| Event | Action |
|---|
tax.settings.updated | Verify tax config changes |
reporting.report_run.succeeded | Download generated report |
reporting.report_run.failed | Alert team of report failure |
customer.tax_id.updated | Check tax ID verification status |
References
- references/revenue-recognition.md - ASC 606, IFRS 15, schedules, waterfall, deferred revenue, journal entries
- references/tax.md - Tax calculation, registrations, tax codes, exemptions, reverse charge, Connect
- references/sigma.md - Custom SQL queries, MRR, churn, cohort analysis, scheduled reports
- references/reporting.md - Balance reports, payout reconciliation, Report Runs API, accounting integrations
- references/data-pipeline.md - Data Pipeline product, webhook sync, API pagination, reconciliation systems