Tax

RevKeen integrates with Quaderno to automate tax calculation, collection, and reporting. Whether you need to handle VAT, sales tax, or GST, the tax system applies the correct rates at checkout and keeps your reporting up to date.

How Tax Works in RevKeen

Tax calculation happens automatically at key points in the payment lifecycle:

1. At checkout -- When a customer reaches the payment page, RevKeen determines the applicable tax rate based on the customer's location, your business location, and the product type.
2. On invoices -- Tax is calculated and itemized on every invoice, showing the tax rate, taxable amount, and tax total.
3. On subscription renewals -- Each renewal recalculates tax in case rates or customer details have changed.

Quaderno Integration

RevKeen uses Quaderno as its tax engine. Quaderno handles:

• Tax rate lookup -- Determines the correct VAT, sales tax, or GST rate based on jurisdiction
• Tax validation -- Validates VAT numbers for B2B reverse-charge transactions in the EU
• Tax receipts -- Generates compliant tax invoices and credit notes
• Tax reporting -- Aggregates tax collected by jurisdiction for filing

Supported Tax Types

Tax at Checkout

When a customer checks out, the tax calculation follows these steps:

1. Customer enters their billing address (or location is detected)
2. RevKeen sends the product, amount, and location to Quaderno
3. Quaderno returns the applicable tax rate
4. The tax amount is displayed to the customer before payment
5. The total (amount + tax) is charged

For B2B transactions in the EU, customers can enter their VAT number. If valid, the reverse-charge mechanism applies and no VAT is collected.

Tax on Invoices

Every invoice includes tax details:

• Subtotal -- Amount before tax
• Tax rate -- The percentage applied
• Tax amount -- Calculated tax
• Total -- Subtotal + tax

Tax is shown as a separate line item so customers see exactly what they are paying.

Tax Reporting

Quaderno aggregates all tax collected and provides reports by jurisdiction. Use these reports to:

• File VAT returns in EU countries where you have obligations
• Report sales tax collected by US state
• Track GST obligations in applicable countries

Setup

Quaderno runs on a connection that RevKeen manages and configures for you; you do not install it yourself from the Marketplace.

1. Open Quaderno in Apps → Marketplace and choose Request setup, or contact Support directly.
2. RevKeen configures the Quaderno connection for your account and confirms when it is active.

Once setup is complete, tax is calculated on supported transactions. See Quaderno for details.

Merchant tax settings

After setup, configure these in the dashboard:

• Settings → Tax & legal: your VAT number and company registration number, plus whether invoices show a VAT breakdown. These identify your business on tax documents.
• Per product: whether the product is a physical good or a service, its tax code (Standard rate, Digital service, E-books, Food & beverages, Medical/Health, Education, Transport, Physical books, Children's items), whether it is tax exempt, and whether tax is exclusive or inclusive in the price.
• Per invoice: Automatic (Quaderno) or Manual. Automatic needs the Quaderno add-on entitlement; without it, only Manual is available.

Tax Exemptions

Some transactions may be tax-exempt:

• B2B with valid VAT number -- Reverse-charge applies in the EU
• Tax-exempt customers -- Customers with exemption certificates
• Exempt product categories -- Certain goods or services may be exempt in specific jurisdictions

To mark a customer as tax-exempt, update their profile in the customer settings.

Related

• Quaderno Integration -- Setup, configuration, and VAT pool details for the Quaderno tax engine
• How Fees Work -- Understand the full cost structure including tax handling

Owner: david · Reviewed 1 Oct 2026 · Next review 29 Dec 2026