Taxes

Overview

Choose how tax is handled for your company: no tax, Stripe Tax (calculated by Stripe), or manual rules you maintain in Okinta. Checkout and financial documents use whatever mode is active once Payments is connected.

Connect Payments first

The screen checks whether Stripe is connected for the current company. If not, you see a short empty state and a button that switches Settings to Payments so you can connect before any tax mode is available.

Choosing a tax mode

After Stripe is connected, three selectable cards appear: No tax (no automatic tax calculation), Stripe Tax (labeled as recommended), and Manual tax (your own rules).

No tax and Manual tax save the company tax mode as soon as you select them. Selecting Stripe Tax only highlights the card until you complete the separate activation step below—it does not fully switch the company until you confirm.

Stripe Tax

When Stripe Tax is selected, a panel explains that tax calculation is a paid Stripe service billed by Stripe per transaction, not by Okinta. You can open Stripe’s tax documentation from the link in the panel.

You must tick the acknowledgment checkbox, then use Activate (or the equivalent control). That records your acceptance and sets the company to Stripe Tax. Until then, the previous mode stays in effect.

Manual tax — disclaimer

Choosing Manual tax shows a collapsible legal notice: you are responsible for your tax configuration, Okinta does not provide tax advice or guarantee compliance, and the product is offered as a technical service.

You must confirm that notice once per user and company before the manual tax UI unlocks. Until then, a placeholder card asks you to acknowledge the disclaimer first.

Document labels (no-tax mode)

If you chose No tax, you can still name the tax columns on your invoices and expenses (for example for zero-rated lines). Add up to five labels—they appear on financial documents even though the rate stays at 0%.

Tax rules (manual)

After you accept the disclaimer, you manage all your tax rules in one list. Rules are checked from top to bottom—the first rule that matches the customer and product type wins.

Drag a row to change priority. Click a row to edit it, use Add rule for a new one, and duplicate or delete from the row menu.

On each Product you can optionally turn on a tax rate override for that item only. Your rules still decide labels and notes; only the percentage changes.

Up to five active rules can show their tax label on customer invoices and PDFs (toggle Show tax label on documents in each rule).

Rule editor (manual)

The dialog asks for a rule name, tax type label, and an active on/off switch. You choose origin-based tax (one rate you set) or destination-based tax (rates per customer country or region via the regional grid).

Conditions include customer type (B2B / B2C), product type (digital, services, physical), countries (multi-select), and for United States or Canada customers, optional states or provinces.

Origin-based rules include a percentage rate (capped in the UI). Both flows support separate invoice note lines for digital goods, physical goods, and exports so PDFs can show the right legal text.

Turn on Show tax label on documents when you want matching lines to display that rule’s tax label on invoices and PDFs (up to five active rules company-wide).

The form validates that countries, customer types, and product types are filled where required before it will save. Changes debounce toward save while you edit—watch the save indicator in the dialog header.