TaxCloud Support Center

TaxCloud handles communication and correspondence between your company and the 24 Streamlined Sales Tax (SST) member states, including Pennsylvania when you use TaxCloud as your Certified Service Provider (CSP.)

Merchants who are registered with Streamline and have chosen TaxCloud as their CSP (Certified Service Provider) receive a multi-state ID or SSTPID that populates in the Profile of their TaxCloud account 3-4 business days after they go Live.

This one ID is used by TaxCloud to file for all member states.* Any sales tax licenses obtained in SSUTA states would be subsequently “filed under” your multi-state ID as the state will recognize TaxCloud as your CSP.

_{*Pennsylvania is not a SSUTA state (part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants who are registered with Streamline and have chosen TaxCloud as their CSP (Certified Service Provider) receive a multi-state ID or SSTPID that populates in the Profile of their TaxCloud account 3-4 business days after they go Live.

This one ID is used by TaxCloud to file for all member states.* Any sales tax licenses obtained in SSUTA states would be subsequently “filed under” your multi-state ID as the state will recognize TaxCloud as your CSP.

_{*Pennsylvania is not a SSUTA state (part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants who are registered with Streamline and have chosen TaxCloud as their CSP (Certified Service Provider) receive a multi-state ID or SSTPID that populates in the Profile of their TaxCloud account 3-4 business days after they go Live.

This one ID is used by TaxCloud to file for all member states.* Any sales tax licenses obtained in SSUTA states would be subsequently “filed under” your multi-state ID as the state will recognize TaxCloud as your CSP.

_{*Pennsylvania is not a SSUTA state (part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants who are registered with Streamline and have chosen TaxCloud as their CSP (Certified Service Provider) receive a multi-state ID or SSTPID that populates in the Profile of their TaxCloud account 3-4 business days after they go Live.

This one ID is used by TaxCloud to file for all member states.* Any sales tax licenses obtained in SSUTA states would be subsequently “filed under” your multi-state ID as the state will recognize TaxCloud as your CSP.

_{*Pennsylvania is not a SSUTA state (part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

TaxCloud automatically registers merchants that have gone live or enabled the Automated Compliance service plan with the Streamlined Sales Tax Governing Board.

After successful registration, an SSTPID or multi-state ID populates in the Profile section of your account (within Settings). This process may take 3-4 business days.  Afterward, you may receive welcome letters from some of the member states with important licensing information that should be stored.

If your registration is unsuccessful, you will receive an email informing you of the reason your Streamline registration failed. Often it is the lack of essential information that causes the failure, such as a missing payment instrument, a missing location, a missing FEIN, etc.

If you receive an email informing you of a failed registration with the Streamlined Sales Tax Governing Board, please add the missing information to your account and then contact support at service@taxcloud.net so that TaxCloud can re-do your registration.

TaxCloud automatically registers merchants that have gone live or enabled the Automated Compliance service plan with the Streamlined Sales Tax Governing Board.

After successful registration, an SSTPID or multi-state ID populates in the Profile section of your account (within Settings). This process may take 3-4 business days.  Afterward, you may receive welcome letters from some of the member states with important licensing information that should be stored.

If your registration is unsuccessful, you will receive an email informing you of the reason your Streamline registration failed. Often it is the lack of essential information that causes the failure, such as a missing payment instrument, a missing location, a missing FEIN, etc.

If you receive an email informing you of a failed registration with the Streamlined Sales Tax Governing Board, please add the missing information to your account and then contact support at service@taxcloud.net so that TaxCloud can re-do your registration.

Caution: Turning off automated filing in the Streamlined Sales and Use Tax Agreement (SSUTA) states will transition all sales tax compliance responsibilities in those states back to you. If you are certain you would like to proceed, please follow the below steps.

Steps to Opt-Out of automated filing in the SSUTA states:

1. Login to your TaxCloud account
2. Navigate to Settings then, “Service Plan”.
3. Click the “NEW Selective Compliance” tab.
4. If your accepted terms of service are out of date you will first be prompted to accept the new terms.
5. The system will then allow you to switch to Selective Compliance. You can pay month-to-month or save 25% by prepaying for API usage.

The Streamlined Sales and Use tax Agreement (SSUTA) is an agreement among 24 states to simplify and standardize sales tax calculation, collection, and remittance. As stated on the website of the governing board that oversees the program SSUTA Governing Board Website:

The purpose of the Agreement is to simplify and modernize sales and use tax administration in order to substantially reduce the burden of tax compliance. The Agreement focuses on improving sales and use tax administration systems for all sellers and for all types of commerce through all of the following:

1. State level administration of sales and use tax collections.
2. Uniformity in the state and local tax bases.
3. Uniformity of major tax base definitions.
4. Central, electronic registration system for all member states.
5. Simplification of state and local tax rates.
6. Uniform sourcing rules for all taxable transactions.
7. Simplified administration of exemptions.
8. Simplified tax returns.
9. Simplification of tax remittances.
10. Protection of consumer privacy.

TaxCloud tracks your business’ activity and alerts you if you trigger an economic nexus in a state. We know where you’re required to file and remit sales tax based on three things:

1.  The business locations you entered into your account (and the states you selected to collect use tax, if any);

2. Your transaction volume in each state, and;

3. Your sales revenue in each state.

TaxCloud uses your locations to determine physical nexus and points 2 and 3 above to track your business’ economic nexus. We will notify you via email if/ when your business approaches a state’s threshold for economic nexus so you have time to obtain a state tax ID.

