How TaxJar filing works

TaxJar follows these steps to file your return on time, guaranteed:

1. Reports begin processing: On the 1st day of the month the return is due, you'll receive an email from notifications@stripe.com to the address associated with your Stripe account, notifying you that your Filing Summary is ready to review. The Filing Summary will include a list of states and filings due that month.  

2. Filing Summary is open for review: Between the 1st and 6th of the month,  review your Filing Summary for accuracy and completeness using the link to the Stripe Tax Dashboard provided in the Stripe notification email. You can also navigate to the Stripe Tax Dashboard directly in Stripe. Select each location to review:

   1. A high-level summary of what Stripe estimates we'll file and remit on your behalf
   2. A list of transactions included in your filing due this month
   3. If you need to make changes, select Request changes and a member of TaxJar support will follow up to assist. If everything lookaccurate, no action is required  and we'll continue to file on your behalf. 

3. Filing Summary locks: At 6pm ET on the 6th of the month, your Filing Summaries will lock. After this point, any new transactions for this current period will not be included in the return, but will be added to the next filing period.

4. Returns and payment info are submitted. Your sales tax return and bank information will be submitted automatically according to the state's deadline. You can view your return in your TaxJar account by navigating to the TaxJar app within your Stripe Dashboard and selecting Filing history at the bottom of the Filings tab. This will open TaxJar in a new window. From here, you can view and download copies of all completed filings.

Note: Except for the initial monthly notification email, all other filing emails will come from support@taxjar.com.