I want to create reports of payments and bank transfers from Stripe, but when I do, I see that no VAT information has been created from Chargebee on the Stripe customers. There is a field 'VAT number' on Stripe customers, but it's empty. There is also arbitrary metadata, but that's empty too. I would also like to see the tax_percent that was added to the payment.
Is there anything we could do in Chargebee to get this information to be transferred to Stripe? Having it in metadata would probably be sufficient.
Currently, only the transaction details are sent to Stripe.
You can get a comprehensive report on the VAT charged from Chargebee under Reports > Accounting > Tax Summary. This report gives you a summary of the tax collected from customers based on country and jurisdiction.
I'm curious to understand why you're looking to generate reports in Stripe. We have a dedicated Reports section that offers different types of data points for different use cases. Is there a specific report you're looking for? Here's more on our Reports.
We have other transactions that are not handled by Chargebee. I have custom VAT reports all set up for those, and I would like to use the same process and report format. It would simplify for me if the VAT number and tax percent were passed on to Stripe as metadata.
I might be able to tweak the Chargebee reports to the same format, but it's going to take some effort.
This is an example of the kind of report I want:
created id transfer_id transfer_date customer_id amount fee currency tax_percent email description vat_number card_country 2018-04-12 06:42:50.000 ch_1CFz8wC... po_1CGcwfC... 2018-04-19 00:00:00.000 cus_BNsnZn4... 49 1.67 eur 0 email@example.com Non-EU customer US 2018-04-11 10:20:13.000 ch_1CFg3lC... po_1CGGV9C... 2018-04-18 00:00:00.000 cus_CYztXLZ... 59.29 1.08 eur 21 firstname.lastname@example.org EU individual ES 2018-04-08 14:06:28.000 ch_1CEeA4C... po_1CFBbZC... 2018-04-16 00:00:00.000 cus_Buae05D... 125 2 eur 0 email@example.com EU company with VAT number PL1234567890 PL
I need the Stripe fee, tax percent, VAT number, card country, as well as transfer information, so accounting can match bank payouts with customer charges.
Thanks for the details!
Unfortunately, we do not pass the tax information to Stripe at the moment. But I have requested my developers to consider this as an enhancement request. We would try to send all these details to Stripe's metadata. Though I cannot promise you the timeframe at the moment, I'll let you know when this is implemented.