TaxCloud tracks your business’ activity and alerts you if you trigger an economic nexus in a state. We know where you’re required to file and remit sales tax based on three things:

1.  The business locations you entered into your account (and the states you selected to collect use tax, if any);

2. Your transaction volume in each state, and;

3. Your sales revenue in each state.

TaxCloud uses your locations to determine physical nexus and points 2 and 3 above to track your business’ economic nexus. We will notify you via email if/ when your business approaches a state’s threshold for economic nexus so you have time to obtain a state tax ID.

TaxCloud tracks your business’ activity and alerts you if you trigger an economic nexus in a state. We know where you’re required to file and remit sales tax based on three things:

1.  The business locations you entered into your account (and the states you selected to collect use tax, if any);

2. Your transaction volume in each state, and;

3. Your sales revenue in each state.

TaxCloud uses your locations to determine physical nexus and points 2 and 3 above to track your business’ economic nexus. We will notify you via email if/ when your business approaches a state’s threshold for economic nexus so you have time to obtain a state tax ID.

1. Definition of drop-shipper
   Drop-shipping is a retail fulfillment method where a store doesn’t keep the products it sells in stock. Instead, when a store sells a product, it purchases the item from a third party and has it shipped directly to the customer.

   The biggest difference between drop-shipping and standard retail is that with drop-shipping the selling merchant doesn’t stock or own inventory. Instead, the merchant purchases inventory as needed from a third party (usually a wholesaler or manufacturer) to fulfill orders.

2. Nexus considerations in the state(s) where the drop-shipper is located
   A retailer that uses a drop shipper may be deemed to have nexus in the state where the drop shipper is located.  This nexus determination is complex and depends on many variables, including the retailer’s home state, the drop-shipper’s home state, location of the retailer’s employees, the dollar-value of sales in a given state and the number of transactions in a state. If your business is dependent on drop-shippers or you have employees or inventory in multiple states, you may want to consult a tax attorney or accountant to determine where you have nexus, and whether you have to collect sales tax in a given state.
3. TaxCloud’s automated compliance service in the SSUTA states will ensure you remain compliant with all 24 SSUTA states’ nexus rules, even if using drop-shippers in those states. 
   TaxCloud will file returns and remit your sales tax in all 24 SSUTA states (including the ones where your drop-shippers are located) as part of our Automated Compliance program. This is an exceptional value as the filing service is free and TaxCloud will indemnify you against audit liability (minor fees, unrelated to filing service, may apply).

   You can also select non-SSUTA states where you need to collect sales tax and TaxCloud will properly calculate the tax, provide return ready tax reports that make self-filing easy or file and remit for you. Cost is typically $50 for every $10,000 of sales (i.e., 0.5%) and this service also includes economic nexus monitoring, where TaxCloud tracks your businesses progress against economic nexus thresholds and alerts you if a legal obligation to collect and file is triggered.

A Voluntary Seller is any seller who registers with Streamline by going Live with TaxCloud’s Automated Compliance service, though they may not have reached the sales tax threshold in all member states.*

This means that sellers will collect sales tax in all 25 member states and TaxCloud will file and remit in all member states each month.

Sales tax collection for member states cannot be customized, you must collect in all 25 member states to partake in our Automated Compliance service with Streamline.

_{*Pennsylvania is not a SSUTA state (not a part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

A Voluntary Seller is any seller who registers with Streamline by going Live with TaxCloud’s Automated Compliance service, though they may not have reached the sales tax threshold in all member states.*

This means that sellers will collect sales tax in all 25 member states and TaxCloud will file and remit in all member states each month.

Sales tax collection for member states cannot be customized, you must collect in all 25 member states to partake in our Automated Compliance service with Streamline.

_{*Pennsylvania is not a SSUTA state (not a part of Streamline). Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

When you send transaction information to TaxCloud using an API or import transaction data, we rely upon international standards to correctly stamp the date and time of each transaction. As a sales tax calculation and remittance engine, date information describing when a transaction has been captured or shipped is necessary to properly calculate and remit the tax amount due.

TaxCloud uses the Universal Time Coordinated (UTC) as it’s the global standard for recording time. All transactions with timestamps on or after 5 p.m. PDT/ 8:00 p.m. EDT on the final day of the month will be taxed and stored on the first day of the following month.

When TaxCloud receives an API call, all date information is adjusted to UTC. CSV imports have several columns where a date and time are required. The time resolution is to the nearest minute. If the time value has seconds less than 30, then the time will round down to the nearest minute. If the time value has seconds equal to or greater than 30, the time will round up to the nearest minute.

A TransactionDate column includes the year, month, and day and is recorded as a single integer value (YYYYMMDD) and doesn’t require a timestamp. The saved format in our database is 2019-06-30 00:00.

The Authorized, Captured, and ShippingDate column’s date and time fields will adjust to UTC 0 during data ingestion.

For Amazon sellers, their reports have a reconciliation timestamp of 12 a.m. UTC 0. We accept the UTC 0 declaration and recognize the event in the declared month.

If you have any questions, email Customer Support at service@taxcloud.com.

Transactions can be easily imported into your TaxCloud account using a CSV file. Most customers need to add their transactions with the import for several reasons:

• You are new to TaxCloud and have previous data that needs to be included for TaxCloud to file your returns.
• You don’t have a TaxCloud Connector to automate importing transactions.
• You have transactions outside your TaxCloud Connector to include in reports or returns.

For the transactions to be included in filings or liability reports, they must be imported into a live Store and include a Captured date.

Notice for returns TaxCloud is filing: for the data to be included in an upcoming sales tax return that TaxCloud is filing, all data must be in TaxCloud between the 1st and 10th of the remittance month of the period to be filed. For example, January transactions remitted in February must be in TaxCloud by February 10th. Q1 transactions would need to be in by April 10th. If the 10th falls on a weekend, data needs to be in TaxCloud the business day before the 10th.

