# Configure automatic tax collection for your SaaS subscriptions using Stripe

> This feature allows SaaS agencies on the SaaS V1 (Stripe-based) system to define where taxes are collected, how they are calculated, and whether prices…

- Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/configure-automatic-tax-collection-for-your-saas-subscriptions-using-stripe
- Section: SaaS Configurator / Saas Mode
- Reading time: 2 min
- Images: 5, each explained below

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This feature allows SaaS agencies on the SaaS V1 (Stripe-based) system to define where taxes are collected, how they are calculated, and whether prices are inclusive or exclusive of tax. All configurations sync directly with Stripe Automatic Taxes and apply to new or reactivated subscriptions going forward.

This feature is not available for SaaS V2 or non-Stripe payment providers.

**TABLE OF CONTENTS**

-   [Step 1: Enable Automatic Tax Collection](#step-1-enable-automatic-tax-collection)
-   [Step 2: Configure Tax Registrations](#step-2-configure-tax-registrations)
-   [Step 3: Select Product Tax Code](#step-3-select-product-tax-code)
-   [Step 4: Configure Tax Behavior](#step-4-configure-tax-behavior)
-   [Step 5: Configure Category-Level Overrides (Optional)](#step-5-configure-category-level-overrides-optional)

-   [Topic 1: Important Behavior Notes](#topic-1-important-behavior-notes)
-   [Topic 2: Tax & Compliance Disclaimer](#topic-2-tax-and-compliance-disclaimer)

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### **Step 1: Enable Automatic Tax Collection**

-   Navigate to **SaaS Configurator → Automatic Tax**.
    
-   Toggle **Enable automatic tax collection for SaaS products** to ON.
    
    
![Step 2 of 2: Toggle Enable automatic tax collection for SaaS products to ON](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064754879/original/Jw6c5RKJx5VT7_7vTFwG6oqsECZT1PETzQ.png)

**Step 2 of 2: Toggle Enable automatic tax collection for SaaS products to ON**

This screenshot accompanies step 2 of 2 in the "Step 1: Enable Automatic Tax Collection" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". At this point in the walkthrough you toggle Enable automatic tax collection for SaaS products to ON.
- What to choose: Toggle Enable automatic tax collection for SaaS products to ON.
- Controls: SaaS Configurator → Automatic Tax

Full procedure:

1. Navigate to SaaS Configurator → Automatic Tax.
2. Toggle Enable automatic tax collection for SaaS products to ON.  <- this image

    

### **Step 2: Configure Tax Registrations**

-   Under **Tax Registrations**, click **Manage Tax Registrations**.
    
-   You will be redirected to your connected Stripe account.
    
-   Add or manage the jurisdictions (countries/states) where you are required to collect taxes.
    
-   Once configured in Stripe, the registrations will be visible inside GHL Customer Care.
    

![Step 2: Configure Tax Registrations (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064754901/original/4Ij_0yF8V7tMfzmcrglQO0LziHCiOQalqA.png)

**Step 2: Configure Tax Registrations (image 2 of 5)**

This screenshot appears in the "Step 2: Configure Tax Registrations" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". The text alongside this image reads: Under Tax Registrations, click Manage Tax Registrations. You will be redirected to your connected Stripe account. Add or manage the jurisdictions (countries/states) where you are required to collect taxes. Once configured in Stripe, the registrations will be visible inside GHL Customer Care. Immediately after, the guide continues: Stripe automatically calculates taxes based on the customer’s billing address and your registered jurisdictions.
- What to click: Under Tax Registrations, click Manage Tax Registrations. You will be redirected to your connected Stripe account. Add or manage the jurisdictions (countries/states) where you are required to collect taxes. Once configured in Stripe, the registrations will be visible inside GHL Customer Care.
- Controls: Tax Registrations, Manage Tax Registrations
- Next: Stripe automatically calculates taxes based on the customer’s billing address and your registered jurisdictions.

Full procedure:

1. Under Tax Registrations, click Manage Tax Registrations.
2. You will be redirected to your connected Stripe account.
3. Add or manage the jurisdictions (countries/states) where you are required to collect taxes.
4. Once configured in Stripe, the registrations will be visible inside GHL Customer Care.

Stripe automatically calculates taxes based on the customer’s billing address and your registered jurisdictions.

### **Step 3: Select Product Tax Code**

-   Under **Product Tax Code**, choose the appropriate tax code from the dropdown.
    
