#matih_best-practices
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night ibex
Hi there,
when you say the connected accounts have forgotten to add ther Tax ID during checkout, what exactly do you mean? Like I am not sure I understand the flow.
thorn reef
Heya
- company user lands on our signup-page
- they enter their company information
- they get redirected to your session checkout page and complete payment, BUT they do not check "I'm a company"-checkbox
night ibex
Ok, so a company lands on your sign up page to enters their information to become a connected account? But then also goes through your checkout to pay for something so they would not only be your connected account but also your customer?
thorn reef
they start their life-journey as a customer. and as soon as they login the first time, we make them into a connected account.
but I think what's important (primarily) is that they as customers can update their VAT/Tax ID
in our dashboard we have a field for "tax number" which is empty if they've forgotten to add it during checkout. how do we update their customer information so that it's the same as if they'd clicked the "I'm a company"-checkbox during checkout?
I hope my question makes sense? 🙂
night ibex
Yes I think so 😆
So you want to give customers (and I mean as customer not as connected accounts) the ability to update their Tax ID themselves? You can do that with a customer portal https://docs.stripe.com/customer-management
thorn reef
is this the same as using the Python SDK of stripe.billing_portal.Session.create?
night ibex
Not a Python expert, but I would say yes: https://docs.stripe.com/api/customer_portal/sessions/create?lang=python
thorn reef
So you want to give customers (and I mean as customer not as connected accounts)
When they're doing their KYC process with you, you're checking this anyway IIRC
night ibex
Yes, but that will only set the Tax ID on the connected account, not on the customer.
thorn reef
ok, so creating it through stripe.Account.create will likely not work?
account_kwargs |= {
"type": "standard",
"business_type": "company",
"company": {
"address": {
"city": instance.accounting.city,
"country": (
instance.accounting.country and instance.accounting.country.code
),
"line1": instance.accounting.address_1,
"line2": instance.accounting.address_2,
"postal_code": instance.accounting.zip_code,
},
"name": instance.name,
"tax_no": instance.accounting.tax_no, # will this fail?
},
}
stripe.Account.create(**account_kwargs)
Ok as a standard account, they have access to their own dashboard and can update it themselves through their dashboard. But that would only update their connected account data, not the data as the platforms customer. They can update those data, if you provide a customer portal or when you use the API https://docs.stripe.com/api/tax_ids/customer_create to create a tax id for a customer
thorn reef
ok, thank you. I'll read the docs and get back to you guys if i need more help 🙂
Thanks!!
night ibex
No problem. We'll be here if you have any more questions!
thorn reef
oh
last question; is it possible to pre-select the "i'm a company"-checkbox on the checkout-page?
night ibex
Let me check
I doublechecked and you currently can't pre-select this checkbox. Sorry about that.
thorn reef
ah, too bad. thank you for checking!