Use the TaxCloud Transaction Import Template to add transactions you’ve exported from your accounting platform. Data needs to be in this format. A description of each field can be found below.

The CSV file needs to include this information. Do not delete any columns, even for optional fields. Sales tax calculations could be affected if you do not provide full transactional details. Each should appear in a separate column in the following order.

Returned transactions: Need to use the original OrderID & CartItemIndex, and a negative CartItemQty (not price.) All returned transactions must be at the bottom of the file or in a separate file.

For importing assistance, contact TaxCloud Support.

_{*Failure to upload within TaxCloud’s assigned term may result in late data/amendment fees (Exhibit A of the Terms of Service).}

Transactions can be easily imported into your TaxCloud account using a CSV file. Most customers need to add their transactions with the import for several reasons:

• You are new to TaxCloud and have previous data that needs to be included for TaxCloud to file your returns.
• You don’t have a TaxCloud Connector to automate importing transactions.
• You have transactions outside your TaxCloud Connector to include in reports or returns.

For the transactions to be included in filings or liability reports, they must be imported into a live Store and include a Captured date.

Notice for returns TaxCloud is filing: for the data to be included in an upcoming sales tax return that TaxCloud is filing, all data must be in TaxCloud between the 1st and 10th of the remittance month of the period to be filed. For example, January transactions remitted in February must be in TaxCloud by February 10th. Q1 transactions would need to be in by April 10th. If the 10th falls on a weekend, data needs to be in TaxCloud the business day before the 10th.

Use the TaxCloud Transaction Import Template to add transactions you’ve exported from your accounting platform. Data needs to be in this format. A description of each field can be found below.

The CSV file needs to include this information. Do not delete any columns, even for optional fields. Sales tax calculations could be affected if you do not provide full transactional details. Each should appear in a separate column in the following order.

Returned transactions: Need to use the original OrderID & CartItemIndex, and a negative CartItemQty (not price.) All returned transactions must be at the bottom of the file or in a separate file.

For importing assistance, contact TaxCloud Support.

_{*Failure to upload within TaxCloud’s assigned term may result in late data/amendment fees (Exhibit A of the Terms of Service).}

To add a payment method to your TaxCloud account, log in to the TaxCloud portal, click Settings, and select Payment Methods.

Here you can select +Add a bank account or +Add a credit card at the top of the page, add the payment details, and select Save.

Kindly note that if there is only one payment method on file, it cannot be removed until a new instrument is added, then the old one can be deleted. 

To locate the API ID and Key, log in to your TaxCloud account.

Click on Settings> and then select Stores.

Your API ID and Key will be displayed in the body of your store.

To locate the API ID and Key, log in to your TaxCloud account.

Click on Settings> and then select Stores.

Your API ID and Key will be displayed in the body of your store.

To locate the API ID and Key, log in to your TaxCloud account.

Click on Settings> and then select Stores.

Your API ID and Key will be displayed in the body of your store.

Ensure your TaxCloud profile is set up based on your business needs and requirements. Tax calculations are determined on these account settings. If the TaxCloud profile is incomplete or missing a setting, it could result in an incorrect sales tax calculation. Confirm the following account settings.

• All of your physical locations are added to TaxCloud. To add locations, log in to the TaxCloud portal and select Settings> Locations.
• All states where you’re registered to calculate sales tax are properly set up under Settings> Manage States. States that are selected to calculate tax will appear in blue. To add states, select Manage and add the license number. To select individual states within the SST program, contact the Support team at 1-877-829-2568 or service@taxcloud.com.
  • Some jurisdictions offer special flat rate programs for remote sellers. You must be registered separately for that program. Update the TaxCloud profile with the new license number to get the flat rate. Ex: Alabama’s Simplified Sellers Use program license numbers start with SSU-RXXXXXX. TaxCloud will recognize the license number and calculate it at a flat rate.
• Verify all origin and destination addresses. Some jurisdictions require more than the 5-digit zip code for accurate sales tax rates. Use the full 9-digit zip code to get the full rate, as local jurisdictions can have overlapping boundaries. Use the TaxCloud Address Verification API to ensure the complete address.
• Ensure your customer is marked exempt or taxable. If you have an integration with TaxCloud, this could be done in your eCommerce platform. You can also add exemptions directly into TaxCloud.
• If your product has varying taxability throughout the United States, confirm that you use the proper product Taxability Information Codes (TIC) so TaxCloud calculates correctly.

If the above information is not properly set up for your business needs, update the settings and reprocess the order for the new rate. If all of the above is fully set up and the rate still appears incorrect, please email us at service@taxcloud.com.

Ensure your TaxCloud profile is set up based on your business needs and requirements. Tax calculations are determined on these account settings. If the TaxCloud profile is incomplete or missing a setting, it could result in an incorrect sales tax calculation. Confirm the following account settings.

• All of your physical locations are added to TaxCloud. To add locations, log in to the TaxCloud portal and select Settings> Locations.
• All states where you’re registered to calculate sales tax are properly set up under Settings> Manage States. States that are selected to calculate tax will appear in blue. To add states, select Manage and add the license number. To select individual states within the SST program, contact the Support team at 1-877-829-2568 or service@taxcloud.com.
  • Some jurisdictions offer special flat rate programs for remote sellers. You must be registered separately for that program. Update the TaxCloud profile with the new license number to get the flat rate. Ex: Alabama’s Simplified Sellers Use program license numbers start with SSU-RXXXXXX. TaxCloud will recognize the license number and calculate it at a flat rate.
• Verify all origin and destination addresses. Some jurisdictions require more than the 5-digit zip code for accurate sales tax rates. Use the full 9-digit zip code to get the full rate, as local jurisdictions can have overlapping boundaries. Use the TaxCloud Address Verification API to ensure the complete address.
• Ensure your customer is marked exempt or taxable. If you have an integration with TaxCloud, this could be done in your eCommerce platform. You can also add exemptions directly into TaxCloud.
• If your product has varying taxability throughout the United States, confirm that you use the proper product Taxability Information Codes (TIC) so TaxCloud calculates correctly.

