Stripe Integration

Downloading Sphere's Stripe app enables a.) seamless transaction data import and b.) live tax calculation within Stripe Billing and Checkout products.

This guide provides step-by-step instructions on how to download Sphere's Stripe app and turn on live tax calculation within Stripe products.

Part 1: Download Sphere's Stripe App

1. In your Sphere account click Connect on the Stripe tile.

1. You will be redirected to a new tab where you will be required to select your Stripe account that should be integrated with Sphere.

1. Select Continue to install Sphere's Stripe app.

1. If the connection is successful, you'll see a success message on screen and you'll be redirected back to the Sphere app.

Part 2: Enable automatic tax calculation in your Stripe account

1. To enable automatic tax calculation, the Sphere and Stripe team will need to enable this manually in our systems, so please request this from you Sphere representative

2. Once you have the Stripe app installed (refer to Part 1), go to your Stripe Dashboard, click on the gear icon in the top right hand corner of your screen, click Tax, go to the Integrations tab and ensure that:

   1. The 'Use automatic tax' toggle is switched on, and

   2. The 'Calculate tax with' setting has Sphere selected.

Note: If you create invoices / subscriptions via Stripe's API you must ensure that the automatic_tax parameter is set to enabled (more info here).

1. Ensure all your 'Subscribed Regions' in Sphere have 'Tax Calculations' settings switched to Yes (see video here on how to ensure this is done).

1. Ensure your tax inclusive / exclusive pricing setting in Stripe is set to 'Automatic' (this ensures tax inclusive pricing in regions that require it, e.g. EU, UK etc).

1. Once all the above steps are complete, be sure to test out your existing billing flows and reach out to your Sphere representative if you have any issues or questions.