Tax calculation integration

Add Stripe Tax to your client billing workflow

Use Stripe Tax through a custom API workflow built around Wingspan client billing inputs. Calculate tax from the client, billed lines, and seller settings. Review the bill total through your chosen billing path. Keep tax records, bill IDs, and refunds linked while using the payment system chosen for that sale.

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Stripe Tax logo Stripe Tax
Wingspan

Connect client bills to tax records

  • Stripe Tax

    Customer details

    Wingspan to Stripe Tax

    Wingspan

    Client invoices and payers

  • Stripe Tax

    Tax Calculation line item

    Wingspan to Stripe Tax

    Wingspan

    Client invoice line items

  • Stripe Tax

    Tax Registration

    Reference or reporting

    Wingspan

    Selling business tax settings

Choose the client billing records your tax flow uses and when they move. Set who reviews tax and keeps each sale record.

Tax with your chosen client payment path

Use standalone Stripe Tax with the payment system chosen for the sale. Keep tax review, bill delivery, and collection tied to one bill ID. For a Stripe Billing path, choose its tax setup as part of that same billing design.

A clear view of tax in the bill total

Review tax added to a price or tax already included in it. Stripe returns those amounts along with line details and a breakdown by tax region. Finance sees how the client total was formed and has the IDs needed to check it.

Tax records that follow client refunds

Link each tax reversal to the original sale. Choose the full or partial path to match the client refund. Finance reviews the bill, refund, and tax amounts together. Keep their IDs with the client account so the team has a clear record of the change.

How Stripe Tax works with Wingspan

Stripe Tax offers tax calculations and sale records for custom billing systems. Its standalone Tax APIs work with a chosen payment path, including payments handled outside Stripe. This gives your team a way to use Stripe for tax while keeping the client collection process that fits the business.

Choose the tax owner for each billing path. For a custom workflow, send the client location, billed items, and price details to Stripe Tax. Review the returned line tax and total. Keep the tax result ID with the draft bill, and refresh the result when relevant inputs change.

The tax estimate and final tax record are distinct objects. Use the agreed sale event to create a Tax Transaction from the current tax result. Keep its ID with the invoice and client payment ID for later matching. Use a linked reversal when a sale is refunded.

Start with the records you already use

Tax Calculation
The draft tax result, with line tax, total, and an expiry time.
Tax Calculation line item
A billed line with its service tax code, amount, and tax result.
Customer details
The buyer location, tax IDs, and chosen tax treatment for the tax check.
Tax Registration
A region and date where the seller is set to collect tax.
Tax Transaction
The saved sale used in Stripe tax records and exports.
Reversal transaction
A full or partial tax credit tied to an earlier sale.

Record mappings

Choose which tool holds each record. Map the client bill inputs your tax flow needs. Use the tax results and sale records to support review and reporting.

Customer details

Client invoices and payers

Wingspan to Stripe Tax

Match the Wingspan client Payer to the buyer used for this tax path. Use the agreed address source and exemption review process. Refresh the bill tax after a client tax ID or location changes, before your team sends the bill.

Tax Calculation line item

Client invoice line items

Wingspan to Stripe Tax

Map each billed service to the chosen Stripe tax code. Keep the line ID, amount, discount, and price basis with it. State whether the price includes tax or tax is added on top.

Tax Registration

Selling business tax settings

Reference or reporting

Set the active regions and start dates for the selling business in Stripe Tax. Check the reason given for a zero-tax result against the client and service inputs. Keep a clear review step for new markets or changes in the seller setup.

Tax Calculation

Client invoice tax review

Reference or reporting

Review the returned line taxes and total in the agreed billing path. Keep the calculation ID with the draft bill. Check its expiry before making a final tax record. Request fresh tax after bill inputs change. Use that result for the client total.

Tax Transaction

Final sale and client invoice reference

Reference or reporting

Use the agreed completed-sale event to record tax from the valid tax result. Keep the returned tax record ID with the bill and payment record. Finance uses those links to match client sales with tax exports.

Reversal transaction

Client credits and refunds

Reference or reporting

Link the reversal to the original tax record. Use a distinct refund ID. Choose the full or partial amount to match the client credit. Review the bill credit, tax reversal, and money refund together. Then close the change in the books.

Integration workflows

01

Draft client bill to a reviewed tax total

Your team prepares a client bill.

Collect the client location, service lines, currency, and price details. Check whether tax is included or added to the prices. Resolve input errors through the tax review path. Keep the current tax result and line details with the bill version your team approves.

02

Completed sale to a Stripe tax record

The sale reaches the agreed tax recording event.

For the documented off-Stripe payment path, record the tax after successful client payment. Use the current tax result and a unique sale ID. Keep the tax record ID with the bill and payment record. Choose the final event for other billing paths in that path's setup.

03

Client refund to a linked reversal

A client receives a full or partial refund.

Find the original tax record. Create a linked reversal for the agreed refund amount. Use a distinct ID for that change. Review partial changes by line where needed. Match the reversal to the client refund record. Keep both IDs with the original bill.

Plan your integration

Choose the tax owner for each billing path

Use the standalone Tax path or the chosen Stripe Billing tax path for each sale. Assign one owner for the tax check and its bill display. This helps the team avoid adding tax twice when more than one billing system is connected.

Review registrations and client tax evidence

Review seller regions and service codes with your tax adviser. Set the client tax treatment with them too. Use the chosen tax-ID check where needed. Name the tax owner who reviews new client locations and exemptions. Check changes to account settings with that owner.

Test totals, expiry, and refund amounts

Choose where the bill tax and its breakdown are stored and shown. Test currency amounts, discounts, included tax, and partial refunds through that billing path. Keep worker costs and pay approvals under their own book rules while matching the client bill and tax.

How client billing fits with worker pay

Plan client tax and worker pay as distinct flows. Link the work to the client bill and keep a clear owner for each tax record.

Workers and worker types
Worker records keep their Contractor or W-2 type. Client tax uses the seller, buyer, and billed service. Share the fields chosen for that path.
Engagements and assignments
Client engagements hold rates and terms. Worker engagements and assignments keep their own work and pay rules.
Requirements and eligibility
Worker checks keep their own rules. Review client tax IDs and exemption proof in the client billing path.
Work logs and approved work
Use approved billable work for client bill lines where chosen. Worker work review and payer approval keep their own roles.
Payables
Contractor payables track worker costs and pay approval. Client tax follows the client bill and agreed rules for the books.
Client invoices
The custom path uses the Payer, bill ID, currency, and billed lines. Validate how tax is stored and shown on the bill.
Payments and payouts
Keep the chosen client pay path. Match payment, bill, and tax IDs. Set the tax recording event for this provider.
Tax records and reporting
Keep client sales-tax records with the chosen tax provider. Tax filing, contractor 1099 forms, and employee withholding have their own scope and owners.

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Connect Stripe Tax to your client billing flow

Bring client bills, tax review, and sale records together. We’ll help you set up the flow your team needs.

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