-   Click **Save**.
    

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![Step 3: Select Product Tax Code (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064754924/original/MRUKOshVSHro3aGkKl_h2XTMzWlLlydPyQ.png)

**Step 3: Select Product Tax Code (image 3 of 5)**

This screenshot appears in the "Step 3: Select Product Tax Code" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". The text alongside this image reads: Under Product Tax Code, choose the appropriate tax code from the dropdown. Click Save. Immediately after, the guide continues: The selected tax code determines how Stripe calculates taxes for your SaaS products. Choose a tax code based on the type of product you sell and guidance from your local tax consultant.
- What to choose: Under Product Tax Code, choose the appropriate tax code from the dropdown. Click Save.
- Controls: Product Tax Code, Save
- Next: The selected tax code determines how Stripe calculates taxes for your SaaS products. Choose a tax code based on the type of product you sell and guidance from your local tax consultant.

Full procedure:

1. Under Product Tax Code, choose the appropriate tax code from the dropdown.
2. Click Save.

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**The selected tax code determines how Stripe calculates taxes for your SaaS products.
Choose a tax code based on the type of product you sell and guidance from your local tax consultant.**

### **Step 4: Configure Tax Behavior**

-   Under **Tax Behaviour**, select your preferred default tax setting:
    
    -   **Automatic** – Uses exclusive pricing in the US & Canada, inclusive pricing in all other jurisdictions.
        
    -   **Inclusive** – Taxes are included in the displayed price.
        
    -   **Exclusive** – Taxes are added on top of the displayed price.
        
-   Click **Save**.
    

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![Step 4: Configure Tax Behavior (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064754954/original/6TM0ZMg4SKwReBEWPEQkwjiI0CMbRqt6qg.png)

**Step 4: Configure Tax Behavior (image 4 of 5)**

This screenshot appears in the "Step 4: Configure Tax Behavior" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". The text alongside this image reads: Under Tax Behaviour, select your preferred default tax setting: Click Save. Immediately after, the guide continues: Scroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes.
- What to choose: Under Tax Behaviour, select your preferred default tax setting: Click Save.
- Controls: Tax Behaviour, Automatic, Inclusive, Exclusive, Save
- Next: Scroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes.

Full procedure:

1. Under Tax Behaviour, select your preferred default tax setting:
2. Click Save.

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### **Step 5: Configure Category-Level Overrides (Optional)**

-   Scroll to **Category Level Overrides**.
    
-   Click the edit icon next to a category.  
    You can:
    
    -   Enable or disable tax collection for that category
        
    -   Customize tax behavior (Inclusive/Exclusive/Default)
        
-   Save your changes.
    

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![Step 5: Configure Category-Level Overrides (Optional) (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064754996/original/SwM6kBUBq_eLhY_4p_JCnwujSeVEtg-pgQ.png)

**Step 5: Configure Category-Level Overrides (Optional) (image 5 of 5)**

This screenshot appears in the "Step 5: Configure Category-Level Overrides (Optional)" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". The text alongside this image reads: Scroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Overrides here apply only to the selected category and take precedence over global settings.
- How to confirm: Scroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes.
- Fields: Enable or disable tax collection for that category, Customize tax behavior (Inclusive/Exclusive/Default)
- Controls: Category Level Overrides
- Next: Overrides here apply only to the selected category and take precedence over global settings.

Full procedure:

1. Scroll to Category Level Overrides.
2. Click the edit icon next to a category. You can:
3. Save your changes.

**

**Overrides here apply only to the selected category and take precedence over global settings.**

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# Topic 1: Important Behavior Notes

-   All tax configurations apply **going forward only**.
    
-   Existing active subscriptions are **not updated retroactively**.
    
-   If settings are changed mid-billing cycle, active subscriptions retain their original tax configuration.
    
-   If a subscription becomes inactive (failed payment/cancellation) and is later reactivated, the **latest tax settings** will apply.
    
-   This feature is available only for agencies using **Stripe in SaaS V1**. SaaS V2 and other payment providers are not supported.
    

# Topic 2: Tax & Compliance Disclaimer

GHL Customer Care does not provide tax, legal, or compliance advice. Agencies are solely responsible for determining their tax obligations. Please consult a qualified local tax professional to ensure proper configuration based on your jurisdiction and business model.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com