Glossary
Stripe Tax Summarized Export
The Stripe Tax summarized export is a downloadable report that totals your Stripe Tax transactions by jurisdiction for any date range, with sales, refunds and net tax payable in separate columns.
Also called: summarized export, Stripe Tax summarized report, Stripe sales tax summary by jurisdiction, filing_tax_payable
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Definition
Stripe Tax offers three reports built from the same transaction data: the itemized export, the summarized export and the location report. The summarized export sits in the middle. Instead of one row per line item per jurisdiction, it gives you one aggregated row per jurisdiction, showing total sales, taxable sales, tax collected and refunds for the period you choose.
Stripe positions it for jurisdictions that only want aggregate totals, and for a quick overview of tax collected everywhere you are registered. Unlike the location report, it is a real file: you can download it, schedule it, and pull it through the Reports API.
For anyone keeping books in QuickBooks, the summarized export is usually the easiest Stripe Tax report to tie to a sales tax liability account. It accepts any date range and the time zone you choose, and it dates each refund when the refund happened, not when the original sale did. That is the same period logic as the money moving through your books.
Key points
- +One aggregated row per jurisdiction, with more rows when currencies or tax rates vary.
- +Downloadable, schedulable, and available through the Reports API.
- +Any date range, in the time zone you choose at export time.
- +Always excludes non-taxable transactions, unlike the itemized export.
- +Sales columns aggregate sale transactions only; refund columns aggregate reversals only.
- +filing_tax_payable is tax collected minus tax refunded, in the filing currency.
What the columns mean
Each row identifies a jurisdiction: country_code, state_code, jurisdiction_name, jurisdiction_level (country, state, county, city or district) and tax_rate. Then come the date range, in UTC and in the time zone you requested, and two currencies: transaction_currency, the currency you price in, and filing_currency, the tax authority's local currency.
The amount columns split into two groups, and the split is the most useful thing about the report. Some aggregate only sale transactions: total_sales (excluding tax), total (including tax), total_taxable_sales, total_nontaxable_sales and total_tax_collected, which Stripe describes as the total tax liability before refunds. Others aggregate only reversals: total_sales_refunded and total_tax_refunded.
Most amounts repeat with a filing_ prefix in the filing currency. The last column is filing_tax_payable: the net liability, tax collected minus tax refunded, in the filing currency. Stripe describes it as the amount owed to, or refundable from, the tax authority.
What it includes and what it leaves out
Stripe Tax exports only include transactions Stripe Tax calculated: invoices, subscriptions, Checkout Sessions and Payment Links with automatic tax enabled, transactions created through the Stripe Tax API, and transactions you import. Raw charges without an invoice, invoices with manual or no tax, chargebacks and payments through other systems don't appear.
The summarized export then drops non-taxable rows. Stripe lists eight taxability reasons it always excludes, among them no_tax, seller_not_registered and not_collecting. Sales in a state where you are not registered are therefore invisible in this report, even though Stripe saw them. Use the itemized export when you need those.
All columns account for negative line items from subscription prorations and credits for unused time. You can also filter by jurisdiction before exporting, which keeps large files manageable.
How it ties to the itemized export
Stripe calls the itemized and summarized exports the most directly reconcilable pair. They come from the same data, use the same date column and accept the same time zone. Align those inputs, filter the itemized export to match, and the totals match.
The filter is the step people miss. The itemized export's Exclude non-taxable transactions toggle removes five taxability reasons. The summarized export removes eight. To match, also drop itemized rows whose taxability_reason is not_collecting, not_subject_to_tax or not_supported. Stripe says those mostly appear on imported transactions and some Connect flows, so the gap is usually zero. When it isn't, it is the most common reason the summarized total is lower.
Then group the itemized rows by country, state, jurisdiction name, jurisdiction level, tax rate and transaction currency, and sum. total_sales is the sum of gross_amount over sale rows. filing_tax_payable is the sum of filing_tax_amount over sale rows minus the same sum over reversal rows. Canadian federal tax needs one adjustment: drop state_code from the grouping key for those rows.
Using it against your QuickBooks liability account
Refund timing is the reason this export works for bookkeeping. Each refund is a reversal dated when the refund happened, so a November refund of a July sale lands in November, as it does in your books. Stripe's location reports move that same refund back to July. Stripe's automated filing deducts refunds in the period they occurred, so it lines up with this export rather than with the location report.
To compare against QuickBooks, export the period in the time zone your books use, then add up filing_tax_payable across every row. Add tax columns across jurisdiction levels, but not sales columns. A sale taxed at state and county level appears in both rows' sales totals, while each row's tax belongs to that jurisdiction alone.
Two cautions. Stripe Tax reports use accrual timing: tax is counted when an invoice finalizes, not when the customer pays, so open invoices are already in the report. And sales outside Stripe Tax are absent, so if you charged tax some other way, the liability account will hold more than the export.
The summarized export and Acodei's tax sync
For United States QuickBooks companies, Acodei's documentation describes the Tax Product method: Stripe Tax amounts on synced invoices and receipts are rolled into a single line on a non-inventory product tied to a liability account. That account holds the total for every state, and Acodei's documentation points you to Stripe's own reports for the state-by-state breakdown when you file.
The summarized export is the per-jurisdiction side of that comparison. Its filing_tax_payable column, summed across rows, is what to set against the liability account for the same period. One known difference to look for first: Acodei's documentation notes that payment-only refunds don't always carry tax detail, so their tax may need a manual adjustment in QuickBooks even though the export already shows it as refunded.
