---
title: "Step 2: Plan and payment"
description: "How to choose a plan and add a payment card in Taxomate Quick Setup."
url: https://docs.taxomate.com/en/articles/12005998-step-2-plan-and-payment
collection: "Quick Setup"
updated: 2026-10-26
language: en
---

# Step 2: Plan and payment

How to choose a plan and add a payment card in Taxomate Quick Setup.

This is the phase **Plan and payment** ("Pick a plan and add a card") in Quick Setup. The screen is **Choose your plan**.

1.  Under **Billing**, choose **Monthly** or **Yearly**. Yearly saves you two months.
    

![Choose your plan step with billing, orders per month, plan, and payment card](https://staticfiles.gleap.io/p68a7b1342e2424396e93973d/PO7G6qTgEMkixtj19tzd4Y90JXIfN5L9qx1sjv0s2YAYg3PBcz1GaBC8JdO0GCPoEzT2lzdJYZR.png)

2.  Choose **Orders per month** (for example "Up to 200"). If your order count changes, Taxomate can move you to the next plan when you pass your limit.
    
3.  Check the **Plan**. Taxomate selects one for you: Starter (one sales channel), or Growth (more than one sales channel) if your accounts need it. Change it if you want. If you sell more than the listed plans allow, select **Ask about a custom plan**.
    
4.  Optional: to sync your stock to QuickBooks, select **Add QuickBooks Inventory sync (beta)**. The box shows the extra price, for example "+USD 20 / month". It needs QuickBooks Online Plus or Advanced. With the box selected, Taxomate posts each sale to QuickBooks as an invoice that updates stock by SKU.
    
5.  Select **Add card** (**Replace card** if a card is already saved). Payments are securely processed by Stripe. After the card is saved, the card form closes.
    
6.  The line above the button shows the price. With a free trial, it is "Due today USD 0.00 · then {price} a month from {date}". The date is 14 days from today. Without a trial, it is "Due today {price}".
    
7.  Select **Start 14-day free trial**. Without a trial, the button is **Start {plan} and continue** (for example **Start Starter and continue**).
    
8.  Check the plan, orders per month, price and payment card in "Subscribe to {plan}?". Then select **Subscribe to {plan}**. Billing starts only after you confirm. To make a change first, select **Go back**.
    

If you have not had a Taxomate subscription before, your plan starts with a 14-day free trial. A card is required. The confirm dialog says: "Your 14-day free trial starts today. Nothing is due today. Your plan is charged when the trial ends, on {date}." There is one free trial per seller account. You can cancel before the trial ends, and you are not charged.

If your accountant or bookkeeper pays for Taxomate for you, this step does not ask you to choose a plan or add a card.

[GO TO STEP 3](https://docs.taxomate.com/en/articles/8487805-step-2-connect-sales-channels-accounting-software.md)