If the above information is not properly set up for your business needs, update the settings and reprocess the order for the new rate. If all of the above is fully set up and the rate still appears incorrect, please email us at service@taxcloud.com.

TaxCloud rounds to the 5th decimal based on the number of items within the sales order.

Example 1:

• Line item 1: Hat
• Quantity: 1
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $0.73 ($10*0.07253)

Example 2:

• Line item 1: Hat
• Quantity: 2
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.46 ($10*0.07253*2)

With item rounding without including the quantity, the example 2 scenario would calculate slightly differently.

• Line item 1: Hat
• Quantity: 2
• Total Price: $20.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.45 ($20*0.07253)

Both methods are generally accepted accounting principles. TaxCloud does not currently calculate with item-based rounding.

TaxCloud rounds to the 5th decimal based on the number of items within the sales order.

Example 1:

• Line item 1: Hat
• Quantity: 1
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $0.73 ($10*0.07253)

Example 2:

• Line item 1: Hat
• Quantity: 2
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.46 ($10*0.07253*2)

With item rounding without including the quantity, the example 2 scenario would calculate slightly differently.

• Line item 1: Hat
• Quantity: 2
• Total Price: $20.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.45 ($20*0.07253)

Both methods are generally accepted accounting principles. TaxCloud does not currently calculate with item-based rounding.

TaxCloud rounds to the 5th decimal based on the number of items within the sales order.

Example 1:

• Line item 1: Hat
• Quantity: 1
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $0.73 ($10*0.07253)

Example 2:

• Line item 1: Hat
• Quantity: 2
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.46 ($10*0.07253*2)

With item rounding without including the quantity, the example 2 scenario would calculate slightly differently.

• Line item 1: Hat
• Quantity: 2
• Total Price: $20.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.45 ($20*0.07253)

Both methods are generally accepted accounting principles. TaxCloud does not currently calculate with item-based rounding.

TaxCloud rounds to the 5th decimal based on the number of items within the sales order.

Example 1:

• Line item 1: Hat
• Quantity: 1
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $0.73 ($10*0.07253)

Example 2:

• Line item 1: Hat
• Quantity: 2
• Item Price: $10.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.46 ($10*0.07253*2)

With item rounding without including the quantity, the example 2 scenario would calculate slightly differently.

• Line item 1: Hat
• Quantity: 2
• Total Price: $20.00
• Sales tax rate: 0.07253333
• TaxCloud rounded rate: 0.07253
• TaxCloud resulting tax amount due: $1.45 ($20*0.07253)

Both methods are generally accepted accounting principles. TaxCloud does not currently calculate with item-based rounding.

What’s an API?

TaxCloud has several Application Programming Interfaces (APIs) to calculate the sales tax when a shopper buys something – but first, let’s answer a common question: What’s an API?

In programming terms, an API (Application Programming Interface) is a set of rules and protocols that allows different software applications to communicate with each other. It defines the methods and data formats one software component can use to request and exchange information or perform specific tasks with another component or service.

A childhood example – imagine you have a set of building blocks, and you want to build something fun, like a tall tower. But you don’t have all the blocks you need, so you ask your friend for some of their blocks to help you build the tower.

An API is a bit like your friend sharing their blocks with you. It’s like a magic way for different computer programs to share information and work together, just like you and your friend sharing building blocks to make something cool.

So, when one program wants to use information or do something with another program, they can use an API to ask for help and share what they need, just like you and your friend share your building blocks to build something awesome together.

Below is a list of TaxCloud’s most used APIs (please visit TaxCloud’s developer site https://app.taxcloud.com/developer for more information):

1. Address Verification API – A complete and valid shipping address must be provided at checkout to determine the most accurate sales tax. TaxCloud’s Address Verification API works with your shopping cart to ensure all addresses are correct, validates against the United States Post Office, and includes adding the full zip9. It will ask your customers to confirm the inputted address if it’s unrecognized by our database. However, TaxCloud never prevents a transaction from proceeding. Once your customer confirms an address, we will calculate accurate sales tax with the information provided.
2. Lookup API call – Determines the estimated sales tax amount of at least one product or service. The call reviews all required information from the sales order to determine the tax amount due. For example, origin address, shipping address, item quantity, item taxability, purchase price, and date. This is an estimated API tax call since the order hasn’t been captured/completed.
3. Authorized API call – Notifies TaxCloud when a customer’s payment has been successfully processed. Similar to marking an order as ‘Paid.’ These orders are not included in the sales tax liability summary or for remitting sales tax on the state returns.
4. Captured & AuthorizedWithCapture API calls – Informs TaxCloud when your customer has completed their purchase or that it has been shipped. The Captured API call is required to generate your sales tax liability summary reports, and what TaxCloud will use for remitting sales tax on state returns. Regardless of who files the sales tax return, the sales data will not be generated if the order isn’t in Captured status. However, many companies consider an item to be ‘shipped’ as soon as the customer’s payment instrument is processed, so they combine the Authorized call and the Captured call into AuthorizedWithCapture. Speak with your developer about your transaction process and which API call to use. A Salesperson or TaxCloud Support is available to discuss any questions.
5. Returned API call – Occurs when an order is returned, canceled, or needs an adjustment after it was previously Captured. Once a return is initiated through the origination platform, like an eCommerce platform, TaxCloud will adjust the transaction.

