Quaderno supports automated billing and sales tax compliance for Kajabi. Any time a customer buys one of your courses, Quaderno will automatically generate an invoice, calculate the tax rate based on their location, and update your tax reports.
The only thing you have to do is connect the same Stripe or PayPal account to Kajabi and to Quaderno. That’s all.
Each time you process a payment, Kajabi will send the details of the sale to Stripe or Paypal. Quaderno is automatically notified, and we’ll send out the final invoice and update your tax reports.
Keep in mind that Kajabi doesn’t allow you to seamlessly add taxes when a customer views the checkout. This means that the listed prices of all of your products should already include taxes. When the final invoice is sent, Quaderno breaks down the price and taxes based on the customer's location. If you want to add taxes on top of your prices during checkout, take a look at what our friends at Checkoutjoy are offering.
- Connect Kajabi to your Stripe or PayPal account following these instructions.
- Connect Stripe or Paypal to Quaderno, as explained here:
Ok, that was 3 more steps, but wasn't that easy?
- By default, Kajabi doesn’t ask your customers for full billing details. In order for Quaderno to know your customer’s location for tax calculation, first go to the Offer page on the Kajabi Admin Dashboard.
- Then select the option
Collect addresslocated on the Checkout tab.
Save, and that’s it! You can now relax knowing Quaderno is automatically making beautiful, compliant tax receipts for your customers without you having to lift a finger.
Can I collect VAT numbers and other Tax IDs in the Kajabi checkout?
Unfortunately at the moment Kajabi does not collect VAT numbers or any other Tax IDs in their checkout form. Please contact their customer support for more information. We'd recommend using Quaderno Checkout on Kajabi or another integration if you'd like to collect VAT numbers and other Tax IDs directly in the checkout.
I have products that belong to different tax classes. Can Quaderno distinguish my sales to apply different tax rates accordingly?
Unfortunately Kajabi does not distinguish different tax classes for products. If you have products with different tax classes, we'd recommend using Quaderno Checkout on Kajabi or another integration to distinguish tax classes between products
When my customer pays via PayPal, I don't see my customer's address on the Quaderno invoice.
Kajabi does not send the customer's billing details to PayPal. As Quaderno receives the transaction information from PayPal, these details will not appear on the final Quaderno invoice. Please contact their customer support for more information. We'd recommend using Quaderno Checkout on Kajabi to ensure billing details are sent to PayPal.