Stripe Revenue

Revenue recognition, tax automation, financial reporting, and data pipelines for compliance and analytics.

Integration Decision Tree

What financial need are you addressing?
|
+-- Revenue recognition (ASC 606 / IFRS 15)?
|   -> references/revenue-recognition.md
|
+-- Automatic tax calculation on payments?
|   -> references/tax.md
|
+-- Custom analytics / SQL queries on Stripe data?
|   -> references/sigma.md
|
+-- Financial reports and reconciliation?
|   -> references/reporting.md
|
+-- Data export and pipeline?
    -> references/data-pipeline.md

Rule Priority Table

Priority	Rule	Impact	Section
1	tax-enable-automatic	HIGH	Tax
2	tax-set-product-tax-codes	HIGH	Tax
3	tax-collect-address	HIGH	Tax
4	tax-register-jurisdictions	HIGH	Tax
5	tax-create-transactions-custom-flows	HIGH	Tax
6	rev-configure-before-going-live	HIGH	Revenue Recognition
7	rev-use-service-periods	HIGH	Revenue Recognition
8	rev-close-periods-promptly	MEDIUM	Revenue Recognition
9	report-use-api-for-automation	MEDIUM	Reporting
10	report-reconcile-payouts	HIGH	Reporting
11	report-use-reporting-category	MEDIUM	Reporting
12	sigma-filter-by-time	MEDIUM	Sigma
13	sigma-use-ctes	MEDIUM	Sigma
14	sigma-account-for-refunds	HIGH	Sigma
15	pipeline-process-webhooks-idempotently	HIGH	Data Pipeline
16	pipeline-verify-webhook-signatures	HIGH	Data Pipeline
17	pipeline-run-nightly-reconciliation	HIGH	Data Pipeline

Quick Start: Stripe Tax

// Enable automatic tax on a Checkout Session
const session = await stripe.checkout.sessions.create({
  line_items: [{
    price_data: {
      currency: 'usd',
      product_data: { name: 'Pro Plan', tax_code: 'txcd_10103001' }, // SaaS
      unit_amount: 2900,
      recurring: { interval: 'month' },
    },
    quantity: 1,
  }],
  mode: 'subscription',
  automatic_tax: { enabled: true },
  customer_update: { address: 'auto' }, // collect address for tax
  success_url: 'https://example.com/success',
  cancel_url: 'https://example.com/cancel',
});

Tax on Payment Intents

const calculation = await stripe.tax.calculations.create({
  currency: 'usd',
  line_items: [{
    amount: 2900,
    reference: 'pro_plan',
    tax_code: 'txcd_10103001',
  }],
  customer_details: {
    address: { country: 'US', state: 'CA', postal_code: '94111' },
    address_source: 'billing',
  },
});
// Use calculation.tax_amount_exclusive to add tax to payment

Quick Reference: Key Tax Codes

Product Type	Tax Code	Description
SaaS	txcd_10103001	Software as a service
Digital goods	txcd_10401100	Digital products
Physical goods	txcd_99999999	General tangible goods
Services	txcd_20030000	General services
E-books	txcd_10202000	Electronic publications
Nontaxable	txcd_00000000	Zero tax in all jurisdictions

Quick Reference: Revenue Recognition

Revenue Recognition automates accounting under ASC 606 / IFRS 15:

• Revenue schedules - when to recognize revenue over time
• Revenue waterfall - monthly recognition projections
• Deferred revenue - track unearned revenue
• Journal entries - export to accounting systems

Enable in Dashboard -> Settings -> Revenue Recognition.

Quick Reference: Report Types

Report Type ID	Description
balance.summary.1	Balance summary (like a bank statement)
payout_reconciliation.itemized.5	Detailed payout reconciliation
revenue_recognition.deferred_revenue_summary.1	Deferred revenue balances
revenue_recognition.revenue_waterfall.1	Revenue waterfall projections
revenue_recognition.journal_entries.1	Exportable journal entries
tax.transactions.1	Tax transaction details

Critical Webhooks

Event	Action
tax.settings.updated	Verify tax config changes
reporting.report_run.succeeded	Download generated report
reporting.report_run.failed	Alert team of report failure
customer.tax_id.updated	Check tax ID verification status

References

• references/revenue-recognition.md - ASC 606, IFRS 15, schedules, waterfall, deferred revenue, journal entries
• references/tax.md - Tax calculation, registrations, tax codes, exemptions, reverse charge, Connect
• references/sigma.md - Custom SQL queries, MRR, churn, cohort analysis, scheduled reports
• references/reporting.md - Balance reports, payout reconciliation, Report Runs API, accounting integrations
• references/data-pipeline.md - Data Pipeline product, webhook sync, API pagination, reconciliation systems