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Stripe Tax

Calculate tax at checkout and record tax transactions for filing via Stripe Tax, plus manage tax registrations. Covers the calculate-then-record flow, amount conventions, and response access paths.

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Connecting Stripe Tax

Every action needs a Stripe connection — the same Bearer-token connection (Stripe Secret Key) the Stripe connector uses; Stripe Tax is part of the same account and API. The connector calls the stripe.tax.* SDK namespace.

The normal flow: Create Tax Calculation at checkout to get tax amounts to show the customer, then Create Tax Transaction from that calculation once the order is placed to record it for filing.

Field conventions

  • Amounts are integers in the smallest currency unit (cents).
  • Currency is a lowercase ISO code.
  • JSON string fieldslineItems, customerDetails, shippingCost, shippingDetails, expand are typed as JSON text. lineItems is a JSON array of { "amount": 1000, "reference": "L1", "tax_code": "txcd_99999999" }. Invalid JSON fails the step.

Reading the response

Every action's result is at {{<stepReference>.response...}} (see Step Reference): {{<stepReference>.response.status}}, {{<stepReference>.response.data...}} for the body, {{<stepReference>.response.headers.<name>}}. Lists come back as {{<stepReference>.response.data.items}} + {{<stepReference>.response.data.hasMore}}, paged with Starting After / Ending Before (the id of the last/first item) and Limit (1–100). A non-2xx response is returned with the real status and Stripe's error object under data.

Tax Calculations

  • Create Tax CalculationCurrency and Line Items (JSON array) required; optional Customer (cus_...), Customer Details (JSON — address / tax ids / IP for location inference), Shipping Cost (JSON), Shipping Details (JSON), Expand (JSON array of paths to expand, e.g. ["line_items"]).
  • Retrieve Tax CalculationCalculation ID (taxcalc_...).

Response fields: id, tax_amount_exclusive, tax_amount_inclusive, amount_total, currency, tax_breakdown (per-jurisdiction), line_items (when expanded), customer_details, expires_at. Read the total tax to charge from {{createCalculation.response.data.tax_amount_exclusive}}.

Tax Transactions

  • Create Tax Transaction — records a taxable transaction from a calculation. Currency and Line Items (JSON) are the declared inputs; also accepts Customer, Customer Details (JSON), Shipping Cost (JSON), Shipping Details (JSON), Metadata (JSON). Internally calls createFromCalculation, so it needs the calculation's id (pass it as calculation inside the request — use the connector's raw body if the form doesn't surface it, or see Not covered below).
  • Retrieve Tax TransactionTransaction ID (tax_...).
  • List Tax Transactions — filter by Created (JSON range object, e.g. { "gte": 1704067200 }); Limit, Starting After, Ending Before.

Response fields: id, currency, tax_amount_exclusive, tax_amount_inclusive, line_items, shipping_cost, reference, type (transaction / reversal), created.

Tax Registrations

Where you're registered to collect tax.

  • Create Tax RegistrationCountry (ISO alpha-2) required; optional Active From (Unix timestamp or now), Expires At. Country-specific detail (state, standard/simplified type) beyond these fields needs the raw request body.
  • Retrieve Tax Registration / Update Tax Registration / Delete Tax RegistrationRegistration ID (taxreg_...). Update takes Active From, Expires At. "Delete" sets expires_at to now (Stripe has no hard delete for registrations).
  • List Tax Registrations — filter by Status (active, all, expired, scheduled); Limit, Starting After, Ending Before.

Response fields: id, country, status, active_from, expires_at, country_options.

Not covered

There is no generic-request action. For Stripe Tax settings, the calculation-linked transaction body, or any endpoint without a dedicated action, use the HTTP Connector against https://api.stripe.com/v1/tax/... with the connection's secret key as a Bearer token.

Also applies here

Step Name

What it's for

Every step in a workflow gets a name — either one you set or a default based on the connector and action (e.g. "Get Order Details", "Send Welcome Email"). It's shown throughout the UI and in your execution history, and it's also the source for the step's Reference — a camelCase identifier auto-generated from the name (e.g. "Get Order Details" → getOrderDetails) — which is what you actually use in {{...}} expressions to read this step's output from later steps. See Step Reference.

