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SaaS Configurator

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…

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  1. Step 1: Enable Automatic Tax Collection
  2. Step 2: Configure Tax Registrations
  3. Step 3: Select Product Tax Code
  4. Step 4: Configure Tax Behavior
  5. Step 5: Configure Category-Level Overrides (Optional)
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

  • 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 What this shows Step 2 of 2: Toggle Enable automatic tax collection for SaaS products to ON. What this shows Shows what to choose for step 2 of 2 in the "Step 1: Enable Automatic Tax Collection" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". 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. Step 2 of 2Image 1 of 5 What to chooseToggle Enable automatic tax collection for SaaS products to ON.
    Buttons and menus referenced SaaS Configurator → Automatic Tax
    All 2 steps in this 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) What this shows Under Tax Registrations, click Manage Tax Registrations. What this shows Illustrates the "Step 2: Configure Tax Registrations" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". 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. Image 2 of 5 What to clickUnder 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.
Buttons and menus referenced Tax RegistrationsManage Tax Registrations
Next stepStripe automatically calculates taxes based on the customer’s billing address and your registered jurisdictions.
All 4 steps in this 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.
Step 3: Select Product Tax Code (image 3 of 5) What this shows Under Product Tax Code, choose the appropriate tax code from the dropdown. What this shows Illustrates the "Step 3: Select Product Tax Code" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". 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. Image 3 of 5 What to chooseUnder Product Tax Code, choose the appropriate tax code from the dropdown. Click Save.
Buttons and menus referenced Product Tax CodeSave
Next stepThe 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.
All 2 steps in this procedure
  1. Under Product Tax Code, choose the appropriate tax code from the dropdown.
  2. Click Save.
 
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.

Step 4: Configure Tax Behavior (image 4 of 5) What this shows Under Tax Behaviour, select your preferred default tax setting: Click Save. What this shows Illustrates the "Step 4: Configure Tax Behavior" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". 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. Image 4 of 5 What to chooseUnder Tax Behaviour, select your preferred default tax setting: Click Save.
Buttons and menus referenced Tax BehaviourAutomaticInclusiveExclusiveSave
Next stepScroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes.
All 2 steps in this procedure
  1. Under Tax Behaviour, select your preferred default tax setting:
  2. Click Save.

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.

Step 5: Configure Category-Level Overrides (Optional) (image 5 of 5) What this shows Scroll to Category Level Overrides. What this shows Illustrates the "Step 5: Configure Category-Level Overrides (Optional)" section of "Configure automatic tax collection for your SaaS subscriptions using Stripe". 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. Image 5 of 5 How to confirmScroll to Category Level Overrides. Click the edit icon next to a category. You can: Save your changes.
Fields in this part of the guide Enable or disable tax collection for that categoryCustomize tax behavior (Inclusive/Exclusive/Default)
Buttons and menus referenced Category Level Overrides
Next stepOverrides here apply only to the selected category and take precedence over global settings.
All 3 steps in this 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.

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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