What’s an API?

TaxCloud has several Application Programming Interfaces (APIs) to calculate the sales tax when a shopper buys something – but first, let’s answer a common question: What’s an API?

In programming terms, an API (Application Programming Interface) is a set of rules and protocols that allows different software applications to communicate with each other. It defines the methods and data formats one software component can use to request and exchange information or perform specific tasks with another component or service.

A childhood example – imagine you have a set of building blocks, and you want to build something fun, like a tall tower. But you don’t have all the blocks you need, so you ask your friend for some of their blocks to help you build the tower.

An API is a bit like your friend sharing their blocks with you. It’s like a magic way for different computer programs to share information and work together, just like you and your friend sharing building blocks to make something cool.

So, when one program wants to use information or do something with another program, they can use an API to ask for help and share what they need, just like you and your friend share your building blocks to build something awesome together.

Below is a list of TaxCloud’s most used APIs (please visit TaxCloud’s developer site https://app.taxcloud.com/developer for more information):

1. Address Verification API – A complete and valid shipping address must be provided at checkout to determine the most accurate sales tax. TaxCloud’s Address Verification API works with your shopping cart to ensure all addresses are correct, validates against the United States Post Office, and includes adding the full zip9. It will ask your customers to confirm the inputted address if it’s unrecognized by our database. However, TaxCloud never prevents a transaction from proceeding. Once your customer confirms an address, we will calculate accurate sales tax with the information provided.
2. Lookup API call – Determines the estimated sales tax amount of at least one product or service. The call reviews all required information from the sales order to determine the tax amount due. For example, origin address, shipping address, item quantity, item taxability, purchase price, and date. This is an estimated API tax call since the order hasn’t been captured/completed.
3. Authorized API call – Notifies TaxCloud when a customer’s payment has been successfully processed. Similar to marking an order as ‘Paid.’ These orders are not included in the sales tax liability summary or for remitting sales tax on the state returns.
4. Captured & AuthorizedWithCapture API calls – Informs TaxCloud when your customer has completed their purchase or that it has been shipped. The Captured API call is required to generate your sales tax liability summary reports, and what TaxCloud will use for remitting sales tax on state returns. Regardless of who files the sales tax return, the sales data will not be generated if the order isn’t in Captured status. However, many companies consider an item to be ‘shipped’ as soon as the customer’s payment instrument is processed, so they combine the Authorized call and the Captured call into AuthorizedWithCapture. Speak with your developer about your transaction process and which API call to use. A Salesperson or TaxCloud Support is available to discuss any questions.
5. Returned API call – Occurs when an order is returned, canceled, or needs an adjustment after it was previously Captured. Once a return is initiated through the origination platform, like an eCommerce platform, TaxCloud will adjust the transaction.

Before you begin using TaxCloud, please make sure:

• You have a valid Secure Sockets Layer (SSL) certificate
• Your website is capable of initiating both client and server-side SSL connections
• Your website has server-side scripting or CGI capabilities, such as ASP Classic, ASP.NET, C#, Cold Fusion, Java, Perl, PHP, or VB.Net
• You are able to save/retain TaxCloud API credentials (TaxCloud API ID and API Key)

Before you begin using TaxCloud, please make sure:

• You have a valid Secure Sockets Layer (SSL) certificate
• Your website is capable of initiating both client and server-side SSL connections
• Your website has server-side scripting or CGI capabilities, such as ASP Classic, ASP.NET, C#, Cold Fusion, Java, Perl, PHP, or VB.Net
• You are able to save/retain TaxCloud API credentials (TaxCloud API ID and API Key)

Please click this link to access documentation on implementing TaxCloud’s API for exemption certificates. The information is located in TaxCloud’s Developer portal, which includes several resources for developers creating an API connection with TaxCloud.

Please click this link to access documentation on implementing TaxCloud’s API for exemption certificates. The information is located in TaxCloud’s Developer portal, which includes several resources for developers creating an API connection with TaxCloud.

Please click this link to access documentation on implementing TaxCloud’s API for exemption certificates. The information is located in TaxCloud’s Developer portal, which includes several resources for developers creating an API connection with TaxCloud.

Nexus is commonly used by a state’s Department of Revenue, accountants, and other tax professionals like TaxCloud. It can be complex and confusing for everyday people, especially since nexus types can have different legal implications for businesses that vary between states.

Nexus refers to a business’s connection or presence in a state or jurisdiction. When a business has “nexus,” it subjects them to various legal obligations, like collecting and remitting sales tax in state and local jurisdictions.

Nexus can be established in several ways and varies by state. These are the most common types of Nexus.

• Physical: The most common type of nexus and what many businesses consider their only registration requirement. This occurs when a business has a physical location like a retail store, office, warehouse, or other physical presence like employees or agents.
• Economic: The second most common type of Nexus and what many have recently heard of by the 2018 ruling of the Wayfair vs. South Dakota lawsuit that enacted it. Many states have adopted economic nexus standards. This considers a business to have Nexus if it meets certain economic thresholds. Check out TaxCloud’s State Guides to see the economic nexus requirements for each state. Tax rates vary with economic nexus, and some states offer special programs for qualified businesses.
• Affiliate or Click-Through: When a business has affiliate relationships or online advertising agreements with in-state entities that generate sales or leads. Varies by state.
• Marketplace: In some cases, using online marketplaces like Amazon or eBay can create a Nexus if the marketplace handles fulfillment or storage on behalf of the seller. Most states with Marketplace Nexus also require the marketplace to collect and remit taxes on behalf of the seller.
• Temporary: Temporary activities, such as attending trade shows or conducting temporary business in a state, can also establish Nexus. This can require the business to collect and remit for several years before they can unregister.

