Configure automatic tax collection for your SaaS subscriptions using Stripe

This feature allows SaaS agencies on the SaaS V1 (Stripe-based) system to define where taxes are collected, how they are calculated, and whether prices are inclusive or exclusive of tax. All configurations sync directly with Stripe Automatic Taxes and apply to new or reactivated subscriptions going forward. This feature is not available for SaaS V2 or non-Stripe payment providers. ## 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 Patient Copilot does not provide tax, legal, or compliance advice. Agencies are solely responsible for determining their tax obligations. Please consult a qualified local tax professional to ensure proper configuration based on your jurisdiction and business model. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article