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Frequently asked questions
What is the Stripe Tax summarized export?
It is a downloadable Stripe Tax report with one aggregated row per jurisdiction for the date range you choose. Each row shows total sales, taxable and non-taxable sales, tax collected, refunds and filing_tax_payable, the net tax in the tax authority's currency.
What does filing_tax_payable mean?
It is the net tax liability for that row: tax collected minus tax refunded, expressed in the tax authority's local filing currency. Stripe describes it as the amount owed to, or refundable from, the tax authority for that jurisdiction and period.
Why is my summarized export lower than my itemized export?
The summarized export always excludes eight non-taxable taxability reasons, while the itemized export's exclude toggle removes only five. Drop itemized rows marked not_collecting, not_subject_to_tax or not_supported, align the date range and time zone, and the totals should match.
Does the summarized export include refunds?
Yes, in their own columns. total_sales_refunded and total_tax_refunded aggregate reversal transactions only, dated when each refund happened. filing_tax_payable already nets them against the tax collected in the same period.
Can I schedule or automate the summarized export?
Yes. From Export transactions on the Locations page you can schedule daily, weekly or monthly emails telling you when data for a period is ready, and the Reports API can generate the export programmatically. Location reports can't be scheduled or pulled through the API.
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Related reading
- Stripe Tax
- Stripe Tax Transaction
- Stripe Tax Location Report
- QuickBooks Sales Tax Payable
- Why the Stripe Tax report and QuickBooks don't match
- Reviewing Stripe's automated sales tax filing before it runs
- Refunding a Stripe sale after you filed its sales tax
More glossary terms
- Undeposited Funds
- Stripe Balance Transaction
- Available vs Pending Balance
- Stripe Dispute
- Stripe Dispute Evidence
- Stripe Fee
- Stripe Balance Adjustment
- QuickBooks Credit Memo
- Stripe Tax
- QuickBooks Tax Code
- Stripe Reserve
- Stripe Tax Rate
- Stripe Fee Credit
- Stripe Credit Note
- QuickBooks Product/Service Item
- Stripe Payout
- QuickBooks Sales Receipt
- QuickBooks Bank Deposit
- QuickBooks Transfer
- Stripe Authorization Hold
- QuickBooks Refund Receipt
- QuickBooks Payment
- QuickBooks Expense
- QuickBooks Journal Entry
- Stripe Financial Account
- Holding Account
- Accounts Receivable
- Bank Feed
- Deferred Revenue
- Stripe PaymentIntent
- Stripe Checkout Session
- Stripe SetupIntent
- Stripe PaymentMethod
- Stripe Charge
- Stripe Refund
- QuickBooks Invoice
- QuickBooks Class Tracking
- QuickBooks Location Tracking
- QuickBooks Project
- QuickBooks Closing Date
- Stripe Invoice Line Item
- Stripe Proration
- Stripe Invoice Status
- Stripe Shipping Rate
- Stripe Transfer
- Stripe Mandate
- Stripe on_behalf_of
- Stripe Invoice Item
- QuickBooks Estimate
- Stripe Invoice Payment
- Stripe Invoice Payment Settings
- Stripe Billing Meter
- Stripe Invoice Template
- Stripe Price
- Stripe Subscription Schedule
- Stripe Subscription Item
- QuickBooks Recurring Transaction
- QuickBooks Sub-Customer
- QuickBooks Audit Log
- QuickBooks Bank Rule
- Stripe Subscription Status
- Stripe Mixed Interval Subscription
- Stripe Trial Settings
- QuickBooks Payment Terms
- Stripe Pending Update
- QuickBooks Tags
- QuickBooks Credit Card Credit
- QuickBooks Vendor Credit
- QuickBooks Bill
- QuickBooks Delayed Charge
- Stripe Billing Mode
- QuickBooks Billable Expense
- Stripe Customer Cash Balance
- QuickBooks Purchase Order
- QuickBooks Opening Balance
- QuickBooks Account Type
- QuickBooks Sales Tax Center
- Stripe Webhook
- Stripe Metadata
- Stripe Outbound Payment
- Stripe Received Credit
- Stripe Outbound Transfer
- Stripe Inbound Transfer
- Stripe Received Debit
- Stripe Payout Method
- Stripe Financial Account Transaction
- Stripe Financial Address
- Stripe Application Fee
- Stripe Connected Account
- Stripe Destination Charge
- Stripe Separate Charges and Transfers
- Stripe Direct Charge
- Stripe Payment Method Configuration
- Stripe Dynamic Payment Methods
- Stripe Payment Method Rules
- QuickBooks Bundle
- Stripe Account Capability
- Stripe Merchant of Record
- Stripe Data Pipeline
- Settlement Currency
- Hosted Invoice Page
- Stripe Customer
- Stripe Product
- QuickBooks Home Currency
- QuickBooks Exchange Gain or Loss
- QuickBooks Trial Balance
- QuickBooks General Ledger Report
- QuickBooks Retained Earnings
- QuickBooks Profit and Loss Report
- QuickBooks Balance Sheet Report
- QuickBooks Account Register
- QuickBooks Reclassify Transactions
- QuickBooks A/R Aging Report
- QuickBooks Sales Tax Liability Report
- QuickBooks Sales Tax Payable
- Stripe Tax Transaction
- Stripe Tax Location Report
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