Failure to comply with nexus requirements can result in serious legal and financial consequences, such as penalties and fines. To ensure compliance, many businesses seek automated tax compliance from experts like TaxCloud.

Nexus is commonly used by a state’s Department of Revenue, accountants, and other tax professionals like TaxCloud. It can be complex and confusing for everyday people, especially since nexus types can have different legal implications for businesses that vary between states.

Nexus refers to a business’s connection or presence in a state or jurisdiction. When a business has “nexus,” it subjects them to various legal obligations, like collecting and remitting sales tax in state and local jurisdictions.

Nexus can be established in several ways and varies by state. These are the most common types of Nexus.

• Physical: The most common type of nexus and what many businesses consider their only registration requirement. This occurs when a business has a physical location like a retail store, office, warehouse, or other physical presence like employees or agents.
• Economic: The second most common type of Nexus and what many have recently heard of by the 2018 ruling of the Wayfair vs. South Dakota lawsuit that enacted it. Many states have adopted economic nexus standards. This considers a business to have Nexus if it meets certain economic thresholds. Check out TaxCloud’s State Guides to see the economic nexus requirements for each state. Tax rates vary with economic nexus, and some states offer special programs for qualified businesses.
• Affiliate or Click-Through: When a business has affiliate relationships or online advertising agreements with in-state entities that generate sales or leads. Varies by state.
• Marketplace: In some cases, using online marketplaces like Amazon or eBay can create a Nexus if the marketplace handles fulfillment or storage on behalf of the seller. Most states with Marketplace Nexus also require the marketplace to collect and remit taxes on behalf of the seller.
• Temporary: Temporary activities, such as attending trade shows or conducting temporary business in a state, can also establish Nexus. This can require the business to collect and remit for several years before they can unregister.

Failure to comply with nexus requirements can result in serious legal and financial consequences, such as penalties and fines. To ensure compliance, many businesses seek automated tax compliance from experts like TaxCloud.

TaxCloud offers a variety of services to facilitate sales tax calculation, filing and remittance. Our API’s consider all aspects of tax calculation, including origin location, nexus footprint, destination address, taxability rules and exemptions.

With a TaxCloud Account, You Can…

1. Determine, in real-time, the applicable sales tax amount for all your transactions.
2. Determine if items are tax-exempt (including sales tax holidays).
3. Automatically integrate changes to tax codes and rates.
4. Track your monthly gross sales, exempt sales and taxable sales in every state.
5. Get a detailed breakdown by jurisdiction within each state.
6. Generate and automatically file your monthly sales tax returns.
7. Remit sales tax proceeds to the appropriate state and local jurisdictions.
8. Bypass state-issued correspondence, including notices and audit inquiries, because we handle those for you.
9. Be indemnified for any data or filing errors.

TaxCloud does not provide a list of state and local sales tax rates. Instead, TaxCloud integrates with your shopping cart or order management system to calculate sales tax on individual items within a shopping cart at the time a buyer completes checkout.

However, rate checks may be performed on our Find A Rate tool.

TaxCloud does not provide a list of state and local sales tax rates. Instead, TaxCloud integrates with your shopping cart or order management system to calculate sales tax on individual items within a shopping cart at the time a buyer completes checkout.

However, rate checks may be performed on our Find A Rate tool.

The process to obtain a sales tax license is straightforward.

1. First, you’ll need to collect basic information for your business, such as its EIN Number, type of ownership, the date the business was founded, legal name, etc.
2. Use this link to look up your business’ North American Industry Classification System number. Most states ask for this number as part of their application process.
3. Once you have your paperwork, ask your accountant or tax attorney for a list of states where you must register to file and remit sales tax.
4. Go to each state’s Department of Revenue website and select the section for “Sales and Use Tax.” The state’s website will walk you through the registration process.

Tip: Have a credit card handy. The state may charge a processing fee.

When there is a digital product that’s downloaded instead of shipped, TaxCloud will calculate based on the billing address and the digital goods Taxability Information Code (TIC) used, with some state variations.

TaxCloud calculates sales tax based on the information provided. If there is information missing, it could result in an incorrect calculation. Review the Taxability Information Codes (TIC) available to ensure you’re using the applicable one for your item.

When there is a digital product that’s downloaded instead of shipped, TaxCloud will calculate based on the billing address and the digital goods Taxability Information Code (TIC) used, with some state variations.

TaxCloud calculates sales tax based on the information provided. If there is information missing, it could result in an incorrect calculation. Review the Taxability Information Codes (TIC) available to ensure you’re using the applicable one for your item.

TaxCloud will calculate sales tax based on a shipping address, even if it’s to a P.O. box. Ensure to use the full shipping address, including the 9-digit zip code.

TaxCloud will calculate sales tax based on a shipping address, even if it’s to a P.O. box. Ensure to use the full shipping address, including the 9-digit zip code.

A majority of items or products sold throughout the jurisdictions are Tangible Personal Property (TPP) and fully taxable. Some products have varying taxability between the jurisdictions, so TaxCloud uses a Taxability Information Code (TIC) to identify these items.

With a real-time integration of TaxCloud into your shopping cart application, eCommerce platform, or ERP, part of the API request will include the assigned TIC of each line item. This will give your customers an estimated tax calculation for their order and a final tax calculation at checkout.

Ensure to assign a TIC for each product within your platform so TaxCloud can calculate sales tax accurately. Review the integration guide specific to the shopping cart or order management integration to get instructions on how to add TICs to products.

