The Anrok Stripe integration is a native-to-Stripe integration that has full feature support across Stripe billing workflows including Checkout, Elements, Stripe API, Invoices, Subscriptions, Quotes, Customer Portal, and Payments Links. These workflows are supported out-of-the-box with our no-code setup guide below. 

Connect with your Stripe account

The first step to integrate Anrok with Stripe is connecting your Stripe account through the Anrok data sources dashboard. During this process, you must align your accounting time zone and provide the credentials associated with your Stripe account.

Try connecting with Stripe in the demo above ☝️

1. In the Anrok app , go to Data sources. Take me there!
2. Select Integrate system, then under Accounting time zone, select the time zone that matches your Stripe account.
3. Under Data source, select Stripe.
4. Under Environment, select whether you are connecting your Live or Test Stripe environment.
5. Click Connect with Stripe, then sign in with your Stripe credentials.
6. Select the account you’d like to connect to Anrok, then click Connect →.
7. Once you see " You are now logged into Stripe”, click Connect.

Step 2

Add your Stripe products as product IDs

In Anrok, your Stripe products will be called product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.

Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product.. These product IDs are the key drivers for calculating taxability. It's important that you add your current and previous Stripe products into Anrok. See What are product IDs?

Try adding your Stripe products in the demo above ☝️

1. Under New products detected, select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
2. If you'd like to assign a Product type and Tax category to multiple products at once, click the checkbox    next to each product, then select Batch assign.
3. When you are finished, scroll down and click Add products.

Step 3

Import your Stripe transactions

Now that you've assigned all of your product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.

Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product., you can now begin importing your historical transactions from Stripe into Anrok.

Try importing your Stripe transactions in the demo above ☝️

1. Under Select transactions to import, select one of the following options:
   • Import all past transactions — all transactions will be imported into Anrok. This will result in a complete picture of your economic nexus exposure.
   • Import transactions from a specific date — some past transactions will not be imported into Anrok. This may result in an incomplete picture of your current economic nexus exposure.
   • Continue without importing past transactions — none of your historical transactions will be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure.
2. Select Import transactions (or Mark as finished depending on your previous selection).
3. When your transactions have finished importing, select Mark complete.

Step 4

Set a default product ID

If you have an automated workflow that can generate new product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.

Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product. in Stripe, we recommend creating a default product ID. When a default product ID has been set, Anrok will apply its tax configuration whenever a Stripe product hasn't been configured in Anrok. See Set up a default Product ID.

Try setting a default product ID in the demo above ☝️

1. In the Anrok app , go to Data sources. Take me there!
2. Under Integration sources, click the Options menu button  next to Stripe, then select Configure new products.
3. Under Default product, click Set default product.
4. Select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
5. When you are finished, click Add products.

Step 5

Turn on Stripe Automatic Tax with Anrok 

The final step to enabling Anrok automatic tax for your go-forward Stripe dashboard billing workflows is to set Anrok as your tax provider in Stripe and turn on Stripe automatic tax. This will allow you to calculate tax using the Stripe dashboard for Invoices, Subscriptions, Quotes, and dashboard-created Payment Links.

Try connecting with Stripe in the demo above ☝️

1. In the Stripe app , navigate to your Stripe tax integration settings. Take me there!
2. Under Tax calculation: set Anrok as your tax provider.
   • Click Manage and follow the setup steps to choose Anrok and install the Anrok Stripe app. 
3. Under Dashboard transactions: toggle Use automatic tax on  
   • Anrok is now enabled and will apply tax to new transactions initiated from your Stripe dashboard. 
4. If using Payment Links, ensure that your Payment Links are configured to create invoices by setting Create an invoice PDF in the Payment Link After payment section. 

Step 6

Modify your existing Stripe API calls

1. Update your API calls to include the automatic_tax[enabled]=true parameter. Make this change for all codepaths where you create Checkout Sessions, Invoices, Subscriptions, Quotes, or Payment Links via the Stripe API.
2. Ensure that your Stripe Checkout Sessions and Payment Links are configured to create invoices by setting the invoice_creation[enabled]=true parameter in your Stripe API calls (Checkout, Payment Links). This parameter is only required for non-subscription billing flows since Stripe subscriptions always create invoices. 
3. If you are planning to support non-US jurisdictions with Stripe Checkout, also ensure that your Stripe Checkout Sessions are configured to collect customer tax IDs by using the tax_id_collection[enabled]=true parameter. 

Step 7

Migrate your pre-existing Stripe subscriptions to use Automatic Tax

When using Anrok Automatic Tax in Stripe, we recommend ensuring that all pre-existing Stripe subscriptions also have automatic tax enabled. Stripe provides a helpful migration tool to migrate your existing subscriptions to use Automatic Tax.  

1. In the Stripe app , go to your subscriptions migration tool. Take me there!
2. If you need to take action to migrate any subscriptions, Stripe will alert you in the migrations dashboard. Click Start update to begin your subscriptions migration if necessary.