Stripe Integration for Client Invoicing

The Stripe integration allows firms to require clients to pay their invoice prior to continuing to the tax return. This article outlines how to enable the feature and settings options, as well as a preview of the Client Experience.

Requirements to use the Integration

To use this integration, the firm must have an active Stripe account. Instructions for setting up this account or inputting existing account details are detailed in the Enable Integration section below.

Settings 

Enable Integration

1. Navigate to Settings in the left panel. 
   • Only system administrators have access to this section. 
2. Click Vouchers and Invoices.
3. Toggle Enable Invoices button to the right. 
4. Click Stripe under Invoice Payment Processing.
5. Click on Connect with Stripe in the new pop-up window.
6. Follow the on-screen prompts on the Get started with Stripe browser page.
7. Toggle the Require taxpayer. . . button on to have the default setting during processing require taxpayers to pay their invoice before they review and sign their return. 
8. Click the Allow user to send. . . checkbox to allow users to disable the payment requirement option during processing.

Disable or Edit Integration

1. Navigate to Settings in the left panel. 
   • Only system administrators have access to this section. 
2. Click Vouchers and Invoices.
3. Click the gear icon next to the Stripe option. 
4. Click Disconnect to disable invoicing with Stripe OR
5. Click Edit to edit your Stripe account details. 

Processing

Once enabled, you will have a few options. These options will appear in the invoices tab during processing. 

Please note:

An Invoice Amount must be entered during processing to give the taxpayer the option to pay. 

Setting	Description
Required taxpayer to pay invoice prior to reviewing their tax return	This will force the taxpayer to pay before they sign the return.
Allow user to send the return without payment required	This will allow user to choose whether payment will be required during processing. This option may or may not be available depending on your firm settings.

 

Taxpayer Experience

Access the return as outlined in the Client Experience help center article. 

Navigate to the Review section. 

With Payment Required Enabled

1. Review the Invoice. 
2. Click on Pay Now.
3. Enter credit card details into the popup window.  
4. Click Pay.
5. Continue the process of reviewing and signing the tax return.  

With Payment Required Not Enabled

The Taxpayer has the option to either Pay Now or Continue. 

Once a selection has been made the taxpayer can either complete payment details as listed above or continue the process of reviewing and signing the tax return.