A majority of items or products sold throughout the jurisdictions are Tangible Personal Property (TPP) and fully taxable. Some products have varying taxability between the jurisdictions, so TaxCloud uses a Taxability Information Code (TIC) to identify these items.

With a real-time integration of TaxCloud into your shopping cart application, eCommerce platform, or ERP, part of the API request will include the assigned TIC of each line item. This will give your customers an estimated tax calculation for their order and a final tax calculation at checkout.

Ensure to assign a TIC for each product within your platform so TaxCloud can calculate sales tax accurately. Review the integration guide specific to the shopping cart or order management integration to get instructions on how to add TICs to products.

After the 10th of each month, TaxCloud creates a liability tax report summary of the previous month’s sales. The jurisdiction report displays total sales, taxable sales, and exempt sales. It also details the sales summary by state, county, city, and special jurisdictions.

If you have any questions, contact Customer Support at 1-877-829-2568 or service@taxcloud.com.

Sorry, right now TaxCloud calculates sales tax for only US locations. However, we plan to expand internationally in the coming year.

Sorry, right now TaxCloud calculates sales tax for only US locations. However, we plan to expand internationally in the coming year.

Merchants using Automated Compliance are registered for the Streamline program once they go Live to receive reporting and filing services in all 25 member states* at little to no cost. This is because TaxCloud receives a small commission for merchants who are voluntary sellers in Streamline’s SSUTA states + PA for those services.

TaxCloud does not receive a commission for member states in which a merchant holds physical nexus (or a physical presence). As a result, if a merchant with Automated Compliance has sales in their physical nexus state, they will not receive a credit for their percent of sales fee in that month. TaxCloud will bill the merchant a percent of sales fee of .5% of that state’s gross sales for that month.

_{*Pennsylvania is not SSUTA state. Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants using Automated Compliance are registered for the Streamline program once they go Live to receive reporting and filing services in all 25 member states* at little to no cost. This is because TaxCloud receives a small commission for merchants who are voluntary sellers in Streamline’s SSUTA states + PA for those services.

TaxCloud does not receive a commission for member states in which a merchant holds physical nexus (or a physical presence). As a result, if a merchant with Automated Compliance has sales in their physical nexus state, they will not receive a credit for their percent of sales fee in that month. TaxCloud will bill the merchant a percent of sales fee of .5% of that state’s gross sales for that month.

_{*Pennsylvania is not SSUTA state. Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants using Automated Compliance are registered for the Streamline program once they go Live to receive reporting and filing services in all 25 member states* at little to no cost. This is because TaxCloud receives a small commission for merchants who are voluntary sellers in Streamline’s SSUTA states + PA for those services.

TaxCloud does not receive a commission for member states in which a merchant holds physical nexus (or a physical presence). As a result, if a merchant with Automated Compliance has sales in their physical nexus state, they will not receive a credit for their percent of sales fee in that month. TaxCloud will bill the merchant a percent of sales fee of .5% of that state’s gross sales for that month.

_{*Pennsylvania is not SSUTA state. Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants using Automated Compliance are registered for the Streamline program once they go Live to receive reporting and filing services in all 25 member states* at little to no cost. This is because TaxCloud receives a small commission for merchants who are voluntary sellers in Streamline’s SSUTA states + PA for those services.

TaxCloud does not receive a commission for member states in which a merchant holds physical nexus (or a physical presence). As a result, if a merchant with Automated Compliance has sales in their physical nexus state, they will not receive a credit for their percent of sales fee in that month. TaxCloud will bill the merchant a percent of sales fee of .5% of that state’s gross sales for that month.

_{*Pennsylvania is not SSUTA state. Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Merchants using Automated Compliance are registered for the Streamline program once they go Live to receive reporting and filing services in all 25 member states* at little to no cost. This is because TaxCloud receives a small commission for merchants who are voluntary sellers in Streamline’s SSUTA states + PA for those services.

TaxCloud does not receive a commission for member states in which a merchant holds physical nexus (or a physical presence). As a result, if a merchant with Automated Compliance has sales in their physical nexus state, they will not receive a credit for their percent of sales fee in that month. TaxCloud will bill the merchant a percent of sales fee of .5% of that state’s gross sales for that month.

_{*Pennsylvania is not SSUTA state. Since PA has adopted Streamline-like policy, they are considered a member state for sales tax purposes.}  

Simple Sales Tax requires PHP 5.5+, WordPress 4.5+, and WooCommerce 2.6+.

The WooCommerce Simple Sales Tax has been thoroughly tested and supports recurring payments.

Yes. If you are obligated to collect city and county sales taxes, Simple Sales Tax will automatically include them.

The term “sales price” is defined by statute in every state with slight variations.

“Sales price” means the total amount of consideration (including cash, credit, property, and services) exchanged between a purchaser and a seller to effectuate a transaction to both parties satisfaction.

The important point is that the sales price is set by the seller, not the tax processor. Once the seller sets the sales price, the amount of tax due can be calculated. For absolute clarity, any and all seller-provided discounts must be applied to the sales price before calculating sales tax.

Because each item may be taxable or exempt, when a discount is applied, the methodology of exactly how that discount is applied is a relevant business decision for the seller.

For example, the seller can apply the discount in multiple ways.

1. Evenly – DiscountDollars divided by AllItemsCount. (Easiest)
2. Proportionally – LineItemSalesPrice divided by AllItemsSalesPrice multiplied DiscountDollars.
3. Sequentially – reducing the LineItemSalesPrice of an item down to zero, if additional DiscountDollars remain, continue through each additional line item until DiscountDollars is exhausted.
4. Preferentially – exempt items before the taxable items, or vice-versa. (Not suggested)

Sellers should choose their preferred methodology and ensure their developer or eCommerce platform incorporates it accurately. Developers should be instructed to include detailed comments in their source code about implementing your Discount Application Policy.  Additionally, sellers should disclose their methodology to customers in a Discount Application Policy.

