This feature is not available for SaaS V2 or non-Stripe payment providers.

TABLE OF CONTENTS

• Step 1: Enable Automatic Tax Collection
• Step 2: Configure Tax Registrations
• Step 3: Select Product Tax Code
• Step 4: Configure Tax Behavior
• Step 5: Configure Category-Level Overrides (Optional)
• Topic 1: Important Behavior Notes
• Topic 2: Tax & Compliance Disclaimer

Step 1: Enable Automatic Tax Collection

• Navigate to SaaS Configurator → Automatic Tax.
• Toggle Enable automatic tax collection for SaaS products to ON.
  

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 HighLevel.

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.

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 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.

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