Rules

  • Must be at least 2 characters, and 50 characters or fewer.
  • Must be unique within the workflow — reusing a name that's already taken will be rejected, with a suggested alternative (e.g. "Get Order Details 2").
  • Can't be empty.

Tips

  • Prefer a descriptive, human-readable name over a generic one — "Get Order Details" is easier to work with later than "HTTP Request 2", especially once a workflow has a dozen steps.
  • Renaming a step updates every reference to it elsewhere in the workflow automatically.

Step Reference

Syntax

Any input field can reference earlier data using {{expression}}. The expression is evaluated as JSONata — so simple dot-paths and more advanced queries (filters, functions) both work.

Referencing a step's output

Use the step's Reference — a camelCase identifier auto-generated from its Name (e.g. "Get Order Details" → getOrderDetails), shown read-only wherever the step's fields are configured — followed by the field path. Elsewhere in these docs this general pattern is written as {{<stepReference>.field.path}}:

{{getOrderDetails.response.data.id}}
{{getOrderDetails.response.status}}

The raw display name won't work here even though it's what you see in the UI — {{Get Order Details.response.data.id}} isn't valid, since a bare name containing spaces isn't a single JSONata identifier. Always use the camelCase Reference.

You can also reference steps by position instead of by reference:

{{steps[0].response.data.id}}

Referencing trigger data

{{trigger.headers.authorization}}
{{trigger.body.customerId}}
{{trigger.query.page}}
{{trigger.params.orderId}}
{{trigger.method}}
{{trigger.path}}

Referencing workflow variables

{{variables.myVariable}}

See Variables for the full list of variable types and more examples, including connection-type variables.

Referencing runtime variables

A separate, mutable namespace written by the Variable connector while a run is in progress — not the same as the workflow-level variables above:

{{runtimeVariables.myVariable}}

Notes

  • If an expression can't be resolved (a typo in a step name, a field that doesn't exist), it resolves to an empty string rather than failing the workflow — check your execution history if a value comes through blank.
  • Object values are automatically JSON-stringified when interpolated into a string field.

Execution Settings

Fire-and-forget

When enabled, the workflow doesn't wait for this step to complete before moving to the next one. Use it for steps whose result nothing downstream depends on — logging, analytics, notifications — so they don't add latency to the steps that matter.

Continue on error

When enabled, a failure in this step doesn't stop the workflow — execution continues to the next step. The failure is still recorded in the execution history; this just controls whether it's fatal.

Combine the two for steps that are genuinely optional to the outcome: fire-and-forget so they don't add latency, continue-on-error so a failure in them (e.g. an analytics endpoint being briefly down) doesn't take down an otherwise-successful workflow run.

Caching

What it does

When enabled, a step's result is cached for a configurable TTL (time-to-live, in seconds). If the step runs again with the same effective cache key before the TTL expires, the cached result is returned instead of re-running the step.

Configuring it

  • Enabled — turn caching on or off for this step.
  • TTL — how long (in seconds) a cached result stays valid.
  • Cache key template — an expression (supporting the same {{...}} step reference syntax used elsewhere) that determines what counts as "the same call". By default this is based on the step's resolved input; a custom template lets you cache more narrowly or broadly than that.

When to use it

Good candidates are steps that call something slow or rate-limited but return the same answer for the same input within a short window — a lookup against a rarely-changing external system, for example. Skip it for steps whose result must always be fresh (anything involving live inventory, pricing, or payment state).

Locking

What it does

When enabled, only one execution of this step (for a given lock key) can run at a time. If a second execution tries to run the same step while a lock is held, it waits until the lock is released or the hold period elapses.

Configuring it

  • Enabled — turn locking on or off for this step.
  • Lock key — an expression (supporting the same {{...}} step reference syntax used elsewhere) that determines what counts as "the same resource". By default the lock is scoped to the step itself; a custom key lets you lock per-customer, per-order, or any other identifier that needs serialized access.
  • Period — how long (in seconds) the lock is held before it's automatically released, in case an execution doesn't complete normally.

When to use it

Use it whenever concurrent executions could race on the same resource — e.g. two workflow runs both trying to update the same order's status at once. A lock key scoped to the order id ensures only one of them proceeds at a time.