After any discounts have been applied and the revised sales price has been determined, the tax Lookup API call should be sent to TaxCloud so we can calculate the amount of sales tax due.

The tax treatment for returned items depends on the purchase and return date.

If an item is purchased and returned within the same month, the transaction will be offset. However, if an item is purchased and then returned in a future month, the value of the items sold (along with any shipping charges) is applied to the month in which the original sale occurred – while the returned sales tax is applied in the current month, thereby reducing the tax remitted to the jurisdictions in which the tax was originally paid.

Your shopping cart or order management system should allow you to handle merchandise returns and other adjustments to existing orders through your cart admin panel. Once you create a return or partial return, your cart communicates with TaxCloud and applies the credits to your account for the sales tax originally paid on the returned or refunded amount.

You can view the details of a return on your “Transactions” page, where it will appear within the original order.

Shipping charges are subject to sales tax in many states. If the order is being shipped to a state that taxes shipping, TaxCloud calculates and applies the appropriate sales tax.

Please be aware that TaxCloud provides two Taxability Information Codes (TIC’s) related to transportation, shipping, postage, and similar charges.

Please select Postage/Shipping TIC 11010 if you are charging your customer your actual shipping cost as can be demonstrated by your invoice from your shipping provider.

If you offer “Flat Rate Shipping” (regardless of your actual shipping costs), or if you markup your shipping charges (charging your customers more than your actual shipping cost), you should use Shipping & Handling TIC 11000, available in the Administrative TIC category.

For a complete list of TaxCloud’s taxability codes, please visit our TIC page, select Explore and then click on the drop down arrow tot he right to access the parent and sub-categories available.

Taxability Information Codes (TIC’s) are 5-digit codes you assign to your products that may receive special tax treatment. For example, many states apply special sales tax rates or exemptions to ‘essential goods’ such as food, clothing and medicine.

The general default TIC for items that do not get special treatment is “00000”.

Please click the following link to explore TaxCloud’s taxability codes: https://app.taxcloud.com/tic

Taxability Information Codes (TICs) are 5-digit codes you assign to products that may receive special tax treatment. For example, many states apply special sales tax rates or exemptions to ‘essential goods’ such as food, clothing and medicine.

The general default TIC for items that do not get special treatment is “00000”. If you know that your products receive special tax treatment, please click the following link to explore our tax categories and taxability codes: https://app.taxcloud.com/tic

If you do not see a code that fits your product, TaxCloud can make one for you. However, we would need supporting documentation such as a state citation.

TaxCloud uses what we refer to as Taxability Information Codes (TICs) to keep track of items (or categories of items) that are tax-exempt in certain states. When your shopping cart requests a sales tax rate from TaxCloud, the order information should automatically include a TIC with the request. TaxCloud will respond with the correct sales tax amount based upon the provided TIC.

TaxCloud’s TIC merchandise classification hierarchy is based upon the standard definitions established by the Streamlined Sales and Use Tax Agreement.

For a complete description of available TICs, please review our TIC documentation at https://app.taxcloud.com/tic

Important note for developers: TICs and their associated definitions are updated regularly by the states. Do not download and retain these codes as static resources in your local, test, or deploy environment. The complete TIC current list is always available for automated inclusion through various real-time feed formats, including JQuery, JSONP, JSON, TEXT, XML, and CSV.

For additional developer resources, please visit TaxCloud’s developer portal at https://app.taxcloud.com/developer.

Whether you’re new to TaxCloud or adding another integration/store, you’ll need to test to ensure you’ve set up everything necessary before going live (production.) There isn’t a need to create a separate TaxCloud account for testing. Every store is in test mode until the associated API credentials are set to Live by selecting the Go Live button in your TaxCloud store.

Setting up a new store within TaxCloud is simple. You can add as many websites to your TaxCloud account as you’d like, and each will be given a unique set of API credentials.

1. Log in to TaxCloud.
2. Select Stores.
3. Click on the red +add button.
4. Select the type of integration and input information about the store.
   1. Some stores can be added directly from your eCommerce platform. Review our Partners & Integrations page for more details.

Test transaction behavior is the same as a live store, ensuring that data is accurate and doesn’t require migrating to a new environment. All transactions within the non-live store are test transactions until you select the Go Live button for that store. These are not included in sales tax liability reports. Once a store is marked Live, all future transactions are included in the sales tax liability report generated between the 5th and the 10th of the remittance month.

Review the TaxCloud Developer Guide to learn the different types of transactions and their behavior.

Whether you’re new to TaxCloud or adding another integration/store, you’ll need to test to ensure you’ve set up everything necessary before going live (production.) There isn’t a need to create a separate TaxCloud account for testing. Every store is in test mode until the associated API credentials are set to Live by selecting the Go Live button in your TaxCloud store.

Setting up a new store within TaxCloud is simple. You can add as many websites to your TaxCloud account as you’d like, and each will be given a unique set of API credentials.

1. Log in to TaxCloud.
2. Select Stores.
3. Click on the red +add button.
4. Select the type of integration and input information about the store.
   1. Some stores can be added directly from your eCommerce platform. Review our Partners & Integrations page for more details.

Test transaction behavior is the same as a live store, ensuring that data is accurate and doesn’t require migrating to a new environment. All transactions within the non-live store are test transactions until you select the Go Live button for that store. These are not included in sales tax liability reports. Once a store is marked Live, all future transactions are included in the sales tax liability report generated between the 5th and the 10th of the remittance month.

Review the TaxCloud Developer Guide to learn the different types of transactions and their behavior.