Introduction
This guide outlines the process for linking your Stripe account with Anrok. This will allow you to automatically synchronize transactions and update sales tax to your Stripe invoices.
Before you begin, click here to take a look at how the Anrok & Stripe integration works
Integration architecture
From a high-level perspective, Anrok is a tool used to determine the taxability of a transaction and appends the local sales tax rate to the transaction if applicable. In addition, the platform helps track nexus exposure by aggregating all transactions in a given jurisdiction and comparing it against the relevant state thresholds. Other benefits include managing registration, returns, and remittance.
The diagrams below depict the key Anrok integration touchpoints in a typical enterprise and self-serve transaction.
Enterprise transaction example
- Invoice creation — the billing team creates an invoice in Stripe billing.
- Calculate and record tax — Stripe notifies Anrok of the updated invoice and sends all relevant information for tax calculation - including the products sold and customer address. Anrok calculates the relevant tax amount and updates the Stripe invoice using the Stripe API. At this point, the invoice has not been recorded in Anrok. You can continue to update items on the invoice and tax will be updated accordingly.
- Invoice finalized — once the invoice is finalized on Stripe, Anrok is notified and the transaction is recorded and instantly organized into the relevant Anrok return for automated filing.
- Payment — sellers are required to remit sales tax to a state upon invoice, not receipt of payment. Anrok is not in the integration flow of payment.
Self-serve transaction example
- Checkout flow is initiated — the checkout flow is initiated by the customer and collects the customer’s name, address, and product information.
- Calculate and record tax: the customer and product information is provided to Anrok via the Anrok API and sales tax is calculated and returned (If this is skipped, tax may not be collected on the first invoice for the subscription, unless the start date is a day or more in the future).
- Create a subscription on Stripe: the customer information, product information, and sales tax is provided to Stripe via the Stripe API and a new subscription is created.
- Invoice finalized: Stripe finalizes the invoice, collects payment, and notifies Anrok via a webhook. This transaction is then recorded in Anrok and instantly organized into the relevant return for automated filing.
Step 1 — Connect with your Stripe account
The first step of integrating with Stripe will be connected directly to your account within Anrok. During this process, you will be required to align your accounting time zone and provide the necessary credentials associated with your Stripe account.
Try connecting with Stripe in the demo above ☝️
- In the Anrok app
, go to Data sources. Take me there!
- Select Integrate system, then under Accounting time zone, select the time zone that matches your Stripe account (or select UTC if you don't know which time zone to select).
- Under Data source, select Stripe.
- Under Environment, select whether you are connecting your Live or Test Stripe environment.
- Click Connect with Stripe, then sign in with your Stripe credentials.
- Select the account you’d like to connect to Anrok, then click Connect →.
- 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 driver 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 ☝️
- Under New products detected, select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
- 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.
- 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 transaction from Stripe into Anrok.
Try importing your Stripe transactions in the demo above ☝️
- 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 economic nexus exposure to date.
- 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.
- Select Import transactions (or Mark as finished depending on your previous selection).
- When your transactions have finished importing, select Mark complete.
Step 4 — Set a default product ID (Optional)
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 into Anrok. See Set up a default Product ID.
Note: Setting a default product ID is only recommended to sellers that have the same product type and tax category across all of their products.
Try setting a default product ID in the demo above ☝️
- In the Anrok app
- Under Integration sources, click the options menu button
next to Stripe, then select Configure new products.
- Under Default product, click Set default product.
- Select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
- When you are finished, click Add products.
Before you begin creating and editing invoices, you will need to make sure your Stripe account has been properly configured for tax calculation. Check out how to configure your Stripe account.