Stripe Tax at invoice Checkout — Barnflow

Barnflow can charge manual sales tax on draft invoices (Catalog & tax rate) or recalculate tax at card Checkout with Stripe Tax on your connected Stripe account. Stripe Tax is opt-in and only applies to unpaid invoices (no prior payments).

How to enable Stripe Tax

1. Sign in as an owner or admin. Finish Settings → Payouts until Card payments is Active (see Connect your bank).
2. On the same Payouts page, open Stripe Tax (for invoice Checkout).
3. In Tax settings, set your head office address and a preset product tax code. Status must become active.
4. In Tax registrations, add every state (or country) where you collect tax. Without a registration, Stripe may calculate $0 tax (not_collecting).
5. Open Settings → Catalog & tax (/app/settings/billing). Turn on Use Stripe Tax at Checkout and save.
6. Send an unpaid invoice and use Pay (portal or staff). Checkout collects a billing address and applies Stripe Tax on pre-tax line items — it does not add Stripe Tax on top of manual tax already baked into a remaining balance.
7. For partially paid invoices, card Pay charges the remaining balance (including any manual tax) without Stripe Tax.

Do not upload tax documents in other Barnflow screens — Stripe owns Tax settings and registrations on the connected account.

Example

Willow’s owner finishes Payouts (Active), sets Tax head office to Oregon and preset code Pet Boarding (txcd_20030002), registers Oregon, enables Use Stripe Tax at Checkout, then a horse owner pays a new unpaid board invoice. Checkout asks for address and adds tax per Stripe’s rules. A later partial payment uses the remaining balance without recalculating Stripe Tax.

Example product tax codes (starting points)

Barnflow’s Checkout default product tax code is General - Services (txcd_20030000) unless you set STRIPE_PRODUCT_TAX_CODE. Preset and per-product codes in Stripe control how Stripe Tax classifies what you sell.

Code	Stripe name	Barn-oriented use (verify)
txcd_20030002	Pet Boarding	Overnight animal boarding / stall care (not veterinary)
txcd_20030000	General - Services	Catch-all services when no better Stripe category fits
txcd_20030003	Pet Grooming	Grooming / bathing-style services
txcd_50021003	Fee for Personal Training/Fitness Classes	Sometimes used for lessons — confirm carefully
txcd_99999999	General - Tangible Goods	Feed, bedding, tack, or other physical goods
txcd_00000000	Nontaxable	Force no tax on a line (only when appropriate)

Caution: These are examples from Stripe’s catalog, not tax advice. Horse boarding, lessons, and farm retail are taxed differently by jurisdiction. Confirm the correct code with your CPA or tax advisor and Stripe’s tax codes list. Wrong codes can under- or over-collect tax.

Dependencies checklist

All of the following must be true for Stripe Tax at Checkout to run:

Dependency	Where
Connected account + card_payments Active	Settings → Payouts
Stripe Tax settings active (head office + preset tax code)	Payouts → Tax settings (or barn Stripe Dashboard)
At least one tax registration where you collect	Payouts → Tax registrations
Org flag stripe_tax_enabled	Catalog & tax → Use Stripe Tax at Checkout
Invoice unpaid (amount_paid_cents = 0)	Billing / portal Pay
Line items use exclusive pre-tax amounts	Automatic when Stripe Tax path runs

If Tax settings are not active, Pay shows an error asking you to finish Tax on Payouts (or contact the barn from the portal).

Manual tax vs Stripe Tax

Mode	Draft invoice	Card Checkout
Manual only (default)	Org rate on taxable lines	Charges remaining balance (includes manual tax); no automatic_tax
Stripe Tax on	Draft may still show manual rate for display	Recalculates on pre-tax lines from billing address

Manual rate still helps offline / mark-paid and PDF drafts. Stripe Tax does not replace your filing obligations — reports live in the barn’s Stripe Tax reporting.

Who can do this

Owners and admins configure Tax and Catalog & tax. Managers can still send invoices and record offline payments.

Troubleshooting

• Pay error about Tax incomplete — finish Tax settings (status active) and registrations on Payouts.
• Tax shows $0 — missing registration for that jurisdiction, nontaxable code, or exempt product rules.
• Partial invoice — Stripe Tax path is skipped by design; remaining balance is charged as-is.
• SaaS Plan — Barnflow subscription tax is separate from horse-owner invoice Tax.

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